Softpedia >Windows >Portable Software >Personal Finances >Portable Inventory Tracker Plus >  Changelog

Portable Inventory Tracker Plus Changelog

What's new in Portable Inventory Tracker Plus 3.2.1

Sep 28, 2017
  • Added multiple taxes feature that allows you to specify up to 3 different taxes and which Inventory Items they apply to. You can specify the name and tax rate for any of three different tax types in the new Set Tax Info window accessible from Invoice Creator. You can also specify, for each tax type, which of the six different Inventory Types (Inventory Items, Flat Rate Labor, Hourly Labor, Other Charges, Rental Items, Rental Quantity) you want taxes added to the Invoice.
  • In Preferences you will now find a Tablet option. The Tablet option causes all windows to be opened, one at a time, in the top left of the screen. This is best for users using logmein.com to access this software on their Tablets.
  • Other minor improvements.

New in Portable Inventory Tracker Plus 3.1.0 (May 19, 2014)

  • Clicking a line for an Inventory Item, Other Charge or Hourly item in Invoice Creator now shows both a Delete Line and an Edit button. So you can now easily change the quantity of most items in an Invoice. Backorders, if any for that item, must be deleted first and can't be created with the Edit button.
  • Improvements to Inventory Tracker's and Invoice Creator's Reports.
  • Export files can now be saved in CSV format.
  • Other minor improvements.

New in Portable Inventory Tracker Plus 3.0.1 (May 19, 2014)

  • Clicking a line for an Inventory Item, Other Charge, or Hourly item in Invoice Creator now shows both a Delete Line and an Edit button. So you can now easily change the quantity of most items in an Invoice. Backorders, if any for that item, must be deleted first and can't be created with the Edit button.
  • Export files can now be saved in CSV format.
  • Other minor improvements.

New in Portable Inventory Tracker Plus 3.0.0.0 (Nov 6, 2013)

  • Added a Quote feature. Now you can create an Invoice Creator record without actually removing items from inventory until you change Quote to Invoice. Near the middle of the right side of the Invoice Creator window are the Quote and Invoice options. If you choose Quote, an item added to the Product(s) field is not removed from inventory until the Invoice button is clicked. If you never create Quotes this feature can be hidden by clicking Prefs, then Invoice Creator Prefs, and then disabling the Show Quote Option.
  • Added Hide Retail Prices option to Invoice Creator Preferences.
  • Improved Move Totals to Right in invoices feature
  • Other minor improvements.

New in Portable Inventory Tracker Plus 2.9.8.6 (Jun 21, 2013)

  • Data is now exported properly from Expense Tracker. If you have been using a copy of Expense Tracker that has the new ADE feature, please send an email to support @ productivity-software.com and request instructions regarding exporting your data.
  • Improvements to Check Printing
  • Improvements to Combine feature in Expense Tracker
  • Help button in 1099Misc window fixed
  • Improvements to Transfer to Account feature
  • Improvements to Customer Account feature
  • Improvements to Adding quantity to Inventory Items in Inventory Tracker
  • Added Combine expense records feature, which will print one check for all Expense Tracker records with the same Date and Payee.
  • Other minor improvements

New in Portable Inventory Tracker Plus 2.9.8.4 (Jun 21, 2013)

  • In Invoice Creator, the Invoice Date is now separate from the Payment Date. If no Payment Date is specified when you click Add Product to Invoice you will be asked for an Invoice Date. When you click Create Invoice, if there is no Amount Paid, you will be asked if you want to add a Payment. If no payment is added, the Invoice Date will be used.
  • If you change the label for a Misc field in Inventory Tracker Preferences, you will be asked if you want to remove all the previously entered data in that field.
  • The Find field in the Go To Contact dialog is now always initially empty.
  • Changing a name in Contact Tracker, now updates Invoice Creator and Inventory Tracker.
  • Sort By Date or Invoice # options have been added to Customer Account window. Also, there is now an option to print only 1 Page. You will need to specify the number of lines in the report (plus totals) that equals one page.
  • Fixed problem computing the Invoice Total when a Discount was applied to a Labor Charge or Other Charge.
  • Other minor improvements.

