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.

1

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.

12

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.

12

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.

3

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

Like us on Facebook  and follow us on Twitter

FacebookTwitterGoogle+Share

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.

1

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.

2

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.

34

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.

5

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.

6

A warning will populate to confirm your selection

Click Yes

Select Import from the menu option

7

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

Like us on Facebook  and follow us on Twitter

FacebookTwitterGoogle+Share

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

1

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.

2

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.

3

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.

4

Enter the new counts and save.

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

5

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.

6

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.

7

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

FacebookTwitterGoogle+Share

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

Like us on Facebook  and follow us on Twitter

FacebookTwitterGoogle+Share

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.

FacebookTwitterGoogle+Share

Sage BusinessWorks System Manager Module

Sage BusinessWorks Accounting helps bridge the gap between off the shelf entry level products and complex high end systems.  These modules are designed to grow with your business.

Move with ease from task to task using the Sage BusinessWorks System Manager module. This module automatically launches the tools you use most often. Every time you log into your Sage BusinessWorks system you will enter into your preferred work area.  This module offers intuitive functionality using status bars, menus and shortcuts. Customizable and flexible search fields for virtually any information based on specific criteria make it easy to find what you’re looking for quickly.  Reporting availability including Audit Report, Registration Report, Business Graphics and Customized Reports and Forms also offered.

This module supports up to 45 concurrent users and quick access to Microsoft Office applications, Sage BusinessWorks Service Center and the Internet.

Maximum limits include 1000 companies, 45 simultaneous users on a network, 1000 report groups and 50 maximum number of reports in each groups.

Multiple Users and Security Features in Sage BusinessWorks System Manager Module:

  • Supports full locking and simultaneous data access when running on a network
  • Option-Specific security features protect secure company information. Complete control for user to user access is in your hands with the ability to grant access to one option at a time or to the entire menu with just one click
  • Audit log available for recent changes to data including added or deleted customers, vendors and parts
  • Save time with the ability to copy security settings between users within the same company or from users across different companies
  • Supports single users and multiple users up to 45 concurrent users on the same network

General Features in Sage BusinessWorks System Manager Module:

  • Quickly find a record immediately with the Quick Find field in any record from maintenance options in several Sage BusinessWorks modules
  • Online ZIP code list included along with a build-in editor
  • City and state abbreviations are inserted automatically upon entering ZIP code
  • Status Bars, shortcuts and meus are available in every window to provide intuitive navigation functionality
  • Electronic manuals in PDF format provide answers quickly
  • Export information to other Sage BusinessWorks companies or programs for analysis, presentations, forecasting and reporting.
  • Process end-of-month close with a single keystroke
  • Notepad feature provides instant information about customers, vendors, accounts, employees, parts and jobs
  • Built in back-up and restore feature allows for quick and easy backup of your data to a flash drive, hard drive or CD rom
  • Web-enables main window called the Launcher provides quick access to a wealth of valuable information
  • Online checklists available for training through all the processes
  • Export information into Excel to create quick lists from lookup windows that are customizable
  • Startup group automatically launches with the modules you use most often
  • Info button provides information about the current Sage BusinessWorks session
  • “How do I” function provides access to option-specific help

Reporting and Forms in Sage BusinessWorks System Manager Module:

  • Distribute forms such as purchase orders and invoices electronically through email
  • More than 25 graphical reports display financial data in bar, line and pie graphs giving you the information needed to make financial decisions
  • Presentation quality reports with the flexibility of user-defined font sizes, types, colors and styles
  • Built in report writer helps created reports to meet your unique needs
  • Reports can be set up in groups allowing to print on demand
  • Filters can be used for reports and data exporting
  • On-screen reports can be easily attached to an email
  • Checks, Invoices, Sales Orders, Quotes, and other forms in Sage BusinessWorks can be customized to meet your needs including adding your company logo

For more information on Sage BusinessWorks 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

FacebookTwitterGoogle+Share

Sage BusinessWorks Purchase Order Module

Sage BusinessWorks Accounting helps bridge the gap between off the shelf entry level products and complex high end systems.  These modules are designed to grow with your business.

When used in conjunction with the Accounts Payable Module and the Inventory Control Module, the Purchase Order Module enables extensive features designed to help maintain accurate inventory records. The feature allows for automatic purchase order production when your stock levels reach a certain minimum. Ability to email purchase orders and run an Order Recommendation report for quick decision making.

