Sage Accpac Accounting Software Vancouver Blog - Unisoft

Using Excel to retrieve sales information from Sage Accpac is quite simple and powerful.  In both the Order Entry and Inventory Control Modules there is a table that includes sales statistics. ICSTATI is the name of the table that includes the sales details for the inventory module. Essentially this is is a table that includes records per accounting period for the quantity sold, sales amount, return amounts and cost of goods sold.  By importing this table into Excel you can easily create a pivot table/report that shows your net sales (sales - returns) for a range of periods and/or years as shown below.

Sales by Period for 2009/2010

Preparing such reports can be accomplished with the help of our consultants, 604-926-3398.

Unisoft will be attending the Sage Accpac third party conference or formally Third Party Advantage Conference (TPAC) from August 26th to 28th.  TPAC is a conference showcasing thrid party products that work with Sage Accpac ERP. The conference was founded in 2003 after the AOC, the old Third Party conference was discontinued.  All the major Sage Accpac third party developers will be there and will be a good time for Unisoft to get up to date on all their latest technologies and developments. There will be training sessions and exhibitions that will allow Unisoft to help find the best products to help improve our customers business systems. We will be posting back here after the Conference to give a quick summary of what of the Accpac conference.

This is a good question. For any business, small, medium or large, looking to utilize technology to their full advantage they will need to know what ERP is and how they can use it.  Essentially, ERP stands for Enterprise Resource Planning, another great IT acronym. However, this is not what we are after, we are after the concept that is making ERP software the next revolution in business technology.

ERP software is meant to be a solution for your business that can encompass and integrate all of your business processes and needs. It can include manufacturing, supply mangement, sales, financials, customer management  or just a few business activities. ERP systems are built around what your business needs.

Why is ERP software so important? Because it brings all your systems together and ensures every business process is integrated, bringng your business technology system closer and closer to mimicking your business. This makes all your company activities more efficient and enables you’re business to get more out of your investment. 

Ever since Unisoft began providing one of North America’s most effective customer relationship management solutions we have been met with some confusion regarding what CRM systems really can and cannot do. We hope this 3 part series of posts will help clear up some of this confusion as well shed some light into the intentions behind Sage CRM’s architectural design.

In many ways Sage Accpac CRM certainly is the all-encompassing “yes” solution.   It has been highly regarded for the ease of use and flexibility involved in the customization process as well as won out against its competitors for various user friendly features including an appealing and uncluttered interface, web deployment that provides real time access at anytime and from anywhere, integration with its host accounting solution (Sage Accpac ERP) and a wide range of readily available third party products that often also integrate with Sage Accpac ERP.  Nevertheless, customers often approach the prospect of purchasing a CRM system with unclear views about what they really want to achieve with the solution, or even worse, with little or no expectations at all.  In the first case this type of confusion can lead to a circle of indecisiveness which often stops at a dead end with no decision at all and in the second case customers that do go ahead with the purchase will often feel dissatisfied with the product because they never distinguished what they wanted it for in the first place.  In both situations the solution is simple: isolate your needs from your desires and come to a conclusion which is both satisfactory and realistic.  Of course, while we never want a client to settle for just anything that happens to come along, we also want you to remember that you will rarely find a solution that is perfect and so a little compromise is better than nothing at all.  

Join us next time when we discuss elements and functions that most customers should be looking for in CRM systems and how Sage CRM compares in this regard.

Have you been looking to get information about sales, inventory or customer activity out of your Sage Accpac ERP system? Unisoft has many consultants that are excellent at writing custom Crystal Reports to get exactly what you need out of your Sage Accpac data. Unisoft’s trained and proficient team of consultants will provide simple edits to fully customized sales and customer activity Crystal Reports tog et exectly what you want. Please contact us at 604-926-3398 or submit a service request and we will have one our consultants get back to you.