Sage 50cloud Consultant

Sage 50cloud Consultant formerly Sage Peachtree

Sage 50cloud consultant, Sage 50c consultant, Sage 50 consultant, Sage Peachtree Consultant, Peachtree consultant sales cost and price for Sage 50cloud

Why, When, and How to Get the Most from Sage 50cloud Technical Support, Professional Consulting, and Authorized Reseller Training     

Managing your business is challenging. You’ve got a lot of moving parts and you’re responsible for making sure they all move in the right direction at the right times. And of course, your staff in the accounting and operations departments are the engines that keep everything in motion (or stalled).

Have you ever been in the midst of a problem and caught yourself thinking how useful it would be – in that moment – to have a go-to expert who could help you efficiently and successfully navigate your way to the ideal solution?

Hold that thought! That’s exactly what a professional consultant, advisor, trainer, or technical support person does for you. And, as valuable as they can be for your business during a problem, they are twice as beneficial when you’re not operating in crisis mode.

When you reach out for the attention of a professional, dedicated consultant, advisor, or trainer – before you’re having a problem – you’re in a sense getting an expert who not only understands the specific financial, technical, or operational aspects of your business,  such as a software issue, but also brings their business-specific expertise and insight into the discussion, the action plan, and the solution.

Now let’s take a look at why, when, and how the support provided by a professional consultant and engaged Reseller can help you get the most from your Sage 50cloud.

You’ve made the wise choice to upgrade to Sage 50cloud. You did your diligence and it was quickly clear that this was an investment with an attractive, quick, and ongoing return.

Right from the start you experienced the time and cost savings Sage 50cloud is known for and you’re a happy Sage 50cloud user. But, keep in mind that you might be leaving a lot more efficiencies on the table.  And not even realize it.

“In general, people who access training are happier with their software and need less on-going support.”    – Peter Lundberg; Sage 50cloud Certified Trainer; Senior Consultant; Accounting Business Solutions by JCS

This leads us to the Why and the When and the How.

The Value of Sage 50cloud Technical Support, Consulting and Reseller Training before you think you need it.    

As many accounting professionals will attest, it’s quite natural to reach an initial comfort zone with new accounting software and then stay at that level – especially when you’re so pleased with how much you’ve increased your productivity and functionality.

But this is actually when you can benefit the most from professional support, consulting, and the personalized attention of a Certified Reseller for Training.  This is when you will recognize the value of the services designed to help you use the system specifically to fit how your business operates.

And this is how you become instinctively familiar with all of Sage 50coud’s robust features so that you’ll fully realize its benefits, its return on your investment, and its impact on your growth and profitability.

While Accounting Business Solutions by JCS will always be available to assist you and constructively resolve any issues or challenges you’re facing, we encourage you to reach out before you’re struggling or having a problem. By taking a proactive approach to getting to know Sage 50cloud, you’ll realize more of its benefits more quickly with far less disruptive trials and errors.

 

Learn more about our private Sage 50cloud training classes

Accounting Training Classes

Sage Timeslips Training

 

Sage 50c Support

Sage 50C Support

Sage 50C Support from experienced Sage 50c, business operations and accounting consultants. When you are seeking answers to your questions on how to best use Sage 50cloud Accounting Software. Accounting is undoubtedly the most vital facet of every business. While there is a huge variety of accounting software available people prefer Sage 50cloud accounting software and rightly so. Sage 50c Accounting is a business management software subscription-based product published by Sage Group. It was previously known as Sage Peachtree Accounting. Let’s have a look at what benefits businesses can expect while using Sage 50cloud accounting software from a Sage 50cloud Consultants perspective. We can provide Sage 50c support and help you setup Sage 50cloud in the following areas.

