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New Features V.10

System .............................................................................................................................................. 8

e-Quantum Version format .........................................................................................................................8

Last button ................................................................................................................................................8

Report Formats ..........................................................................................................................................8

File.................................................................................................................................................... 9

User Security ..............................................................................................................................................9

Password and Security Changes .................................................................................................................................. 9

Company Maintenance...............................................................................................................................9

Password Options ....................................................................................................................................................... 9

Address Tab ................................................................................................................................................................ 9

Preferences ................................................................................................................................................9

Local Options Tab ........................................................................................................................................................ 9

Bar Code Font ................................................................................................................................................................. 9

Utilities .................................................................................................................................................... 10

Display System Log .................................................................................................................................................... 10

Auto Scheduled Reports –System Log .......................................................................................................................... 10

Client ID Changes – Company Log ................................................................................................................................ 10

Deleting PO Line Items – Company Log ........................................................................................................................ 10

Maintenance Event Log ............................................................................................................................................. 10

Product Group Changes ................................................................................................................................................ 10

Consultant Deletion ...................................................................................................................................................... 10

General Ledger ............................................................................................................................... 10

Adding New General Ledger Accounts ....................................................................................................... 10

Remit-To per Bank – Bank Accounts .......................................................................................................... 11

Address: .................................................................................................................................................................... 11

Setup: ........................................................................................................................................................................ 11

Remit-To: .................................................................................................................................................................. 11

Trial Balance – New Format ...................................................................................................................... 12

Balance Sheet – New Format .................................................................................................................... 12

Income Statement – New Format ............................................................................................................. 12

Accounts Receivable ........................................................................................................................ 12

A/R Invoices ............................................................................................................................................. 12

Adding a Credit Card to an existing invoice ............................................................................................................... 12

Receipts Editing ........................................................................................................................................ 12

Open Credit Cards ..................................................................................................................................................... 12

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Receipts Register ....................................................................................................................................................... 12

Average Days to Pay – Per Invoice ............................................................................................................................. 12

Average Days to Pay – Per Client ............................................................................................................................... 12

Average Days to Pay – Per Bank ................................................................................................................................ 13

Average Days to Pay – Report Total .......................................................................................................................... 13

Client Maintenance .................................................................................................................................. 13

Address Tab .............................................................................................................................................................. 13

Resellers Permit Information ........................................................................................................................................ 13

Client Class .................................................................................................................................................................... 13

Setup Tab .................................................................................................................................................................. 14

Remit-To ....................................................................................................................................................................... 14

Ships Tab ................................................................................................................................................................... 14

Ignore Tax Rules ............................................................................................................................................................ 14

Ignore Closest Warehouse ............................................................................................................................................ 14

Chg Tab ..................................................................................................................................................................... 15

Redesign of Release Charges Screens ........................................................................................................................... 15

Per Unit Release Charge ............................................................................................................................................... 15

Warehouse ................................................................................................................................................................... 15

Qnet Tab ................................................................................................................................................................... 15

QNet Configuration ................................................................................................................................................... 15

Generate Tab ................................................................................................................................................................ 15

Show Item Notes When Generating Orders ............................................................................................................. 15

Display Tab .................................................................................................................................................................... 15

Use Item Property Restrictions ................................................................................................................................ 15

In-Rev (In Revision) Tab ................................................................................................................................................ 16

Misc Tab ........................................................................................................................................................................ 16

Vendor-Neutral Client .............................................................................................................................................. 16

Catalog Tab ................................................................................................................................................................... 16

Freight Tab ................................................................................................................................................................ 17

Freight Margin .............................................................................................................................................................. 17

Override Defaults ...................................................................................................................................................... 17

Configuration Tab ...................................................................................................................................................... 17

Use Closest Warehouse ................................................................................................................................................ 17

Allow Negative Inventory ............................................................................................................................................. 17

Separate Rls/Ivc By Expense Class ................................................................................................................................ 17

Item Properties Tab ................................................................................................................................................... 18

A/R File Maintenance ............................................................................................................................... 18

Gift Cert/Coupons ..................................................................................................................................................... 18

Coupon Maintenance ................................................................................................................................................... 18

A/R Configuration ..................................................................................................................................................... 19

Client Classes Tab ......................................................................................................................................................... 19

General Tab .................................................................................................................................................................. 19

Default Terms ID ........................................................................................................................................................... 19

A/R Reports ............................................................................................................................................................... 19

On-Account Report ....................................................................................................................................................... 19

A/R File Listings ......................................................................................................................................................... 20

Client Listing ................................................................................................................................................................. 20

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Expired Permit List ........................................................................................................................................................ 20

Gift Certificates List....................................................................................................................................................... 20

Coupon List ................................................................................................................................................................... 20

Accounts Payable ............................................................................................................................ 20

Expensing to a Warehouse Release ........................................................................................................... 20

A/P Invoices ............................................................................................................................................. 20

Pay with credit card .................................................................................................................................................. 20

Payments ................................................................................................................................................. 21

Select Invoices To Be Paid ......................................................................................................................................... 21

Payment Type ............................................................................................................................................................... 21

Select Invoices Listing ................................................................................................................................................... 21

Vendor Maintenance ................................................................................................................................ 21

Pg 3 Tab..................................................................................................................................................................... 21

Update Vendor Center .................................................................................................................................................. 21

Available in CNS Center ................................................................................................................................................ 22

