Options Modules

Sage Accpac Options are a set of solutions designed to extend the value and performance of your Sage Accpac system with a variety of reporting, analysis, automation, and feature extension tools.

Accpac

Accpac Alerts Server

Alerts enhance communications from your company’s back office, front-office, and e-commerce systems by monitoring data fields for a specified activity. The programme relies on ‘trigger activities’ to automatically communicate specified activities to appropriate customers, employees, or business partners. An example would be an alert sent to a purchasing clerk when the stock of a certain item becomes low.

Set up and monitor date- and time-sensitive events.
Check status of data, such as credit holds, stock limits, sales ratios, urgency levels, and priority client transactions.
Merge data into e-mail messages.
Pass data, files, and messages to the next person in the pipeline.

Accpac ODBC Link

The ODBC Link for Sage Accpac ERP allows you to connect to one or more Sage Accpac ERP databases. Using popular Windows-based products such as Microsoft Access, Microsoft Excel, Lotus 1-2-3, and Crystal Reports, you can gain access to your data in ways never before possible.

Provide easy-to-use data access from any ODBC-compliant Windows-based application.
Build custom software applications that can access your Sage Accpac data.
Create Internet access to your live data to show, for example, your stock levels to prospective customers, or to allow private access to your data through your company’s intranet.

Accpac Zippy Notes

Accpac Options Zippy Notes allows you to annotate records in your database, providing additional information about customers, stock and procedures. It allows users to attach an electronic 'sticky note' to a field. The note will pop up whenever anyone accesses the field, even across different applications. Zippy Notes reduces costly mistakes by giving staff convenient reminders and bits of helpful information.

Accpac CFO (Comprehensive Financial Optimizer)

Accpac CFO™ is a financial diagnostic and strategic analysis tool that provides you with a one page financial scorecard, providing key information and indicators on what drives your business. This simple to use package provides you with a unique approach to interpreting financial data. Accpac CFO allows you to:

Perform "What If Scenarios" and "Goal Seeking"
Create a Budget or Forecast report in two keystrokes.
Analyse a new business contract, customer, product or another New Opportunity
Combine next year’s budget with a new opportunity
Instantly evaluate, forecast and implement strategic business decisions to achieve your desired results.
Accpac CFO is integrated with your Sage Accpac ERP General Ledger so there is no re-keying of information.

Financial Link Professional

A flexible report designer with powerful formatting features that transforms general ledger data into pixel perfect presentation quality statements and reports.

Account Code Change

Use Account Code Change to easily change, combine, copy account codes and change account structures while still maintaining historical transactions.

Vendor Number Change

Use Vendor Number Change to easily change, combine, and copy vendor numbers while still maintaining historical transactions.

Customer Number Change

Use Customer Number Change to easily change, combine, and copy customer numbers while still maintaining historical transactions.

Sales Analysis

Sales Analysis keeps a complete online database of your customer and item sales history. Sales Analysis allows you to:

Look up sales information in many different ways, including by customer number, invoice number and item number
Store invoices online allowing for reprinting at any time
Retrieve information from Accounts Receivable and Order Entry

Sales Optimiser

With Sales Optimiser, you can:

Test your strategies and check the impact of other factors on your product, customer, and sales resources.
Review your total sales in any two planes of a four-dimensional transaction view.
Focus attention on your top performers.
Use “traffic lighting” – an analysis technique designed to quickly highlight good versus poor business performance.
Use easy-to-follow wizards to load data manually or from an existing data source.
Identify Sales Opportunities

Trend Analysis

Use graphs to visually identify trend information on all salespeople, products, and customers.
Sales Optimiser allows you to graph any two detailed categories – for example, product brand and contents or customer region and product mix.

Sales Summary Screen

The Sales Summary screen provides a two-year snapshot of sales performance. It also monitors total business activity, including customer, product, and sales staff performance.

Critical Sales Analysis

Cross-sell opportunities, order frequency, loyalty, and retention – the Sales Optimiser performance assessment tool instantly provides the critical sales analysis you need. You can analyse questions such as: why are 46 percent of our customers buying less than ten of our products?

Item Number Change

Use Item Number Change to easily change, combine, copy item numbers and change item number structures while still maintaining historical transactions.

Lot Tracking

Manage your lot numbers from receipt in Purchase Orders through Order Entry shipment with full integration. By entering lot numbers during standard transaction processing, you have one point of entry for faster, safer, simpler and smarter lot number management. In addition, Return Maintenance Authorities (RMAs) track the return of lot stock from customers and to the original vendor. This module integrates with Purchase Orders, Inventory Control, Order Entry, Accounts Receivable and Accounts Payable.

Serialised Inventory

Manage serial numbers from receipt in Purchase Orders through to Order Entry shipment with full integration. By entering serial numbers during standard transaction processing, you have one point of entry for faster, safer, simpler and smarter serial number management.

Serialised Inventory is designed to track serial numbers from the point of receipt through to the point of sale. In addition, returns to the original vendors are tracked with the use of return maintenance authorities (RMAs). This module integrates with Purchase Orders, Inventory Control, Order Entry, Accounts Receivable and Accounts Payable.

Contract Number Change

Use Contract Number Change to easily change contract numbers within the Project & Job Costing module while still maintaining historical transactions.

Accpac ERP KPI (Key Performance Indicator)

Accpac ERP KPI is an add-on module that enhances Accpac CFO by enabling detailed comparisons between financial models, the addition of user-specific variables and benchmarking of results with data from prior years or similar organisations. With Accpac ERP KPI you can:

Create your own performance measures.
Compare actual performance with budget and forecast numbers.
Create forecasts for as many as 20 years
Develop company-to-company comparisons.
Develop benchmarks and long-term financial strategies.

Accpac Query

Accpac Query is a user-friendly, wizard-driven report writer that helps you easily generate the reports you need to run your business.
With ACCPAC ERP Query, you can:

Generate informative reports in minutes without having complex reporting skills.
Use the same report specifications on different company databases.
Share report layouts with other users.
View full descriptions for all field and table captions.
Select from a full suite of predefined reports.
Create “quick” reports.
Import custom reports.
Export data to Microsoft Excel.
Create cross-tab reports.
Create a filter that compares one field to another in the same table.
Add another dimension to reporting, giving you more control of layouts and output with the Professional Edition’s advanced customisation features.

Contact Master Professional

This options module makes contact with customers and suppliers easy and convenient by putting all the required information into one place. Contact Master® Professional also saves employees’ notes so you have a complete record of the whole relationship between your company and your customers and suppliers.

A completely customisable user interface enables each user or department to create their own view of relevant data, focusing on the information that is most important to them. Additional features enable you to:

Link directly to Accounts Receivable, Order Entry, and Sales Analysis
Keep notes for customers, suppliers, prospects, and contacts
Groups and reports on customers and vendors according to user-defined criteria
Display transactions, orders, and invoices with drill-down capability
Display credit information and comparative analysis statistics

Why you should use Contact Master Professional

Improve customer service by making quicker decisions regarding credit, returns, back orders, and more.
Upgrade prospects to customers with no re-keying of information.
Maintain customers, suppliers, and prospects with direct link to Accounts Receivable and Accounts Payable - no import/export required.
Look up information quickly and easily using non-indexed fields such as phone number or zip/postal code with the Customer Lookup function.