GlassShop Pro/Deluxe/Lookup XE/Quote System Updates

The following file download links are for the GlassShop Lookup XE, Deluxe, Pro, versions of GlassShop. If you are a Manager user, you are on the wrong page (click Back). None of these are a demo program. They are all updates to existing systems and will only work with activated versions of GlassShop.

1

This will take typically some time, so set aside some time right now.

2

Exit your GlassShop System (this is important!)

3

Click on the link to the update.

4

Click on run or save. If you save the update you will need to run it after it has finished saving.

5

Once downloading has completed, you will see the familiar Data Tranz install screen.

6

Install the update to c:\dextr (it should default here)

July 24, 2024

GlassShop System Update for Lookup / Deluxe / Pro / Retail /

DataTranzGlassShopStandardUpdate

Full Client Install

THIS IS NOT AN UPDATE

GlassShopStandardClient11

• Changes to the billing a MISC Labors for Glaxis/Lynx
• Bolded Part Notes
• New Options for Looking up Documents
• Additional Options for looking up documents.
• Tweaks on demo program.
• Fix on saving customer names in Retail.
• Continued tweaking to Safelite EDI.
• Small changes to the navigation, with the schedule printing window available under Orders.
• Deposits on work orders in retail now reflecting as they do in AGR.
• New indicators for NAGS database extract date in About Screen
• NAGS hours and kits properly displaying on all printed forms,
• New ability to zoom to payments made on a work order or invoice,
• New verbiage to explain payments on work order and invoices,
• Deposit payments on work orders reflected on printed documents,
• Simplification of Safelite OEM part submission method,
• Change descriptions for misc parts and labor items while in order entry window (good for Safelite EDI),
• More descriptive subject line for outgoing EDI emails,
• Changes to rendering of old-school kit part numbers for Safelite EDI,
• New options on retail order entry for printing pricing and totals on documents.
• New options in account type setup.
• New options for printing with and without pricing on invoices.
• Changed refresh buttons on order lookup and eSchedule windows.
• Activated option to restrict sites in document lookup window.
• Enhanced stocking instructions report to include vendor id and cost.
• Fixed issue on misc. labor taxation.
• Fix on compile time issue that forced saved_insured_invoice error.
• TIN on Invoice.
• Eliminates situation where a misc part set as nontaxable gets taxed.
• Fix on printed 8.5 X 11 quotes wording,
• Data revival utility following power outtage,
• Fix on default document previous issue,
• Fix on kit pricing remaining on printed document on first save.
• Refinements to the invoice total target feature.
• Enhanced default information for first time GlassShop Retail sites,
• Fresh VIN Data,
• Ability to change document titles by account type.
• Major new feature addition: ability to print to PDF and email Statements and Purchase Orders.
• Change to 100% discount for glass and hardware.
• Minor fix for Safelite kit quantities.
• Change to NAGS Labor hours; printing labor hours instead of "1" when requested.
• Included Glaxis's First Notice of Loss.
• Addition of Glaxis button to Department 83.
• Copy down email address with ship to button on main order screen.
• Minor improvements to email list management.
• Electronic Notice of Loss through Glaxis functionality testing at select retailers.
• Fix on printing.
• Expanded Email Functionality including emails for customers and database export.Includes some historical information on NAGS.
• Updates to datatypes for Glaxis transactions.
• Many changes in preparation for large system updates that will be made in the near future.
• Fix for adhesive part number for interchange parts with Safelite EDI.
• Payment utility window for system upgrades
• Changes to Technician setup - assign technician by site
• Several new sales by account type reports.
• Continuous refinements to the VIN database for VinXpress.
• Major upgrade on payment processing for XCharge Credit Card Processing. Allows VOID of processed payment.
• Added new payment method, EFT
• Added new payment debit methods: void and refund.
• Updated all reports to reflect new methods.
• Fed Tax ID support for multiple and different locations for EDI.
• Additional parameters included to support multi-site installations.
• Option on 'don't show pricing'
• Date utilty on payment screen.
• Addition of subtotal field on main order entry screen.