Pay with Credit Card ..................................................................................................................................................... 22

Contacts Tab ............................................................................................................................................................. 22

Contact Type ................................................................................................................................................................. 22

Number of Contacts ...................................................................................................................................................... 23

Fax Number .................................................................................................................................................................. 23

Remarks .................................................................................................................................................................... 23

Vendor Remarks – Display when selected .................................................................................................................... 23

PO Body Notes .............................................................................................................................................................. 23

A/P File Maintenance ................................................................................................................................................ 24

A/P Recurring Invoices Setup........................................................................................................................................ 24

A/P File Listings ......................................................................................................................................................... 24

Vendor Labels ............................................................................................................................................................... 24

Order Entry ..................................................................................................................................... 24

Tracking Numbers .................................................................................................................................... 24

Purchase Order – Line Item ....................................................................................................................................... 25

Purchase Order – Split Ships ...................................................................................................................................... 25

Order History ............................................................................................................................................................ 25

Credit Cards on OE Documents ................................................................................................................. 25

Order History ........................................................................................................................................... 26

Release History ......................................................................................................................................................... 26

Numbers button ........................................................................................................................................................... 26

Invoice History .......................................................................................................................................................... 26

Ownership .................................................................................................................................................................... 26

Open Credit Card Orders .......................................................................................................................... 26

Purchase Orders ....................................................................................................................................... 27

Misc Tab .................................................................................................................................................................... 27

Order Source ................................................................................................................................................................. 27

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Special Pricing ........................................................................................................................................................... 27

Notes ............................................................................................................................................................................ 27

PO Timesheet Entry ...................................................................................................................................................... 27

Split Ship ................................................................................................................................................................... 28

Attention ....................................................................................................................................................................... 28

Edit Address .................................................................................................................................................................. 28

Ship Via ......................................................................................................................................................................... 28

Same Ship-To Multiple Times ....................................................................................................................................... 28

Status Display ............................................................................................................................................................... 29

Notes ........................................................................................................................................................................ 29

Action Notes ................................................................................................................................................................. 29

Impending Warehouse Receipt – Warehouse Selection ............................................................................................ 29

Packing List – New Format and Range Selection ........................................................................................................ 29

Acknowledgement ................................................................................................................................... 29

Ship Via – Main Vendor ............................................................................................................................................. 29

Update PO ............................................................................................................................................... 30

Change PO Ship Dates ............................................................................................................................................... 30

PO Timesheet Entry .................................................................................................................................. 30

Invoices ................................................................................................................................................... 30

Invoice Editing ........................................................................................................................................................... 30

Edit Invoice Item ........................................................................................................................................................... 30

New Page 2 Tab ........................................................................................................................................................ 30

Consolidated Invoice – Report Sections ..................................................................................................................... 31

Invoice Posting .......................................................................................................................................................... 31

Auto Invoice .............................................................................................................................................................. 31

Invoice PO’s .................................................................................................................................................................. 31

Quote To Client ........................................................................................................................................ 32

Special Pricing Tab ..................................................................................................................................................... 32

Notes ............................................................................................................................................................................ 32

Warehouse Releases ................................................................................................................................ 32

Line Items Tab ........................................................................................................................................................... 32

Freight – Line Item ........................................................................................................................................................ 32

Ship Via per Line Item ................................................................................................................................................... 32

Add-Ons Tab ............................................................................................................................................................. 33

Summary Tab ............................................................................................................................................................ 33

Order Source ................................................................................................................................................................. 33

Freight ........................................................................................................................................................................... 33

Remarks Tab ............................................................................................................................................................. 34

Action Notes ................................................................................................................................................................. 34

Request For Quote ................................................................................................................................... 34

Address Tab .............................................................................................................................................................. 34

Contact Email ................................................................................................................................................................ 34

Page 2 ....................................................................................................................................................................... 34

Order Source ................................................................................................................................................................. 34

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Return RFQ Tab ......................................................................................................................................................... 35

Quote Valid Thru........................................................................................................................................................... 35

O/E Maintenance ..................................................................................................................................... 35

Activity Codes ........................................................................................................................................................... 35

Shipping Carrier Setup ............................................................................................................................................... 35

Shipping Method Codes ............................................................................................................................................ 36

Carrier ID Field .............................................................................................................................................................. 36

Recurring Document Setup ....................................................................................................................................... 36

Recurring Release Setup ............................................................................................................................................... 36

Consultant Setup ....................................................................................................................................................... 36

Numbers Tab ................................................................................................................................................................ 36

PO Follow-Up Status ................................................................................................................................................. 37

O/E Configuration .................................................................................................................................... 37

Purchase Orders ........................................................................................................................................................ 37

Order Source for Manual PO ........................................................................................................................................ 37

Supervisor Access ......................................................................................................................................................... 37

Supervisor to Delete PO ........................................................................................................................................... 37

Warehouse Releases ................................................................................................................................................. 37

Order Source for Manual Release................................................................................................................................. 37

Use Closest Warehouse ................................................................................................................................................ 37

O/E Period End ......................................................................................................................................... 37

Recurring Documents ................................................................................................................................................ 37

Generate Recurring Releases ........................................................................................................................................ 37

Generate Recurring Invoices ........................................................................................................................................ 38

O/E Reports ............................................................................................................................................. 38

Purchase Order Reports ............................................................................................................................................ 38

