Organise
Version History
version 5.3 Pro released Mar 2012
Date selection added to Report Manager (pro)
Purchase orders added, similar to Orders, prices are cost price and tax is calculated accordingly, more details in the manual
New column, item code, added to Order & Purchase order
'1 day' added to date selection on Report Manager and Accounts so can now show a single day's data
Fixes bug which meant that Items Ordered were only saved to database when app was quit meaning small chance of data loss if computer failed or Organise quit unexpectedly
new field 'dateAdded' added to Items Ordered and (for reports) 'order:date' meaning reports can be written to show stock needed to fill orders taken between given time periods
new field - reference / account number for contacts:. By default populated with a sequential number and an optional prefix as with the Order and Item code numbers, and can be edited. Existing contact will be populated with a sequential number
Allows table columns on the invoice / purchase order to be hidden - instructions added to manual
CSV export better handles unexpected characters in data
improvement to picker window (select contact, select time, select item) - double-click an item to choose it, shows more columns, window can be resized
'Variation' column added to Item main list
Vat rate was rounding to two decimal places, now allows as many as are necessary (US rate is 3 decimal places)
version 5.2.2 Lite & Pro released Feb 2012
When selecting a contact for an order or an Item to add to an order, the search box now searches all fields on the item or contact rather than just the ones showing in the table
The enhancement above allows barcode scanners to be used to select the Item by scanning a barcode on the actual item
Fixes bug causing errors with calculated values if certain numbers are above 1,000 and use a comma thousand separator. Places affected were: list of items purchased on an Order (total calculated from qty and price) and reports, eg Stocktake and Reorder quantities. Fields quantity, optimum quantity, cost price and selling price can now support values containing a comma separator or not (although a formatter forces a comma separator on cost & selling price)
Fixes two bugs when duplicating order by 'one-off copy' or scheduled recurrence. Contact was not being copied properly and if the Order wasn't being opened immediately then the order date was not being completed properly (contained the word 'today' which was only being translated to a date when the duplicate order was first opened)
Cleans up attachments and restores item quantities if an order being created is cancelled before being saved
version 5.2.1 Lite & Pro released Feb 2012
Allows 'offline browsing' - a read-only database can be copied to another computer and the data accessed with the computers disconnected (pro)New template provided: 'Estimate'
New report: 'New vs Returning customers' for any given time period (Pro)
Report builder guide is now included in the manual for technically-minded users or developers who would like to develop reports which may be of use to others. (pro)
Updates the Prefs section of the manual to include colour highlighting of orders
New field added to Orders - 'newCustomer' - not visible and completed automatically, can be used in reports. Existing orders cannot be populated so will have the default value 'Not known'
New pseudo field added to Orders - 'one' returns the value '1'. This can be used in custom reports to count orders with particular values in a given field. See 'collation' in the Report builder guide in the manual
The website export for Items is now documented for other developers wishing to develop content management system or any other app to use the Item data
Omitted from v5.2 - new 'country' field is implemented in contact paste and default invoice templates
Report manager is more tolerant - custom reports will work if they have the extension 'xml', 'txt' or no extension. Will no longer crash if unexpected file extension is encountered
version 5.2 Lite & Pro released January 2012
Adds export of items as data feed file for Google Product Search (Pro only because it uses Data manager)
Adds ability to customise the <itemsordered> table of invoice template (instructions in manual)
Adds report - "Invoices sent but not paid"
Allows customisation of main window's toolbar
Adds country field to contacts and companies
Adds brand field to items
Adds currency code to Preferences (eg GBP, EUR, USD), used in Google product search export
Adds 'pdf' button to custom invoice, creates and saves pdf and attaches it to the order
Adds export option for all tables - tab-delimited text file
Double-clicking an item in Reports opens the relevant item if possible (Pro)
New contact no longer shows spurious items in 'Items Ordered' list
version 5.1.4 Lite & Pro released January 2012
Fixes scrolling problems with various table views
Fixes problem with saving company name properly
Import routine added for Contacts, Orders, Items and received Invoices (Pro only)
Guides for import routine, custom invoices and custome reports added to v5 manual
version 5.1.3 Lite & Pro released January 2012
Improvements to checkout interface (Adds 'payment method; fixes 'View contact' button; fixes Close and New buttons; saves without asking if an amount has been tendered; click the amount due in the tender window to tender the full amount; return key OK's tender window; tax code added)
Showing items purchased on Generated stationery is now on by default
Policy change re closing forms - cmd-W is enabled for forms (Order, Contact etc). Assumption is made that if a form is closed (without cancel or OK being pressed) new information is to be saved
Quickstart video produced - added to dmg file, website support page, manual and help menu
Installation instructions added to dmg file
version 5.1.2 Lite & Pro released Dec 2011
Further improvements to sales tax functionality. Money in and Money out tabs of Accounts manager now show a column for tax received and paid for any period.
