logo 1996soft

Version
FAQ
Installation
Settings
Popup
Charts of Accounts
Products
Machines
Customers
Quotes
Calls
Sales orders
Invoices
Suppliers
Purchases Deliveries Invoices
Service orders

Version note, videos and support 1996soft

New version V25.3 25.01.25 available

✓ Modification of graphs in general: Change of color (darker). Addition of a Select button for tables

✓ Customer dashboard: New statistics on customer acquisitions

✓ Customer dashboard: New statistics by customer activities

✓ Contact: addition of the acquisition field

✓ POPUP: New acquisition group

Version V25.2 08.01.25

✓ Modification of the button "Formula" on the list forms

✓ Correction of the field "Issue" in the service order form

Version V25.1 18.12.24

Extension of the launch promotion until january 31 2025

Version V24.17 14.12.24

Integration of customer rates in products and customer file

✓ A customer can have an automatic global discount on all products (contracts, loyalty, etc.)
Discount to be integrated at the customer file level

✓ The discount is recalled and is calculated automatically on quotes, orders and invoices

✓ A customer can have an automatic global discount on one or more products but not all
Discount to be integrated at the product file level by identifying the customer

✓ The discount is recalled and is calculated automatically on quotes, orders and invoices if the product is used

Create a template without going through customers or contacts

✓ In the Documents menu, Campaign menu, New campaign

✓ Creation of the template, the template will then appear in the Documents table

Version V24.16 09.12.24

New version of the database engine 4D v20.5

Version V24.15 25.11.24

✓ New Campaigns table:
Each time an email is sent via the Email Marketing button, the campaign table is filled in with the campaign name, the number of contacts concerned and the sending date.
If the campaign is reused with other contacts, the same record is filled in again.
The campaign table is accessible via the Documents button.
A Campaign or even a Template or a document can be deactivated (no longer used)

Faq

Version V24.14 17.11.24 available


✓ New html blocks for your marketing campaigns

macOS and Windows V24.12, 13 13.11.24


✓ New html blocks for your marketing campaigns

macOS and Windows V24.11 06.11.24


✓ New html blocks for your marketing campaigns and B to B communications
✓ Search on existing html templates made easier
✓ Bullet proof emails for IOS Outlook and Gmail

macOS and Windows V24.10 29.10.24


✓ Marketing emails: Creation of html blocks for design assistance
✓ Preview emails in real time
✓ Design assistance tools, colors, images
✓ Improved email marketing settings
✓ Product: addition of a margin on the product and minimum margin
✓ Control of the minimum margin when entering a product on quotes

macOS and Windows version V24.9 11.09.24


✓ New Email button on customer, contact and supplier lists
✓ Bulk report creation for customers and contacts
✓ Bulk email creation for customers, contacts, suppliers
✓ Email template creation
✓ Bug fix for quotes from a service order

macOS and Windows version V24.8 24.05.24


✓ Detailed statistics on the customer file and the supplier file
✓ Better Google maps integration
✓ Integration of a URL link for web areas so as not to leave the application
✓ Fixed error on quote duplication

Version macOS and Windows V24.7 17.05.24


✓ Semi-automatic completion of customer and supplier files
✓ Search for Leads in France and suppliers in France and automatic creation of customers and suppliers
✓ On-the-fly translation of customer quotes and supplier orders
✓ Possibility of sending several documents with the quote including the T&Cs
✓ Real-time currency converter of total amounts for quotes, supplier orders and supplier invoices
✓ Real-time currency converter for the purchase price of an item
✓ Calculation of turnover for 3 years over the same period per customer, invoices button
✓ Modification of all menus so you can know everything without clicking!
✓ Control of the internet connection when sending key documents, quotes, customer invoices and supplier orders
✓ Drag and drop documents and automatic document viewing
✓ Real-time hot backup of database and documents
✓ Improved date-picker
✓ Automatic integration of NAF, SCI, CNAE, ATECO and WZ 2008 codes
✓ Correction of trial version data
✓ Other minor developments

Version macOS and Windows V24.6 28.03.24


✓ Customers list: new buttons search for export customers, search for customers to contact, search for customers by sales targets
✓ Contacts list: new buttons search for export Contacts, search Contacts to contact, search Contacts Contacted today, search Contacts Contacted in the week, search Contacts Contacted in the month, search Contacts by sales targets
✓ Sales: new search buttons Export sales, Sales to private customers, Sales by flagship product
✓ Invoices: if the customer is an individual, the application generates a basic pdf without the xml