Active PO Report – Print Acknowledgement Notes...................................................................................................... 38

Invoice Reports ......................................................................................................................................................... 38

Invoice Register – Print Bill Notes ................................................................................................................................. 38

Client Sales Reports .................................................................................................................................................. 38

Client Profile Report – Include Attributes ................................................................................................................ 38

Inventory ........................................................................................................................................ 38

Item Maintenance .................................................................................................................................... 38

Change Usage Calculation Tool .................................................................................................................................. 38

QNet Button .............................................................................................................................................................. 39

Description Tab ............................................................................................................................................................. 39

View Cart Description ............................................................................................................................................... 39

Key Words ................................................................................................................................................................ 39

Charges Tab .................................................................................................................................................................. 39

Download Tab ............................................................................................................................................................... 40

Suggested Tab ............................................................................................................................................................... 40

General Tab .................................................................................................................................................................. 40

Attributes Tab ............................................................................................................................................................... 41

Extra Charge (per unit) Retail Sell ............................................................................................................................ 41

Item Overrides .......................................................................................................................................................... 41

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Allow Negative Inventory ............................................................................................................................................. 41

Pg 2 Tab..................................................................................................................................................................... 41

Pg 3 Tab..................................................................................................................................................................... 42

Alias Item field .............................................................................................................................................................. 42

Orders Tab ................................................................................................................................................................ 42

View the Last PO ........................................................................................................................................................... 42

Prop (Properties)Tab ................................................................................................................................................. 42

Maintenance ............................................................................................................................................ 43

Warehouse Setup ...................................................................................................................................................... 43

Client Location Inventory/Usage – Inventory Par Levels ............................................................................................ 43

Inventory Configuration ............................................................................................................................................ 43

Item Properties ............................................................................................................................................................. 43

Inventory Reports .................................................................................................................................... 44

Analysis Reports ........................................................................................................................................................ 44

Monthly Inventory Report ............................................................................................................................................ 44

Transaction Reports .................................................................................................................................................. 44

Release Report – Sell .................................................................................................................................................... 44

Item Audit Report ......................................................................................................................................................... 44

Q-Net .............................................................................................................................................. 44

Internet Configuration .............................................................................................................................. 44

General Tab - Removed ............................................................................................................................................. 44

Upload Tab - New ...................................................................................................................................................... 44

Preview Tab – New .................................................................................................................................................... 44

Auto Download ............................................................................................................................................................. 45

Display Returned RFQ’s during import ......................................................................................................................... 45

Generate Tab ............................................................................................................................................................ 45

Pay Per Download Vendor ............................................................................................................................................ 45

Order Source ................................................................................................................................................................. 45

Update Contact Info ..................................................................................................................................................... 45

Check Credit Limit ......................................................................................................................................................... 45

Check Hold Codes ......................................................................................................................................................... 45

Catalogs Tab .............................................................................................................................................................. 45

Defaults Tab .............................................................................................................................................................. 46

QSend ............................................................................................................................................. 46

Export ...................................................................................................................................................... 46

Export Summary Billing ............................................................................................................................................. 46

Export Items .............................................................................................................................................................. 46

QSend Maintenance ................................................................................................................................. 47

Default Email Subject Lines ....................................................................................................................................... 47

Add-On Modules ............................................................................................................................. 47

New Vendor Catalogs ............................................................................................................................... 47

Quantum Net Status Center ...................................................................................................................... 47

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OPTIONAL MODULES ...................................................................................................................... 48

CCH Sales Tax Import ................................................................................................................................ 48

Report Export Manager ............................................................................................................................ 48

Digital Manager ....................................................................................................................................... 48

New Pay Per Download ............................................................................................................................ 49

Data Widget Mailing List Provider ............................................................................................................. 49

Shipping Import/Export ............................................................................................................................ 49

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System

e-Quantum Version format In the lower left corner of the main e-Quantum screen you will find the version that you are running.

This information displays as V.10.1-11-603 which translates to V.10.1 is the CD Version, -11 is the year

and 603 is the month and day.

Last button On the main e-Quantum screen is a new button, Last. This button lists the last menu options you

selected; clicking on one of the listed options returns you to it.

Report Formats All reports that have format selections can be configured to limit which formats will be available to you.

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File

User Security Password and Security Changes When changes are made to User Security and/or Passwords an email notification will be sent to the

Supervisor’s email address. The email address is setup in QNet>Internet Maintenance>Internet

Configuration.

Company Maintenance Password Options If your system is set so that users must change their passwords, there is a new option allowing you to

determine the number of passwords that must be “new” before a password can be re-used. Password

Options can be found by clicking on the File menu in Company Maintenance.

Address Tab The Contact field has been removed and two new fields have been added; email address and website

address. These fields will be added to e-Quantum’s existing documents on an ongoing basis.

Preferences

Local Options Tab Bar Code Font The bar code font selection field has been moved from the System Options tab to the Local

Options tab.

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Utilities Display System Log

Auto Scheduled Reports –System Log Reports that are scheduled to print through the Auto-Scheduler now print on the System Log.

This log is located by going to File>Utilities>Display System Log. Select the System Log format.

Client ID Changes – Company Log Changes made to a client ID now prints showing the old ID and the new ID.

Deleting PO Line Items – Company Log The deletion of line items from a purchase order now prints on this report.

