Sage 50 Accounting – Receiving a Purchase Order flowing through Shipping and Completing a Sales Order

Sage 50 Accounting Bar Code Software and Bar Code Labels

Wondering how Bar Code Software works?  Can your business benefit from using it?  Do you have serialized items you need to keep track of?  We’ve got the details for you.

The following will explain how Bar Code Software works with a handheld device incorporating purchase orders, receiving in purchase orders, applying purchase orders to a sales order and assigning serial numbers to items that include them.

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For this demonstration we are using EZ Scan Software with Motorola MC75A handheld

Starting with purchase orders, logged into your company on a handheld device you’ll be prompted to choose a vendor you wish to receive a purchase order in from or the option to choose the purchase you wish to receive in either using the drop down arrow or manually key in the purchase order number with the keypad on the handheld device.  The handheld is programmed to only see open purchase orders.  So if the order has been fully received in, it will not show up as an option on your handheld.  If the purchase order was partially received, the handheld will only give you the options to receive in what is still open.  After choosing the vendor and purchase order number, the system will prompt the date in which you received it or entered it in.  Also on the screen of handheld device is a ‘Receiver #’ space to add the packing ticket or referenced received number in if you choose to reflect on receipt.

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After choosing the vendor and purchase order you wish to receive in, the handheld will display the purchase order just as it is reflected in Sage 50.  You can view the quantities to receive, what is open on the purchase order, how many of that item was ordered, unit of measure for that item, the item description, serialized item or not, and the line number in which the item is listed on the purchase order. You have the option to ‘receive all’ or an option for ‘items’ which allows you to select a certain line item and adjust the quantity received if it does not match the original quantity of the purchase order. There is also an option for ‘notes’ which would be for example “The box was damaged.”  For serialized items that you receive in, select the ‘items’ option, then enter the quantity you wish to receive, then at the top of the screen you’ll see an option for ‘SER.’ Once selected it will open a new window where you can actually scan the barcode of the item and it will add the serial number associated with that item in the field. If you wish to assign your own serial number, you’ll click the box that says ‘ADD’ and blank consecutive serial numbers.

Sage 50 currently does not yet have the ability to direct right into your Sage 50 software, however, there is a utility that runs on your server that transfers the data back and forth between your Sage 50 data and the handheld device. Sage 50 and your handheld device will sync every 5-7 minutes to transfer data back and forth.

The handheld will also give you the option to view sales. Once selected, a new screen will pop up as ‘ship order.’ Select the customer from the drop down menu or key in the customer.  Choose the Sales Order you wish to view with the drop down option or if you know the Sales Order number you wish to view you can key it in.  If there is a Customer Purchase Order number you wish to include on the shipping information you can enter it (from the Sales Order created). There is an option for ‘Ship Via’ to select a shipping method, enter the ‘Ship Date’ and finally you have the option to enter a freight amount.  There is an option to review the bill/ship to information for customers that have more than one location or multiple addresses. There is an option to add notes either on the Statement, a Customer Note, or an Internal Note you can add those as well. Click save and it will bring you back to the Ship Item window.

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Now we are ready to ship the item. By selecting items the new window will come up for ‘Ship Item’s Detail’ which gives the option to enter in the quantity you wish to ship and assign serial numbers for those items being shipped. Select SER box and that will bring up all the available serial numbers you have available to choose from or select the serial numbers that were scanned in upon receipt of the purchase order. There is an option for ‘Audit’ which you can select to view any open or pending items that have not yet been received/shipped/included on that transaction. Once complete, click save.

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Back in Sage 50, you can view the open purchase orders to see what’s been received and completed. Same goes for Sales Orders. When the Sales Order is complete and ready to be invoiced, you’ll see on the Sales Order screen a button to view ‘Serial.’ By selecting that, you’ll be able to view the serial numbers of the items for that customer that were packed and/or shipped.

To view this demonstration via webcast, visit https://youtu.be/zrmiz_axz30

For more information on Sage 50 give one of our professional consultants a call 800.475.1047 www.jcscomputer.com

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant. You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800.475.1047          solutions@jcscomputer.com

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Physical Inventory Count on Handheld with Bar Codes

What are the Physical Inventory Steps taken and what do they mean?

Physical Inventory is the process where a business physically counts its entire inventory. A physical inventory count may be mandated by financial accounting rules or the tax regulations to place an accurate value on inventory, or the business may need to count inventory so component parts or raw materials can be restocked. Sage 50 Physical Inventory Count provides automation to quickly count inventory and minimize down time for the business.

Inventory Control System Software can speed the physical inventory count process.

Perpetual Inventory system tracks the receipt and the use of inventory then calculates the quantity on hand.

