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Roy Juers
Apopka, FL
"Certified
Candle Freak!"
Thanks for your
enthusiasm, patience, suggestions, donations, &
testimonials!
It means so much!
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Version History
This section
covers historical programming fixes or enhancements made to the Tracker.
This Page is for Reference Only.
--------------------------------------------------------------
Here's what was added in
Version 12.7.0106:
* expanded 6 rows for 9-oz scents announced
today:
French Lavender, Green Tea, Oriental Teakwood,
Sandalwood, Tahitian Spiced Vanilla & Texas Cedarwood
* Updated MSL tab to reflect the above
--------------------------------------------------------------
Here's what was added in Version
12.7.0101:
--------------------------------------------------------------
Here's what was added in Version
10.09.0912.
-
Bella Beauty section created in JAN-DEC,
COST, ADJ & SUMMARY.
-
Specialty Candles section
also created in the same tabs.
-
Mileage tab updated to
accept beginning & ending mileage odometer readings,
so business mileage can be identified as a percentage of total
mileage.
-
All 2009 COTM scents were
blended into the main scent list.
-
26-oz. Grande Jars are now
shown for each scent (the rows for them are hidden, under
scents for which the company has NOT yet released a Grande jar).
-
The new Bella Bar pricing is
now reflected in the Boutique section of JAN-DEC and the SUMMARY.
-
The RETIRED tab now has a section for the old Bella Bars,
which reflects the old pricing.
-
--------------------------------------------------------------
2009 Version 0601 is
No Longer Available!
Here's what was added in Version 0601.
-
SUMMARY, JAN-DEC, SCENTS,
CUSTOMERS, & ADJ
tabs:
Mia Bella Beauty products released June 1st have been added. They all
appear in the
Bella Boutique section.
NOTE: THE NEW PRODUCTS WILL NOT APPEAR IN
JAN-MAY. This is normal.
-
The
StoreandShow checklist file has been
also updated to include the entire Mia Bella Beauty cosmetics line,
for when you take your products on the road.
-
JAN-DEC, SCENTS:
The APR, MAY, and JUN COTM's,
and their stock #'s, have also been added.
-
There's a new
file available, on the Downloads page, called the
IncomeAnalysis-0601.xls.
This is primarily for team-builders, who are looking for a way to
keep a close watch on their commissions, with percentages of
increase or decrease, to monitor their business growth. There
entire file is locked, except for the commissions columns (in
green).
That's pretty much it!! The
only reason I released CBT-0601, was for people registering for the
first time, or for those who haven't used Version 0301 for very
long, and aren't that thrilled about going through the process of adding
the Mia Bella Beauty line.
--------------------------------------------------------------
Here's what was added or fixed in Version 0301.
-
SUMMARY, JAN-DEC, SCENTS,
CUSTOMERS, & ADJ
tabs:
New products announced on March 1st have been added. They all
appear in the
Bella Boutique section,
with one extra row. NOTE: THE NEW PRODUCTS WILL NOT APPEAR IN
JAN OR FEB. This is normal.
-
SUMMARY, JAN-DEC, SCENTS,
CUSTOMERS, & ADJ
tabs:
There are more rows and columns, hidden from view, to
accommodate 3 new Bakery products, and 64 more Boutique
products, to allow for future expansion.
-
JAN-DEC, SCENTS:
The March COTM, Pear Pomegranate,
and its stock #'s have been added.
-
CUSTOMERS
tab:
Added the ability to change Sales Tax Added rows to "0", for
customers who are tax-exempt, such as fundraisers. This was
supposed to be done in Version 0222, but apparently was overlooked.
-
CUSTOMERS
tab:
The
Discount
column is now displayed as (-Discount). It now requires a
negative number to work properly. So enter a minus (-) sign
before any discount amount, and the discount will appear in red & in
(parentheses).
-
SUMMARY
tab:
Adjusted the
Cost of Ending Inventory
column to not include discounts applied to purchases. This was
creating negative product cost when inventory was on the low end.
In the end, it's just a evaluation column anyway... the discounts
are really applied in the
Cost of Inventory Added
column.
-
JAN-DEC
and ADJ
tabs:
A new Discount Code appears in the
Discounts Section
for Buy-3-Get-1-Free (B3G1).
Since it's mathematically the same as the Buy-9-Get-3-Free (B9G3),
both these discounts can be entered using the same column.
That's all...
--------------------------------------------------------------
Here's what was fixed or added in Version 0222.