  1. For over 30 years Unmatched Sage 50c Support: With Sage accounting software you’ll get all the suggestion & support you need. On the whole, Sage accounting saves you money, time and effort while operating your venture with their auto-renewal system.
  2. Sage 50 Dashboards Provide Great Business Insights: The reporting structure on the Sage 50c software permits you to make smart business choices based on the intuition you can collect via precise reporting. The business intelligence aspect the Sage 50 accounting program provides, will offer you access to your data and will enable you to make groundbreaking business decisions & executions.
  3. Easy to use, Easy to Correct and with robust Accounting Guidelines: The sage 50 accounting software is GAAP approved and is on par with industry ethics and is the most dependable accounting solution available in the present scenario.
  4. Discover Audit & Security Operations: These unique function enables you to maintain your data secure and aids your business to avoid wealth losses because of accounting scam or incorrect accounting. The Review part of the Sage 50 program inspects for typical accounting blunders and vulnerable activity with fifteen diverse data checking programs. The security & audit feature also permit you to verify who’s working on your accounting, making new entries or tampering old entries and accessing particular functions.
  5. Master Inventory Management: This is the best selling point of Sage 50 accounting software. Being able to administer your inventory enables your organization to decrease mistakes and control expenditures. You’ll be allowed to administer your inventory more stock based on sale orders & invoices. With Sage 50c accounting application one can also institute diverse cost levels for item, select between diverse costing procedures, modify cost either via fiscal value or proportion and track warranty or repair info on stuff with serial numbers.
  6. Customization: With totally customizable features you’ll be allowed to access the crucial data required to support your consumers, program your purchases & act fast if required. The capability to act fast will save you both money and time and offer a superior service to your precious clients.
  7. Advanced Reporting – Custom Reports to get you the information you need.

For affordable yet effective Sage 50c support accounting solution Contact Accounting Business Solution by JCS – your one stop for Sage software upgrades from Sage Peachtree into Sage 50cloud and Sage 100cloud support. Call 800.475.1047

When was Sage Peachtree Discontinued?

With the release of Sage 50 – 2013 Sage notified all users that Sage Peachtree would no longer be supported by Sage. However, we will continue to provide support for Sage Peachtree.

Sage 50C Support

You may have received notification from Sage that services to older versions of Peachtree and Sage 50 products are scheduled to be discontinued or have been discontinued. This is accurate information but is certainly not any reason to panic!  We here at Accounting Business Solutions by JCS Computer will continue to offer support for older versions of Peachtree and Sage 50 to you, our valued customers, and be your Sage Peachtree and Sage 50cloud resource. If you are on a newer version of Sage 50cloud you are NOT affected.

Accounting Business Solutions by JCS has Master Consultants available to offer ongoing Support even for older versions of your software. If you are interested in obtaining support services for an older version of Sage Peachtree or Sage 50cloud or pricing details for upgrading to a newer version please give us a call for Sage 50Cloud Support.

What are Sage 50c Support Questions for your Network Server?

While this list can be extensive, it is extremely important to have more information to purchase, upgrade, or update your Network Server adequately to meet your businesses current needs and future needs.

  1. Do you have a current server?
  2. Is the new server replacing your current server or is it in addition to your current server dedicated to Sage 50?
  3. What are the specifications of your current server?
    1. CPU –
    2. Memory –
    3. Disc Space (total and available) –
    4. Backup Technology currently in place –
  4. Are the workstations members of the domain or running as peer-to-peer?
  5. Is the server running Active Directory Domain Services or acting as a Member Server?
  6. What services are currently configured on the server?
    1. Examples: DNS, SHCP, File Sharing, Network Printing, Terminal Services, Email, etc.
  7. Are you using any network-accessible or network-wide applications?
    1. Example: Server-managed anti-virus software to monitor connected workstations
  8. How many workstations are on the network, potentially accessing resources of the server?
    1. Example: Access to shared folders, network printing services, managed anti-virus software, etc.
  9. How many users are on the network?
    1. This could be differ depending on multi-user PC’s, multiple shifts, etc.
  10. What backup technology are you using?
    1. Examples: Removable hard drive, tape/cartridge, cloud solution, etc.
  11. What is your backup schedule and policy?
    1. Examples: Every night, once a week, full or incremental backups, month-end archives, etc.

What Sage 50C Support Questions may be related to your networking environment?

  1. Who is your internet server provider?
  2. What are you upload/download speeds?
  3. What equipment and/or technology are you using for perimeter security?
    1. Examples: Firewall, routers, etc.
    2. Cisco, Sonicwall, ISP-Provided, etc.
  4. What equipment do you use for your network topology?
    1. Examples: switches, print servers, wireless access, etc.
    2. Are they Switch(es) 100mbps or Gigabit speed?
  5. Do you have any peer-to-peer networking or only client-server?
    1. Examples: Peer-to-Peer – engineering can access secretary’s hard drive or printer. Client-Server – only device providing resources is the server

 

Accounting Business Solutions JCS Computer ResourceSage 50 Support and Sage Peachtree Support

Sage Timeslips Support and Sage 50cloud training classes

sage 50 bank reconciliation

How to Run an Audit Trail Report in Sage 50

What is an Audit Trail Report in Sage 50?