Cycle Counting is an alternative to physical inventory which can result in actual down time for a business.

The following is how to perform a Physical Inventory Count using a Handheld Device (Motorola MC75A and EZ Scan Software) with Inventory Items having Bar Codes.

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Starting in your Sage 50 software, from the Inventory & Services Screen select Inventory Items and View and Edit Inventory Items. This will populate a new window with your entire inventory.

Next we want to export our inventory items list to our handheld device. Logging into the EZ Scan Software, select Export Inventory from the menu bar. Select Inventory you wish to export. You can export the entire inventory list or a range of items. Once selected a new window will populate with the items you wish to include then you need to Copy Inventory to PDA.

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You will receive a confirmation of successful completion once the data has been transferred to your handheld device.

Now that your handheld device has the transferred data it is time to view and take action. Select your Inventory Control Module on your device. A warning will notify you that you are about to begin the inventory count process. Click ok and a new window will populate shown below.

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In the Item ID field choose the item you wish to count. In this example we’ve only chosen a range of items to be physically counted. You will enter in the Physical Count in the PhyCount field.

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Once completed entering in your Physical Count, click ok on the handheld device. Now the data needs to be transferred back to your Sage 50 data.

From the menu option select Upload from Handled under the Inventory Count Module. Confirmation of the export will prompt you that it was successful. Review the data that you’ve entered by selecting the Physical Inventory Review (Hand Held) from the Inventory Count Module menu. If everything matches up we can import the data back to Sage 50.

From the Inventory Control Module menu, select Import Inventory Adjustment Hand Held.

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A warning will populate to confirm your selection

Click Yes

Select Import from the menu option

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Back in your Sage 50 Software, Select Inventory & Services, Perform Inventory Adjustment. Select List from the menu and a new window opens. Select Open on the menu bar and you will now see the transactions that have transferred over from the handheld to Sage 50. Review your adjustments if you’d like to confirm the transfer.

To view this demonstration via webcast visit https://youtu.be/LQbsczogFlw

For more information on Sage 50 give one of our professional consultants a call 800.475.1047 www.jcscomputer.com

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant. You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800.475.1047          solutions@jcscomputer.com

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Sage 50 Inventory Count Using EZ Scan Software in Excel

Physical Inventory is the process where a business physically counts its entire inventory. A physical inventory count may be mandated by financial accounting rules or the tax regulations to place an accurate value on inventory, or the business may need to count inventory so component parts or raw materials can be restocked. Sage 50 Physical Inventory Count provides automation to quickly count inventory and minimize down time for the business.

Inventory Control System Software can speed the physical inventory count process.

Perpetual Inventory system tracks the receipt and the use of inventory then calculates the quantity on hand.

Cycle Counting is an alternative to physical inventory which can result in actual down time for a business.

For this demonstration we are using EZ Scan Software and Motorola MC75A handheld device

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To start the process, log into your EZ Scan software and from the main menu click Inventory Count Module then select Physical Inventory Count. A warning window pops up to let you know you are about to begin the process. Select Yes. This should populate an Export window. Select Options.

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Next, in the Export Current Items Stock window, make the selection of the items you wish to perform a count on. Can be all of your items, a range of items, or a series of other options.  Once items are selected, click ok and a new window will populate Export Current Stock for Sage with your selections listed.

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Upon confirmation of your selection, click Move to SQL and Excel from the menu bar.  This will open a new excel window that prompts you to save the file – we recommend a unique name that includes the date and timestamp.  Once your file is saved it will bring you back to the EZ Scan window and let you know if the process was completed successfully.

Open excel, chose the file you just named and exported.  This is the new inventory sheet for a physical count to be recorded on.

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Enter the new counts and save.

This should take you back to your EZ Scanner Software. Select Upload Excel from the Inventory Count Module.

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Select the file you just completed and saved with your current physical inventory count.

This will close the window.

In the Inventory Count Module, Select Physical Inventory Review Excel.

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Verify your excel spreadsheet from the physical count matches what EZ Scan now shows.  If there are changes to be made you can select delete record or if everything matches select close from the menu.

Next you want to Import the changes by selecting Import Inventory Adjustment Excel from the Inventory Count Module Menu.

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Review the Warning message and once confirmed click yes to proceed.

A final review will open with the option to Import changes.
Open Sage 50, go to Inventory & Services. There you should see the new counts reflected on quantities on hand for the items you adjusted quantities for.