Maintenance Event Log Product Group Changes Changes made to Product Groups, (e.g., changing one of the general ledger codes), now prints

on the report.

Consultant Deletion The deletion of a consultant now prints on the report.

General Ledger

Adding New General Ledger Accounts Adding a new general ledger account triggers the new window, Financial Documents to change.

Here you can select the financial report(s) you want updated with the new account number. Only users

with supervisor access will see the Update button; others will have to manually add the account to the

report(s). All reports should be reviewed to ensure that the headers and sub-totals are still in the

correct position.

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Remit-To per Bank – Bank Accounts The Bank Accounts screen has been separated into 3 tabs:

Address: This tab is for the bank’s physical address.

Setup: This tab contains the bank account number, check format, beginning check number,

GL account number, etc.

Remit-To: This tab that is used to add remit addresses that print on your client’s invoices.

This option provides you with the ability to create a remit to addresses for each bank and assign

them to individual clients.

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Trial Balance – New Format There is a new Summary format available.

Balance Sheet – New Format The new format, Standard w/o LYTD, does not include last year to date figures.

Income Statement – New Format The new format, Income Stmt w/o Last YTD, does not include last year to date figures.

Accounts Receivable

A/R Invoices Adding a Credit Card to an existing invoice When selecting a credit card on an existing invoice only the credit card type, last 4 digit of the number,

expiration date, and name on card display on the screen. To enter a new credit card, select Custom

Card and enter the applicable information.

Receipts Editing Open Credit Cards A new column has been added that displays the amount that was authorized on QNet.

Receipts Register Average Days to Pay – Per Invoice A new field, Days to Pay, has been added to the Receipts Register. The system calculates this figure

by comparing the Invoice Date to the date of the payment.

Average Days to Pay – Per Client A new total for the client’s average days to pay has been added. This figure is a total of all the invoice

days to pay, for each client, divided by the number of invoices.

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Average Days to Pay – Per Bank A new total for the bank’s average days to pay has been added. This figure is a total of all the invoice

days to pay, for each bank, divided by the number of invoices.

Average Days to Pay – Report Total A new total for the report’s averages days to pay has been added. This figure is a total of all the

average days to pay divided by the number of clients or by dividing by the number of invoices.

Client Maintenance Address Tab

Resellers Permit Information The Resell# field changed to Reseller Permit # and an additional field, Permit Expires Date, has

been added.

Client Class This new field is used to select the class you want to assign to the client. Note: Client Class is

configured in A/R Configuration.

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Setup Tab Remit-To This new field is used to select the bank/remit-to address you want to print on the client’s

invoice. Note: The Remit-To address is initially setup in the General Ledger’s Bank Accounts.

Ships Tab Ignore Tax Rules When this new option is selected, the ship to’s sales tax codes will not be overridden when

running the tax rules program.

Ignore Closest Warehouse When this is selected the ship to’s zip code is NOT compared to the warehouse zip code to

determine which warehouse is the closest.

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Chg Tab Redesign of Release Charges Screens The Edit Release Charge screen displays the fields that are applicable to the selected Charge

Type.

Per Unit Release Charge This charge is calculated based on the number of units released.

Warehouse A new field has been added to most of the Release Charges which provides you with the ability

to specify the warehouse the charge it to be assessed on. Only items being released from the

selected warehouse will incur the charge. Note: This option is not relevant to the Tracking

Number Charge, Release Charge ($ per release), Minimum Release Chg ($ per release) or the

Handling Charge (flat rate $ per invoice).

Qnet Tab QNet Configuration

Generate Tab Show Item Notes When Generating Orders

A new option has been added to show item notes for purchase orders and/or warehouse

releases when generating QNet orders.

Display Tab Use Item Property Restrictions

A new option has been added allowing you to select whether or not the system should use the

Item Property Restrictions.

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In-Rev (In Revision) Tab In-Rev is used to add a graphic that replaces the primary image on an item that is being

revised. This tab also allows you to add a note to the short, long and view-cart descriptions.

This note can be added to the beginning or end of an existing description.

Misc Tab Vendor-Neutral Client

Selecting this option flags the client as being Vendor-Neutral. A vendor-neutral client is able to

see your costs and vendors on some of the QNet reports. To activate this option the user must

have Supervisor level access.

Catalog Tab The Catalog tab is used to override the system default catalog display settings.

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Freight Tab Freight Margin The Freight Margin field has been separated into two fields. One field is for the margin

percentage the other for a dollar amount. This separation provides you with the ability to have

both a margin “markup” plus an extra dollar charge.

Override Defaults The Overrides button on the Edit Client window provides you with quick access to the Override

Defaults screens. You can still access them by going to the Program menu and selecting Override

Defaults. In addition, if you have set overrides the word Overrides displays on the Setup tab.

Configuration Tab Use Closest Warehouse This option is used to override the default O/E Configuration setting. The Use Closest

Warehouse option directs the system to compare the ship to’s zip code to the warehouse(s)’s

zip code and releases from the closest one.

Allow Negative Inventory This option is used to override the default Inventory Configuration setting. This gives you the

ability to allow inventory to go to a negative quantity on a client – by client basis.

Separate Rls/Ivc By Expense Class This new option works in conjunction with the Auto-Invoice function and is located at the

bottom of the Configuration tab. If this is checked e-Quantum creates separate invoices based

on the item expense class (Pg 2 in Item Maintenance).

