|petBASE version 5.00 changes|
The following is a detailed summary of the changes introduced in Version 5.00.
(1) Larger default display size, to suit 800 x 600 minimum screen resolution.
(2) Separate Bookings, Customers/Pets, Pen functions, Invoices, Documents and General Functions modules, each with its own main menu.
(3) BOOKINGS MODULE:-
(3.1) Boarding Settings: Added Default Arrival and Departure Times (AM or PM).
(3.2) Boarding Rates (previously called Daily Rates):-
(a) Code field width increased from 1 to 2 chars, so can now have numeric codes up to 99 or 2-character codes.
(b) Added pet Type column (cat or dog). Used for item (4.9)(h).
(c) Added Sharing Discount Type: This can be Single (ie one global discount applying to all pets, as previously) or Multiple. The latter enables you to specify different discounts for 2, 3 and 4 (or more) cats and 2, 3 and 4 (or more) dogs sharing a pen. Note that multiple discounts must be monetary values, not percentages.
(d) Other Discount re-named Overall Discount (avoids confusion in grooming appointments, where there's no Sharing Discount).
(3.3) Added booking Category field. This can either be a Boarding Booking (involving the boarding of pet(s), but can include grooming services) or a Grooming Appointment, where pet(s) are booked-in for grooming only and arrive and depart on the same day.
(3.4) Added booking Input Date field. Default value is date that booking is added.
(3.5) Added grooming functions, comprising:-
(a) Grooming Calendar. This is similar to the Boarding Calendar (see 3.7) but gives the following key data about grooming appointments for each day of the current month or a selected month: number of appointments, number of pets, required grooming time (hour & minutes) and free grooming time (hours & minutes). Left-click a date to add a new grooming appointment. Right-click a date for a pop-up menu with other grooming functions. This calendar can be accessed from the Bookings main menu or from the Boarding Calendar.
(b) Grooming Services and Fees (Settings menu). Up to 8 standard grooming Services can be defined. A standard Fee and Time for each Service can then be specified for each pet Breed (as defined in the Breeds Library). Also total daily Available Grooming Time can be specified.
(c) Grooming can be specified for one or more pets in a Boarding Booking or a Grooming Appointment. One or more standard grooming Services (as defined in (b)) can be selected and petBASE automatically calculates the total grooming times and prices.
(d) Details of changes to current functions to suit grooming are listed with those functions.
(3.6) Added Collection & Delivery functions, comprising:-
(a) Collection & Delivery Rates (Settings menu). Enables standard rates for pet collection and/or delivery to be defined.
(b) Collection and/or delivery can be specified within a booking - see corresponding details of changes to current functions.
(c) Collection/Delivery Required see item (3.8)(b).
(3.7) Boarding Calendar. This is an improved version of the previous Calendar; the word 'Boarding' has been added to distinguish it from the new Grooming Calendar - see item (3.5)(a). The main changes are:-
(a) Larger & clearer display.
(b) Starts Monday (was Sunday).
(c) Added buttons for next, previous & current month.
(d) Added Refresh button. Useful if petBASE is networked, as it updates the calendar with any booking changes made by another user since the calendar was opened.
(e) Added Pens button. This displays the new Pen Allocation Chart for the selected month - see item (5.2).
(f) Added Grooming button. This displays the new Grooming Calendar for the same year and month.
(g) Fully-booked data now orange and over-booked data is red.
(h) If Scope is Cats or Dogs Only, number of booked and vacant pens displayed.
(i) If Diary Reminder set for today, text in Diary button blinks.
(j) If a date is coloured red, this indicates that Highlight Calendar has been ticked in the Diary for that date - see item (3.9)(a).
(k) Left-click a date to add a boarding booking.
(l) Right-click a date for modified Pop-up Menu, with functions relevant to boarding bookings - see item (3.8).
(m) Certain areas of the print-out are coloured, for improved clarity.