Version macOS and Windows V24.6 19.03.24


✓ Datepicker on the machine file

Version macOS and Windows V24.5 14.03.24


✓ Display of the company logo on all menus
✓ Date picker for searches and date entry
✓ Translation of Info button information into Spanish, Italian and German
✓ Search Supplier invoices by period, invoice date, due date, payment date
✓ Preview of customer orders upon entry
✓ Preview of supplier invoices upon entry
✓ Preview of supplier delivery notes upon entry
✓ Log file for sending supplier orders, quotes

Version macOS and Windows V24.4 01.03.24


✓ Choice of language during installation and automatic translation of email texts
✓ Customization of Invoices, Quotes, Supplier orders, service orders templates
✓ "Flags" Paid or Notice on invoice form
✓ For macOS Sonoma Modification of the font/ Correction of the length of certain field names not visible in Spanish, Italian or German

Version macOS and Windows V24.3 30.01.24


✓ For macOS Sonoma Modification of buttons/disappearance if clicked outside the window
✓ Reminder Quotation follow-up automatic in schedule

Version macOS and Windows V24.3 24.01.24


✓ Modification of all formats with tabs due to the change in tab display on macOS Sonoma

Version macOs and Windows V24.2 15.01.24 Minor fixes


✓ “Bad payer” alert on the customer file
✓ Contact qualification
✓ Follow-up of dunning notices on the invoice

Version macOS and Windows V24.1 02.01.24 Minor fixes

Version macOS and Windows V19-290923 Minor fixes

Version macOS and Windows V19-230823 Minor fixes

Version macOS and Windows V19-010823 Minor fixes

Version macOs and Windows V19-080723


1996b becomes 1996soft.
✓ Language integration Spanish, Italian and German.
✓ Invoice format in xml fully compliant with Factur-X, Xrechnung, FatturaPA, FacturaE.
✓ Automatic integration of the list of countries with ISO code in the 5 languages French, English, German, Spanish and Italian.
✓ Automatic integration of the list of States for the USA, Mexico and Canada, Counties for UK and Republic of Ireland, Bundeslander for Germany, Regions of France, Belgium, Switzerland, Provincias for Spain, Province for Italy.
Minimun Windows 10, 11 or MacOS Ventura, Sonoma, Intel, M1, M2
Ram 8 Go
Full HD or QHD écran 1920x1080

You will have to download our demo version first to buy the software
Make sure you have downloaded the last version. If the date is different from your demo version, uninstall your demo version and download the lastest version indicated above
Make sure you have read our terms and conditions and privacy policy before downloading the trial version
Open the trial version and Click on the button buy
You will be prompted to enter your email address
You will be then redirected to our bank web site for safe and secure payment
Pay attention that we only accept credit card payment
Once the payment is completed you will receive by email your receipt and your licence number to register in the software

By default the software will create a directory called 1996soft on the C disk unless you change location during installation when prompted
The software is provided with an Uninstall.exe that you can run if you want to delete the software from your disk
On MacOS, delete all application files by placing them in the trash
After 15 days, the application will no longer allow you to open it in demo mode
To continue testing, go to the C: folder on Windows or Document on macOS, or the folder you chose when installing the application
Delete the 1996soft folder.
If 1996soft.exe is still in your Download folder, restart the installation, otherwise re-download the demo version on this same site and re-install 1996soft

List of explanatory videos on our Youtube channel

1996soft channel

Videos in English

Note: You can enlarge the video and change the resolution to 1080p HD, which is not automatic, by clicking the button at the bottom right of the Youtube window

Installation Windows and MacOS

What happens if I click on the Buy button?

Video: What happens if you buy 1996soft
This video explains the process of buying 1996soft


The application will ask for your email and then redirect you to our bank's website
Our bank is responsible for collecting your identity data. Complete all the requested fields and validate or leave the page if you don't want to buy
Note: your information are not collected until you validate this page
Enter your financial information and validate
Once your payment has been validated by our bank, we will send you your license number by email (max 10 minutes)

What happens when I register my license?

Video: Activate your licence


Once your license has been registered, the application will ask you to enter your company's information: Fill in the requested elements and validate: you can come back to your Company's file later.
The application will restart and CLEAR all demo data and create Your database according to your chosen language in the trial version and your entered company information.
The application will automatically create the list of countries and regions
The application will automatically create the basic popups (Payment period, Payment type, VAT exemption code, Machine status, Intervention status, Gender, Automatic text of emails, etc.)
You can then customize these lists (modification or deletion of unsuitable items)

You didn't choose the right language when registering your license?