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Item Properties Tab This tab overrides the system defaults set on the Item Properties tab in Inventory Configuration. The

available options are; System Default, Used, Not Used and Restriction.

A/R File Maintenance Gift Cert/Coupons

Coupon Maintenance A column has been added to the main coupon screen that displays the word Used on the

series’ that have been used.

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A/R Configuration Client Classes Tab This new tab is used to create a table of up to 26 different classifications that are attached to

your clients. These classes are used as a Range Selection on reports.

General Tab Default Terms ID Terms entered in this field become the default when a new client is added.

A/R Reports On-Account Report An additional column, Order #, has been added to this report. The purchase order, warehouse

release or QNet order number the on-account/deposit was posted to prints in this column.

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A/R File Listings Client Listing A range selection to Print Secondary Consultants has been added.

Expired Permit List In addition, a new report has been added, Expired Permit List, to the A/R File Listings menu.

This report can be printed by Consultant, Client, Expiration Date or SIC code.

Gift Certificates List A range selection has been added to Suppress Used Certificates, yes or no. Selecting Yes

omits gift certificates with a zero balance.

Coupon List This report has a new column for “Used”, Y or N.

Accounts Payable

Expensing to a Warehouse Release Expensing through Accounts Payable now allows you to expense to a warehouse release. Currently

this feature is only accessible through Accounts Payable.

A/P Invoices Pay with credit card A new selection, Pay with credit card, has been added to the Invoice tab of the A/P Invoice screen.

This default payment method can be selected in Vendor Maintenance. If not, it can be select their

invoice(s) are entered.

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Payments Select Invoices To Be Paid

Payment Type On the Select Invoices To Be Paid function we have added an option to select the Payment

Type. Available options are; Any Method, Standard (check) or Credit Card.

Select Invoices Listing A new column, CC, has been added to show which invoices have been flagged to be paid by

credit card.

Vendor Maintenance Pg 3 Tab

Update Vendor Center This option has been moved from the Pg 2 tab to the Pg 3 tab.

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Available in CNS Center A new option, Available in CNS Center, has been added. When this is selected this vendor will

be uploaded to the Vendor Center. For information, on this new module, contact sales@e-

quantum.com.

Pay with Credit Card Selecting this option allows you to select this vendor’s invoices based on the credit card

payment type.

Contacts Tab Contact Type The Contact type on the Vendor Contact screen is now a checkbox selection. Available options

are; PO, RFQ, Accounting and Packing List.

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Number of Contacts The number of total contacts that can be entered has been increased to 100. However, you can

still have only one designated as a specific contact type, e.g., one PO, one RFQ, etc.

Fax Number The fax number display field has been moved under the contact’s title and email address fields.

Remarks Vendor Remarks – Display when selected Two “Display when selected” options have been added to Vendor Remarks. The AP setting is

used to display the vendor remarks when they are selected in accounts payable. The PO

setting is used to display the vendor remarks when they are entered on a purchase order. The

PO setting overrides the O/E Configuration setting.

PO Body Notes The Vendor Remarks tab has a new section for PO Body Notes. These notes are used to enter

vendor specific remarks/notes that print on all purchase orders for this vendor.

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A/P File Maintenance A/P Recurring Invoices Setup This screen has been redesigned to add a Months option, used to select the months the invoice

is to be generated for.

A/P File Listings Vendor Labels A new A4 format (Australian Clients) has been added.

Order Entry

Tracking Numbers e-Quantum’s ability to enter tracking numbers has been expanded to include tracking numbers per line

item on Purchase Orders and Invoices. Purchase Orders also provides you with the ability to enter

tracking numbers, on split ships, which means each ship-to can have a separate tracking number.

When you are viewing the Tracking Numbers screen you can select which numbers you want to Show.

Available options are dependent on the type of document you are viewing through.

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Purchase Order – Line Item

Purchase Order – Split Ships

Order History

Credit Cards on OE Documents When selecting a credit card on an Invoice, Purchase Order or Warehouse Release, only the credit

card type, last 4 digits of the card number, expiration date and name on card will display. If you are

entering a new card, select Custom Card from the drop down, then click on the Edit button to enter the

credit card’s information.

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Order History Release History

Numbers button A Numbers button has been added to Release history that displays the number sequence

shipped on the highlighted release.

Invoice History Ownership The new “ownership” column displays the item’s ownership.

Open Credit Card Orders A new column has been added to this screen that displays the amount that was authorized on QNet.

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Purchase Orders Misc Tab

Order Source This field is used to determine the source of manually entered purchase orders from a table

created in O/E File Maintenance>Order Source Setup. This field defaults to the selection made

in O/E Configuration but can be overridden.

Special Pricing Notes Notes field can be added to Special Pricing in Purchase Orders and Client Quotes. Notes

entered in a Client Quote pull forward into the Purchase Order. These notes can, also, print on

Purchase Orders.

PO Timesheet Entry This new option in e-Quantum allows you to add time related cost and sell charges to a

purchase order.

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Split Ship Attention An Attention line has been added.

Edit Address The Edit Address button allows you to edit the split ship address.

Ship Via The Ship Via field allows you to designate a separate ship via for each ship to.

Same Ship-To Multiple Times e-Quantum now allows you to have the same ship-to listed multiple times on the split ship tab.

(For example, you may have a client that needs part of the product shipped overnight and the

balance shipped to the same address via ground delivery).

