Readme file 30/03/2020 v20 Changes are shown below the ====== : Setting up the Orderbook for the first time: If you have received your order book by email, please save it in to your my documents folder. Or alternatively if you wish to create a new folder called something like accounts, place the Orderbook insider that folder. When opening order book for the first time, there will be some, or many warnings about security as this spread sheet uses macros extensively. You will need to allow, accept, the warnings to open the spread sheet for the first time. Set the iterations as follows. (This greatly speeds up the processing of Orders) Iterations are set up in the excel options once the spread sheet has been opened. Depending on which version of excel you are using, find the setting ‘maximum iterations’ and set it to 1. In Microsoft Office 2010, click on File, then options, then formulas. Enable interactive calculation should be ticked. Make sure the maximum iterations is set to 1. Save the setting then close the spread sheet. Further setting up will be required to 'import' your current stock, set you own prices, etc. Instructions will be sent out with each Orderbook renewal email. General Note: Orderbook is 'PROTECTED'. It will cease to work, giving errors, if the file name is changed or if the file is moved from a trusted location. Orderbook is designed to be used for 12 months only. If you purchase Orderbook April 2013 to March 2014 and your start month does not start in April, this does not matter. Simply make a note not to process any orders over a month that already has data in it. Orderbook will allow you to process 1000 orders in one month. For larger sales volumes please contact help@consultantaccounts.com with your requirements. =================================================================================== Changes: Updates to 30th March 2021 1) All new products updated 2) You can now import your own Logo onto the reciepts. They will be resized to fit the space available. I suggest using a jpeg and 3cm x 5cm or similar. 3) Help links updated and made more obvious 4) re-written Help and Setup pages help 5) extra buttons to navigate 6) Donate buttons included 7) Orderbook will be free with Optional Donations, 10% now goes to a Nominated Charity, advertised each year on the Web Site. 8) Over time, The Help system on the ConsultantAccounts Web site will be upgraded to include better communication tools and updated Video Help. 9) Bookable 1-2-1 Support will still be provided. A charge may be applied 10) Data retrieval will still be provided. A charge may be applied Updates to 19th March 2019 1) Improved colour scheme to help trace across rows and determin areas for input 2) rebuild to the Stock Control calculation to prevent negative sock amounts 3) Userform now pops up whenever the stock amount shows Check Stock. This is to prevent processing an order when you do not have enough stock to sell 4) added A4 (2 sheets) reciept as an option rather than the A5 (1 Sheet) Updates to 1st April 2016 1) Orderbook v16 is vastly different in design to previous versions. Although v15 worked well, it was not very user configurable. With potentially 30+ new products coming on stream this year and some consultants wishing to stock both new and old products for the next few years, I have taken the opportunity to allow the user to create their own product names and corresponding prices. 2) Additional control mechanisms are now in place to allow for Vatable items to be indecated and accounted for. 3) Full Control of what can be seen on the invoice 4) Room for 150 products for sale, including non Cambridge items 5) New templates are installed and pre-populated to correspond to the new Medical protocols Further help files will be generated to help guide you through getting the most out of Orderbook Updates 23/11/15 v15.35 1) Added the 4 new prodcuts into the temprorary column (top middle) of the Customer Orders Sheet 2) Added the products and data to Cost Pricing, Control Functions Sheets 3) Rewrote the Stock Order History Sheet with formatting to better see items purchased 4) Altered the Customer reciept to have similar products appear together Changes: Updates 20/05/15 v15.25 1) Added the ability to record and save size and measurement data from the BMI Calculator sheet. Updates 05/04/15 v15.20 1) Recaclulation of the BMI Calculator sheet re-done to allow all of the templates to show the correct weight loss for the OVERwEIGHT part of the templates. It will also not now show a negative amount for being below BMI 25, just Zero. 2) Reconnected the BMI plus 1 stone calculations 3) Removed duplaicated Steps Program book from the Stock Order Sheet 4) Most of the Templates are now editable. You can add the Doctors name, Calories, Target Weight etc, before printing. 