1 Topic by swheeler

(0 replies, posted in Jobs wanted/offered, non-free offers)

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Current Lifetime Contribution to FrontAccounting = $150
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CartSpan is a fully-automated Ecommerce integration for FrontAccounting that will perform the following work:

Import Orders - Import as either Order or Direct Invoice.  Orders can be followed by pre-payments that can be applied to Invoices later.

Auto-Creation of Items - Items that don't exist in FrontAccounting can be optionally created on-the-fly using default item-type and GL accounts.

Auto-Creation of Customers - Customer masters that don't exist can be optionally created on-the-fly with standardized Reference nomenclature to ensure uniqueness.

Update Stock/Price in Ecommerce - Update stock and price (optional) in the Ecommerce system in near-real-time using current values in FrontAccounting.


CartSpan offers a number of useful utilities that were developed to support development of this integration. They are:

Delete Direct Invoice - All underlying transactions associated with the Direct Invoice are removed like it never even happened.

Delete Unallocated Payment - Remove an unallocated payment like it never happened.

Merge Customers - Merge all underlying entities and transactions associated with a source customer to a target customer.

*Change Item Code - A simple, yet important utility for when you decide you don’t like the current name of an item.

**Rename Customers/Branches - A fully automated integration depends upon consistently named Customers and Branches.  This utility allows you to rename your entire customer-base to consistently formatted References.

Copy an Order - Duplicate an existing order with a current date and current item pricing.


*  These utilities will only perform work on tables/columns associated with the standard product.  If you have custom tables/columns that utilize standard column names, these functions will not be allowed for obvious reasons.

**  Customer renaming requires an account with Google for their Address Verification API.   As FrontAccounting manages addresses in block text, a reliable parsing tool is required to break-out constituent parts for building-out new Reference IDs.  FYI... the naming convention is fixed (standardized) to ensure uniqueness.


SUPPORTED ECOMMERCE PLATFORMS:  Amazon, BigCommerce, CS-Cart, EcommerceTemplates, Magento 2.x, OpenCart, Shopify, SquareSpace, Virtuemart, WooCommerce, and ZenCart.


SUPPORTED FULFILLMENT PLATFORMS (order import only):  ShipStation and ShippingEasy.


SYSTEM INFORMATION (to aid your decision):  CartSpan itself is a Microsoft Windows based application that resides on your local desktop.  CartSpan will communicate with its own standard PHP script (ionCube encoded) to accomplish the integration work. 


Please direct any inquiries through www.CartSpan.com.  Phone number is posted at the top of the webpage if you would like to reach out and chat.

Thanks,

Scott Wheeler, Owner
Noverhead Software LLC

Go to forum: Jobs wanted/offered, non-free offers

2 Topic by swheeler

(0 replies, posted in Jobs wanted/offered, non-free offers)

Stop manually transferring order and tracking data between ShipStation™ and FrontAccounting™. 

ShipSync™ sends order information to ShipStation™ and will post tracking and freight cost back to the order in FrontAccounting™.  In addition to the sheer time-saving and error reduction benefits, ShipSync has many other useful features for improving your business process…like integrated support for third-party billing accounts and rule-based mark-up for specific package types or services.

You can find additional detail here:   https://ShipSync.net


Scott Wheeler
Owner, Noverhead Software LLC

Go to forum: Jobs wanted/offered, non-free offers

3 Reply by swheeler

(21 replies, posted in Items and Inventory)

Hi asaha,

Rather than adding an additional item type, why not use the 'dimension' attribute on the supplier record to distinguish between 'Regular Suppliers' and 'Farm Growers'?  You might still need to craft your own report, but the supporting linkages would be there for you to differentiate between the two types of purchases.

Scott

Go to forum: Items and Inventory

4 Reply by swheeler

(3 replies, posted in FA Modifications)

Hi randomizer,

Are you, by chance, migrating from QuickBooks?

Scott

Go to forum: FA Modifications

5 Reply by swheeler

(4 replies, posted in Accounts Receivable)

A good trap on this might be to check if the bank charge is greater than the payment and flag the user for approval. An even better way might be allow a percentage threshold as system preference.

Go to forum: Accounts Receivable

6 Reply by swheeler

(4 replies, posted in Items and Inventory)

Hi bkoncomps,

Completely understand your business requirement, but such functionality would even be difficult to find in a mid-market ERP system that costs thousands of dollars. You certainly won't find it in any entry-level accounting system.

Scott

Go to forum: Items and Inventory

7 Reply by swheeler

(4 replies, posted in Accounts Payable)

You could sell them to yourself at zero price

Go to forum: Accounts Payable

8 Reply by swheeler

(4 replies, posted in FA Modifications)

I have a client that is a wine distributor. He operates similarly and uses the 'grand-total quantity' as a high-level verification that the order is complete.

Go to forum: FA Modifications

9 Reply by swheeler

(2 replies, posted in Installation)

Hi bedtime211,

If you already rent hosting space for your website or eCommerce platform, you can use another FREE service called SimpleScripts to perform a 1-Click installation of FrontAccounting into your own hosting environment. You can link to the SimpleScripts implementation here:

Install FrontAccounting with one click:

http://www.simplescripts.com/script_details/install:FrontAccounting

I didn't use it for FrontAccounting but have used it for other implementations and it seems to work quite well.

Go to forum: Installation

10 Reply by swheeler

(6 replies, posted in Items and Inventory)

Excellent. Glad it worked out.

This is a nice testimony of the flexibility of FrontAccounting's tax configuration capabilities in managing exceptions.