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Status Display When viewing a purchase order, items with split ships display “Split Ship” in the status line

(bottom of the screen).

Notes Action Notes On the Notes tab in the PO Line Item Editing area is a new section for Action Notes. If “Visible

on Qnet” is selected, these notes display on the new Qnet Line Item Tracking Report.

Impending Warehouse Receipt – Warehouse Selection A new Range Selection for Warehouse ID has been added allowing you to specify the warehouse(s)

you want to print for. This report can be found on the O/E>Purchase Order menu or the File menu in

the Purchase Order Editing screen.

Packing List – New Format and Range Selection The Purchase Order Packing List has a new format, Sorted by PO#, that sorts the packing lists in

Client/PO# order. In addition, a new Range Selection has been added for Item ID.

Acknowledgement Ship Via – Main Vendor The Main Vendor tab has been redesigned to add a Ship Via field.

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Update PO This new sub-menu has been added to O/E’s Purchase Order menu. This menu includes options used to update information on your purchase orders. Included are Post Return Artwork, Change PO Ship Date (new feature), Change PO Status and PO Timesheet Entry (new feature).

Change PO Ship Dates This feature is used to update the ship date and/or vendor job numbers on all or selected purchase

order line items.

PO Timesheet Entry This feature is used to add/update time related costs to the Special Pricing tab of the purchase order.

Invoices Invoice Editing

Edit Invoice Item New Page 2 Tab

The tabs on Invoice Editing screen have been redesign and a new tab labeled Page 2 has been

added. The Type, Size and Plies fields have been moved to this tab and Order Source has

been added.

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Consolidated Invoice – Report Sections A new range selection, Report Sections, allows you to select which sections you want to print: Invoice

Summary, Invoice Detail and/or Chargeback Summary.

Invoice Posting A pop-up warning message alerts the user when they are posting to a period other than the one

Accounts Receivable is in.

Auto Invoice Invoice PO’s The ability to Auto Invoice PO’s has been added to the Auto Invoice feature. The Auto Invoice

screen allows you to auto invoice purchase orders and warehouse releases at the same time.

The new date range option lets you select a Specific Range of dates. In addition, the Auto

Invoice feature can be scheduled to run through the Auto Scheduler program.

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Quote To Client Special Pricing Tab

Notes Notes can be added to the Special Pricing record in Client Quotes and Purchase Orders. Notes

entered in a Client Quote pull forward into the Purchase Order. These notes can print on Client

Quotes.

Warehouse Releases Line Items Tab

Freight – Line Item e-Quantum has added the ability to manually add and/or expense freight based on the

warehouse release line item.

Ship Via per Line Item A Ship Via field has been added to the Warehouse Release Line Item screen which gives you

the ability to ship each item via a different method.

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Add-Ons Tab This new tab gives you the ability to enter add-on charges that flow through to the invoice.

Summary Tab Order Source This field is used to determine the source of manually entered warehouse releases from a table

created in O/E File Maintenance>Order Source Setup. This field defaults to the selection made

in O/E Configuration but can be overridden.

Freight Freight has been separated into three fields: Release Freight which is used to enter freight

charges for the entire warehouse release; Item Freight (new) which is the total either entered

on or expensed to the line items; and Inbound Freight which is the total of inbound freight from

the inventory receiving/lot records.

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Remarks Tab Action Notes On the Remarks tab in the Edit Release Item screen is a new area for Action Notes. If “Visible

on Qnet” is selected these notes display on the new Qnet Line Item Tracking Report.

Request For Quote Address Tab

Contact Email A new field has been added to the Address tab for the Contact Email address. This information

populates when a RFQ is downloaded from QNet.

Page 2 Order Source A new field, Order Source, has been added to the Page 2 tab.

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Return RFQ Tab Quote Valid Thru This information can be filled in manually or by the vendor when the HTML RFQ is being used.

O/E Maintenance Activity Codes A new database/table, Activity Code, has been added to e-Quantum. This database/table is used to

configure activity codes for the PO Timesheet.

Shipping Carrier Setup A new database/table, Shipping Carrier, has been added to e-Quantum. This database/table is used to

configure your own carriers and is used in conjunction with Importing Tracking Numbers.

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Shipping Method Codes Carrier ID Field This screen has been redesigned to include a Carrier ID field. If you import tracking numbers

you will need to edit your shipping methods and add a carrier.

Recurring Document Setup Recurring Release Setup A new feature, Recurring Releases, has been added. This feature allows you to setup

“monthly” warehouse releases. To locate this feature go to O/E>O/E Maintenance>Recurring

Document Setup>Recurring Release Setup. You have to use a “template” release to create the

recurring release. After the recurring release is created, it is generated by going to O/E>O/E

Period End>Recurring Documents>Generate Recurring Releases.

Consultant Setup Numbers Tab A new Numbers tab allows you to setup consultant specific document numbers for Requests for

Quote, Quotes to Client, Purchase Orders and Warehouse Releases.

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PO Follow-Up Status A Visible to clients checkbox has been added to this screen. When this is selected the follow-up code

will display on the Qnet Client Status Tracking Report. In addition, the follow-up code list indicates

which codes are sent to QNet and their corresponding Vendor Center codes.

O/E Configuration Purchase Orders

Order Source for Manual PO A new option, Order Source For Manual PO, has been added.