• Minor change on apply payment screen to accomodate different dates on deposit reports.
• On QuickBooks export: the inclusion of the work order number in the customer comment field will not happen, as there is a hard limit in QuickBooks on the number of messages!
• Includes several utility files which will help the system close gracefully,
• Created corporate site, which is the location that access codes for multiple site installations will check.
• Change to automated Glaxis polling
• Multiple site support for Deluxe and Pro
• You can delete incoming dispatches,
• The wording on the Work Order for "Collect this amount" has the math completed for the promotion.
• Allows sending of "reference" number in PO field to Glaxis rather than the regular GlassShop invoice number.
• Slightly shorter main data entry screen idealized for widescreen laptops.
• Item / Unit Cost on PO converting properly onto receiving documents.
• File conversion routine for Glaxis Damage Information File
• Alterations to Labor, Materials, Deductible, Promotion Report.
• Pilkington contact information window.
• Warning for changing shop specifications which could invalidate access codes.
• Minor changes to rendering credits for repairs for Glaxis invoicing.
• Changes to demo mode in Retail System.
• Smaller font for shop addresses for the Florida work order and invoice.
• New navigation for Lookup and Deluxe system administrators for accessing long lien notice for the Florida market.
• On purchase order receiving, ability to change costs and costs appear.
• Change to Misc Parts on Glaxis sending to allow invoicing of non-NAGS authorized parts.
• New report for purchasing by vendor.
• "Loosening" of some of the parameters of work assignments to allow easier changes to net-priced parts.
• New small-font quotation printout,
• New understated work order printout,
• Database update and quality improvements to VINXpress Software,
• Create PDF documents to email quotes, work orders, and invoices,
• Changes to Salesperson report on deductibles and promotions,
• Slight re-work on Acknowledgement screen
• Support for New DTComm version for 1/14/2010
• Change to defaults file to only create "Live" transactions
• Receive Glaxis Work Assigments and eScheduled documents,
• Request online authorizations for Glaxis Work Assignments,
• Email Salesperson quotes, work orders, and invoices quickly as an inline message
• Salesperson will not be changed if option to use logged in person as salesperson is used even if account changed,
• New utility to remove demo data from scheduler setup,
• printed work order will print $0.00 when the actual amount is $0.00 and not as invisible,
• New Config file for sending to the new Glaxis internet address.
• *** New *** Collections Management for Deluxe and Pro versions of GlassShop.
• New work order form with expansive notices for highly regulated states (such as Florida).
• Some inventory tracking enhancments.
• Minor change to invoicing for AUTH-MISC-LABOR as per instructions from Glaxis.
• Some changes to Misc. Items on existing invoices after items deleted
• New Deductible print options.
• Updated and Improved "Glaxis Invoice Acknowledgments" screen with archiving and printed reports.
• Added feature: set all Miscellaneous parts to taxable or non-taxable with a button push.
• HOT! New Integration with Pilkington North America for part quotes and part ordering!
• NEW! Hotbuttons for Speed!
• Larger Glaxis invoice acknowledgement window,
• Changes to labor and kit totaling when brought to zero,
• Changes to quantity extension on electronically invoiced items,
• Named hyperlink now appears on invoice acknowledment window so you can see part errors, rather than just invoice errors.
• Note: NAGS Database download includes graphics, which will not be on a separate download.
• New eTranz function: button functions on main order window allow you to send emails and faxes quickly and easily.
• Changes to Labor and Kit for "legacy" documents that use the old way.
• Dispatch Lookup improved for invoices on Order Lookup Window.
• Revised navigation for Lookup XE customers
• Glaxis invoicing and invoice acknowledgements.
• Alternative "mini" batch edit screen for changing sales tax groups, edi accounts, etc. on accounts.
• Retail Feature: Change order order of chosen items.
• Auto Glass Feature: Change order of items on order screen.
• New Feature! Ability to change just the total on an invoice, and all other parts are edited proportionately.
• Major feature upgrades for GlassShop Deluxe.
• New MapPoint integration, allowing Internet navigation straight from your GlassShop screen.