Maximum Limitations in Sage BusinessWorks Purchase Order Module:

Number of Characters (alphanumeric) in part number: 20

Number of Vendors per part: 3

Max decimal places in part quantities: 3

Max decimal places for costs: 4

Max number of Purchase Orders: unlimited

Number of Characters in Purchase Order Number: 15

Number of Characters in Purchase Order Description: 30

Maximum number of Lines in Purchase Order: Unlimited

Maximum number of months kept in history: 60

Number of Characters in Manufacturer Part Number: 20

Reports in Sage BusinessWorks Purchase Order Module:

Purchase Order

Purchase Order Closed

Purchase Order Open

Purchase Order Past Due

On Order

Order Recommendation

Inventory Low Stock

Inventory Overstock

Inventory Performance

Business Graphics

Receipts Transaction Register

Receipt Adjustment Transaction Register

Custom

Serialized Inventory Receipts

General Features in Sage BusinessWorks Purchase Order Module:

  • Ability to track purchase orders from entry to fulfillment
  • Maintains purchase order history including ordered and received items
  • Communicate better with your vendor with detailed comments and nonstock items that can be added to purchase orders
  • Copy purchase orders from one vendor to another
  • Automatic Purchase Order feature ensured adequate stock on hand creating PO based on stock level
  • Create purchase orders from a sales order
  • Expedite order entry with drop-ship order feature to customers or vendors
  • Cancel or delete specific line items on a purchase order without deleting entire purchase order
  • Add inventory parts on the fly
  • Adjust costs on parts already received into inventory
  • Process zero-cost purchase orders to accommodate internal requisition of inventory items
  • Customize purchase order forms
  • Ability to print vendor part numbers on purchase order
  • Track purchases by warehouse or location
  • Detailed information including images can be seen using Purchase Order Inquiry Report
  • Email purchase orders
  • Perform part and vendor inquiry on the purchase order entry
  • Add new vendors on the fly

Purchase Order Receipt Features in Sage BusinessWorks Purchase Order Entry Module:

  • When receiving items the Purchase Order Receipts function allows for partial receipt of shipments
  • Corrects data entry errors allowing a line item cost to be overridden during receipt
  • Post Accounts Payable Invoices when purchase orders are received

Reporting Features in Sage BusinessWorks Purchase Order Module:

  • Run various reports concerning the status of a Purchase Order
  • Eliminates overstock items and slow moving items with the Order Recommendation Report
  • Vendor and inventory management reports display profit margin and purchase order information
  • Custom Reports option
  • Allows for user-defined Report Groups to batch print

 

For more information on Sage BusinessWorks 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

FacebookTwitterGoogle+Share

Sage BusinessWorks Payroll Module

Sage BusinessWorks Accounting helps bridge the gap between off the shelf entry level products and complex high end systems.  These modules are designed to grow with your business.

The Payroll Module in Sage BusinessWorks includes extensive employee information including pay rates, shifts, filing statuses, accrued vacation time, sick time, dates of hire, review dates, termination information, earnings totals, deductions, taxes, custom fields, notepad and more. Quickly access this information to compile paychecks, W-2’s, and both state and federal government reports. Tax tables are included for all 50 states including DC. The Payroll module also calculates tax deposits required so you don’t have to.

Max Limits in Sage BusinessWorks Payroll Module:

Employees: 10,000

Characters (alphanumeric) ID Employee: 12

Custom field per Employee: 5

Vacation or Sick Pay hours to Employee: 999.99

Standard Pay Cycles: 4

Departments: 999

Overtime Rates: 3

Shift Differentials: 6

Standard Rates: Unlimited

Workers’ Compensation Codes: 99

Deductions and other pays per Employee: 15

Other Pays: Unlimited

Deductions: Unlimited

Commission Types, Piece Rates and Job Codes: 800

Hourly Pay Rate: 999.99

Entries on Time Card: 40

Time Card Earning Types: 23

Check Amount; $9,999,999.99

Deduction Amount: $99,999.99

Months to keep Checks: 60

Reports in Sage BusinessWorks Payroll Module:

Check Register

Commission Reports, List, Period Activity, Totals

Company Totals

Deduction Report, List, Period Activity, Totals

Workers Compensation

Employee Direct Deposit List

Employee Master List, Name List, Phone List, Review List

Employee Reports, Earnings, History, Overtime, Vacation/Sick Pay

Other Pay Reports, List, Period Activity, Totals

Paycheck and Check Stub

Payroll Information Verification

Payroll Register

Piece Rate Reports, List, Period Activity, Totals

Standard Rate List

Minimum Wage Adjustment

Flash

General Features in Sage BusinessWorks Payroll Module:

  • Make global changes to multiple employee records
  • Allocate payroll expense to multiple general ledger accounts simultaneously
  • Instant inquiry of paychecks and the breakdown of each check in the calendar year
  • Track total hours and dollars on timecard reports
  • Import time card information and employee information from a text file
  • Use cash management accounts to generate payroll checks

System Maintenance Features in Sage BusinessWorks Payroll Module:

  • Maintain complete employee information
  • Store and display images of employees
  • Track information such as birthdays, certifications, last rate increase, and equipment issued etc. Essentially your payroll is a mini-HR system
  • Pay salaried, hourly, commissioned and piece-rate employees
  • Pay cycles include weekly, bi-weekly, monthly, semi-monthly
  • Predefined pay types including holiday pay, advances, draws, base pay, overtime misc. earnings and more
  • Allows SUI/SDI for an employee to be in a state different than the employee’s SWT state
  • Payroll information maintained up to 5 years

Deduction and Other Pays Features in Sage BusinessWorks Payroll Module:

  • User-defined deductions such as deferred compensation plans, dependent care benefits and pension plans
  • Maximum flexibility with employee-paid and company-paid deductions
  • Calculate workers’ compensation deductions
  • Built-in-report writer to fit your specific needs
  • Additional pay types for employee allowances, bonuses and reimbursements
  • Accumulate allocated tips as “other” pay for W-2 forms

Processing Features in Sage BusinessWorks Payroll Module:

  • Employees paid the same amount each pay – standard time cards
  • Adjustment of pay if employee doesn’t reach minimum wage level
  • Use hand written checks for after the fact payroll recording
  • Track cash and charged tips for complete compensation
  • Full detailed check stubs
  • Customization for body and check stubs
  • List company paid deductions and salaried hours on check stubs
  • Electronic deposit
  • Easily void checks

Tax Features in Sage BusinessWorks Payroll Module:

  • Tax tables included for federal government, 50 states and DC which can be modified as needed
  • Calculates state and federal taxes automatically
  • Track federal and state tax liabilities and deposits
  • Track deposits by generating a tax deposit register for any given month or payroll run
  • Allow tax deposits to include penalty and overpayment amounts
  • Alerts for tax deposit liability
  • Print state and federal tax forms
  • Prints tax deposits for 940, 941, SDI and SUI
  • Print W-2’s
  • Provides ability to eFile tax forms and deposits

For more information on Sage BusinessWorks 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

FacebookTwitterGoogle+Share

Sage BusinessWorks Order Entry Module

Sage BusinessWorks Accounting helps bridge the gap between off the shelf entry level products and complex high end systems.  These modules are designed to grow with your business.

With the Sage BusinessWorks Order Entry Module you and your staff can easily access a variety of customer information including past purchase history, shipping address and credit card information. Alerts can be set up to notify sales staff of customer credit limits with the ability to put a hold on an order until your customer is up to date. Integrated with Inventory Control Module, your Sage BusinessWorks becomes a complete distribution solution. View status of parts, on-hand, on-order, and committed quantities.

Maximum Limitation in Sage BusinessWorks Order Entry Module:

Max Amount per Quote, Order or Invoice: $9,999,999.99

Total Quotes per Customer: 3,000

Total Orders per Customer: 6,000

Total Invoices per Customer: 12,000

Kits: 50,000

Line Items in a Kit: Unlimited

Ship-To Addresses per Customer: 500

Line Items per Quote, Order or Invoice: Unlimited

Sales Accounts per Quote, Order or Invoice: 999

Sales Taxes per Quote, Order or Invoice: 3

Characters in Invoice Description: 20

Months to Keep Detail: 60

Reports in Sage BusinessWorks Order Entry Module:

Back Order Fill

Back Order

Business Graphics

Credit Memo

Flash Report

Gross Profit

Invoice Detail

Invoice

Kit Order List

On-Order

Order Selection

Packing List

Part Back Order

Pick Ticket

Quote

Quote Return Invoice

Return Part

Sales Analysis

Sales Order

Ship-to Address List

General Features in Sage BusinessWorks Order Entry Module:

  • Add new customer and parts on the fly during quotes, sales orders and invoice entry
  • Gross profit report can be run based on paid invoices and used as commission report
  • Quickly locate customers, parts, quotes, orders and invoices with flexible search features
  • Sort reports by customer, part, product line or sales order number
  • Find orders and invoices using the customer’s PO number

Maintenance Features in Sage BusinessWorks Order Entry Module:

  • Easily look up customer’s part purchase history while entering sales orders, quotes and invoices
  • Receive alerts when a customer reaches their credit limit
  • Ability to track sales by customer, part, product line or sales representative
  • Create and maintain a template for parts, labor and comments that normally appear together on a quote
  • Import ship-to addresses

Processing Features in Sage BusinessWorks Order Entry Module:

  • Ability to allow prepaid sales orders
  • Customize and print pick tickets and packing lists
  • Allows calculated sales tax amounts with the ability to override quote, order or invoice entry
  • Copy quotes, sales orders and invoices from another customer
  • Provide batch or online printing of quotes, sales orders and invoices
  • Locate quotes, orders or invoices based on ship-to addresses in the quote, order or invoice inquiry options
  • Process returns to inventory and returns damaged merchandise without returning to inventory
  • Track profitability of quote being converted to sales order
  • Accept payments and deposits at the time of the sales order or invoice
  • Allow partial shipments to begin invoicing at earliest opportunity
  • Enable customer specific pricing
  • Email quotes, sales orders, and invoices
  • Convert quotes to sales orders to invoices
  • Select sales orders to be printed on a specific date
  • Export and import between disconnected Sage BusinessWorks sites; in office and in the field
  • Ability to print invoices with or without prices or extended prices to be used in packing lists
  • Modufy ship-to addresses when entering quotes, sales orders and invoices
  • Recommends substitutions for out-of-stock items
  • Allow commends on quotes, sales orders and invoices
  • Integrates with StarShip

For more information on Sage BusinessWorks 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

FacebookTwitterGoogle+Share

Sage BusinessWorks Job Cost Module

Sage BusinessWorks Accounting helps bridge the gap between off the shelf entry level products and complex high end systems.  These modules are designed to grow with your business.

Accurately estimate and track project costs to include labor, material, equipment, overhead and more with the Sage BusinessWorks Job Cost Module. Create custom reports for managing jobs, enable more control and budget accurately to achieve greater profit potential. Pinpoint details regarding every project and job to make more informed business decisions for internal and external projects. Compare actual costs and estimated costs throughout the process of any project.

Maximum Limits in Sage BusinessWorks Job Cost Module:

Customers: Unlimited

Job Codes: Unlimited

Jobs: Unlimited

Characters in a Job ID: 12

Characters in Job Description: 0

Phases per Job: 999

Characters in Phase ID: 12

Characters in Phase Description: 24

Job Codes per Phrase: 999

Characters in Job Code ID: 20

Characters in Job Code Description: 28

Job Managers: 99

Change Orders per Job: 999

Billings per Job: 999

Payments per Job: 999

Decimal Places for Job Code Costs and Prices: 4

Costs for Job: $99,999,999.99

Price of Job: $99,999,999.99

Cost for Phase: $9,999,999.99

Costs for Job Codes: $999,999.99

Suggested Price of Job Code: $999,999.99

Quantity per Job Code: $9,999,999

Reports featured in Sage BusinessWorks Job Cost Module:

List of Job Codes

List of Managers

Charges

Billings

Request for Payment

Cash Posting

Work Completed

Work Outstanding

Cost Variance

Profit/Loss

Labor Analysis

Change Orders

Job Code Activity

Job Status

Job List

Job Transactions

Pre-Billing Worksheet

Flash Report

Custom

Report Groups

Maintenance Features in Sage BusinessWorks Job Cost Module:

  • Batch delete closed or obsolete jobs
  • Enter retainage percentage for each job
  • Calculate overhead costs based on fixed amounts, percentage of costs, actual costs incurred, or actual payroll overhead
  • Assign fixed price or calculated price to jobs based on either a cost-plus-profit percentage or cost-plus-fixed amount
  • Track estimated, actual and changes in estimated costs from change orders for jobs, phases and job code detail
  • Add job codes on the fly when entering information on phases of jobs
  • Convert a bid to a job
  • Calculate estimated cost of phases based on job code detail
  • Track phases of jobs with as little or as much detail as you want
  • Track customer “retainage” withheld through release during job cycle
  • Calculate estimated cost of a job based on estimates assigned to a phase for accurate budget and bid creation
  • Categorize job codes as labor, material, equipment, subcontracting, overhead or as consolidating type
  • Add customers on the fly when entering jobs

General Features in Sage BusinessWorks Job Cost Module:

  • Instant inquiry of job information including billing, debit memos, credit memos, and payments
  • Instant inquiry of customers including credit memos, debit memos, billings and payments
  • Import job codes from text file

Process Features in Sage BusinessWorks Job Cost Module:

  • Create accurate bids from actual costs
  • Allow discounts and write-off’s of billings during payment postings
  • Automatically calculate “retainage” to be withheld from billings
  • Track changes to jobs in progress
  • Track estimated, actual and change order quantities
  • Import charges, bills, cash postings, credit memos, and debit memos

Reporting Capability Features in Sage BusinessWorks Job Cost Module:

  • Reporting ability to consolidate information for job codes
  • Print job code reports by type of job code
  • Sort reports by job ID, manager number or customer ID
  • Generate reports that include totals for labor, material, equipment, overhead, subcontracting and misc categories
  • Provide detailed or summary reports

 

For more information on Sage BusinessWorks 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

FacebookTwitterGoogle+Share