Keeping You Up-To-Date With Information About Sage 300
TaiRox for Sage 300: An Overview of the Productivity Tools
By: Shirley Crocker, Senior Business Analyst
Tairox products address the needs of Sage 300 implementation with lots of companies, lots of transactions or large databases. If your company uses Sage 300 and it fits into any of these 3 categories, Tairox products could be a fit for you!
Lots of Companies
Provides the ability to maintain the same chart of accounts, vendors and/or customers for 50 companies
Provides the ability to maintain the same user permissions for 50 companies
Lots of Transactions
You can ship and invoice 300 orders in a morning
Quickly find customer and vendor documents
Fast Tools for Large Databases
The tools available are Copy Company, Fast DBTools and Fast Data Integrity
The Tairox Productivity Tools is a best seller and for good reasons. Listed below are the tools that are included along with a brief description of the benefits of each:
General Ledger Tools
Extended G/L Accounts copies accounts, changing segments, from one company to many, including options to filter, log changes, increase speed and safety
Extended G/L Segment Codes copies segment codes from one company to many
Extended G/L Account Groups copies account groups from one company to many
Accounting Status shows period-end status with drill-down in a single window
Extended Fiscal Calendar copies calendars from one company to another and supports per-module locking
Extended Create New Year creates a new year in multiple companies
Set Recurring Dates resets incorrectly entered last-run-dates
User Management copies permissions and setup from one user to another
Accounts Receivable Tools
Extended Customers copies customers from 1 company to many. Maintains multiple contacts per customer. Includes many options to filter, log changes, increase speed and safety. SmartFinder searches for customers like an internet search.
Apply Documents matches and applies unapplied documents to invoices. Supports manual and auto-apply matching.
Mass Billing creates a large number of invoices for a single A/R item. Includes options to annotate invoice batches and logs all changes.
Mail Merge creates mail-merge documents directly from Sage 300. Simplifies operation by eliminating export and data source setup. Eliminates guesswork by providing meaningful field names.
Accounts Payable Tools
Extended Vendors copies vendors from 1 company to many. Maintains multiple contacts per vendor. SmartFinder searches for vendors like an internet search engine.
Vendor Inquiry adds 20 dynamic tabs of information for managing purchases.
Vendor Document Inquiry adds 7 additional tabs of information about vendor documents and is launched from Vendor Inquiry
Mail Merge creates mail-merge documents directly from Sage 300.
Order Entry Tools
Extended Order Entry includes an enhanced item finder which shows prices, quantities and comments. Also includes the ability to edit kit details without creating hundreds of kit numbers in inventory control; add or delete a few items from a base kit, edit quantities and more.
Extended Shipment Entry shows prices, quantities and comments when selecting items. A ship button displays picked items in picking slip order.
Ship Orders ships hundreds of orders, optionally invoicing at the same time
Invoice Shipments invoices hundreds of shipments
Update Orders updates BOM’s, kits or items for hundreds of orders including the updating of price lists and expected ship dates.
Update Shipments updates prices or ship dates for hundreds of shipments
Delete Orders deletes old orders to correct item quantities and speeds up day-end
Delete Quotes deletes thousands of old quotes and speeds up day-end
Complete Orders completes old orders that will never be filled correcting quantities on order
Purchase Order Tools
Extended PO Entry shows item quantity information just like an order entry screen.
Stock Reorder performs reorder calcs. Saves the display grid to Excel and reloads the edited spreadsheet
Update Purchase Orders updates vendor costs for hundreds of purchase orders as well as expected arrival dates
Delete Purchase Orders deletes old purchase orders to correct item quantities
Complete Purchase Orders completes old purchase orders correcting item quantities
Complete Zero Receipts finds and completes purchase order receipts with zero costs
Inventory Control Tools
Extended Inventory Items copies items, changing segments, from 1 company to many. An Item In Use button will show all table references to an item.
Extended Vendor Details, Extended Customer Details, Extended Manufacturers’ Items all include a SmartFinder to search for items like an internet search engine
Extended Item Pricing copies prices from 1 company to many
Extended I/C Segment Codes copies segment codes from 1 company to many
Stock Reorder performs reorder calcs. Saves the display grid to Excel and reloads the edited spreadsheet. Creates either requisitions or purchase orders
Delete Items provides a way to see all inventory items that are safe to delete.
Fix Item Valuation Errors repairs item valuation errors in your data
Tairox also offers each one of these tools individually. For more information including a demonstration and/or pricing, just give us a call!