Customer Menus

• Allows separate order guides to be created and maintained with unique item price levels, contract prices and individual customer part numbers.
• Price schedules and contracts override the ACCPAC default pricing schemes.  User privileges allow or disallow manual price overrides.  Upon contract termination, item prices revert back to their normal price levels automatically.
• Within sales orders, orders can be created directly from customer menus, allowing for rapid entry of line items into an order.  Simply enter in the quantity in a grid format for each item to be sold, press the END key and those items are added to the order.
• Price guides and order guides can be either printed or faxed to all customers that have been assigned a customer menu.
• General and specific contracts override the pricing structures that are setup within each menu.

Sales Order Routing and Shipping

• Manages all orders which need to be picked, loaded and shipped on separate delivery trucks or separate routes.
• Orders can be easily moved from one route to another on our Route Analysis screen.  Every route shows the number of stops, the package count and the route weight for that day’s deliveries.  Drill down capabilities show each order that is on the route.
• Shipments are completed by route, allowing users to ship and invoice many orders simultaneously.
• Truck manifests are automatically created as the routes are shipped, detailing stops and special delivery instructions (EG: COD, don’t dark stop, etc.)  In addition, a driver audit report is printed which can be used to log all monies collected, credits given and product exceptions noted by customer.
• Customers are assigned to a default route and stop for each day of the week, which can be overridden when creating the order.

Soft Breaker Units & Catch Weights

• Allows items to be broken into smaller units than the stock U/M and automatically calculates both the price and the transaction quantity.  As an example if a case of apples is set up to be sold by the each and there are 80 apples per case, the system will calculate both the transaction and stock quantity and price when the user selects the appropriate breaker unit.
• Provides for up to 5 breaker units per inventory item for IC product manager to enter in sell unit.
• Each breaker unit can also have an uplift charge of either a percentage or flat amount that will increase the sell price whenever that breaker is selected.
• Items can also be marked to be sold by the pound and the system will track the catch weight and adjust the invoices and inventory counts correctly when the shippers enter the correct product weights at shipment time.
• When using catch weights, order entry personnel enter the order in either case or pound units.  The price entered is always the pound price.
• The order pickers are then required to enter the pounds shipped for that line item before the order can be shipped.  The invoice will have the order qty/unit (Eg:  3 cases of meat) as well as the pounds shipped, price/lb and the correct extended price printed on the detail line.
• On catch weight transactions, the stock U/M factor is deducted from inventory, not the breaker U/M factor.
• Lot tracking is supported.

Visual Internet

• Allows customers to enter orders from their unique customer menu directly on the Internet.
• Order pricing is calculated when the customer logs into the web server.
• Delivery dates and special instructions can also be added as the customer builds the order.
• When the order is submitted, it automatically is added as either a bid or a normal order in Sales Orders, with an e-mail sent to the salesperson notifying them of a new order.
• Custom reports can also be created and presented to the internet user.  Examples include Open Receivables Agings, Sales Analysis, etc.  Virtually any report generated from within SBT can be made available to these users.
• Interfaces can also be created to ProSeries data, allowing, as an example, users to update their own part numbers within customer menus or posting new vendor prices to a commodity buy board.

SuperHistory

• Allows the company to keep a history of vital sales and/or purchase history for a much longer period of time as compared to the normal history files which fill up fast and rapidly exceed the file size limitations of Visual Foxpro.
• Uses a subset of fields from icytrn, arytrn, arymst, soymst & soytrn as the basis for a new set of tables (icztrn, arztrn, etc) which are updated at period close and are not affected by delete history option.
• Additional fields can be defined in data dictionary if there is a customer need and will automatically be populated during period close, providing the fields are in the traditional history files as well.
• Superhistory files are added as options to AR sales analysis reports.
• Files can be added to ReportWriter for adhoc reporting use.

Landed Cost on Purchase Orders

• Allows users to add transportation, distribution and overhead costs to Purchase Orders and update the Inventory costs as appropriate.
• Additional costs can be added to the PO Header as a lump sum Eg:  Freight $1500 for the entire PO or can be specified on each line item of the PO.
• Landed cost calculations can be specified individually for each PO.  As an example, a PO may have landed cost calculated by the weight of the items on the PO, another PO by the cube value of the items, and still another PO by a standard freight allowance drawn from the inventory master.
• GL transactions are handled by clearing accounts set up by item or warehouse.
• When the PO is printed, only the actual cost of the item is printed, not the landed cost.
• A freight vendor can be assigned to the PO header and will automatically generate an Unbilled PO Receipt for that vendor when the PO is received.  Also the freight amount can be invoiced in AP in the normal Invoice PO receipts function.
• Unbilled PO Receipts reports have been modified to show freight vendors as well.
• Inventory On Hand Valuation and all other cost reports show the landed cost of the product.

