iFlash - Item Flashboard

Overview
Let’s try to understand a scenario; a sales person having in front of him a prospective buyer and negotiating for best price. Now it’s the sales person’s turn to quote in for appropriate price for the items, delivery date if this sales deal gets closed. In this scenario, if the sales person is provided a flash of the required details then it would help him in taking an upper hand and enable him in closing the lead. This is where iFlash tends to deliver its best utility.

Salient Features:
iFlash is made available using a shortcut key once the application is launched.
Sales Statistics (3 months prior to the present session date) of an item to know the performance of any item.
Information on item’s price, incorporating all the available price lists from Accpac, with support to multi-currency.
Item Availability information with quantity on SO and PO, so as to enable the users to know about the ordered and allocated status.
The • Special price information for all the items for which a contract pricing is given.

Key Benefits
iFlash saves time, by fetching all the key information of any item on a single hot-key.
Giving a quote for a product within few seconds especially on a customer’s call.
Providing all key information about a product, drives the customer to take a quick decision.

CI accepts Credit card payments

This has been one of the constant request from our clients so that they can pay using their credit cards.
I am happy to announce that from now on CI accepts Credit card payments for its products & services.
Clients can now pay using their VISA, MASTER CARD, AMEX, DINNERS, DISCOVERY & even e-check.
Hope this gives a lot of flexibility to our clients.
In case you need any information about this, please contact me @ 201 256 6532

SugarCRM Quote Module Integration with Sage Accpac ERP

Prologue:
SugarCRM Quote Module in Integration with Sage ACCPAC ERP. The objective of this module is to provide a mobile office for the people who involve in sales and business development. The solution is rightly fabricate in such a way that this becomes the most affordable solution in the economic scenario.

Précis:
The combination of best among the bests. SugarCRM Community Edition with Sage ACCPAC ERP. The most used and affordable ERP solution is integrated with the open source CRM solution. The terrific duo can increase your sales revenue substantially and drastically decrease the turn-around-time. HOW? This will be the next question that is arising in your minds.

For an instance; a Business Development Manager who is in a meeting with a client in their location, having the updated information on item details, price lists (multicurrency supported), cost and other details is authoritative and can easily close the sale. This is the main objective of this solution; empowering the people involved in growth with a mobile office and all required information on the company’s products and of course with an ability to create Sales Quotations and Sales Orders.

This solution is an excellent cost reduction tool. Since the sales personnel are given the ability to create quotes and sales orders, absolutely there is no requirement of rework or a back-end work. Moreover optimal utilization of time is achieved.

This fast paced business world and an eventual globalization has brought a concept called “Business on the Move”. Quote Module in SugarCRM in integration with Sage ACCPAC ERP, this serves purposes of communicability and updated information to the minute. The feature specifications and functional attributes are in adherence with global usability.

This solution is made up of agile methodologies and follows the top-notch technology of synchronizing the data flow from Sage ACCPAC ERP to SugarCRM.

Quote Module in SugarCRM enables the users to update Sales Quotations in SugarCRM, all the information required for this namely; Customer, Item Number, Description etc. fetches from
Sage ACCPAC ERP. The moment a particular sales deal is closed, the same sales quotation can be used to create sales order.

SugarCRM Quote Module in Integration with Sage ACCPAC ERP is a boon to corporate and sales personnel who are working harder to keep them buoyant even in this economic climate.

Krish
Consultant
CI.COM (P) Ltd.,

Sales Order to Purchase Order Utility - SO2PO

Sales Order to Purchase Order is a utility component which can integrate with Sage ACCPAC ERP. Sales Order to Purchase Order (SO to PO) is an excellent supporting tool for Sage ACCPAC ERP users.

Very purpose of this tool is to create purchase order(s) in a swift manner from a single (or) multiple sales orders. The required inventory by the sales orders can be fulfilled fully or in parts.
The need for SO to PO is inevitable, as the new generation business era has given a rich thought to Just in Time Purchase, Economic Order Quantity and newer concepts such as; improving return on investment of a business by reducing in-process inventory and its associated carrying costs.

SO to PO can also act as a simulative tool for Material Requirements Planning. The inventory items can be purchased with respect to those that has been ordered (demanded).

Moreover any business house would not be interested in involving their man-hours in doing repeated data entry activities. Rather the helm of affairs of the business house would be interested in their employees involving in man-hours on analysis, market study, business development and control unnecessary carrying costs.

Some of the salient features of Sales Order to Purchase Order as follows;

The functionality of this component is very straight and simple. SO to PO can create purchase orders based on the sales orders. The sales orders might have some of the inventories that are already available hence SO to PO considers this case and provides an option to select for those inventories to raise the purchase orders.

Purchase Order can be created by selecting a vendor and then selecting the items from an open sales order.
An open sales order for the purpose of SO to PO is, any one of the following;
 An order with one or more items that are not yet shipped.
 And/Or there exists a sales return for one or more than an item for that order.
 And/Or any of the generated PO against this Sales Order is cancelled.

Item Cost, an option has been provided in SO to PO to consider the cost available in Purchase Order Setup (or) Order Entry.

Facility to create orders for the BOM items found in the Sales Order in two different methods namely;
 BOM Items (BOM Master Items) as Purchase Order Items
 BOM Components as Purchase order Items

Flexibility to create multiple Purchase Orders with different vendors from one
single sales order or multiple sales orders in one step process. Facility to change the tax group of the vendors, those considered in purchase order.