Supervisor Access Supervisor to Delete PO

When this is selected only a user with supervisor access can delete a purchase order.

Warehouse Releases Order Source for Manual Release A new option, Order Source For Manual Release, has been added.

Use Closest Warehouse When this option is selected the system compares the ship to’s zip code(s) to the warehouse’s

zip code(s) and releases from the warehouse that is closest to the ship to. This option can be

overridden on a client-by-client and on a ship-to by ship-to basis.

O/E Period End Recurring Documents

Generate Recurring Releases This option is used to generate releases that have been setup in the Recurring Release Setup

function. This process can be done manually or “scheduled” through the Auto-Scheduler

module.

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Generate Recurring Invoices This option is used to generate invoices that have been setup in the Recurring Invoice Setup

function. This process can be done manually or “scheduled” through the Auto-Scheduler

module.

O/E Reports Purchase Order Reports

Active PO Report – Print Acknowledgement Notes A new Range Selection has been added, Print Acknowledgement Notes – Yes or No.

Invoice Reports Invoice Register – Print Bill Notes A new Range Selection has been added, Print Bill Notes – Yes or No.

Client Sales Reports

Client Profile Report – Include Attributes

A new Range Selection has been added, Include Attributes – Yes or No.

Inventory

Item Maintenance Change Usage Calculation Tool The Change Usage Calculation utility has been reprogrammed to allow you to select which type of

usage calculation you want to change and what type you want to change to. This utility is found in Item

Maintenance under the Tools menu.

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QNet Button Description Tab View Cart Description

View Cart Description, has been added to the QNet Description tab. Information entered here

displays on the QNet View Cart screen.

Key Words

A new area Key Words has been added to the QNet Description tab. Information entered here

will be used in conjunction with QNet’s enhanced search capabilities.

Charges Tab A new Charges tab allows you to create additional charges based on a Flat Amount, Per Unit

Amount or a % of the Total Cost/Sell. These charges are uploaded to QNet and assessed

when the client purchases the item.

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Download Tab This allows you to set a Pay-Per-Download item. You will select the items from the Digital Asset

Manager, determine the number of days the download will be valid for, set the number of times

you are allowing the image to be downloaded (Download limit, zero=unlimited downloads). The

description and image pull in from the Digital Asset Manager.

Suggested Tab This tab has been redesigned and a new section, Accessories, has been added. The Related

section is used to list items that are similar to the selected item. The Accessories section is

used to list items that could be ordered with the selected item.

General Tab A new field, Upload Speclet, has been added to QNet’s General tab. The Upload for

RFQ/Reorders option is used for the new QNet Reorder Notices.

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Attributes Tab Extra Charge (per unit) Retail Sell

We have added a Retail Sell field to the Extra Charge table in Item Attributes. In conjunction

with the Retail Sell we have also added a Force zero retail selection.

Item Overrides Allow Negative Inventory This allows inventory to go to a negative quantity on an item - by - item basis. Item Overrides

are found by editing an item and clicking on the Program menu.

Pg 2 Tab A new selection, In Revision, replaces the primary image with the “in revision” image option, found on

either the Defaults tab in QNet Settings or on the client’s QNet In-Rev tab.

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Pg 3 Tab Alias Item field The Alias Item field has been moved from Pg2 to Pg3.

Orders Tab View the Last PO The ability to view the Last PO has been added to the Orders tab. Either click on the O (in PO)

or use the Alt O shortcut to view the purchase order.

Prop (Properties)Tab This tab is used to attach item properties to each item. Item Properties are used to create user level

restrictions for QNet and set the Range Selection option on Sales Analysis reports.

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Maintenance Warehouse Setup This screen has been redesigned and now includes address information. e-Quantum’s new Use

Closest Warehouse feature compares the warehouse’s zip code to the ship to’s zip code to determine

which warehouse is the closest.

Client Location Inventory/Usage – Inventory Par Levels The Edit Location Inventory screen has been redesigned adding an Inventory Par Levels section.

The information entered here is used by the Inventoried Location Resupply Report.

Inventory Configuration Item Properties Item Properties are used to create user level restrictions for QNet and set the Range Selection

option on Sales Analysis reports. They are created globally and can be activated for all clients

or on a client-by-client basis and are attached to the client’s items. The properties are setup as

a String field, Drop Down field or a check box option (Yes/No). Contact e-Quantum’s Support

Team at support@e-quantum.com for more information.

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Inventory Reports Analysis Reports

Monthly Inventory Report A Consultant ID range selection has been added to this report. This report is located on the

Analysis Reports menu.

Transaction Reports Release Report – Sell A Consultant ID range selection has been added to this report. This report is located on the

Transaction Reports menu.

Item Audit Report A Ship-to range selection has been added to this report. This report is located on the

Transaction Reports menu.

Q-Net

Internet Configuration General Tab - Removed This tab has been removed and replaced with 2 new tabs, Upload and Preview.

Upload Tab - New This new tab contains the following fields and options;

Preview Tab – New This new tab contains the following fields and options;

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Auto Download This option gives you the ability to automate the downloading of orders from client sites. The

available options are; Automatically download orders, Manually download orders, or

Prompt for download. If you select the Automatically download orders option, the QNet

download button will be removed from your main e-Quantum screen.

Display Returned RFQ’s during import When this option is selected, returned RFQ’s display in a pop-up window.

Generate Tab This tab has been redesigned and several new fields and options have been added or moved.