No problem: click on one of the language flags and the application will create the popups in the chosen language

How to proceed next?

Video: Activate your license


1-Set up your Company profile
2-Set up the database in Settings
3-Enter your products, your customers, your invoices etc.
Note: You can create your products and customers from the invoice directly!

Application settings Menu company

Video: Customize your 1996soft application with your logo
Video: Customize your invoices in less than a minute with 1996soft


Customize your external documents (quotes, invoices) by indicating the reception times, legal information according to your profession
Enter the contact details of your employees here
Configure the backups of your data

Settings Menu Settings

Video: How to change the application language and settings?
Video: How to set up emails?


You can set here:
Your last invoice number used (before using 1996soft)
The default account numbers for each type of product
Billing alerts
The recording folders of your documents
The default deposit rate when ordering
The links to insert in your emails
The automatic texts by default in your emails

Popup Menu

Video: What is a pop up?


POPUPs are automatic choice menus
Most are created when the database is created
You can modify them here as you wish

Charts of Account Menu

Video: What is COA 1996soft?


The application does not contain an accounting module by choice, we leave this area to accountants, accounting being the legal balance sheet of your activity it is preferable that it is managed by an external firm
Thus any input error in the invoices can be corrected by your expert without this impacting your balance sheet
However in order to consolidate the figures with your accounting it is possible to record the accounting accounts most used for your products
It is not necessary to fill in the current expense or tax accounts
Here we list the accounts for Sales and Purchases of items, equipment or services
This will populate 2 POPUP type menus when recording the purchase account items, sales account
for example a craftsman who practices several trades can split his items into accounting account categories: 607100 for electricity, 607200 for painting, 607300 for masonry for purchases, and respectively 707100, 707200, 707300 for sales
This will allow you to know the most profitable activity during the accounting balance sheet
Contact your accountant to find out your important accounts

Products, Machines (inventory)

Products

Video: How to add products?


A product can be an object, a device, a tool, a spare part, a device with a serial number, software with a license or simply a service.
Products are the things that you sell and also that you buy and use to manage your business and carry out your work
Products are organized into three categories: Article, Serialized, Service
Here we will define the average purchase price as well as the sale price
Stocks
Purchase prices from different suppliers
Key documents, etc.
You can create a product record at any time: from a quote, a customer order, a customer invoice, a supplier order, a service order

Machines


A machine is a serialized product (or not), internal or external to your company that you want to track
From its receipt by a supplier order or by a manufacturing order, to its delivery to your customer and throughout its life at your customer
A machine can have different statuses: stock, sold, tools, office equipment, on loan, on rental, reformed, etc.
For an external machine, you may track its maintenance
For internal machines, it may be necessary depending on the type of equipment, its operating cost, the standards that you must apply in your business, to track maintenance, or internal "tickets"
Some machines may be subject to depreciation that you want to track

Clients and Contacts

Customers

Video: How to add customers and contacts


Customers are organized into several categories
Individual otherwise Company, otherwise Public Service (PS)
By default the customer is a company and is a customer
Otherwise you can specify whether it is an individual or a public service
Otherwise you can specify whether it is a Prospect or a Lead
A Lead type customer automatically becomes a Prospect when writing their first quote
A Prospect type customer automatically becomes a Customer when accepting a quote or when receiving a sale order or when creating an invoice, even if there is no quote or sale order
The fields Country, VAT rate, Payment terms, payment type are automatically filled in by the application according to the same popups of the Company record
You can create a Customer record at any time: from a quote, a customer order, a customer invoice, a supplier order, a service order

Contacts


Contacts are the people who work at the customer's premises and to whom you address quotes, deliveries, invoices, calls, etc.
You can create a contact record at any time: from a quote, a customer order, a customer invoice, a supplier order, a service order

Sale orders

Video: How to record a customer's order?

Deliveries and shipping

Video: How to add a delivery and shipment?

Invoicing

Video: How to add a customer's invoice?
How to record customers payments?

Suppliers


Video: How to add a supplier's purchase order and equipments reception/delivery?
Video: How to add a supplier's invoice?
Video: How to add an item on an invoice?
Video: How to correct an account number on a supplier's invoice?

Service Orders

Video: How to schedule work orders?
Video: How to add common tasks and complete work orders?
Video: How to apply an invoice Number on work orders and modify completed work orders?

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