Category Archives: TOP 2012d Features

Total Order Plus Version 2018 Features

The features listed below are included in the latest version of TOP 2018:

Backorder mask increased to 999,999.99 on the Backorder Report
Several reports have been added to print to a PDF:

Accounts Payable Check Register
Accounts Payable Payment Selection Register
Accounts Payable Check Reconciliation
General Ledger Chart of Accounts
General Ledger Journal Entry Report

Correction made to General Ledger Retained Earnings at the end of a year
TOP Welcome screen displays the number of BBx licenses in use and if the license is currently up to date
Maintain Address Data in Order Entry now contains a new option ‘Is The Address Information Correct? (CR-N-EMAIL-End). Type EMAIL to enter Other Order Information – Job Description, Customer Email and Ship-To Email
Added order Revision Date to Order Entry Header Data and all Order Entry history files
Added salesperson email address to the Salesperson Masterfile Maintenance on the Sales Analysis System Menu
Expanded the title and telephone extension fields for the Accounts Receivable Customer Contact Maintenance

QR Codes and Image Files

A QR (Quick Response) code is a two-dimensional barcode that is readable by smart phones. It allows you to encode over 4000 characters in a two dimensional barcode. QR codes may be used to display text to the user, to open a URL, contain a link to a Facebook page, contain discounts at your local grocery store or to compose text messages. They can be printed out and used for tagging any real-word object. See http://en.wikipedia.org/wiki/QR_Code for information on QR codes.

There are many software programs that can be used to generate a QR code. Follow this link to see the options:

http://freenuts.com/top-10-free-online-qr-code-generators/

TOP customers can generate a QR code or any image file and have it print on their invoices. The only requirement to use this feature is to create the PDF and PRN files, which is placed in the /TOP/GRAPHICS folder on the server, and have the current version of TOP2012 and UnForm Version 7.0 and above installed on your system. The row, column and name of the PRN file is displayed in the Invoice Message Maintenance on the UM Options Menu. The C is the number of columns, R is the row number and F is the name of the QR file.

Currently, this feature is only set up to print on invoice format 1, see an example below of the information required in the Invoice Message Maintenance:

To read QR codes with your smartphone, you need an appropriate software app installed on your phone. For Android-based devices, you can use Barcode Scanner as one example. On iOS-Devices like iPhones, there are QR Code readers available on the AppStore, for example i-nigma. On Symbian devices, you can use Mobiletag barcode reader.

Expanded Sales Tax Code

The sales tax code has been expanded from 2 to 6 characters. The code was expanded to help deal with states that have a large number of tax jurisdictions. The change also allows the use of zip codes as the sales tax code.

MSRP Added To Item Master

A field for MSRP (Manufacturer’s Suggested Retail Price) has been added to the item masterfile maintenance. The new field is located above the List Price. The new field will be used for additional features in future versions of TOP.

User Last Login Display

The user last login date is now displayed on the User Master Maintenance display. Below is an example:

Stamps.com TOP Interface

Before setting up Stamps.com to interface with TOP, you should first setup the items below.

Setup TOP Integration

TOP Ship Via Code

To setup TOP integration only requires setting up two additional ship via parameters. The Ship Via Maintenance can be found on the O/E Options Menu.

PM – Priority Mail Bill Option: Packages Service Type: FC Mail

MA – Mail Bill Option: Packages Service Type: FC Mail

Map V Drive on Shipping PC

To transfer data between the server and the shipping, you will need to Map the V drive on PC to \\192.168.1.2\TOP_IMPORT. For how to map a drive select this link.

Stamps.com Export

Run Stamps.com Export from the TOP O/E Import/Export File Menu to create the STAMPS_COM.csv file. This will be needed before continuing to the steps below.