To view this demonstration via webcast visit https://youtu.be/S_LTuxmspn4

For more information on Sage 50 give one of our professional consultants a call 800.475.1047 www.jcscomputer.com

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant. You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800.475.1047          solutions@jcscomputer.com

Like us on Facebook  and follow us on Twitter

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JCS proudly announces they are an Honoree for Enterprising Women of The Year Championship Award 2017

JCS proudly announces they are an Honoree for Enterprising Women of The Year Championship Award 2017

Accounting Solutions by JCS is proud to announce we have been chosen as an honoree for 2017 Enterprising Women of the Year Champions Award to be received at the 15th Annual Enterprising Women of the Year Awards Celebration and Conference held from Sunday April 2 through Tuesday April 4, 2017 at The Ritz-Carlton Fort Lauderdale, Florida.

Hundreds of nominees across the country were submitted and 31 total Champions were chosen for this prestigious award. To be considered, all women business owners must demonstrate rapid growth in their business, mentor or actively support other women involved in entrepreneurships and stand out as leaders in their communities.

The team at JCS prides themselves in delivering high quality business solutions from our approach to customized consulting based on your business needs to training and endless support. Our certified consultants are humble to be a part of such an extraordinary team servicing the best clients. We look forward to providing exceptional accounting solutions for many years to come.

For more information regarding JCS call 800.475.1047 or visit www.jcscomputer.com

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your accounting software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25+ years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800.475.1047          solutions@jcscomputer.com

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Enterprising Women of The Year Recipient 2017

FOR IMMEDIATE RELEASE

Contact: Lauren LaMantia

Telephone: 800.475.1047

Email: solutions@JCSComputer.com

Website: www.jcscomputer.com

ACCOUNTING BUSINESS SOLUTIONS BY JCS TO RECEIVE ENTERPRISING WOMEN OF THE YEAR AWARD 2017

Prestigious Awards Program

Arlington Heights, Illinois, February 1, 2017 – Accounting Business Solutions by JCS, a nationwide leading provider of accounting software solutions, support and services, proudly announces receiving 2017 Enterprising Women of the Year Champion Award.

“Our success is dependent on great relationships. Our customers and our staff are the 2 best assets we have as a business. Hence, our motto ~ Your Success is our Goal” says Jennifer O’Brien, Lead Project Manager.

The Enterprising Women of the Year Award is widely considered one of the most prestigious recognition programs for women business owners. All nominees must demonstrate leaders in their communities, a fast-growth business and mentor or actively support other women involved in entrepreneurships.

“These Champions excel in a variety of ways through fast business growth, community leadership or as outstanding role models and mentors in their communities. We look forward to meeting our Enterprising Women of the Year Award Winners in Fort Lauderdale early April” said Monica Smith, publisher and CEO of Enterprising Women.

Accounting Business Solutions by JCS provides customer service and support using Sage 50 Accounting, QuickBooks and Sage 100 as the base accounting systems. These systems can accommodate all size businesses effectively by offering valuable solutions for automation and detailed intelligence reporting thus creating streamlined efficiencies for businesses.  Reports are at your fingertips to manage finances, inventory, sales, purchasing, employees, payroll, and CRM databases.

Accounting Business Solutions by JCS

Since 1987, Accounting Business Solutions by JCS has worked with small-medium sized businesses throughout the Midwest to automate accounting, sales, and customer relationship processes.  JCS specializes in detailed business reviews, identifying areas of improvement through various software solutions and support to increase efficiencies.

The US Commerce & Trade Research Institute (www.usctri.org) recognized Accounting Business Solutions by JCS as a 2017 United States Excellence Award recipient for meeting and exceeding industry benchmarks for customer service, product quality and ethical practices.  For more information on Accounting Business Solutions by JCS, please visit www.jcscomputer.com or call 800.475.1047.

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2017.1 Features in Sage 50 and Sage 50c

Four Main Features for Sage 50c

  • Integrates with Microsoft Office 365
  • Mobile and Online invoicing and payments
  • Sage Drive read only access
  • Automatic cloud backup using Microsoft 365

Features available for all versions of Sage 50 and Sage 50c

  • Web mail support
  • Automatic activation of Sage Payroll accounts

Sage 50c Exclusive Online Invoicing and Payments

Customers with Sage 50c are now able to create and send invoices online using computers or the mobile application.  Recipients can use the Pay Now link on the invoice to pay directly and easily online. This feature will help simplify the billing process and shorten the payment cycle.