• Various enhancements to GlassShop Retail.
• Change to printed quotes for customer as bill-to.
• Bracketed {} information on an account name will not print on quotes, orders, invoices, or statements.
• Retail report fixes for multiple pages,
• Full VinXpress Support - Type in VIN and get NAGS Glass for that vehicle,
• Destination of sales report box appears
• VinXpress database
• Zip Code Database - enter Zip, and City and State automatically fill.
• Customer Name Lookup on Order Lookup restricts to that name only.
• New report for Sales by Account with last payment date, payments, and original invoice amount.
• Roll-Back on Order Lookup Window Please send feedback to development@datatranz.com
• Added Account Number to Customer Export function
• Payment Date and Method on Invoice
• NEW! Account Sales History Report on Account Setup window.
• Changes to Materials column in sales reports.
• NEW! Sort Unpaid Invoice Report by the window's sort.
• Changes to Order Lookup Sorting Priorities.
• Small Change to Lookup by Customer Last Name, responding to just a few letters
• Retail Systems have full access to payment screen.
• Routine repaired for "Do you want to resend this EDI Invoice?" dialog.
• New IP Address for FTP Sending
• On main order screen, reduced representation of hardware, and increased the number of glass pieces.
• Classic screen works properly, when looking up an order.
• Minor modifications to the payment screen.
• Minor change to payment reports, so it prints without an invoice an entire month.
• New Button for Retail that copies account information automatically into the ship-to area.
• Introducing Credit Card Processing with More
• Some navigation changes for Lookup XE for Salesperson access
• Can now see retired tax groups
• Fix on custom verbiage for kits and labor
• Added query to user "Add Surcharge?" Option to the automatic fuel surcharge option.
• Salesperson dialog is now different in Retail Order Entry and on the Account Setup Screen.
• Customer note screen is editable, and can remain open during ordering process.
• Customer details screen from the zoom button on the Retail Order screen is available.
• Option to not apply discounts to misc items and misc labor automatically.
• Fuel Surcharge Option
• IP Address Change for Pro-Deluxe-Lookup XE for FTP sending of EDI
• Changes to the QuickBooks export.
• Addition of the Account Name on the main order screen for automotive which will alternate with the scheduled information.
• Minor change to Account Setup Page for EDI which allows you to edit the EDI Account Number on the page.
• Changes to Retail Order Entry Screen to maintain Taxable status on misc. items and misc. labor.
• Changes to the Retail Order Entry Screen to honor the original order the items were entered into the system.
• New option to print more details on Sales Tax Reports
• Print Destination Window Added to the Sales Reports Generator,
• New Sorting Options for Unpaid Invoices in the Unpaid Invoices window,
• Added a E, K, U, and W to the alphabet on the Make Lookup window,
• Revised and updated the Tax Reporting screen,
• Under the Help menu item, new option to Rebuild (Series) which will help to fix any corrupted file in GlassShop.
• Prints address1 and address2 on "no price" invoices.
• Fix on Remove for GlassShop Retail,
• New sales report with labor details and taxable sales,
• Includes ability to sort statements by NAME, rather than account number when printing. Check box when printing.
• Improvements to the NAGS lookup, these include the elimination of the word "interchange:" when not relevent, and the addition of the NAGS Adhesive Quantity on the same line. The NAGS adhesive quantity will follow the words: "QTY ADH:"
• New feature which allows you to automatically add a surcharge to your job. Generally, businesses will charge a disposal fee, fuel surcharge, etc. The surcharge calculates a percentage of the subtotal of the invoice. Click here to go to a page that will tell you how to do this.
• Slight changes to a custom text report
• Addition of Packing Slip printing along with Work Order Printing when "Work Order Graphic with Inventory" chosen as the option for printing work orders.
• Prints the inventory location for inventory in the warehouse for work orders and packing slips.
• Fixes issue with the NAGS list for hardware printing the extended rather than the list on invoices.
• Costs change automatically on PO when changing vendors.
• NEW: print unit costs for items on a purchase order.

GlassShop Client Version 11.

Revert to 11