(3.8) Boarding Calendar Pop-up Menu (right-click a date). Changes compared with previous menu:-
(a) Added Pets in Residence. See item (3.15).
(b) Added Collection/Delivery Required . Lists bookings requiring collection or delivery on selected day.
(c) Added List Invoices For Today's Departures. Lists all boarding invoices with selected departure date.
(d) Added Create Invoices For Today's Departures. See item (6.6).
(e) Added Boarding Bookings That Require Grooming. Lists all boarding bookings (for selected day) that require grooming.
(f) Can now click F1 for Help on highlighted menu item.
(3.9) Diary (Calendar):-
(a) Added Highlight Calendar checkbox. If ticked, corresponding calendar date text is coloured red.
(b) View Diary: Added Copy button.
(c) Change Diary: Added Cut, Copy & Paste buttons.
(3.10) List Bookings:-
(a) Total value of bookings shown in all cases.
(b) Correct number of bookings shown after filtering.
(c) Booking Category (Boarding or Grooming) column added to appropriate lists.
(d) Deleted List Old Bookings.
(e) Added List Today's Bookings.
(3.11) Filter/Search Bookings: Added new criteria corresponding to new bookings fields.
(3.12) View Booking Details:-
(a) Appearance differs slightly according to whether Category is Boarding or Grooming.
(b) Full text arrival & departure dates shown.
(c) Added Input Date.
(d) Booking & pet notes now in permanent window on main form.
(e) Pets' photos displayed (if added to customer/pet details).
(f) Sharing indicated by checkbox (tick) rather than Yes/No.
(g) Daily Sharing Discount column added to pets table.
(h) Grooming Fee column added to pets table. This shows price of specified grooming service(s) (if any) for each pet. Click heading to view grooming details for selected pet.
(i) Added GC (Grooming Completed) column to pets table.
(j) Added total Boarding Fee field (includes any morning or afternoon departure charges but not sharing discount).
(k) Added Collection and/or Delivery details.
(l) Added total Grooming Fee and Grooming Time fields.
(m) Added Deposit Paid (with corresponding payment Date and Method if Invoices module installed) and Balance Due fields.
(n) Overall Discount was called Other Discount.
(o) Printed booking form includes photos of up to 2 customer's pets (if Print Pets' Photos is ticked in General Settings).
(3.13) Check-in/Out Today's or Overdue Bookings: When you click 'Check-in/out', selected booking is automatically checked-in/out, without first going to Change Booking Details. If an invoice exists, you are then given the option of changing it; if no invoice exists, you are given the option of creating one.
(3.14) Add/Change Booking:-
(a) If adding a new booking, select either Add a Boarding Booking or Add a Grooming Appointment. Items with * refer only to Boarding bookings.
(b) Appearance of form differs slightly according to whether Category is Boarding or Grooming.
(c) Full text arrival & departure dates shown.
(d) Added Input Date. If adding a booking, this defaults to today's date.
(e) Selection of customer with no pets now prevented.
(f) Booking & pet notes now in permanent window on main form.
(g) Pets' photos displayed (if added to customer/pet details).
(h) Change Customer Details: if pet details changed, these are now transferred to booking and (if applicable) rates are re-calculated, taking into account any pen premiums.
(i) Sharing indicated by checkbox (tick) rather than Yes/No.*
(j) Prevents ticking Share if not more than one cat and/or dog.*
(k) Prevents only 1 cat or dog being specified as sharing.*
(l) Daily Sharing Discount column added to pets table, values shown after clicking Calculate button.*
(m) On clicking Calculate or Save, if 2 or 3 cats/dogs specified as sharing, they must be sharing one pen, so total number of cat/dog pens automatically calculated, even if pen numbers not specified*.
