Tag Archives: Sage CRM

Frequently Asked Questions

Sage Accpac ERP Q – I added the Order Entry Header “UPS Zone” optional field to my finder screen so the field column now displays, but the field is not available in the “Find By” drop down list.  Is there … Continue reading

Posted in April 2007, Newsletter | Tagged , , , , , , , , , , , , , , | Leave a comment

Measuring CRM’s Bottom Line Impact – Part 1 By Dr. Nancy Rauseo

Sometimes the most challenging part of implementing CRM is selling it internally to your company’s management and to the employees that will end up living and breathing CRM. Regardless of a company’s size, you will likely need to quantify the … Continue reading

Posted in March 2007, Newsletter | Tagged , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Frequently Asked Questions

Sage Accpac ERP Q – Can we set an optional field to be required without selecting a Default Value? A – In version 5.3 of Sage Accpac ERP, you had to specify a default value for any optional fields that … Continue reading

Posted in March 2007, Newsletter | Tagged , , , , , , , , , , , , , , | Leave a comment

What is an ERP System?

We often hear IT personnel, consultants and software publishers refer to ERP systems, but what exactly is ERP? ERP (Enterprise Resource Planning) is a business management system that integrates all facets of the business, including finance, planning, manufacturing, warehouse, sales, … Continue reading

Posted in February 2007, Newsletter | Tagged , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Frequently Asked Questions

Sage Accpac ERP Q – Can you please explain what the provisional posting function does? A – The “Allow Provisional Posting” setting is selected in the General Ledger Setup Options window on the Posting tab. General Ledger allows you to … Continue reading

Posted in February 2007, Newsletter | Tagged , , , , , , , , , , , , , , | Leave a comment

Increasing Sales Through Knowledge Management – Part 2 January 2007 By Dr. Nancy Rauseo

In our last article, we addressed the question of what a salesperson can do to become an exceptional knowledge professional and increase revenues. Our focus was on becoming a sales knowledge professional. In this article, we will focus on how … Continue reading

Posted in January 2007, Newsletter | Tagged , , , , , , , , , , , , , , , , , , , | Leave a comment

Frequently Asked Questions

Sage Accpac ERP Q – Is it possible to copy an Order Entry Order from one customer to another customer? A – Yes. In Sage Accpac ERP version 5.4 the new Copy Orders form lets you duplicate an order from … Continue reading

Posted in January 2007, Newsletter | Tagged , , , , , , , , , , , , , , | Leave a comment

Increasing Sales Through Knowledge Management December 2006 By Dr. Nancy Rauseo

With the emphasis on technology and heightened customer awareness, the role of sales has evolved over the past couple of decades. Even the ideal profile of a salesperson has gone from an expressive, outgoing individual to one that is more … Continue reading

Posted in December 2006, Newsletter | Tagged , , , , , , , , , , , , , , , , , , , | Leave a comment

Frequently Asked Questions

Sage Accpac ERP Q – What year end functions must be done in Sage Accpac ERP?A – The only required functions are to create a new Fiscal Calendar year in Common Services and to run the General Ledger Create New … Continue reading

Posted in December 2006, Newsletter | Tagged , , , , , , , , , , , , , , , , , , , | Leave a comment

Frequently Asked Questions

Sage Accpac ERP Q – Can a default inventory location be specified for a Customer so goods are always shipped from the nearest warehouse location? A – Yes. In Sage Accpac ERP version 5.4 a new Inventory Location field has … Continue reading

Posted in Newsletter, November 2006 | Tagged , , , , , , , , , , , , , , , , | Leave a comment