-
SUMMARY, JAN-DEC, SCENTS,
CUSTOMERS, & ADJ
tabs:
New rows and columns appear for a single new product in the
Bella Bakery
and 5 more in the
Bella Boutique.
There are more rows and columns, hidden from view, that can
accommodate another 2 Bakery products, and another 65 Boutique
products, to allow for future expansion.
-
CUSTOMERS
tab: Product column headers are color-coded to match the
SUMMARY.
-
CUSTOMERS
tab: The additions to the CUSTOMERS
tab requires the following new cell range when sorting (B5:FX124).
-
All the pages
that contain training lessons, are now referred to as modules, and
the names of their web pages have been updated.
That's it... doesn't
seem like much, but the CUSTOMERS
tab required 9000 new or repaired formulas for it to work as designed.
Based on the
SUMMARY
tab error, I recommend everyone replace their version as time allows.
I can't image the Tracker
needing any more work this year, so barring any unforeseen programming
issue, this will be the last version of 2009 (unless I create updated
versions for the newbies after new products are released).
--------------------------------------------------------------
Here's what was fixed or added for Version 0216.
This version had to be pulled because it created problems when sorting
CUSTOMERS,
and there were incorrect formulas found in the
ADJ
tab, which affected the SUMMARY,
and its Cost of Goods Sold.
-
CUSTOMERS
tab: A new column appears for Shipping and Handling
charged to clients.
-
The
I & E
tab was formatted to allow hiding columns that aren't needed.
That's it! I
wouldn't have released it, if it hadn't been for the sorting issue on
CUSTOMERS,
but the I & E
column-hiding function was a good catch, too!
--------------------------------------------------------------
Here's what was fixed or added for Version 0214.
-
CUSTOMERS
tab: The
Sales Tax Rate
is highlighted in yellow, so it's easier to see.
-
CUSTOMERS
tab: Columns were added to accommodate
Hand Wash.
-
CUSTOMERS
tab: The
Sales Tax Added
column has been unlocked, so if you have a customer who is
tax-exempt, enter "0"
in this field to eliminate sales tax calculations.
Note: This adds 2 columns to the cell range you'd select when
Sorting.
-
FEB tab:
Spring Fever was
added as COTM scent.
-
FEB tab:
This is a very minor issue, with no real consequence. For
Angel Wings
Mia Melts,
the Beginning Inventory
column was displaying a whole number, instead of a number with one
decimal. So if the JAN
tab's Ending Inventory
had a decimal of .5 through .9, the
FEB tab's
Beginning inventory
column would round up to the next whole number. If it was .4
or less, FEB
was rounding down. Angel Wings
in FEB
was apparently the only scent and month affected. This has
been
fixed.
--------------------------------------------------------------
Here's what was discovered in Version 0115,
now fixed or added for Version 0120.
Minor enhancements to the
I & E
tab, and in JAN-DEC, there are
now indicators next to Scents that are being Retired.
If you are using Version 0115,
there's no pressing need to get
Version 0120,
unless you want these minor enhancements.
--------------------------------------------------------------
Here's what was discovered in Version 0112,
now fixed or added for Version 0115.
-
SUMMARY
tabs: There are rows at the top for
Jars,
Melts
&
Votives. The
Cost of Products Added
column was not accurate for these products, whenever you had
both Current
Jars,
Melts
or
Votives
and Retired ones. It was adding in the
Retired values twice, due to an error on the
ADJ
tab. The issue has been fixed.
-
SUMMARY
tab: Has been locked to protect all formulas.
-
RETIRED
tab: Big Bad Grape
and Juniper Breeze
were added to the list.
-
JAN-DEC
and ADJ
tabs:
More
Discount Codes
were made available... namely for the
Bella Bars & other
various products.
-
JUN
tab:
COTM scent names from
JAN-MAY
were not carrying forward to the
JUN tab, because
the formulas were missing. Also
fixed.
-
I & E
tab: Rows were added to accommodate 300
entries.
-
SCENTS
tab: Rows were added to accommodate ending
inventory of all new product rows, and formula error in the
GRAND TOTALS row was corrected, which
was doubling the total of Bella Bars in
error.
--------------------------------------------------------------
Here's what was
discovered in Version 0105,
addressed in Version 0112.
First, the January COTM,
Wildflowers,
and all its stock numbers, was added.