New in Portable Inventory Tracker Plus 2.9.8.3 (Jun 21, 2013)

  • In Expense Tracker there is a new Automatically Duplicate Expense (ADE) option. If you want the record automatically duplicated each month because it is a recurring expense then click the ADE button and then enable the Automatically Duplicate This Expense Each Month option. Then when you click the Add New Expense Now button, all records with this option enabled will be duplicated for the current month.
  • Use your barcode scanner to enter a Stock Number in Inventory Tracker.
  • When you click the Add Product to Invoice button in Invoice Creator to add Inventory Items, you will first be asked if you want to add an Inventory Item (including Assemblies) or an Other Item type. If you choose Inventory Item you will next be asked if you want to Enter or Scan a Stock Number or pick an item from a list. You can go directly to this option by clicking the Add Product to Invoice button with the ctrl or command key held down or by pressing F2.
  • Now you can use your barcode scanner to add a Stock Number to an invoice.
  • New Invoice Creator F Keys
  • F1 = New and/or Select Customer
  • F2 = Scan or Enter a Product's Stock Number
  • F3 = Create Invoice
  • F4 = Create Packing Slip
  • F5 = Create Envelope
  • F6 = Create Shipping Label
  • F7 = Open Inventory Tracker
  • F8 = Enter a Payment Amount
  • Other minor improvements.

New in Portable Inventory Tracker Plus 2.9.8 (Feb 13, 2013)

  • Inventory Tracker Prefs has the following new options:
  • Added the ability for the user to choose if they want Description 1 or Description 2 added to invoices, along with the ability to change the labels and functions of these two fields.
  • Added Add Tax preferences for each inventory Type.
  • Invoice Creator Prefs has the following new options:
  • Added Ask for Type when displaying Product List? option to Invoice Creator Prefs. The choices are Always Ask or I only have Inventory items. When you click New in Inventory Tracker, these settings determine what Type of Inventory record you can create.
  • When you click Add Product to Invoice in Invoice Creator, you will have the option of displaying different Types of inventory lists. The I only have Inventory items option in Invoice Creator Prefs will suppress this dialog.
  • Added Apply Discounts to: default settings for each inventory item Type
  • Added Enable Assemblies option to Invoice Creator Prefs.
  • Reversed the Sort Orders in Inventory Reports so the Second Sort Order comes after the first Sort Order so all Reports can be sorted by Type.
  • Clicking the "E-mail" label in Contact Tracker will now either copy the e-mail address to the clipboard for pasting into your e-mail program or open a new e-mail for that contact in your desktop e-mail program.
  • More improvements to Assemblies feature
  • Improvements to Customer Account feature
  • Added option to Add subtotals to Invoice in Invoice Creator Preferences.
  • Added Cash and New Customer buttons to Choose Customer window in Invoice Creator.
  • Added subtotals when an Inventory Report is sorted by Descriptions 1 or 2.
  • Excluded Assembly Transfers from Sold totals.
  • Added Find field to Choose Customer window in Invoice Creator.
  • Added Size selector to Check Printer and made Voucher resizable.
  • Added a Create Invoice button to Contact Tracker.
  • Improvements to Invoices in Invoice Creator
  • Improvements to Invoice Creator Report
  • Improvements to all Inventory Reports
  • Inventory Remaining is now an option for Sales Reports and Price Lists
  • Other minor improvements.

New in Portable Inventory Tracker Plus 2.9.7.4 (Feb 13, 2013)

  • An import problem in Expense Tracker was fixed (found only in version 2.9.7.3)
  • Added Cash and New Customer buttons to Choose Customer window in Invoice Creator.
  • More improvements to Assemblies feature
  • Other minor improvements.

