General / Setup
Faster for more data
As we've gotten clients with thousands of products along with orders of
thousands of lines, we've sped up our order and product screens so you can be
finished sooner.
Wizard choice of Books vs Music
If you are in the music business, you never have to see the word "author" again!
This choice will present DashBook differently based upon your business type, so
you don't have to see so many questions pertaining to someone else.
Enhanced Import
DashBook now allows you to import detailed information for products, authors,
multiple orders, royalties, and more. This feature is great for transitioning
from legacy systems or quickly loading your new frontlist.
Creating new import maps is now easier and faster, since you can simply
double-click the column from your report that matches the DashBook data field.
No longer will you need to export from Excel to CSV files! DashBook v4 can
handle xls and xlsx files without conversion.
Keep your product codes using hyphens or not, and still import sales reports
whether they have hypenated codes or not. No longer does these have to
exactly match.
Better screen use
If you wonder why there is blank space on the screen, when you would prefer
bigger areas of data to see, please let us know. This version expands
sections like the product screen so seeing your data is now easier than ever.
Attachments
Version 4 includes a new Attachments feature, which allows you to attach files
such as spreadsheets, PDFs, and pictures to items in the program. For example,
you could attach contracts to particular royalty agreements, actual music and
book text to individual products, multiple photos to contacts, POs to orders,
etc. The Attachment link for each item
(particular contact, agreement, etc.) will display the main Attachments window,
but only list the attachments for that item.
Orders
There is a new Calculate Royalties option on advanced
orders (on the Detail tab) that defaults to selected, but if not selected, will
skip royalties for that order.
You can now have unlimited number of sales commissions per order.
Products
Product Components
The Products window now allows you to use product components for non-music
items. For example, you might have royalties on individual books, but sell a
boxed set. The individual book royalties are specified to be a percentage of the
sale price, and if you specify that the boxed set is to include the individual
books as components, then you don't need to create a separate royalty for the
boxed set because DashBook will automatically calculate the components upon the
sale of the set. If there are three books in the set, then each is allocated one
third of the book set price.
New Subjects Category
The Products window includes a new category called Subjects. You can set up
these categories by choosing the Setup menu, and then
choosing Products, and then
Subjects. Once you have created subjects, on the Products window, you can
add as many subjects to a product as you wish.
More ONIX fields
Keep track of extra title information such as Product Availability, Publishing
Status, and Audience. If you are interested in DashBook creating an ONIX
xml report for your products, please contact us.
Generic Royalty Arrangements
Version 4 allows you to use generic royalty arrangements. For example, you could
create a Net 20% and a Retail 10% and reference them from the Product window’s
royalty tab. You can even use one, but override it with a different percent.
Previous Volume and Sales Channel fields
The Royalties tab on the Products window now includes the Previous Volume and
Sales Channel fields. These fields will only be available when a generic royalty
arrangement has been selected.
Royalties
Generic Royalty Arrangements
Version 4 allows you to create generic royalty arrangements. For example, you
could create a Net 20% and a Retail 10% and reference them from the Product
window’s royalty tab. You can even use one but override it with a different
percent.
New Breakpoint abilities
You can now choose royalty breakpoints to be based on sales value vs. quantity
sold.
Multiple products sold can be accumulated in the same breakpoint calculation
when using generic royalties to handle, for example, separate paperback and
ebook products using the same total sold for the breakpoint.
More power
If there is a minimum royalty per unit sold, DashBook can handle it.
If music mechanical rate is to be deducted before royalties, simply check that
new option.
Assign a license number to each royalty arrangment.
Payment Fees
The Credit Card Fees (CC Fees) field on the Royalty
Arrangements window and other associated windows has been changed to
Payment Fees.
Pay Royalties
You can now designate payments (to authors) for particular products so that
DashBook will keep separate balances for each author-product combination,
leaving, for example, an advance for a different product unaffected.
In addition, DashBook will keep royalties earned against advances made for one
product separate from any other products by the same author, giving you the
option of paying the author on everything as a whole or to keep product
royalties and payments separated.
Publisher Royalty Payments
DashBook now allows you to calculate royalties for publishers. For example, you
can now select a publisher on the Royalty Arrangements window that will pull all
books published by that publisher. On the Product window you can create a
generic royalty for the publisher associated with that product. Furthermore,
once you create a generic royalty arrangement, you can reuse it.
Reports
Batch Reporting
Choose a report from Report->All Reports, and you can batch those going to
separate authors. Batch print, or batch upload royalty reports to Google
Docs or Box.net!
New and enhanced Reports
-
Royalty Summary by Author
-
Packing Slip (replaces Packing slip by Order & Packing Slip with ISBN)
-
Product Sales by Imprint/Record Label
-
Sales Commissions by Product Detail
-
1099 Royalty Export
-
1099-MISC Royalties
-
Royalty Summary with separate balances for each product of an author
Plus many other refinements that keep you working
smoothly. |