  • Sage 50c customer records and general ledger accounts are uploaded to Sage One, however no service items, sales tax codes or inventory is uploaded
  • Sage One is available for Sage 50c customers for free. Activation codes are emailed to all customers on November 16, 2016. New customers will receive the activation code when purchased or upgraded to Sage 50c.
  • Sage 50c customers can now download open invoices into Sage 50c from Sage One
  • Paid invoices, Sage 50c customers must manually record receipts into Sage 50c
  • Once Sage 50c customers create a Sage Once account, entry of inventory and service items must be manually entered. Then the ability to generate and send online invoices from Sage One is available using either their computer or the mobile app
  • Pay Now link is available for recipients/payee using PayPal from emailed invoices. For customers that have SPS Merchant account can choose the option to receive a credit or debit card payment
  • Sage One Accounting offers Online Invoicing and Payment ***

*** Online and mobile invoicing requires a Sage One subscription for integration. This is a one way integration and will require users to manually enter their inventory and service items into Sage One; customer records and general ledger accounts will be entered for them. Only customers on the latest release of Sage 50c Accounting have access to the Sage One integration. If customer cancels the Sage One integration service, to maintain access to Sage One, customer must set up separate billing. Not all Sage One features are available on the mobile app. Mobile devices sold separately and require a data plan. Data access is subject to cellular provider network availability and occasional downtime due to system maintenance.

Sag 50c Exclusive Microsoft Office 365 Integration

Staged releases for Sage 50c customers in the U.S., Canada and the UK will provide features integrated with Microsoft Office 465.

Microsoft Office 365 automatic cloud backup* (c-line exclusive)

This feature provides Sage 50c customers the ability to store and retrieve company backup files online securely through the Office 365 integration.  This feature was ranked Number 1 in recent survey of new features.

* Requires Microsoft Office 365 Business Premium license, available through Microsoft.

Sage 50c Exclusive Read-Only Mode

This allows additional Sage 50c users to access the shared company in a read-only mode while active users has the ability to still work in the company file.

Web mail support – Available to both Sage 50 and Sage 50c Customers

Customers can now utilize their web-based email services (e.g., Gmail, Yahoo, Hotmail, Live, AOL, and Office 365, etc.) when emailing transaction forms such as invoices or receipts from Sage 50.

Automated Sage Payroll In-Product Activation – Available to both Sage 50 and Sage 50c Customers

Sage Payroll Services customers will now have automatic in-product activation of their payroll account. This improves and automates the current manual process that requires the Sage sales colleague to generate an activation code and email it to the customer who must then enter it into Sage 50. Now Sage Payroll customers identify themselves in product and the activation code is entered for them.

For more information on Sage 50 or Sage 50c, give one of our professional consultants a call 800.475.1047 www.jcscomputer.com

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800.475.1047          solutions@jcscomputer.com

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Best practices for users considering or using Sage 50 or Timeslips software. Series no. 2

Southfield, MI – April 27, 2007 – Accounting Business Solutions by JCS, a Certified Training Center for Sage Software announces the second in a series of mini workshops for small businesses. This workshop will be for businesses considering or using Sage 50 or Timeslips Software.

“Sage 50Software has the strongest inventory and job costing capabilities of any software in its market. Our experience tells us that in general people who attend training workshops are happier with their software and need less on-going support,” said Joann Demos, JCS’ training center manager. “The status of being a Sage Premier Training Center will enable us to reach more businesses that can benefit from workshops and the in depth business knowledge our trainers.”

“Timeslips Software focuses on businesses that need to track and bill for their time and is one of the oldest time and billing software applications on the market”, said Jennifer O’Brien, Certified Premier Trainer. “In addition, the instructors are all certified trainers who bring vast hands-on experience to the workshops.” Attendees will benefit from the limited number of participants in each workshop, as well as the ability to focus on getting their questions answered in a small group environment.

For a current calendar of workshops and classes, please visit jcscomputer.com or call 248/540-4552. The Sage 50Software Workshop on April 27th runs from 9 a.m.-11 a.m. and the Timeslips Software Workshop on April 27th runs from 1 p. m. until 3 p. m. and offers CPE credits for CPAs attending. The workshops will be held at 27698 Franklin Road, Southfield, MI 48034 248/540-4552.

About Accounting Business Solutions by JCS

Since 1988 Accounting Business Solutions by JCS has provided consulting solutions to small and medium sized businesses in automating their processes and increasing efficiency utilizing software developed by Sage. Recognized as a leader of sales and service by Sage Software, Accounting Business Solutions by JCS works with businesses throughout the Midwest. JCS recommends, implements and trains on ACT!, Crystal Reports, MAS90, MAS200, Sage 50and Timeslips software solutions.

Accounting Business Solutions by JCS consulting solutions include classroom training, product installation, accounting software design, setup and on-site implementation assistance, crystal report writing as well as phone support. As part of Sage’s National Speakers for the SBA and Score Associations, Accounting Business Solutions by JCS works both with customers and Sage to recommend enhancements to the products and additional services provided to users. For more information on Accounting Business Solutions by JCS please visit jcscomputer.com or call 800.475.1047.

