Bank Reconciliation in Version 5.6
The Sage Accpac ERP bank reconciliation module received significant enhancements in version 5.6. In this tutorial, we run through an example reconciliation and point out some of the new features along the way.
Duration : 6 min 38 sec
Sending Mass Emails
Sending your newsletter, product and service announcements and marketing messages is an easy task using the mass email function in SageCRM. In this tutorial, we walk you through the process.
Duration : 7 min 47 sec
Help Resources and Documentation
In Sage Accpac ERP version 5.6, you'll notice some changes to the product documentation. Most importantly, you'll find a significantly beefed up Help system that now takes the place of module-specific pdf manuals. In this tutorial, we show you how to access the help system and how to use it most effectively.
Duration : 5 min 53 sec
Setting Up Your Preferences
SageCRM provides a Wizard that walks new users through configuration of settings that control the way information is displayed and how some features behave. While the Wizard is very helpful in getting a new user underway, it doesn't cover all of the options available to you In this tutorial, we lead you through the options not covered by the Wizard.
Duration : 8 min 54 sec
Sage Accpac Intelligence Dashboard Report
New in Sage Accpac ERP v5.6 is Sage Accpac Intelligence, a powerful reporting and analysis tool that can extract data from all of your key financial and operations modules. In this tutorial, we focus on how to run the included Dashboard Report.
Duration : 8 min 56 sec
Outbound Calling
Outbound Calling feature in SageCRM automates your internal telemarketing efforts. In this tutorial, we show you an example of how it can be used and how to setup your own Outbound Calling campaigns.
Duration : 10 min 28 sec
Key Attribute Profiles
Key Attributes are a special type of data field in SageCRM that gives you a method for setting up dynamic sets of data associated with People, Companies, Opportunities, Cases, and Leads. In this tutorial, we show an example of how Key Attributes can be used to register customers for a seminar.
Duration : 8 min 53 sec
Optimize Your Use of the Finder in Sage Accpac
The finder in Sage Accpac is used on data entry screens to lookup and select information such as account numbers, customers, vendors, items, orders and transactions to name a few. In this tutorial, we show you features and functions of the finder, including some elements that you can customize for your own use Even seasoned users of Sage Accpac may learn a thing or two.
Duration : 5 min 48 sec
LinkedIn Integration
SageCRM and LinkedIn are valuable tools for building and maintaining business relationships and by integrating the two, their power increases 10-fold. In this tutorial we show you how to enable the integration.
Duration : 4 min 38 sec
Create Shortcuts to your Most-Used Functions in Sage Accpac
Most users of Sage Accpac ERP have very focused job responsibilities that are limited to a specific set of accounting functions. If this describes your use of Sage Accpac, then wouldn’t it be great if you could access these specific functions without having to navigate through menus and icons? Well you can and in this tutorial, we show you how to group shortcuts to your most-used functions into your own folder on the menu tree.
Duration : 3 min 59 sec
Team CRM
The Teams feature in SageCRM allows you to group your staff by function and provides you a consolidated, global view of their activities and sales and customer service pipelines. In this tutorial, we show you how Teams are used and how to set them up.
Duration : 6 min 58 sec
Using POs for Non-Inventory Items
Almost all companies that manage inventory use a purchase order system. But even companies that don’t manage inventory can benefit from using POs. From purchasing computers to office supplies, from professional services to repairs and maintenance, managing your company’s purchasing is important. In this tutorial, we show how you can configure and use the Sage Accpac PO system to manage the purchase of ad hoc items and services that are not maintained in an inventory system. This methodology applies whether or not you are running Sage Accpac Inventory Control.
Duration : 8 min
Knowledgebase Solutions
SageCRM offers a Knowledgebase that helps you solve customer issues involving your product or service. In this tutorial, we show you how to create and use knowledgebase solutions.
Duration : 6 min 19 sec
Kitting Items
The Kitting feature in Sage Accpac ERP allows you to assemble a collection of items and sell them through Order Entry as a single master item. This can be an Order Entry time-saver when you're selling promotional bundles. In this tutorial, we show you how to create and use kits.
Duration : 6 min 55 sec
Use Cases to Manage Your Customer Support Issues
SageCRM provides a formalized Case Management system for resolving customer support issues. In this tutorial, we show how you can use Case Management to keep your customers happy and loyal.
Duration : 7 min 29 sec
Submit Your Sage Accpac Feature Ideas to Sage Software Using Ideascope
The developers of Sage Accpac ERP are following a Customer Connected approach to product development where new features and enhancements are based on what they hear from customers like you. To gain your continued input, they’ve implemented what’s known as Ideascope. In this tutorial, we show how you can submit your own ideas for Sage Accpac ERP.
Duration : 4 min 28 sec
Integration with Sage Accpac ERP Order Entry
The integration between SageCRM and the Sage Accpac Order Entry system provides your sales, customer service and accounting departments with the ability to enter quotes and orders from within SageCRM. Further, SageCRM also gives your staff access to a vast amount of information regarding orders, inventory and sales history. In this tutorial, we provide an overview of the integration points.
