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Optimize Your Use of the Finder
The finder in Sage Accpac is used on data entry screens to lookup and select information such as account numbers,
customers, vendors, items, orders and transactions. In this tutorial,
we show you features and function of the
finder, including some elements that you can customize for your own use. Even seasoned users of Sage Accpac may
learn a thing or two!
(5 minutes, 48 seconds)
Create Shortcuts
to your Most-Used Functions
Most users of Sage 300 ERP have very focused job
responsibilities that are limited to a specific set of accounting
functions. If this describes your use of Sage Accpac, then
wouldn't it be great if you could access these specific functions
without having to navigate through menus and icons? Well you
can! In this tutorial, we show you how to group shortcuts to
your most-used functions into your own folder on the menu tree.
(3 minutes, 59 seconds)
Using POs for Non-Inventory Items
Almost every company that manages inventory uses a purchase
order system. But even companies that don't manage inventory
can benefit from using POs. From purchasing computers to
office supplies, professional services to repairs and maintenance,
managing your company's purchasing is important. In this
tutorial, we show how you can configure and use the Sage Accpac PO
system to manage the purchase of ad hoc items and services that are
not maintained in an inventory system. This methodology
applies whether or not you are running Sage Accpac Inventory
Control.
(8 minutes, 0 seconds)
Controlling Period Posting
Posting transactions to the wrong period is especially problematic near the end of a fiscal year or period.
In this tutorial, we show how you can use features in the Fiscal Calendar and Company Profile to control postings
to your subledgers and General Ledger at period end.
(5 minutes, 51 seconds)
Inventory Kitting Items
The Kitting feature in Sage 300 ERP allows you to assemble a collection of items and sell them through
Order Entry as a single master item. This can be an Order Entry time-saver when you're selling
promotional bundles. In this tutorial, we show you how to create and use kits.
(6 minutes, 55 seconds)
AR Inquiry
The Sage 300 ERP Extended Enterprise Suite now includes the AR Inquiry module. AR Inquiry
consolidates customer information from many areas within Sage Accpac putting valuable information
at the fingertips of your staff. In this tutorial, we lead you on a tour of this module.
(6 minutes, 13 seconds)
Order Entry & Purchase Order Templates
Sage 300 ERP allows you to use templates to speed up and simplify entry of orders, purchase
order requisitions and purchase orders. In this tutorial, we show you how to setup and
use templates in Order Entry, but you can follow the same steps for Requisitions and POs.
(6 minutes, 35 seconds)
Apply Documents
Unapplied transactions often occur when customer payments don’t
match their invoices and when companies follow a deposit now, match
later approach to receipts. This can lead to a mess of
unapplied transactions. In this tutorial, we show you how to
use the Apply Document feature in Sage 300 ERP to cleanup unmatched
transactions. This feature is also available in Accounts Payable. (6 minutes, 27 seconds)
General Ledger Roll Ups
The GL Roll Up feature in Sage 300 ERP was an enhancement introduced in version 5.5.
Roll-ups allow you to consolidate account balances to provide a summary
balance. In this tutorial, we show you how to setup account roll-ups and we
look at some examples. (5 minutes, 26 seconds)
Customize the Information that Flows
into your General Ledger
Sage 300 ERP allows you to customize the information that flows from
your sub-modules to your general ledger. In this tutorial, we show
how to customize this on your system. (5 minutes, 20 seconds)
Enhanced Drilldown from Operations Suite Modules
When
you’ve got a customer on the phone placing an order, it's critical
to have item information and availability at your fingertips. Sage
Accpac puts this information on your Order screen and enhanced
drilldown gives you easy access to the details. In this tutorial,
we’ll show you a typical order entry scenario where these features
will benefit you and your customers. (3 minutes, 38 seconds)
Speed Up Data Entry with Distribution Codes and Sets
Sage
Accpac provides Distribution Codes and Sets to help speed up your
data entry in Accounts Payable. In this tutorial, we’ll show you
how their used and how to set them up. (4 minutes, 45 seconds)
Manufacturer's Item Number
Sage 300 ERP includes a Manufacturer’s Item number feature that can speed up your data entry. This feature allows you to specify as many alternative codes or numbers for your inventory items as you want. In this tutorial, we’ll show you three example uses for this valuable feature. (5 minutes, 10 seconds)
Year-End Procedures
Closing the year in Sage 300 ERP is a rather painless exercise. In this tutorial, we’ll review the major year-end tasks and walk you through the process. (7 minutes, 19 seconds)
Paying AP Invoices by Credit Card
Sage 300 ERP includes a payment code feature in accounts payable that has multiple uses and benefits. In this tutorial, we'll show you just one use of this feature that facilitates credit card payments for invoices from your vendors in accounts payable. (6 minutes, 49 seconds)
Analytical Dashboard
Beginning with version 5.5, Sage 300 ERP includes an analytic dashboard that displays key information. Importantly, these indicators can alert you to issues and trends that may require corrective action. (4 minutes, 8 seconds)
Customer Number Change
When two of your customers merge due to an acquisition, wouldn't it be great if you could combine all of their transaction history into one account? Well you can, thanks to the Sage Accpac Customer Number Change module. As of version 5.5, the Customer Number Change module is now included as a standard feature, and this video will help you get the most out of it. (3 minutes, 55 seconds)
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Key Attributes
Key Attributes are a special type of data field in Sage CRM that give you a method of setting up dynamic sets
of data associated with Persons, Companies, Opportunities, Cases and Leads. In this tutorial, we show an example
of how Key Attributes can be used to register customers for a seminar.
