Tuesday, June 10, 2008

Modules For InBizness SOHO 2.4

From Dwayne Wright - Certified FileMaker 9 Developer
WEB: www.dwaynewright.com
EMAIL: info@dwaynewright.com
TWITTER: dwaynewright

This week, we will be releasing version 2.4 of InBizness SOHO. As you know by experience, our updates are rarely a small set of bug fixes. In fact, our smaller point releases tend to have more new features than some products from other FileMaker framework developers have in total! This update is one of our most ambitious updates to date, including 6 totally new modules.

Here is a quick listing of the new modules for InBizness 2.4.

The Contacts Module
As we know, a company in the role of a client, vendor or sales lead may have multiple contacts within their organization. The contacts module is designed to allow you to have an almost unlimited number of contacts associated with the above companies or independent records of their own.

So contacts can be viewed in a tabbed layout of their own or via a portal in the clients, vendors or leads modules. As with the other InBizness modules, this is designed to allow for customization for your individual contact manage needs.

The Leads Module

The Leads module is designed to hold business entity information for future customers. So there is an intention that each lead record will be converted to a client, continued to be worked upon for that purpose or closed as not an option to become a client.

The Sales Order Module
The Sales Order module is designed to allow a company to perform split shipments from the same order. You can create invoices in a number of different ways and many companies may never perform a split shipment. However, there are many companies in which split shipment on a customer order is a critical piece of their business.

The Timecard Module
The Timecard module is designed to work hand and hand with the staff module but can be easily linked to almost any of the modules within InBizness. This module has the classic timecard needs of a data, a start time, an end time and comments. It also has direct ability to be linked to a campaign, client, staff or event.

The Credit Memo Module
The credit memo module is design to record instances where a customer was issued a refund. You can record what we returned via line items (just like the line items on an invoice). You can even link a credit memo to an invoice and you can quickly view all the credit memos given to a client from their client record. This is available via a customer satisfaction tab found within each client record.

The Return Merchandise Authorization (RMA) Module
The RMA module is design to record instances where a customer was issued a confirmation to return a product for repair or return. You can record what we returned via line items (just like the line items on an invoice). You can even link a return to an invoice and you can quickly view all the returns given to a client from their client record. This is available via a customer satisfaction tab found within each client record.

Plus we have the nearly 20 other modules that were available previous to the version 2.4 update!
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More info about the author and FileMaker in general, contact me at info@dwaynewright.com.

© 2008 - Dwayne Wright - dwaynewright.com

The material on this document is offered AS IS. There is NO REPRESENTATION OR WARRANTY, expressed or implied, nor does any other contributor to this document. WARRANTIES OF MERCHANT ABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE EXPRESSLY DISCLAIMED. Consequential and incidental damages are expressly excluded. FileMaker Pro is the registered trademark of FileMaker Inc.

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