The Audit Trail Report is a useful report which helps users locate and correct Sage 50 errors by offering them a detailed chronological listing of all changes made in their Sage 50 company file. This useful report shows the date and time of the modifications, as well as the user who made them. The Sage 50 Audit Trail offers unique customizable columns and can assist you in pinpointing Sage 50 data errors.

Month End Close Checklist for Sage 50

 

How do you run an Audit Trail Report in Sage 50?

To run an Audit Trail Report, follow these steps:

  1. Select Reports & Forms

Audit 1

 

2. Select Company, then select Reports

Audit 2

 

3. Select Audit Trail Report

4. When the report opens, it defaults to today’s activity.  Click Options (Gear icon) to select your specific date range.

Audit 3

 

Are you having trouble with your Sage 50 or Sage 50c software? The certified Sage consultants at Accounting Business Solutions by JCS offer Sage 50 training, support, and data repair. Our experienced Sage 50 experts can help get rid of your Sage 50 error  messages, including those which can be fixed with the Sage 50 Audit Trail Report. To get started with a Sage 50 consultant today, call us at 800-475-1047 today or email us at solutions@jcscomputer.com.

 

New in Sage 50 and Sage 50c – U.S. 2018.1 – 800.475.1047 – Support – Training – Consultant – Reseller

New in Sage 50 and Sage 50c – U.S. 2018.1 – 800.475.1047 – Support – Training – Consultant – Reseller

The new features provide flexibility to keep your office connected to the cloud! Features include:

  • New Cloud & Mobile Navigation Center
  • New Sage Bank Feeds Auto-Reconciliation Features
  • Improvements to Sage Contact
  • New Sage Dashboard Office 365 app

Cloud and Mobile Navigation Center

The Cloud and Mobile Navigation Center connects services via the cloud and allows for remote company data sharing. Accessible from the file menu, Office 365, Sage Drive and Sage One are all integrated. Beginning with the release of Sage 50c, the Cloud and Mobile navigation center are included. Your data is securely shared through the cloud without compromising data security. There are many features included with this new navigation center.

Sage Bank Feeds – Auto-Reconciliation Feature

Sage now offers the ability to link your bank account to sync bank and credit card transactions in order to streamline the process of reconciling these accounts. This feature helps eliminate errors with manual data entry while promoting accuracy to match transactions processed by your bank or credit card. The setup is easy through the account reconciliation window. Capture up to 2 years of historical bank records. Once the bank feeds are downloaded, Sage 50c will automatically match the transactions previously recorded to clear.

Sage Contact Improvements

Again, this feature is integrated with Microsoft Office 365 to allow you to view the detailed information about Sage 50c customer and vendor contacts in the Office 365 Mail app and desktop version of Outlook. There is a comms tab that provides the view of previous communication with vendors/customers to easily review history of communications and there is a notes tab to track communications and share notes with other users.

Sage Dashboard – Office 365 App

This is a new application offered in Sage 50/50c that integrates with Microsoft 365 that will allow you to view Revenue-Expense information, Aged Payables and Aged Receivables directly in Office 365. As long as you have access to the web, you will be able to view these features through a series of interactive charts and graphs. This feature provides you the ability to view critical data anywhere, anytime. The app will sync automatically. Examples of these features include Overdue Sales by Period shown on a bar graph for the last 12 months with the ability to drill down on a particular month. An Accounts Aging Pie chart is also available displaying the largest and oldest accounts as the larger pieces of the pie and the smaller piece listed as other with the remaining past due customer accounts. The pie chart can also be drilled down on by selecting a customer. On the Payables tab, the bar graph will display Overdue Purchases by Period and the Pie chart displays Accounts Over 90 days past due. The final tab is Revenue and Expenses displayed for the past 12 months in bar graphs.

For more information on Sage 50 and 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

Like us on Facebook  and follow us on Twitter

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2018.0 – Sage 50c Exclusive Office 365 Release Features – 800.475.1047 – Training – Support – Consultant – Reseller

2018.0 – Sage 50c Exclusive Office 365 Release Features – 800.475.1047 – Training – Support – Consultant – Reseller

Sage Intelligence Reporting with Office 365:

SI Reporting reveals the power of Sage 50c data into Excel. Customize and build powerful report using simple drag and drop design. Now with the ability to publish financial reports to the cloud and access them on your device to provide a deeper understanding to your business insights.