-
A minor formula
issue:
On the
SUMMARY
tab, there's a row near the top called
Bakery Pie Summary, which
is a total of all the individual Pie rows below it. It had a minus
sign (-) in the formula of its Retail
Value of Ending Inventory
column, creating a negative number, that should really be positive.
It's not a major issue, but it does affect the
Total Inventory Retail Value
in the upper left corner of the SUMMARY
tab. The issue has been fixed.
Three other very minor issues:
-
Cranberry
was missing from the RETIRED
tab... fixed
-
Apricot & Freesia
misspelling (Apriocot)
was corrected.
-
Liquorice & Grape Seed
pillars are listed twice in the
RETIRED tab.
The first one should actually be Cactus &
White Peach. Also
fixed.
Numbers (1) and (3) above could each
be fixed ourselves, but you may want to get the Version 0112 to correct
the formula error in the SUMMARY
tab, and the new feature I added below.
On a happy note, I added two
additional functions;
-
On the
Form8829
tab, I added the ability to change the
Percentage of
Business Use of the Home in any month, by unlocking the rows that
display the percentage for each month. I did this because if
you moved during the year, there was no way to apply the new
percentage to your expenses.
Now that the row is unlocked, it's an easy thing to adjust.
I'll send a Tips & Tricks out on that soon.
-
I also added the ability
for you to use the Discounts Section
in the JAN-DEC
tabs, to account for Bella Balm Samples
purchased at the Company Special of $49.95, for the 104-Pk.
Here's a tip for how the Tracker
treats the way you enter Bella Balm Samples:
Using no discount code, the Tracker assumes the 52-pack at $35 ($0.67
ea)
Use the Discounted Dozen
code, and it assumes the 104-pack $55 ($0.53 ea)
Use the Bella Blowout
code, and it assumes the 104-pk at $49.95 ($0.48 ea)
--------------------------------------------------------------
Update: Tuesday, 01/06/2009 12:45am
2009 Version 0101
had issues when sorting in the
CUSTOMERS tab!
It's bizarre, but the mere act of sorting scrambled the formulas
on the last 3 columns on the right side of the tab, resulting in bad
data.
I downloaded
2009 Version 0101
to test it, and the columns of the
CUSTOMERS tab look
like they were already corrupted the last time I uploaded it to the
server.
I recommend you download the Version
2009-0105 and delete
Version 0101.
Also,
any Version beginning with '12', should also be deleted.
Top of Page^
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Update Contents
The 2009 Version's appearance is relatively
unchanged from 2008.
It contains all the products released at our 2008 Summer Fling, and has
some cool new functions that should please everyone.
The text in
blue
below, represents all enhancements made to the spreadsheet:
Changes in the
2009-1230
version released December 30, 2008, include:
-
All the changes
shown in the 0825
version below, are in this one, too.
-
The
DISContinued
tab is now called RETIRED.
-
The
CUSTOMER-BASE
tab is now simply called, CUSTOMERS.
-
The
Blueberry Cobbler,
Hot Orange Danish,
Mango Tea,
and
Sugar Cookie
scents, have been moved from the main scent list of
JAN-DEC,
to the RETIRED
tab.
-
The original
Sweet Orange & Chili Pepper Hand Wash,
and the Cantaloupe & Kiwi Body Wash,
were moved from the JAN-DEC
tab's Bella Boutique
Section, to the
RETIRED
tab.
-
Adding COTM
scent names in easier than ever before. Now, the
Tracker is truly set up so that the scent name of a COTM
only has to be entered once (in the month it's released), and
it copies throughout the rest of the document.
-
The order of
products has changed in the RETIRED
tab. Since candle scent names can be added at any time, they are now
listed
after the other retired products (Body Wash, Hand Wash, and
Pillars). When adding scent names to the list and then sorting
them, start sorting below the other products.
-
The
I & E
tab has a little
Profit/Loss/Self-Employment Tax section at the top, was improved to
include the Cost of Goods Sold. It's more accurate.
-
Also in the
I & E
tab, I added a new
column for Sales Tax Collected, so it'll be easier to track how much
sales tax must be paid to your state (if you have a Reseller's
License or State Sales Tax ID #).
-
In the
SUMMARY
tab, new columns appear for Cost & MSRP for each item. By
doing this, it is much easier to change the Retail Price of any
given item. All that has to be done now, is change the MSRP
for that item, rather than the older & much more complicated way of
modifying the actual formulas themselves.