Technical Compatibility:

 Compatible with Sage ACCPAC ERP 5.4 and 5.5 versions
 Developed the product using Sage ACCPAC SDK utility.
 User Friendly interfaces.
 Supports all databases that Sage ACCPAC ERP supports

New Commission Manager for Sage Accpac ERP 5.5

Sales Commission needs Justification

The argument goes with businessmen till today that compensating salespeople is a business development expenses or it’s an investment to elicit the performance of their business. The answer for this question is obvious. Compensation to sales people in terms of incentive or commission is definitely an investment as this will enable the performance of their business.

The standard way of compensating marketing people in most businesses is Sales Commission. Sales commissions are calculated dynamically based on the performance of a sales person. Sales people are the most important employees in any company and adequately compensating them for high performance becomes a vital business activity for a company.

In addition to Salespeople, Sales managers, technical support personnel and others may also be recognized for commission. Salespeople’s compensation can be a combination of Base Salary and Sales Commissions or can be pure Sales Commissions. Salespeople with pure Base Salary are rare. Salespeople take a risk with their compensation in a commission situation, but they typically have an upside where they could make far more than the average employee, if their performance is high.

Commission calculating methods are possibly the most variable methods performed by an organization. These methods tend to vary significantly from industry to industry, and many times within companies in an industry. Sales commission programs tend to be different by employees even within a company. Unlike regular salary, Sales Commissions tend not to be governed by a lot of laws and rules, and this adds further variability to the programs. Variations can include the kind of performance being compensated (Revenue Vs Gross Profit), the frequency of calculation (Monthly Vs Quarterly), and the type of transactions being compensated (Invoices Vs Payments), the level of salespeople being compensated Sales representative Vs Sales Manager and so on.

To help your business to perform and to have better people to support and trustworthy, one should possess a very good system of compensating the people. Thus, CI.COM has come out with a new system called Commission Manager for planning, advising and paying commissions on time to people who will really feel happy to perform.

It’s all about - Commission Manager

Commission Plan
A Commission Plan is the fundamental groundwork of Commission Manager Program. The commission plan is the keystone of setting up the performance expected from the sales people and the compensation for the performance at varying levels. Some of the notable plans that help the users to come out with a good compensation to sales people are plotted hereunder.

Period
This is the period of performance within which goals are set and attainment is measured. This can be a month, quarter, half-yearly, full year or any periods.

Volume
The volume of sales determines the performance. Generally, business that has got good number of products to sell and make volume profit prefers the volume based commission to their sales people.

Territory/ Location
The performance is measured based on the sale in a geographical customer based location or the territory of the customers. This helps the business in planning on compensating people who do sales based on geographical locations where, selling a product is more challenging.

Job Category
The commission for sales rep may not be the same as the commission for a sales manager. This may vary based on their job category, roles and responsibilities.

How Commission Manager works?
Commission manager module works as like the standard modules of sage ACCPAC ERP

• Initially, the user needs to set/choose the parameters that are necessary for the commission calculation like Setup->Options UI, Commission plan->Commission Plan UI etc.
• The user can categorize the salesperson into groups or by job category. Likewise he can categorise the customer based on the location. This categorization can be used in commission calculation.
Commission calculation
• Commission manager automatically fetches the invoice and credit note information from the OE/AR module without user intervention.
• Based on the settings, the commission will be calculated once the specific document in AR (Invoice or credit note) is posted in ACCPAC.
• The user can edit, advise, pay (both partially and fully) the commission to the salespersons.
• The payment of commission can be accounted in ACCPAC either by creating an AP Misc payment or GL Journal.

Sage Summit November 2008 - Meet my people

Are you going to the Sage Summit 2008 on November 17-20, Denver, Colorado Convention Center

My guys Ramani, Prasad will be there. Stop by the CI.COM booth (#739) to say hello.

Things you can get from them:

• Products demo like Mobile SalesPerson, Mobile Inventory Suite, Commission Manager
• Discuss any custom project in Sage Pro, Sage Accpac ERP, Act!, Peachtree, BusinessVision
• Discuss any other .NET project requirements
• A nice compliment too !

So don’t miss this opportunity to meet our people.

No idea what we’re talking about? Check out the http://www.sagesummit.com/

Order Entry to Purchase Order - SO2PO Utility

Overview
Sale Order to Purchase Order Utility is an excellent supporting tool for Sage ACCPAC ERP users. The purpose of this tool is to quickly create purchase order against a sale order from a customer and maintains the purchase orders if there is revision of the purchase orders.

Features

• Create a PO by selecting a vendor and then selecting the items from an open sales order.
• An open sale order is any one of the following
  An order with one or more items that are not yet shipped.
  And/or there exists a sales return for one or more than an item for that order.
  And/or any of the generated PO against this Sales Order is cancelled.
• The utility will display the cost of the item as per the default method defined in Accpac that can be modified.
• Either complete or partial product lines can be selected to create PO.
• The payment terms will set to the default payment term of the selected supplier.
• An audit report to print for the users to know the purchase orders that are created by this utility.
• Facility to create Multiple PO’s for the different vendors from a Single or Multiple Sales Orders in single step.
  change the Tax Group of the PO vendor(s)
• Create orders for the BOM items found in the Sales Order in two different ways
  1. BOM Items (BOM Master Items) as Purchase Order Items
  2. BOM Components as Purchase order Items