Pay Per Download Vendor This field is for the default vendor for pay per download items.

Order Source This field is for the default order source.

Update Contact Info Selecting this option prompts the system to update the client’s contact information.

Check Credit Limit When this is selected the system checks the client’s credit limit before processing any orders.

Check Hold Codes When this is selected the system checks hold codes before processing any orders.

Catalogs Tab This tab is used to determine the order in which catalogs and the order in which they appear on your

QNet sites. This can be overridden on a client-by-client basis.

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Defaults Tab A new section, In-Revision Defaults, has been added to this tab. This section is used to add an image

that you want used to replace the primary image on an item that is being revised. A note can also be

added to the short, long and in-cart descriptions at either the beginning or end of the existing

description.

QSend

Export Export Summary Billing New fields have been added to the Export Summary Billing program. Included fields are; Characteristic

Code, Item Properties, Invoice Fiscal Year, Calendar Period (both numeric 1-4 and string Q1-Q4) with a

translation table, PO Vendor ID, Vendor Name, Invoice Line Item “number”, Client PO (from the

invoice’s summary screen), Total Freight (for the invoice), Total Product (items from the invoice), Total

Tax (for the invoice), Total GST (for the invoice), the Company (distributor’s) Name and Address.

Export Items A new column for an item’s weight has been added.

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QSend Maintenance Default Email Subject Lines Two new variables have been added; To insert the document’s main ship to address enter [SHIP_ID]

and to insert the document’s main ship to name enter [SHIP_TO_NAME].

Add-On Modules For additional information on e-Quantum’s add-on modules contact sales@e-quantum.com. Additional

modules which are included in the NEW release at no additional cost but they do require Quantum Net.

New Vendor Catalogs Vendor Center Catalogs are now available in the e-Quantum Vendor Center located in the Q-Send

Module. Vendors and Suppliers are now able to build an online catalog or category of products for you

to use as a turnkey solution integrated into your own Quantum Net Client Catalogs. Within e-Quantum

browse and select catalogs, set pricing and assign to clients.

These catalogs are built on the same Quantum Net platform for optimal integration, transparency and

work flow. And the best news, these Vendor Catalogs are FREE to distributors with Quantum Net.

Quantum Net Status Center Quantum Net’s new Status Center will allow your clients to easily monitor the entire procurement

process for their orders. This is available online in Quantum Net Reports, Status Center. This Report

will allow the tracking of a job from the RFQ created online by your client, to the Quote, on to the

Purchase Order and the final step of the Invoice. Your clients will be able to see status and follow-up

codes and communicate with you easily on outstanding Purchase Orders.

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OPTIONAL MODULES e-Quantum has developed many interfaces to third parties software systems as well as additional e-Quantum modules. Please contact sales@e-quantum.com or 800 328-7804 ext. 217 for additional information or how to purchase these optional modules.

CCH Sales Tax Import e-Quantum provides you with an easy and “streamlined” method of automatically updating your sales

tax codes, rules and the applicable client ship to’s sales tax codes. e-Quantum’s Sales Tax Interface

allows you to import sales tax tables and sales tax rates creating Sales Tax Rules and Sales Tax

Codes in e-Quantum. The Sales Tax Import is programmed for Washington State and CCH

(CorpSystem™ ZipSales Database) which provides sales tax rates for all fifty states. A warning

message and “agreement” selections have been added in regards to backing up your data and having

everyone exit e-Quantum before performing the import.

Report Export Manager Report Export Manager (REM) allows data to be exported from twenty-nine (10 new ones added on this

release) of the most popular reports and saved to the REM. The data can be saved in various formats

and accessed at a later date providing analysis and statistical information in a way readily understood

by your client or management. The reports can be sent using the Batch PDF and even scheduled

using the Auto Scheduler. The new reports are; A/P Invoice Expense Report, General Ledger Report,

Consultant History Report, Transaction Detail Report (General Ledger), Back Order Status Report,

Release Report-Cost, Release Report-Sell, Transaction Journals-Cost, Transaction Journal-Sell, and

the Inventory Pre-post report.

Digital Manager The Online Digital Manager is a time-saving hosted software solution designed to manage, organize

and distribute digital media. This solution allows companies to spend more time building their brand

instead of searching for files. The Digital Manager is resold to your clients and priced by disk file

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space. You may divide up the space and re-sell to your clients however you choose. The tiers start at

1 GB per month and go up from there.

New Pay Per Download e-Quantum clients who have subscribed to the Digital Manager will now have the ability to sell items on

Quantum Net on a Pay Per Download basis. This feature will allow you to sell any digital file per

download or length of time your client can download the file. A url of the item will automatically be

placed on the users order and email confirmation upon checkout.

Data Widget Mailing List Provider DataWidget enables your users to buy targeted direct mailing lists. real time counts and list previewing

in the browser making it the perfect list prospecting tool. And because it is integrated into your Quantum

Net and Q-Design program, it is simple to use. And the best news DataWidget allows you to re-sell

data to your clients, during the print-buying process with no contracts and no commitments.

Shipping Import/Export The Shipping module has been redesigned and combined into one menu option, Shipping/Import

Export. Before using this program you will need to define your carriers (O/E>O/E

Maintenance>Shipping Carrier Setup) then attach them to the appropriate Shipping Method(s)

(O/E>O/E Maintenance>Shipping Method Codes).