Sage Capture with Office 365:

Capture a receipt or record a transaction then post it to Sage 50c using any mobile device or tablet. Images are stored automatically in OneDrive so you won’t lost a document or receipt again. The Sage Capture App can be downloaded for free from the Apple and Android App stores!

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

Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

2018.0 – Sage 50c Release Features – July 2017 – 800.475.1047 – Support – Consultant – Training – Reseller

2018.0 – Sage 50c Release Features – July 2017 – 800.475.1047 – Support – Consultant – Training – Reseller

User Interface Modernization

Sage 50 is calling this a Facelift which has been long overdue. They have updated the Navigation Centers to ease use while keeping the functionality that we all know.

Sage 50c and Traditional:

AP Automaton provided by Beanworks

Beanworks offers a cloud-based accounts payable automation solution that helps companies streamline their invoice to payment process. Invoice routing is automatic and provides the ability to review and approve online. Also pay invoices via automated check, wire, EFT/ACH or virtual credit card.

This feature add-on and partnership will be available to Sage 50, Sage 100 and Sage 300 customers. Sage 50 Quantum customers with 25 or more users will get an immense amount of satisfaction and see increased productivity using the AP Automation.

For more information on Sage 100 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

Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

 

2017.1 Features in Sage 50 and Sage 50c – 800.475.1047 – Reseller – Consultant – Training – Support

2017.1 Features in Sage 50 and Sage 50c – 800.475.1047 – Reseller – Consultant – Training – Support

sage-1sage

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.

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

Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

Sage 50 – Questions for your Network Server – 800.475.1047 – Support – Training – Consultant – Reseller

Sage 50 – Questions for your Network Server – 800.475.1047 – Support – Training – Consultant – Reseller

While this list can be extensive, it is extremely important to have more information to purchase, upgrade, or update your Network Server adequately to meet your businesses current needs and future needs.

  1. Do you have a current server?
  2. Is the new server replacing your current server or is it in addition to your current server dedicated to Sage 50?
  3. What are the specifications of your current server?
    1. CPU –
    2. Memory –
    3. Disc Space (total and available) –
    4. Backup Technology currently in place –
  4. Are the workstations members of the domain or running as peer-to-peer?
  5. Is the server running Active Directory Domain Services or acting as a Member Server?
  6. What services are currently configured on the server?
    1. Examples: DNS, SHCP, File Sharing, Network Printing, Terminal Services, Email, etc.
  7. Are you using any network-accessible or network-wide applications?
    1. Example: Server-managed anti-virus software to monitor connected workstations
  8. How many workstations are on the network, potentially accessing resources of the server?
    1. Example: Access to shared folders, network printing services, managed anti-virus software, etc.
  9. How many users are on the network?
    1. This could be differ depending on multi-user PC’s, multiple shifts, etc.
  10. What backup technology are you using?
    1. Examples: Removable hard drive, tape/cartridge, cloud solution, etc.
  11. What is your backup schedule and policy?
    1. Examples: Every night, once a week, full or incremental backups, month-end archives, etc.

Questions related to your networking environment that may or may not have impact on your server

  1. Who is your internet server provider?
  2. What are you upload/download speeds?
  3. What equipment and/or technology are you using for perimeter security?
    1. Examples: Firewall, routers, etc.
    2. Cisco, Sonicwall, ISP-Provided, etc.
  4. What equipment do you use for your network topology?
    1. Examples: switches, print servers, wireless access, etc.
    2. Are they Switch(es) 100mbps or Gigabit speed?
  5. Do you have any peer-to-peer networking or only client-server?
    1. Examples: Peer-to-Peer – engineering can access secretary’s hard drive or printer. Client-Server – only device providing resources is the server

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

Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

Sage 50 Accounting – Receiving a Purchase Order flowing through Shipping and Completing a Sales Order – 800.475.1047 – Support – Training – Consultant – Reseller

Sage 50 Accounting Bar Code Software and Bar Code Labels

Sage 50 Accounting – Receiving a Purchase Order flowing through Shipping and Completing a Sales Order – 800.475.1047 – Support – Training – Consultant – Reseller

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

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

Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

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