Scott

Go to forum: Items and Inventory

11 Reply by swheeler

(6 replies, posted in Items and Inventory)

Ooops! I didn't give you complete information:

Now go to Setup -> Item Tax Types and create the following to codes:

Tax23only
Tax06only

And exclude the appropriate tax rates for each.

Then go to your item configuration and assign the appropriate Item Tax Type.

From these instructions, you can understand that the Item Tax Type serves as an exception to the 'general' tax group assigned at the Branch-level.

Hope this helps.

Scott

Go to forum: Items and Inventory

12 Reply by swheeler

(6 replies, posted in Items and Inventory)

Yes you can.

Under Setup create two tax rates (Taxes sub-menu) and assign the appropriate values:

Tax23 @ 23%
Tax06 @ 6%

Next under Setup, create a tax group (Tax Groups sub-menu) and ensure the tax rates you just created are associated by 'checking' them:

POR

Next, ensure that you assign the 'POR' tax group to the Branch where-upon you will be shipping to.

Hope this helps.

Scott

Go to forum: Items and Inventory

13 Reply by swheeler

(3 replies, posted in Installation)

change to InnoDB if you need to perform transactions. Itronics has indicated that change to this storage method has no negative implications.

Go to forum: Installation

14 Reply by swheeler

(2 replies, posted in Banking and General Ledger)

chart_master

Go to forum: Banking and General Ledger

15 Reply by swheeler

(2 replies, posted in Installation)

Excellent. Thanks for the quick response!

Go to forum: Installation

16 Topic by swheeler

(2 replies, posted in Installation)

Hi,

I'm hoping someone with a deeper architectural knowledge of FrontAccounting can make comment of any negative implications of changing the table storage (as indicated) for some select tables.

Thanks,
Scott

Go to forum: Installation

17 Reply by swheeler

(1 replies, posted in Items and Inventory)

Try this menu option:

Inventory and Items -> Inventory Reports -> Stock Check Sheets -> (select the select the appropriate filters and click the 'Display' button)

I use the MS Excel option (at bottom) as I'm having trouble getting PDF to render properly.

Go to forum: Items and Inventory

18 Reply by swheeler

(2 replies, posted in Accounts Receivable)

Try this menu option:

Sales -> Customer Transaction  Inquiry -> (select by appropriate filter and/or date range)

Go to forum: Accounts Receivable

19 Topic by swheeler

(0 replies, posted in Accounts Receivable)

Hi,

I'm hoping someone can offer a quick explanation of what the 'tpe' column on debtor_trans table supports. I see values of [0,1,2] and am wondering what these values represent.

Thanks,
Scott

Edit:

Found it... Reference to 'Wholesale', 'Retail', etc. pricing factors.

Go to forum: Accounts Receivable

20 Reply by swheeler

(3 replies, posted in Accounts Receivable)

Thank you, Joe.

And for any other 'newbies' having trouble in this area, make sure that your customer does not have a default payment method that is 'Cash Only'; otherwise, you will still get a payment transacted.

Scott

Go to forum: Accounts Receivable

21 Topic by swheeler

(3 replies, posted in Accounts Receivable)

Hi,

I posted my first Direct Invoice and the payment was applied automatically. Can someone please say what I must do to disable the auto-application of the payment? I would like to manually apply the payment later.

I've looked at the Wiki for 'Direct Sales Invoice' and have ensured the options for 'Allowed credit sale terms selection' and 'Allowed cash sale terms selection' are UNCHECKED.


Thanks,
Scott

Go to forum: Accounts Receivable

22 Reply by swheeler

(4 replies, posted in Accounts Receivable)

Hi,

Similar to QuickBooks, can anyone indicate if it might be possible to create 'Tax' as an actual 'Item Code' on the invoice? If so, what might the underlying configurations look like with respect GL accounts? With US-based tax collection practices changing so rapidly, being able to apply a separate rate by ship-to state is becoming a necessity.

Thanks.

Go to forum: Accounts Receivable

23 Reply by swheeler

(6 replies, posted in Setup)

Hi apmuthu,

Thanks for the recommendation. On the re-installs, I had even deleted the original database with no affect.

Scott

Go to forum: Setup

24 Reply by swheeler

(6 replies, posted in Setup)

Hi spud,

Thanks for that.

I did determine that config_db.php is being generated via install and have verified that the connection settings are indeed correct.

the issues I am having are rather peculiar. I have tried reinstalling using different db name, db user/pw, and install directory and am getting the same results. I can login and navigate to the direct invoice screen where the application successfully reads the database and populates the form with default customer and first-item selectable information. But, the moment I try to select an alternate item from the drop-down list the application hangs and I get the 'caution triangle' at the top of the screen; apparently after some operation timeout.

What is peculiar is that everything worked beautifully until I attempted backup/restore. I can't imagine that a parameter outside of the FA directory structure was somehow modified and is ultimately impacting program execution.

Thanks,
Scott

Go to forum: Setup

25 Reply by swheeler

(6 replies, posted in Setup)

Hi thespud,

Thanks for the reply. Not having much luck on this end. Just decided to delete everything (including db) and start over with new 2.3.13 and see what happens. Everything seemed to install OK and the main menu presented as expected. Upon attempting to add a line item in the direct invoice the 'caution' triangle presented itself again.

What I did notice is that I don't have config_db.php file in the frontaccounting folder. Is this supposed to be auto-generated by the install script?

Thanks,
Scott

Go to forum: Setup