(8 minutes, 53 seconds)
LinkedIn
Sage CRM and LinkedIn are valuable tools for building and
maintaining business relationships and by integrating the two, their
power increases 10-fold. In this tutorial, we show you how to
enable the integration.
(4 minutes, 38 seconds)
Teams
The Teams feature in Sage CRM allows you to group your staff by
function and provides you with a consolidated, global view of their
activities and sales and customer service pipelines. In this
tutorial, we show you how Teams are used and how to set them up. (6 minutes, 58 seconds)
Importing Leads
Importing leads that you've obtained from a mailing list, tradeshow or other source is an easy task in
Sage CRM.
In this tutorial, we show you how it's done.
(8 minutes, 56 seconds)
KnowledgeBase Solutions
Sage CRM offers a Knowledgebase that helps you solve customer issues involving your product or service.
In this tutorial, we show you how to create and use knowledgebase solutions.
(6 minutes, 19 seconds)
Integration with Sage 300 ERP Order Entry
The integration between Sage CRM and the Sage Accpac Order Entry system provides your sales,
customer service and accounting departments with the ability to enter quotes and orders from
within Sage CRM. Further, Sage CRM also gives your staff access to a vast amount of
information regarding orders, inventory and sales history. In this tutorial, we provide
an overview of the integration points.
(6 minutes, 10 seconds)
AR
Collections Manager
Beginning with version 5.5, when you upgrade or purchase your
Sage 300 ERP system you receive what’s known as
the Extended Enterprise Suite. Importantly,
this suite includes Sage CRM along with an AR
Collections Manager component. In this
tutorial, we show how your accounting department can
use the AR Collections Manager to proactively
shorten your AR time and have more cash available
for your business. (5 minutes, 16 seconds)
Address Management
New in version 6.2! Sage CRM has an address management function that makes it easy for you to maintain and update addresses and see
the relationships for the companies and people in your system. Importantly, it also helps keep your CRM
system free of duplicate addresses. In this tutorial, we show you how it works.
(6 minutes, 8 seconds)
Email Templates
Using email templates saves time and promotes consistency across your company. In this tutorial we show you how to create and use templates in
Sage CRM. (6 minutes, 8 seconds)
Track and Manage Related Entities
New
in version 6.2! The
Related Entities feature in Sage CRM allows you to track
relationships between holding companies and their subsidiaries,
suppliers and their customers, and the firms that compete against
you on specific sales opportunities to name a few. In this
tutorial, we show you how the related entities feature is used and
how to set it up for your specific needs.
(5 minutes, 51 seconds)
Mass Update Feature
Have
you ever had the need to update the same data field across
numerous contact records in your CRM system? This can be a
time-consuming effort if you have to visit each contact record to
make the change. In this tutorial, we'll show you how the Mass
Update feature in Sage CRM makes this a quick and easy process.
(4 minutes, 34 seconds)
Marketing Tools Introduction
Powerful
marketing tools in Sage CRM allow you to target the right
customers, execute campaigns, and track responses. In this
tutorial, we focus on the basics of setting up a campaign. (5 minutes,
43 seconds)
Sales Forecasting
Sage CRM includes a sales forecasting system that can reduce the effort and time that your sales team spends each month manipulating spreadsheets to generate their forecasts. In this tutorial, we'll show you how easy it is to use.
(6 minutes, 5 seconds)
Merging Duplicate Companies and People
Sage CRM provides several tools for keeping your data as clean as possible. This includes a function that allows you to merge duplicate companies and people. The merge function is also useful for combining company records when one of your customers acquires another. In this tutorial, we’ll show you how easy it is to use the merge tool. (4 minutes, 12 seconds)
Sales Opportunity Management
Sage CRM provides a powerful set of sales pipeline management tools, and the process begins with your sales people entering their opportunities into the system. In this tutorial, we'll focus on just the basics of creating an opportunity in
Sage CRM. And once you've begun to enter opportunities then you can take advantage of
Sage CRM's sales reporting and forecasting tools. (4 minutes, 54 seconds)
Promoting CRM Prospects to Sage Accpac A/R
The inclusion of the integrated Sage CRM customer relationship
management system with Sage 300 ERP version 5.5 allows for effective communication between your front end and back end office systems. The integration between these systems can be found at many levels. This tutorial deals with the basics of how to promote a prospect in
Sage CRM to a customer in Sage Accpac. (3 minutes, 57 seconds)
Marketing Lists
Sage CRM comes with many powerful features for creating and analyzing marketing campaigns. The first step in creating these campaigns is setting up a marketing list. This video
demonstrates step-by-step how to create such a list. You will learn how to specify items to be included in the list as well as how to select search criteria that will allow you to target any specific marketing segment. (5 minutes, 47 seconds)
Introduction to Sage CRM
Whether you are looking for the perfect Customer Relationship Management (CRM) solution or you just want to learn more about what CRM can offer your business, this video is an excellent place to start. This video provides an overview of what
Sage CRM is all about and provides helpful hints regarding navigation as well as descriptions of the many features of
Sage CRM.
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