(n) On clicking Calculate or Save, if 4 or more cats/dogs specified as sharing, but corresponding pen numbers not assigned, message box asks if all are in one pen and. If 'Yes', total number of cat/dog pens automatically re-calculated. If 'No', user should manually alter total cat/dog pens. Next time Calculate or Save is clicked, if total cat/dog pens greater than theoretical max, message box re-appears.*
(o) More thorough checking of number of pens required relative to number of pets sharing.*
(p) Total Sharing Discount now not editable.*
(q) Total fee re-calculated after saving, in case Calculate button not clicked after changing sharing details.
(r) If Pen Functions enabled, pen numbers can only be selected via the Pens heading (not directly entered).*
(s) If new customer added, must specify at least one pet (could previously add a customer without any pets).
(t) Grooming Fee column added to pets table. This shows price of specified grooming service(s) (if any) for each pet. Click heading to add/change grooming details for selected pet.
(u) GC column added to pets table. Tick to show that grooming completed for that pet (intended mainly for boarding bookings with grooming).
(v) Total Boarding Fee displayed. Includes any morning or afternoon departure charges but not sharing discounts.*
(w) Total Grooming Fee and Grooming Time displayed (based on data for each applicable pet).
(x) Added Collection and/or Delivery details, using standard fees specified in Settings.
(y) Added Deposit Paid (with corresponding payment Date and Method if Invoices module installed) and Balance Due fields. Balance calculated automatically (Total Fee - Deposit).
(z) Prevents directly entering number of cat pens required if no cats; similarly for dogs.
(aa) Other Discount re-named Overall Discount (avoids confusion in grooming only booking, where there's no Sharing Discount).
(ab) Added Cut/Copy/Paste buttons.
(ac) When adding a booking, if the selected customer has a Warning Message (see 4.2), this is displayed and the option is given of proceeding or not with this customer.
(ad) If adding a booking, after selecting an existing customer, a button appears that enables you to view details of that customer's last booking of the same Category (if any).
(ae) If changing a booking, on saving, if an invoice already exists, this is updated only if relevant changes have been made to the booking.
(af) If changing a booking, on saving, if an invoice already exists that has been previously manually edited, a message appears asking whether you want petBASE to automatically update the invoice, thus losing the previous changes.
(3.15) Added Pets in Residence. This gives details of all boarding pets in residence on a specified date.
(3.16) Bookings Analysis: Added data for Boarding and Grooming bookings.
(3.17) Added Booking Values Analysis, giving 2 choices:-
(a) 13-month Analysis: Number of bookings and total value for following periods: current month to date, full current month and next 12 months.
(b) Full Analysis: Number of bookings and total value for each month from first departure date up to end of current calendar.
(4) CUSTOMERS/PETS MODULE:-
(4.1) Added field for pet's photo file. Enables photo(s) to be displayed in Add/Change/View Customer/Pet details & List Pets.
(4.2) Added Warning Message field. If text entered (eg 'No-show for last booking'), warning message displayed if this customer is selected for a new booking.
(4.3) Added Input Date. Default value is date that customer is added.
(4.4) List All Customers: Pet name(s) and phone number columns added.
(4.5) Mail Merge (List all Customers):-
(a) Added Cancel button.
(b) Added Select All Customers tick box.
(4.6) Added List All Pets. Lists all pets in name order, with owners' names, etc.
(4.7) Filter/Search Customers/Pets: Added new criteria corresponding to new customers/pets fields.
(4.8) View Customer/Pets Details:-
(a) Added Input Date.
(b) Customer & pet notes now in permanent window on main form.
(c) E-mail now can be sent if any MAPI-compliant e-mail application (including Outlook Express, Outlook and Netscape Messenger) is installed. Previously required MS Outlook.
(d) Photo of selected pet shown.
(e) Added Write letter button - see item (7.4) .
(f) Added Envelope button - see item (7.5).
(g) Added Letters button - see item (7.2).
(h) Button adjacent to vet's name gives full details of vet from new Vets Library, if listed.
(i) Added Warning Message field.
(j) Print-out includes up to 3 pet photos.