Duration : 6 min 10 sec
AR Inquiry
The Sage Accpac ERP Extended Enterprise Suite now includes the AR Inquiry module. AR Inquiry consolidates customer information from many areas within Sage Accpac putting valuable information at the fingertips of your staff. In this tutorial, we lead you on a tour of this module.
Duration : 6 min 13 sec
AR Collections Manager
Beginning with version 5.5, when you upgrade or purchase your Sage Accpac ERP system you receive what’s known as the Extended Enterprise Suite.Importantly, this suite includes SageCRM along with an AR Collections Manager component. In this tutorial, we show how your accounting department can use the AR Collections Manager to proactively shorten your AR time and have more cash available for your business.
Duration: 5 min 16 sec
Order Entry & Purchase Order Templates
Sage Accpac ERP allows you to use templates to speed up and simplify entry of orders, purchase order requisitions and purchase orders. In this tutorial, we show you how to setup and use templates in Order Entry, but you can follow the same steps for Requisitions and PO’s.
Duration: 6 min 35 sec
Address Management
SageCRM has an address management function that makes it easy for you to maintain and update addresses and see the relationships for the companies and people in your system. Importantly, it also helps keep your CRM system free of duplicate addresses. In this tutorial, we show you how it works.
Duration: 6 min 10 sec
Apply Document
Unapplied transactions often occur when customer payments don’t match their invoices and when companies follow a deposit now, match later approach to receipts. This can lead to a mess of unapplied transactions. In this tutorial, we show you how to use the Apply Document feature in Sage Accpac ERP to cleanup unmatched transactions. This feature is also available in Accounts Payable.
Duration: 6 min 27 sec
Track and Manage Related Entities In SageCRM
The Related Entities feature in SageCRM allows you to track relationships between holding companies and their subsidiaries, suppliers and their customers, and the firms that compete against you on specific sales opportunities to name a few. In this tutorial, we show you how the related entities feature is used and how to set it up for your specific needs.
Duration: 5 min 51 sec
Customize the Information that Flows to your General Ledger
Sage Accpac ERP allows you to customize the information that flows from your sub-modules to your general ledger. In this tutorial, we show how to customize this on your system.
Duration: 5 min 20 sec
SageCRM Mass Update Feature
Have you ever had the need to update the same data field across numerous contact records in your CRM system. This can be a time-consuming effort if you have to visit each contact record to make the change. In this tutorial, we show you how the Mass Update feature in SageCRM makes this a quick and easy process.
Duration:4 min34 sec
Customer Refunds
Nobody likes to give a refund, but if it’s necessary, it should at least be easy to generate. In this tutorial, we show you how Sage Accpac ERP facilitates customer refunds.
Duration: 2 min 8 sec
Creating Document Templates in SageCRM
SageCRM allows you to centralize templates for your company’s letters, proposals, and other documents. In this tutorial, we’ll show you how to create a document template in SageCRM.
Duration: 6 min32 sec
Year-End Procedures
Closing the year in Sage Accpac ERP is a rather painless exercise. In this tutorial, we’ll review the major year-end tasks and walk you through the process.
Duration: 5 min 59 sec
SageCRM -
Email Templates
Using email templates saves time and promotes consistency across your company. In this tutorial we show you how to create and use templates in SageCRM.
Duration: 6 min 8 sec
Sage Accpac - General Ledger Rollups
The GL Roll up feature in Sage Accpac ERP was an enhancement introduced in version 5.5. Roll-ups allow you to consolidate account balances to provide a summary balance. In this tutorial, we show you how to setup account roll-ups and we look at some examples.
Duration: 5 min 26 sec
SageCRM - Track and Manage Related Entities In SageCRM
The Related Entities feature in SageCRM allows you to track relationships between holding companies and their subsidiaries, suppliers and their customers, and the firms that compete against you on specific sales opportunities. In this tutorial, we show you how the related entities feature is used and how to set it up for your specific needs.
Duration: 5 min 51 sec
Sage Accpac - Customize the Information that Flows to your General Ledger
Sage Accpac ERP allows you to customize the information that flows from your sub-modules to your general ledger. In this tutorial, we show how to customize this on your system.
Duration: 5 min 20 sec
SageCRM - Mass Update Feature
Have you ever had the need to update the same data field across numerous contact records in your CRM systems? This can be a time-consuming effort if you have to visit each contact record to make the change. In this tutorial, we show you how the Mass Update feature in SageCRM makes this a quick and easy process.
Duration: 4 min 34 sec
Sage Accpac - Customer Refunds
Nobody likes to give a refund, but if it’s necessary, it should at least be easy to generate. In this tutorial, we show you how Sage Accpac ERP facilitates customer refunds.
Duration: 2 min 8 sec
Sage CRM - Creating Document Templates in SageCRM
SageCRM allows you to centralize templates for your company’s letters, proposals, and other documents. In this tutorial, we’ll show you how to create a document template in SageCRM.