Additional time period of 'Three months' added to Accounts manager filter.
version 5.1.1 Lite & Pro released Dec 2011
Improvements to default Invoices (If you have tried an earlier version and have not already customised the invoice, you may have to delete the file 'Invoice.rftd at ~/Library/Application Support/Organise/Stationary to force Organise to re-install)
Custom Customer types now show in customer filter button
Order recurrence now includes 'fortnightly'
version 5.1 Lite Released November 2011
All of the features of 5.1 Pro
Free to use
First 'Lite' version - shows Contacts, Orders and Items (stock / inventory). Won't show Pro features; Time management, Accounts management, Reporting and Database management.
version 5.1 Pro Released November 2011
Improves database opening time. An indexing job which was being done while db opened is now done in the background after the applicaiton has opened. The job may take very little time for small database and several seconds for larger databases. Until it has finished, certain searches will not be complete, eg the list of orders accessed via the Contact form and a search for orders by customer name.
When selecting an Item to add to an Order or a contact for that order, the search box for contact picker and item picker will treat words typed into the box as separate words rather than searching for the whole phrase
Inventory filter defaults to 'all'. 'In stock' is selectable. Used to be the other way around.
version 5.02 Pro (June 2011 - not general release)
Fixes company 'OK' button
Fixes export of contacts
version 5.01 Pro (April 2011 - not general release)
Small fix to image well of Item
adds ability to switch database location - greyed out in some builds, intention is to make this a 'paid for' feature.
fixes bug in alarm which can't be turned off if alarm is overdue when app is started.
version 4.11 Pro Released March 2011
- Small fix to 'supplier' button of Item
version 4.1 Pro Released Oct 2010
- More advanced handling of sales tax (VAT)
- - items are assumed to be standard rate (S) by default
- - Note that if you have been using the tax functionality previously, the selling price of an item was assumed to be exclusive, and in this version it is assumed to be inclusive.
Previously, the Order form calculated the tax and added it to arrive at a gross figure. Now it calculates it and deducts it to arrive at a net figure.
- - Shipping is included in calculation for tax amount
version 4.01 Pro Released Sept 2010
- Fixes bug which prevented export of Reports section
- Fixes bug which caused some tables to fail on csv export
- CSV now utf8 encoded rather than ascii
version 4.0 Pro Released 19 May 2010 -
Major release because of major efficiency improvements. Users with bigger databases will notice:
- faster starting
- smaller file size for database
- smoother scrolling
- faster opening of contacts
Some of these improvements will be noticable after opening and quitting Organise once.
Colour flagging: for some time it's been possible to make your own list of 'statuses' for an Order. With v4 you can assign colours to these statuses, and orders will be marked with these colours in the main view. For example, you can create a status called 'flagged' and set the colour to red for that status. You can create statuses such as 'payment overdue' or 'item to be returned' and highlight these with special colours.
New field - 'payment method: web | card | cash | cheque' (can be shown on invoice / receipt and reported on)
Button added to contact - 'paste' allows you to copy a whole address from somewhere else and paste into the name, address and postcode fields all at once.
