Optimizing Sorting

You have four options for how CCRSoftware handles your order when sorting. The safest, but possibly slowest, is Standard.

•      Standard: You should have this option checked by default. This is the “safest” but possibly slowest option when sorting. Side effects are minimized.

•      Limit custom fields: This option may improve sorting speed depending on how you are using “custom fields” in your orders, but it can also lose some information in your orders. Use this with caution.

You can add columns to the detail section of your order by adding “custom fields” to the Item List, and then adding those fields to an invoice template in QuickBooks. Note that this is the QuickBooks form template that you use to create the order, not the CCRQInvoice form template that you can optionally use to print the order.

CCRQInvoice uses some of these custom fields when you use the Total Weight, Calculate Rate and Calculate Qty processing options.

When CCRQInvoice sorts the details of an order with the Standard option selected, it must add all of the custom fields in the order after the order is sorted. This can be a time-consuming operation if you have orders with many custom fields and many detail lines. With the Limit Custom Fields option selected CCRQInvoice will only save the custom fields that are used in the processes you selected. Other custom fields will either be left out, or will have the “default” value from the item list.

For example, if your order has a custom field for unit weight, extended weight and location, and you select the Total Weight and Sort operations, the sorted order will contain the weight values but might not contain the location value.

•      Print Only: This is the fastest option that is available. You must print your orders with the CCRQInvoice form template (check the Print Forms box in the Printing tab). The program will do all processing you have selected, including the sorting, and then print the processed order for you.

Note, however, that the sorted/processed order is not saved back to QuickBooks. None of the changes will show if you look at the order in your QuickBooks company file.

We do not recommend this if you are using the Calculate Rate or Calculate Qty processing options.

•      Add/Delete: This is a very fast option, but it has a significant side effect that you might not find acceptable.

CCRQInvoice will add the processed order, rather than updating the existing one, and then it will delete the original order. This is the fastest approach available that also saves all information in the order. You don’t have the problems with custom fields seen in the Limit Custom Fields option, you don’t have the problem with values not being saved in QuickBooks that you have in the Print Only option.

Unfortunately, there is a “side effect” of doing this. Your invoice numbering sequence is reset. For example, let’s say that you have invoices 1001, 1002 and 1003 in the company file. Normally, if you were to add another invoice it would automatically be numbered 1004. If, however, you sort invoice 1001 with the Add/Delete option, the next time you add an invoice in QuickBooks the automatic number will be 1002. Sorting with this option resets the sequence to be the next number after the last order you sorted.