(4.9) Add/Change Customer/Pets:-
(a) Added Input Date. If adding a customer, this defaults to today's date.
(b) Customer's title (eg Mr) no-longer mandatory (enables surname to be used as company name).
(c) Breed selected from table heading rather than separate button.
(d) Seeker box added to breed selection window, to allow quick location of a particular breed.
(e) On selecting breed from library, boarding code automatically added.
(f) If you directly enter a breed that's not already in the library, you are given the option of automatically adding it to the library.
(g) Pet's name & breed forced to begin with capital letter
(h) If only one boarding Code for all cats or all dogs, this is automatically entered when pet Type is selected.
(i) Customer & pet notes now in permanent window on main form.
(j) Pets' photos can now be added.
(k) If called from Add/Change Booking, at least one pet must be defined.
(l) Vet's name field length increased from 20 to 25.
(m) Vet's name can be entered directly or (if applicable) selected from library, in which case his phone number is automatically added.
(n) Added Warning Message field.
(o) Added Cut/Copy/Paste buttons.
(4.10) Added Vets Library to Library menu. Enables details of local vets to be listed (name, phone number, address and notes). When adding a new customer, vet can be selected from library, if applicable.
(4.11) Added Customers v Bookings Table to Analyse menu. Shows number of bookings and their value for each customer, for all bookings or bookings within a specified date range. List order can be set to either parameter. Includes Mail Merge function, so that best customers can be selected for mailing.
(4.12) Added Default E-mail Text to Setting menu. Enables user to define default text, which is automatically included in the body of all e-mails created in View Customer Details.
(5) PEN FUNCTIONS MODULE (optional):-
(5.1) Pen Details table: Added Daily Rates function, which enables you to specify daily boarding rates and multiple sharing discounts for individual pens. When making a booking, if you select a pen for which a daily rate has been set, this rate (and any sharing discount) is automatically transferred to the booking and overrides the 'standard' daily rate rate specified in Bookings / Boarding Rates. This new feature could, for example, be used by a cattery whose prices are based solely on pen category.
(5.2) Added Pen Allocation Chart to Allocations menu. Shows number of pets allocated to each pen for the morning and afternoon of each day of selected month. Pen, pet and booking details can be viewed by clicking on appropriate parts of the chart.
(5.3) Added Pen Occupancy Graph to Analyse menu. Shows percentage of total number of pens occupied for each week of selected year. Can be based on all pens or just cat or dog pens.
(6) INVOICES MODULE (optional):-
(6.1) Added Invoice Category field. This can be Boarding (all invoices involving boarding of pets), Grooming (invoices for grooming-only appointments) and General invoices. Note that Boarding invoices were previously referred to as Booking invoices and General invoices were referred to as Non-booking invoices.
(6.2) List Invoices:-
(a) Added invoice Category column.
(b) User can now some or all listed invoices and batch-print the corresponding invoices.
(6.3) Filter/Search Invoices: Added new criteria corresponding to new invoices fields.
(6.4) View Invoice Details:-
(a) Increased number of items from 6 to 8.
(b) Increased width of all details fields to 100.
(c) Added invoice Category.
(d) Added Deposit (with payment Date and Method) and Balance fields.
(e) Printed invoice includes photos of up to 2 customer's pets (if Print Pets' Photos is ticked in General Settings).
(6.5) Add/Change Invoice:-
(a) For VAT invoices, on adding a fee, standard VAT rate shown as default.
(b) Add General Invoice: Change Customer Details button omitted, as this shouldn't be necessary.
(c) All data now editable.
(d) Item Details must be entered before corresponding Price and VAT data can be entered.
(e) Last (8th) line of invoice reserved for manual input of data (if required) that doesn't appear in booking form. This data won't be lost if the booking details are subsequently changed, unless the 8th line is required to cover booking details (see also item 3.14(af)).