Vendor Menus on Purchase Orders

• Allows users to create and maintain vendor menus for all vendors in system.
• Within Purchase Orders, orders can be created directly from vendor menus, allowing for rapid entry of line items into an order.  Simply enter in the quantity in a grid format for each item to be purchased, press the END key and those items are added to the order.
• As the menus are displayed in Purchase Orders, the last price paid for the product to that specific vendor is shown on the screen and automatically populates the line item cost.

PO Load Management (Multiple PO's on a Load)

• Allows users to create, manage, print and receive loads within ACCPAC ProSeries
• When loads are created, users can assign a freight vendor and a default landed cost calculation to be used for the load.  A common practice is to allocate landed cost by the weight or cube value of each item for the entire load.
• Users can manage all PO’s , loads and  trucks on one easy to use Load Analysis screen.
• PO’s can be easily moved from one load to another.  The Load Analysis screen shows every load and the number of warehouse stops, the package count and the load weight for the truck assigned to the load.  Drill down capabilities show each PO that is also on the load.
• Receipts are completed by load, allowing users to receive many PO’s simultaneously.
• Load manifests are automatically created as the loads are created, detailing stops and special warehouse instructions (EG: pickup number, warehouse phone number, scheduled pickup time, etc.)
• PO’s are assigned to a default load for each day of the week, which can be overridden.
• Receipt manifests are printed for each load, detailing every PO that will be on the truck.  Receiving the entire load is made much easier by this report.
• When the load is received, freight invoices are automatically added to the Unbilled PO Receipts report.

AR National Accounts

• Allows users to set up National Accounts for many individual customers whose invoices will be paid by a corporate headquarters on 1 check.
• Individual accounts for subsidiaries are set up and the corporate bill-to is entered where applicable.
• When a check is received, AR data entry clerk enters the corporate account number and all invoices for subsidiary accounts are displayed on one screen.  User can then pick and choose which invoices re being paid.  All credits are displayed on screen as well and user can take those credits at the same time as entering cash receipts.  User can also overpay individual invoices on same screen.
• If the invoice amount is the same as the paid amount, user simply presses the + key and the paid amount is automatically entered, otherwise the paid amount remains at zero.

AR Edit Invoices

• Privilege based option that allows user to edit AR Invoices.  System reverses original invoice and then allows user to delete line items or change qty & price on any line items on original invoice.  New line items can also be added to invoice.  Flags invoice as changed when invoice is saved.  Invoice number remains the same.
• Supports ACCPAC lot numbers.
• Not limited to current period transactions.  History invoices are also able to be edited, providing there is still an open balance on the invoice.

Sales Order Palletization and Cubing

• Company can use this feature to determine the maximum capacity of a truck and correct pallet placement within the truck.
• The system determines the number of packages that will fit on a pallet and then prints a truck loading diagram with the pallets laid out in the truck so the pickers know how to load the truck.
• When the pick tickets are printed, system automatically prints out labels for the cases and usually the warehouse pickers attach these labels to the packages as they put the packages on the pallets. In this manner, each pallet is stacked correctly with the required product.
• Supports box label printers (Eg. Zebra label printers)
• Customization of specific user warehouse requirements usually involved and not included in the price.
• Sales Order Routing & Shipping option required with purchase of this option

Brokerage Order Processing

• Allows the user to buy and sell product from one screen.
• Allows an order to be initially entered with no pricing or vendor information attached.  This allows the broker to take the order and then source the product later.
• As orders are created, both vendors and customers are specified, a brokerage fee is added to the item cost and the price is automatically calculated.
• At shipment time, both the invoice and the payable are created.  The original sales order becomes the invoice number in both receivables and payables.
• Buyers can see status of all bookings, dispatches, final passings,  orders and invoices from our unique ORDER PROCESS CONTROL board.  Bookings and shipments can also be created from within ORDER PROCESS CONTROL.
• Adjustments to original documents can be made from within A/R and are automatically posted to A/P.  This allows tracking of profitability by order throughout the entire system.

Work Order Board

Standard ACCPAC Work Orders creates 1 work order for each Sales Order that has not had a work order generated for it.  This results in many work orders being generated unnecessarily. What we have done is created a work order board that does the following:

• Summarizes all items on existing sales orders that need corresponding work orders created and presents them in a board that the user can edit.
• Creates 1 work order for each summarized item quantity.  If there were 100 sales orders each needing a specific quantity of the same item, a single work order will be created for the total quantity of each item.
• Allows user to change the finished quantity of the item before a work order is created.
• Allows the user to substitute a raw product item for another raw product item before the work order is generated.  As an example, if the BOM calls for a raw product item that is out of stock, the user can substitute another item.  This happens all the time in fresh produce processing.
• Shows the amount of the finished good sold all last week and a 3 week average of each of the next 3 days looking forward.  This allows user to forecast what they will potentially need to process.
• Prints the work order that will be created before it actually creates the work order.
• This enhancement saved one of my customers an average of 5 hours per day of data processing work by eliminating the need to manage and complete so many work orders and in forecasting upcoming processing requirements.