Start Stamps.com if not running
Select <Manage Profile> from profile pull-down menu
Select New button
Select CSV/TextFile (*.csv or *.txt)
Select Next
Enter TOP_SC001 for Profile Name (001 is for company 1 in TOP)
Select Next
Select Create a new data source
Select Next
Select Text/CSV File
Select Next
Enter V:\CO001\SC for Location
Select Next
Select Test Connection -> Select OK
Select Next for Confirm Connection
Select STAMPS_COM.csv for Database Table
Select Auto Match button
Select OK for Auto Matching Done

This should map the following fields:

Package Tab:

Order ID: ORDER_NUMBER
Order Date: ORDER_DATE
Package Value: PACKAGE_VALUE

Shipping Options Tab:

Mailpiece: MAIL_PIECE
Mail Class: MAIL_CLASS
Printed Message: PRINT_MESSAGE

Recipient Tab:

Full Name: FULL_NAME
Company: SHIPTO_COMPANY
Address 1: SHIPTO_ADDRESS1
Address 2: SHIPTO_ADDRESS2
City: SHIPTO_CITY
State: SHIPTO_STATE
ZIP/Postal Code: SHIPTO_ZIP
Country: SHIPTO_COUNTRY
Email: SHIPTO_EMAIL

Return Address:

Company: RETURN_COMPANY
Address 1: RETURN_ADDRESS1
Address 2: RETURN_ADDRESS2
City: RETURN_CITY
State: RETURN_STATE
ZIP/Postal Code: RETURN_ZIP

Second Step From Stamps.com

Select Shipping Options Tab
Select Mailpiece button (Import and PostBack use the same table for Mailpiece)
Select Maps To pull down menu
Select an option (like Package)
Enter the TOP Ship Via Service Type (example Priority Mail) in the New Code field
Select Add
Select Save after entering Mailpiece codes
Select Mail Class button (Import and PostBack use the same table for Mail Class)
Select Maps To pull down menu
Select an option (like Priority Mail and First Class Mail)
Enter the TOP Ship Via Service Type (example Priority Mail and FC Mail) in the New Code field
Select Add
Select Save after entering Mail Class codes
Select Next
Select Same data source
Select Next
Map the field like below for Postback Data

Package Tab:

Order ID: ORDER_NUMBER
Mail Piece: POSTBACK_MAIL_PIECE
Mail Class: POSTBACK_MAIL_CLASS
Mail Date: POSTBACK_MAIL_DATE
Postage Amount: POSTBACK_TOTAL_COST
Status: POSTBACK_STAT

Third Step From Stamps.com

Select Mailpiece button
Select Maps To pull down menu
Select an option (like Packages)
Enter the description to display in TOP (example Packages) in the New Code field
Select Add
Select Save after entering Mailpiece codes
Select Mail Class button
Select Maps To pull down menu
Select an option (like Priority Mail)
Enter the description to display in TOP (example Priority Mail) in the New Code field
Select Add
Select Save after entering Mail Class codes
Select Next
Select Done
Select Done

To use interface select TOP_SC001 profile, then enter TOP order number for Order ID field and select Get Order. Below is a screen example from Stamps.com after selecting Get Order.

Notes:

The Stamps.com Export must be run before new orders/invoices can be pulled up in Stamps.com.
When the Stamps.com Export is run, it also checks for Stamps.com shipped orders and uses that information to also update TOP.
The Find Order/Invoice Utility is used to display shipping information. For more info on displaying the order shipping info select this link.

You can add a printer for the labels. See example below:

Expanded Credit Card Functionally

Additional fields have been added to the credit card function to help make interfacing with credit card merchants easier. Below is the new A/R Customer Card Maintenance screen. For information on limiting access, see Credit Card Access.

Below is the new Order Entry Payment Entry screen.

Change Vendor From PO History Detail

While entering a PO, you can insert items purchased from other vendors into a new purchase order. This can be useful when multiple vendors carry the same item or when one vendor purchases another vendor.

The option is available from the Purchase History Detail Display (see below). This screen is accessed from the PO Detail Item Code entry after pushing the F1 key for history detail and selecting the Change Vendor option.

Mindware

Mindware Corporation Of America