(6.6) Added Create Invoices For Specified Date. Automatically creates invoices for all boarding bookings with departure on specified date (which don't yet have invoices). Invoices are then displayed for editing or batch-printing. Also accessible from Boarding Calendar pop-up menu.
(6.7) Invoice Settings: Added Auto-create checkbox. Enables automatic-creation of an invoice after adding a booking to be set on or off (previously always on).
(7) DOCUMENTS MODULE. All functions in this module are new, as follows:-
(7.1) List All Letters. Lists all letter files that have been written via petBASE.
(7.2) List Letters to a Customer. List all letters to a specified customer. This function can also be accessed from View Customer Details.
(7.3) List Photographs. Lists all pet photograph files used by petBASE.
(7.4) Write a New Letter. Creates a new letter to a selected customer, using Microsoft Word, based on pre-defined template, with the customer's name and address etc automatically inserted. The new Word file is given a name based on the customer's name. Note that Word must be installed on the local computer for this function to work. This function can also be accessed from View Customer Details.
(7.5) Address an Envelope. The selected customer's name and address are automatically displayed on-screen for printing directly onto an envelope of selected size. Note that this is done entirely from within petBASE. This function can also be accessed from View Customer Details.
(7.6) List Letter Templates. Lists all template files used by petBASE to create new letters.
(7.7) Create a New Letter Template. Creates a new letter template using Microsoft Word, based on an existing template. Up to 99 templates can be created.
(7.8) Documents Location. Enables the location of the documents files to be changed from the default folder.
Note: Each of the above documents lists enables a document to be opened, re-named or deleted and new files to be added.
(8) GENERAL FUNCTIONS MODULE. This contains global functions used by the overall program, which are now only accessible from this module. None of these are new, so only changes are noted:-
(8.1) Back-up Data: Time of last back-up shown (in addition to date).
(8.2) Restore From Manual Back-up:-
(a) Added option to specify version number, if back-up made with earlier version of petBASE.
(b) Time of last back-up shown (in addition to date).
(8.3) Restore From Auto Back-up:-
(a) Date and time of last back-up shown.
(b) Option given of restoring all data (as before) or restoring certain individual back-up files.
(8.4) General Settings:-
(a) Added Print Pets' Photos check box. If ticked and photographs have been defined for up to 2 pets for a particular customer, these will appear in place of the normal images at the top of printed booking forms and invoices for that customer.
(b) Added Play Sounds check box. If ticked, when petBASE is started, a cat and/or dog sound is played, according to the program Scope.
(8.5) Define Data Path (Multi-User option): Current path shown.
(9) MISCELLANEOUS CHANGES common to all modules:-
(9.1) Printed Reports: Left-clicking the Print button gives an instant print-out based on the current printer and its properties (as previously). Right-clicking the Print button results in the standard Windows print dialogue box appearing, enabling various printer settings to be selected for the specific report, including the printer, number of pages, number of copies, and colour or black & white. Certain print-outs now include coloured areas for improved clarity and to impress customers! Note that the printer (to be used throughout the petBASE session) can still be selected via Printer Setup in the General Functions module.
(9.2) The mouse pointer is displayed as a cross when over unselectable areas of forms.
(9.3) Where possible, in editable tables, the row pointer is coloured green or red according to whether all mandatory data has been added.
(9.4) Full text date (eg 'Friday, 9 March 2007') shown in forms and report headings that cover a single day (eg Arrivals & Departures).
(9.5) In on-screen lists, heading for column on which table is ordered is underlined.
(9.6) Notes fields now shown directly in main forms, rather than being accessed by a button.
(9.7) On-screen lists, etc, can be scrolled using a mouse wheel.
(9.8) Help Contents re-arranged to show Sections (eg modules) as top level, followed by Topics (eg menu headings), followed by Subjects.
(9.9) Program is compatible with Windows Vista.
(9.10) If petBASE is run under Windows XP or Vista, the appearance of various display items (eg buttons) corresponds to the Windows Theme settings.