5) Editable areas are available in the following Templates. a) Model Release Form b) Combined c) BMI 40 d) BMI 50 e) BMI 60 f) Standard Medication g) Standard Condition h) 600 Kcal i) Diuretic j) Fertility k) Gout l) Low BP m) High Chol n) Thyroid o) Diabetes A, B, C and Diet p) Follow up Updates 29/03/15 v15.10 1) Added 'Diabetes Diet' print button 2) Added Diabetes Diet printable sheet for Doctors 3) Added Protection for new printable sheet. Updates 26/03/15 v15.08 1) Rewrite code on Stock Orders to make it more accurate for recording purchasing 2) Rewrite code on Discount banding to make it more accurate. 3) Changed to data bars on Current Stock 4) Added Key Lime Pie to the Reciept Updates 20/03.15 v15.03 1) Moved the Manual refunds and reason entries from the Customer Returns sheet to the Customer Orders Sheet 2) Altered the code to allow the Total cost on reciept to update without itteration so it is accurate for seeing the correct price. Before it had to be itterated, now it only needs itteration when returning or swapping items. 3) Created option for automatic recording or customers height, weight and BMI Updated 14/3/2015 v15.01 1) Altered the Customer returns calculation to accurately reflect buying of stock at the discount rate set in the Stock Order Current % discount and controlled by the Y/N switch at Customer Orders Own Use and Free Samples. = allows buying stock from downliners at different discount rate to yourself. Updated 17/11/2014 v14.65 1) Added the Risotto and Spagetti products into Orderbook. 2) Altered Spicey Tomato to Tomato and Basil Soup 3) reconfigured the reciept 4) adjusted Customer Order History 5) adjusted discount band calculations for new products 6) amended product multipliers per box to be user adjustable. 7) Made it easier to remove ActivX form PC versions for MAC users. 8) Created a 'Food Range' group of products 9) Made Customer purchase History easier to read by colour highlighting the products ordered. 10) Altered the templates to reflect the new products available. 11) Added the new 'Cook Fresh' Book. 12) renamed the old 'Meals in Minutes Book' to 'Fresh Ideas Book' to reflect the new design. Updated 31/05/2014 v14.10 1) Now added VAT calculations to the receipt but only for those that are VAT registered, otherwise the information is hidden. 2) VAT portion recorded in History and totalled on the Balances Sheet 3) Discount headings Vat headings etc and related Calculations are now automatically hidden on the receipt when not selected for use. 4) Updated some prices to the Sales Aids 5) 'S' on the Month sheet now signifies a Sale not Sachets 6) Made the VAT rate editable on the Control Functions Sheet 7) Created a function that looks to see if the VAT reg No details are entered in the Set Up sheet and returns a Y/N in the Monthly accounts sheet automatically. 8) it is now possible to turn OFF the automatic copying to the clipboard of the receipt. 9) it is now only possible to enter the correct data into the correct places or it will notify you. this prevents data corruption of the database. Updated 21/03/2014 v14 1) Added edditional templates for Customer Questionaire and Telephone Enquiry Form. 2) Added the ability to add VAT reg Number to every reciept after the Consultant ID 3) made the printing system MAC friendly via the buttons on the Customer Orders page. Now only the ActiveX needs removing on the 'Combined' page to make Orderbook MAC compatable. Leaving the control in pace for the PC version. Updated 15/02/2014 v13.85 1) Current Stock sheet now records Vanilla Rice Pudding, Bonus Bards and the Eat Easy Range in items and Boxes. There is also space for new products as they become available. 2) There are now 22 forms that are automatically populated with the Clients Name, Address, Postcode, Height, Weight, BMI and Overweight sections. This is in addition to the Consultants details. 3) The BMI Calculator has been extended to include the clients projected weight at BMI 20, 25 and 25 plus 1 Stone. 4) The BMI calculator underlined heights and weights are used to populate the 22 Forms. 5) Security measures improved 6) Buttons provided on the Customer Orders Sheet to print out the Forms 7) The Customer reciept subtotals are now clearer, showing discounts seperatly to the Delivery Charge 8) Update Current Stock Value Form Updated 29/11/13 v13.7 1) Added the new Vanilla Rice Pudding and Tropical Bonus Bars to Orderbook. Compacted the literature into one block. Made allowance for additional flavours of these products in the future. 