-
In the
MILEAGE
tab, the top row of each month has a amount called "Rate Per Mile",
which is pre-populated with the IRS' rate for 2009. If
however, IRS changes the rate mid-year (which they did in 2008), you
just have to change the Rate Per Mile in the appropriate months.
-
The
CUSTOMER-BASE
tab has been renamed to
CUSTOMERS,
and it now has new columns for Order Sub-Total, Discounts Given,
Sales Price (before Tax), Sales Tax Charged, and Final Invoice
Amount. It will help to track discounts given to customers,
and how much sales tax collected on orders. You just need to
enter your state's tax rate in the top right corner of the tab.
-
In the
SCENTS
tab, there are new rows that show the Current Inventory of all the
Bella Boutique products. Now, when the year is over, simply
print the SCENTS
tab, and use the print to carry forward inventory to the next year.
-
Any Other changes.
--------------------------------------------------------------
Changes in the
0825
version released 08/25/2008, included:
-
All the changes
shown in the 0715
version below, are in this one, too.
-
All the new
products released at the 2008 convention are now present: Banana
Cream Pie melts, Chocolate Dream Pie, Key Lime Pie, Strawberry Cream
Pie, Clove & Bay Leaf Car Air Freshener, Foaming Hand Wash, and the
Snow Place Like Home
Holiday Jar.
-
There's been a
complete redesign of the JAN-DEC
tabs. Instead of seeing the entire list of scent names in
separate sections for Jars, Melts, and Votives, you'll now see one
"Candles" section, and the scents are listed only one time, with
blocks of rows dedicated to managing the Jars, Melts & Votives in
each scent.
-
The order of
products has changed in JAN-DEC.
Since candles are our mainstay product, they are now listed first,
followed by the Bella Bakery and Bella Boutique sections.
-
The links atop
the JAN-DEC
tabs have changed. Instead of links that jump you back & forth
between Jars, Melts & Votives, the links are now letters of the
alphabet, taking you to scent names that begin with each letter.
It's more streamlined, since you can now jump right to where you
want to go.
-
In the
upper-left corner region of the
JAN-DEC
tabs, there are also links to the Bakery Section, the Boutique
Section, and the monthly candle totals.
-
COTM
scents are now listed after the B's and before the C's, rather than
alphabetically under COTM.
-
The original
Hand Wash and Body Wash will remain in the
JAN-DEC
tabs until the end of 2008. They are also in the
DISCONTINUED (DISC)
tabs, but the columns are hidden from view. This was done to
facilitate their phase-out for the 2009 version.
-
The
FRAGRANCE
tab is now called the SCENTS
tab. For the most part it's the same, but now it also contains
a summary of Discontinued scents too, so you can see your entire
current & retired inventory at a glance.
-
The
SUMMARY
tab now has a Grand Total for the Cost and Retail Value of all
inventory, at the top margin.
-
Certain rows are
hidden from view in places they don't need to be seen. This
streamlines the Tracker even further. Here are some examples:
The COTM
rows: Future months are hidden, since they'll never be used...
so if you're in the MAR
tab, you won't see COTM
rows for April-December, because you wont be using them until you
get to those months.
The new products: They weren't
released until late July, so they won't be visible in the
JAN-JUN tabs.
And since they weren't released until the 28th of July, the first 26
days of the JUL
tab, for those items, are "grayed out".
Unavailable Items:
Some items aren't available. For example, the new Banana Cream
Pie is a scent only available in Melts, so its rows for Jars &
Votives are hidden. The same applies to rows for Melts under
"Unscented".
-
There are now
totals for all items entered into the
Discounts Section
(it was necessary to keep the
Adjustments (ADJ)
tab working).
Top of Page^
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A Bit of History
The 2008-0825 version of the Tracker
was a major revision, and wasn't originally scheduled for
release until 2009. But Excel problems surfaced with the 0715
version, when I tried adding the new products released at the Summer
Fling. This was because the 0715 version was built & then re-built
too many times. The new 0825 version was built from scratch, and
helped eliminate those Excel problems.
The development of the 2009 version, though, also
saw some of the same Excel issues. Basically, you can only do so
much formatting in Excel before it starts to choke, and the Tracker is
at that stage where very little more formatting can be done.
Fortunately, very little more formatting is needed.
COTM scent names can be added easily, so there's no
need to release a new version every single month. See the
JAN-DEC Audio Training Lesson for details on adding COTM scent
names.
---------------------------------------------------------
Thanks for visiting!
Top of Page^
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Roy
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