New in Portable Inventory Tracker Plus 2.9.7.2 (Feb 13, 2013)

  • Added the ability (to Inventory Tracker Prefs) for the user to choose if they want the Description 1 or Description 2 fields added to invoices.
  • Improvements to Customer Account feature
  • More improvements to Assemblies feature
  • Other minor improvements.

New in Portable Inventory Tracker Plus 2.9.7.1 (Feb 13, 2013)

  • Invoices and Payments from Invoice Creator are now displayed in a Customer Account table which has columns for Dates, Invoice #s, Sub Totals for Sales, Services, Other charges, Taxes, and Total Due, as well as Payments, Balances Due and Totals for each column. This table can be accessed from either Invoice Creator or Contact Tracker.
  • New Lot Numbers feature keeps track of each new purchase. The Lot Number is added to the Date, Qty, Price Sold field in Inventory Tracker so you can quickly locate customers who received certain shipments.
  • The miscellaneous description fields in Inventory Tracker can now be changed to a Category field (with a corresponding Add/Select menu), or a Location field (with a corresponding Add/Select menu), or a Serial Number field, or used for any other purpose. The controls for this are included in a new Inventory Tracker Preferences window accessed by clicking Prefs in Inventory Tracker.
  • Many improvements have been made to the Assemblies feature, which can be used to combine other items, or products, into new products.
  • When you set an Expense Tracker record to Tax Deductible, the Expense type is now added to the Tax Deductible Expenses list and subsequent records for that Expense Type will always be treated as Tax Deductible.
  • Improvements to Inventory Tracker and Invoice Creator Reports.
  • Other minor improvements.

New in Portable Inventory Tracker Plus 2.9.6.1 (Feb 13, 2013)

  • When the Add Product to Invoice button is clicked you will be asked if you want to rebuild the Inventory List if the number of Inventory items is greater than 500. You can change this number by changing the Ask to Rebuild Inventory Item List option. The Always option will always rebuild the list and you will never see this dialog. There is also a Rebuild Now button.
  • Improved the Show Only Items NOT Sold as of the End Date report in Inventory Tracker Reports.
  • When you change the Item Description in Inventory Tracker you are now asked if you want to update Invoice Creator with the new description.
  • Problem with Restoring data fixed
  • Other minor improvements.

New in Portable Inventory Tracker Plus 2.9.5.2 (Feb 13, 2013)

  • This version has the following improvements:
  • Invoice Headers and Footers and Custom Header data are now exported and restored to the Invoice printing window.
  • In Inventory Tracker you can now adjust the Quantity field by clicking the Add button above the Quantity field. You will be asked if you want to add a New Purchase or make a Quantity Adjustment. Adding a New Purchase checks for a different purchase price and enters some Notes about the purchase.
  • Added a new option menu to Expense Tracker which has the choices Tax Deductible, Not Deductible, and Depreciate. A list of Expenses to be Depreciated is now added to the end of a Tax Form Report.
  • Several other minor improvements.

New in Portable Inventory Tracker Plus 2.9.5.1 (Feb 13, 2013)

  • Improvements to the Expense report
  • Improvements to the Tax Form Report in Expense Tracker.
  • Improvements to the Other Income report
  • Several other minor improvements.

New in Portable Inventory Tracker Plus 2.9.5 (Feb 13, 2013)

  • Improvements to adding Components to Assemblies in Inventory Tracker
  • You can now add labor, charges and assemblies to Component Lists
  • Improvements to adding Additional Assemblies to Inventory Tracker
  • Added Remaining Components option to the Edit Assembly section in Inventory Tracker.
  • You can now Edit the Qty or Description for a line in the Components field or click View Item to go to the Components record.
  • Added Display only the Item Description in invoices? to Invoice Creator Prefs
  • Go To Another Item list can now be sorted by Stock Number if they are not numbers
  • Several other minor improvements.