Main window shows date column
Date columns sorted by date rather than alphanumerically
Adds report called 'Stocktake'. Lists your inventory and adds up the total (cost) value
version 3.1 Pro Released 19 October 2008 -
fixes bug preventing correct totalling in 'Money out' where individual amounts are over 1,000.00
Adds 'year' to recurrece options (ie for annual charges or subscriptions)
Fixes bug preventing contact filter (Customer/Supplier/All drop-down) from working properly
'Help' ilnk fixed
Manual updated to include recurrence
version 3.01 Pro Released as Beta 23 March 2008 -
expiry date set for middle of May
fixes bug preventing correct totalling in reports / accounts where individual amounts are over 1,000.00
version 3 Pro Released as Beta 23 March 2008 -
Checkout interface added.
Fixes bug where new contact created from within Order is created but not attached to the order properly.
version 2.4.1 Pro Released 15 March 2008 -
Context help buttons updated and new ones added. Online manual updated.
Check for updates menu item updated to point to new peacockmedia website.
version 2.4 Pro Released 1 March 2008 -
Image field added to Item, with comments now on a separate tab, consistent with Contacts
Now possible to generate any number of custom stationary / letters
based on the selected order. Two editable templates are built in;
invoice and polite reminder. Others can be added.
version 2.3 Pro Released 1 February 2008 -
Adds total column to 'Money Out' table
Adds new Statement feature - displayes totals from 'Money In' and 'Money Out' and the difference between the two
Adds recurrence of orders. Any order can be set to repeat weekly or
monthly. A new button allows a one-off copy of any order.
Allows
configuration of accounts categories and order statuses. note that the
status 'Complete' is used by the 'Incomplete' filter and so the filter
can't work if this status is taken out
Facelift - new toolbar icons and unified window/toolbar
Fixes problem double-clicking to edit items in the products ordered table under Leopard
version 2.2.5 Pro Released 23 July 2007 -
Fixes problem with File > Print. Click in any field or table and
choose File > Print (command P) to print the contents of that field
or table.
Adds 'selling price' column to main Items table
version 2.2.4 Pro Released 2 June 2007 -
Removed beta and expiry date
version 2.2.3 Pro (Beta) Released 10 May 2007 -
Collation functionality added to report manager
'Top Sellers' report added to package.
version 2.2.2 Pro (Beta) Released 9 May 2007 -
New column (qty) added to Items table.
User can customise table views by rearranging and resizing columns. Changes to table views are now saved and reloaded.
Bug fixed preventing fresh orders from retaining items, even though the item's qty may have been reduced.
Bug fixed preventing total column of items purchased table totalling properly sometimes.
version 2.2.2 Pro (Beta) Released 9 May 2007 -
New column (qty) added to Items table.
User can customise table views by rearranging and resizing columns. Changes to table views are now saved and reloaded.
Bug fixed preventing fresh orders from retaining items, even though the item's qty may have been reduced.
Bug fixed preventing total column of items purchased table totalling properly sometimes.
version 2.2.1 Pro (Beta) Released 1 May 2007 -
Small bug fixes
Version 2.2 Pro (Beta) Released April 2007 -
Time Management, Data Management and Accounts management added.
Time management takes the old 'to do' list and adds start date and
time, end date and time, total time (with ability to calculate), rate
(cost of time per hour or per day), and total charge (with ability to
calculate). Time items are called tasks. Can be used to keep a simple
to do list, or time logging against an order.
Tasks can be added to
the 'items purchased' list on an Order, so that time can be logged and
then shown on the invoice for that order.
Tasks can give an alarm (screen alert) when end date and time is reached.
Square buttons throughout the application have been removed in favour
of ordinary textual push buttons which are easier to understand.
Bug fixed which sometimes incorrectly gave 'No Contacts in Database'
Version 2.0.1 Lite (Beta) Released Dec 2006 - Fixes some problems with contacts linking to companies.
Version 2.0 Lite (Beta) Released Dec 2006 - Cut-down, back-to-basics version, rewritten in Obj-C cocoa and built as UB.