Duration: 6 min 32 sec
Sage Accpac - Year-End Procedures
Closing the year in Sage Accpac ERP is a rather painless exercise. In this tutorial, we’ll review the major year-end tasks and walk you through the process.
Duration: 7 min 19 sec
SageCRM - Introduction to SageCRM Marketing Tools
Powerful marketing tools in SageCRM allow you to target the right customers, execute campaigns, and track responses. In this tutorial, we focus on the basics of setting up a campaign.
Duration: 5 min 43 sec
Sage Accpac - Write Quick Checks Using Miscellaneous Payments Feature
The Miscellaneous Payments feature in Sage Accpac ERP provides a quick and easy method for writing checks outside of a normal check run. In this tutorial, we’ll show you how easy it is to use.
Duration: 3 min 9 sec
SageCRM - Sales Forecasting
SageCRM includes a sales forecasting system that can reduce the effort and time that your sales team spends each month manipulating spreadsheets to generate their forecasts. In this tutorial, we'll show you how easy it is to use.
Duration: 6 minutes 5 seconds
Sage Accpac - Manufacturer's Item Number
Sage Accpac ERP includes a Manufacturer’s Item number feature that can speed up your data entry. This feature allows you to specify as many alternative codes or numbers for your inventory items as you want. In this tutorial, we’ll show you three example uses for this valuable feature.
Duration: 6 minutes 5 seconds
SageCRM - Sales Opportunity Management
SageCRM provides a powerful set of sales pipeline management tools and the process begins with your salespeople entering their opportunities into the system. In this tutorial, we focus on the basics of creating an opportunity in SageCRM. Once you’ve begun to enter opportunities, then you can take advantage of SageCRM’s sales reporting and forecasting tools.
Duration: 4 minutes 54 seconds
Sage Accpac - Use Payment Codes for Vendor Invoice Payments by Credit Card
Sage Accpac ERP includes a payment code feature in Accounts Payable that has multiple uses and benefits. In this tutorial, we’ll show just one use of this feature that facilitates credit card payments for invoices from your vendors in Accounts Payable.
Duration: 6 minutes 49 seconds
Sage Accpac - Analytical Dashboard
Sage Accpac ERP includes an analytical dashboard that displays key performance indicators for your business. Importantly, these indicators can alert you to issues and trends that may require corrective action.
Duration:
4 minutes 8 seconds
SageCRM - Promoting CRM Prospects to Sage Accpac Customers
SageCRM is now included with Sage Accpac ERP and this powerful, integrated combination forms the basis of the Sage Accpac Extended Enterprise Suite. In this tutorial, we’ll start with the basics of how to promote a prospect in SageCRM to a customer in Sage Accpac.
Duration: 3 minutes 57 seconds
Sage Accpac - Customer Number Change
The Customer Number Change module allows you to change customer numbers, combine customers into one account and quickly create a new customer based on an existing customer account. In this tutorial, we'll show you how to use it to combine two customers into a single account which may be necessary if one customer acquires another.
Duration: 3 minutes 55 seconds
SageCRM - Create Marketing Target Lists with Ease
SageCRM provides a strong set of marketing tools that help keep your company in front of leads, prospects and customers. The starting point for most marketing efforts is the creation of a target list. In this tutorial, we’ll show you how to build target lists for your marketing campaigns in SageCRM.
Duration: 5 minutes 47 seconds
SageCRM - Scheduling Tasks & Appointments
One of the benefits of using a CRM system is staying on top of your tasks and appointments. In this tutorial, we’ll show you the basics of appointment and task scheduling.
Duration: 6 minutes
Sage Accpac ERP - Enhanced Drilldown from Operations Suite
When you’ve got a customer on the phone placing an order, its critical to have item availability at your fingertips. Sage Accpac puts this information on your Order screen and enhanced drilldown gives you easy access to the details. In this tutorial, we’ll show you a typical order entry scenario where these features will benefit you and your customers.
Duration: 3 minutes 38 seconds
Speed Up Data Entry with Distribution Codes and Sets
Sage Accpac provides Distribution Codes and Sets to help speed up your data entry in Accounts Payable. In this tutorial, we’ll show you how their used and how to set them up.
Duration: 4 minutes 45 seconds
Reassigning Accounts & Tasks to Another User
When an employee leaves your company, it’s critically important that you’re able to quickly pick up where they left off, especially if they were in a sales or customer service role. In this tutorial, we'll show you how to use the disable and reassign function.
Duration:
3 minutes 59 seconds
Email Invoices and other Documents Directly from Sage Accpac
Delivering your invoices and statements by email can save you time, money and may even get you paid faster. In this tutorial, we’ll show you how easy it is to setup and use this feature.
Duration: 5 min 23 sec
Capture Leads from Your Web Site
Capturing leads from your company’s web site is especially useful for seminar registrations, newsletter signups, and brochure requests to name a few. In this tutorial, we’ll show you how it works and how to set it up.
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