2) Added additional security to prevent data loss and structural changes after synchronisation using 'Sync Centre'. WARNING: Do not use Skydrive to backup Orderbook as it destroys macros. Updated 11/10/13 v13.05 1) Created the 'Products List' Tab to enable changing and moving products around. NB Limits need to be noted so not to move or interchange Boxes of Products that have 21 & 27 items per box/Tray or this will destroy the 'Cost Pricing' Structure for sales and Purchasing! Currently letft 'Open' to all to change for new CWP product releases within the Accounting Year. Updated 16/7/13 v13.01 1) Error in Calculation for mileage corrected (Decimal point out) 2) Moved the Control for the cost for mileage calculation to the control Functions tab Updated 16/3/13 v13 1) Delivery charges, once entered, stay resident so you dont have to keep entering the amount at every sale. 2) redesigned the Customer Order form printed sheet to make it clearer for the client 3) updates for 2013 - 2014 to enable Macro to run 4) Macro password protected 5) Added the ability to record th Order Number, Wholesale value, Amount to pay and Authentication code to the Stock orders sheet and the Stock Take sheet. 6) The Stock Order History now records the purchases of the Introduce a friend Vouchers, Loylty Cards, £5 off vouchers, the Swansea Trial book, Cambridge USB stick, Greeting Cards and the Corporate DVD. 7) Updated and used 'pop up' comments boxes on the Stock Orders Sheet for multipliers of trays and Boxes, Discount Banding, Handling Charges and Sponsor Bonus Limits. (to use just hover over the small red triangles). 8) Left the 20% discout band in place as it is still in force until the end of June 2013 and it will not affect future calculations. Updated 19/1/13 v12.51 1) Current Stock (Porridge) found to be in wrong Order (M35, M36, M37) e.g. trying to return Apple appeared as Original in Current Stock! Sorted 18/1/13. Updated 29/11/2012 v12.50 1) Addition of Mango as permenant product although not available until January 2013 2) Addition of Lemon Yoghurt bar as permenant product 3) Alteration to calculation for cost of Steps Programme books 4) increased number of lines for sales allowed per month to 1000 5) increased number of lines for purchases per month to 75 6) altered formatting of CUH and SOH sheets 7) improved structure so that new products are changeable on CO page and migrate to all sheets 8) links to relevent notes at HMRC for capital expenses on AIA page. 9) not added the temporary Christmas Recipe book (its a one off) updated 30/06/12 1) added the ability to offer a 'full refund including the collection discount' calculation. When swapping or refunding items, the items returned are placed in the Customer Returns sheet. If you select 'Y' in the 'Per item Discount awarded' cell the number of items is multiplied with the collection amount awarded and shown on the reciept. Before only sales would show the amount awarded for collection. updated 04/05/12 1) Mango is included as a temporary item – stock can only be loaded manually 2) The receipt now has a feature that you can turn on or off that allows you to show your customers how much they would have saved if they had collected their order. (the amount saved is based on the per item discount on the customer orders page). You turn the feature on or off from cell G58 3) The Stock orders sheet now calculates accurately (including VAT and non VAT items) 4) The Stock orders page now has a place to record the transaction details given to us when ordering over the phone 5) The stock order history now records the transaction details including, Order number, Wholesale cost, Amount to pay and the Authentication code. 6) The Stock take print out/Manual Orders sheet has a space for the transaction details. 7) Errors fixed in the Current stock sheet. It used to multiply the amount ordered incorrectly, for example it now correctly logs a purchase of the EatEasy meals as multiples of 6, not 5 as before. NB. IT IS IMPORTANT THAT YOU DO NOT OVERWRITE YOUR EXISTING COPY OF ORDERBOOK WITH THIS ONE OR YOU WILL LOSE YOUR SALES DATA FROM APRIL AND MAY. FIRST YOU MUST RENAME YOUR OLD ORDERBOOK (I SUGGEST ADDING A ‘v1’ TO THE END OF THE FILE NAME). THEN SAVE THE FILE FROM THIS EMAIL TO THE SAME LOCATION AS YOUR OLD ONE. DO NOT RENAME THE NEW ORDERBOOK OR IT MAY NOT WORK CORRECTLY. 11/3/12 Added 3D Pie Charts 11/3/12 Macro to format printing of PL Charts 20/3/12 Lock down so that tabs can't be moved accidentally