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Accounting Business Solutions by JCS. Opens new office in St. Louis and Earns Sage 50 premier trainer certification

Sage 50 Premier Trainers are the ultimate training resource for Sage 50 Users

CHESTERFIELD, MO – March 3, 2006 – Accounting Business Solutions by JCS today announced that Kay Flanery has received certification as a Sage 50 Premier Trainer. Sage Software, the makers of Peachtree! ®, established the Sage 50 Premier Trainer Program to fulfill the training needs of Sage 50 users.

In order to receive the Sage 50 Premier Training Center designation, JCS had to adhere to strict guidelines set forth by Sage software including trainer certification and using course curriculum developed by Sage Software. JCS uses current versions of the software to ensure that attendees will receive superior training in an environment conducive to learning the latest technology features of the products.

“Our experience tells us that in general people who attend training classes are happier with their software and need less on-going support,” said Billie Cook, JCS’ training center manager. “The status of being a Sage 50 Premier Training Center will enable us to reach more businesses that can benefit from class room training and the experience of our trainers.”

In addition, the instructors are all certified trainers who bring vast hands-on experience and business knowledge to the training classes. Attendees will benefit from the limited number of students in each class, as well as the ability to focus on learning in a classroom environment. Each student has their own computer and printer.

For a current calendar of classes and descriptions, please visit www.jcscomputer.com or call 800.475.1047. Classes run from 9 a.m.-4 p.m., include lunch, a certificate of completion and offer CPE credits for CPAs attending.

About Accounting Business Solutions by JCS

Since 1987 Accounting Business Solutions by JCS has assisted small to medium sized businesses with automating their processes and increasing efficiency by utilizing software solutions developed by Best Software. Recognized as a leader of sales and service by Best Software, Accounting Business Solutions by JCS works with businesses throughout the Midwest. JCS recommends, implements and trains on Timeslips, Sage 50 and Sage 100 software solutions. JCS services include classroom training, product installation, on-site implementation assistance, report writing and phone support. As part of Best Software’s advisory council, JCS is able to influence enhancements to the product and additional services provided to users. For more information on Accounting Business Solutions by JCS please visit www.jcscomputer.com or call 800.475.1047.

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Accounting Business Solutions by JCS will begin working with The Small Business & Technology Development Center beginning in May to provide a variety of Sage 50 classes for small businesses.

Press Release – May 13, 2005

The Small Business & Technology Development Centers are a nationwide network of centers providing a full range of services to a variety of small businesses that are emerging and growing throughout the nation – including new venture companies, small businesses, expanding businesses, new technology companies, and innovators. The Small Business & Technology Development Centers network is a grassroots advocate for small businesses working in partnership with local resources to grow and strengthen companies.

“Accounting Business Solutions by JCS has been educating small businesses on the use of bookkeeping, accounting software systems and technology for over 15 years” says Jennifer O’Brien, Founder and President. “JCS specializes in Sage software programs including Peachtree, Timeslips, ACT!, Sage 100, Sage 100 Advanced and Crystal Reports. We provide introduction, intermediate and advanced training for these powerful software programs both in a class room environment and interactive on-line workshops”.

JCS typically offers businesses an 18% discount off new software purchases for all the product lines including manufacturing, distribution, nonprofit, point of sale, service and construction type software. For class schedules and additional information visit jcscomputer.com or call toll free 800.475.1047.

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Baker College invites Accounting Business Solutions by JCS to participate in a workshop featuring Timeslips® and Peachtree® for its paralegal students

PRESS RELEASE – April 22, 2005

Baker College invites Accounting Business Solutions by JCS to participate in a workshop featuring Timeslips® and Peachtree® for its paralegal students. Baker College believes office and support staff personnel are in great demand everywhere today – in every geographical area and in every type of business. This workshop focused on the development of high-demand traditional office skills and includes training in a variety of software programs and microcomputer applications. The administrative assistant program with concentration electives prepares the student for employment in a wide range of office environments.

Each student is provided with a working demonstration copy of Timeslips and Peachtree, as well as training material to prepare them for using these products on a daily basis in the legal business community.

Baker College has 14 locations across Michigan as well as on-line classes and programs. Accounting Business Solutions by JCS has locations in 5 states and provides class room and on-line training, sales and support for Peachtree, Timeslips, ACT!®, Sage 100®, Sage 100 Advanced® and Crystal Reports®. Detailed information may be viewed at www.jcscomputer.com or you may call Accounting Business Solutions by JCS directly at 800.475.1047.

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