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UniDevCo Item Tracking

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UniDevCo. Item Tracking & RecXpress. Presented by: Doug Ash and Liz Bollmann ... Imports bank statement (Quick Books format or custom template) ... – PowerPoint PPT presentation

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Title: UniDevCo Item Tracking


1
UniDevCoItem Tracking RecXpress
  • Presented by Doug Ash and Liz Bollmann
  • Business Intelligence
  • From Your Accounting Data

2
Todays Presentation
  • Item Tracking Serial/Lot and more
  • RecXpress
  • Questions

3
Satisfaction
  • Typical Operational Installation

Reference site
Stock Position Credit Standing Sales Info Live
Desktop Automation
With UniDevCo
Very Satisfied
Without
Satisfied
4
Item Tracking
  • Serial/Lot and more
  • 15 of ALL IC users need more detail
  • 1-2 get it.
  • Big opportunity to sell software and consulting.

5
Item Tracking - Who needs it
  • Carpet, Fabric - Rolls Dye Lots
  • Steel pieces, bundles, heat
  • Drugs, Food lot numbers, quality control
  • Computer Hardware serial numbers
  • Multi bins (pick seq) per item per location
  • Warranty tracking, Repair History
  • Scheduled Maintenance

6
UniSerials Item Tracking
Lite tracks from time of sale and after sale
Full tracks from receipt to sale and after sale
7
UniSerials - Integration
  • Tight Integration ACCPAC desktop
  • Same IC Items and Locations
  • Receive from MISys
  • Hot link in OE
  • Reserve for Orders
  • Ship on Invoices
  • Return via Credit Notes

8
UniSerials
  • One product multiple configurations
  • Mainstream for us, not an option.
  • Teledemo

9
RecXpress for Bank Services
  • New icon in Bank Services
  • Imports bank statement (Quick Books format or
    custom template)
  • Reconciles by reference then by amount or date
  • Saves time and frustration

10
RecXpress - icon
11
Update Bank Services
12
RecXpress Setup
13
Select Bank Import
14
View Matched Entries
15
Bank Services its done
16
www.Peresoft.co.za
  • Free full working copy for Dealers
  • Support from forum on web site
  • Purchase from ACCPAC

17
Increase Customer Satisfaction
  • With EVERY IC/OE sell
  • Ops Inquiry
  • Stock Card
  • Sales Analysis
  • With EVERY GL/AR/AP sell
  • AR Inquiry
  • Macros Easy
  • RecXpress

18
Where do you go from here??
  • Make UniDevCo products part of your standard
    offering.
  • Install demo and learn the hot points
  • Add to ALL your quotes
  • Show in ALL demos
  • Feature in your newsletters
  • Targeted seminars

19
Questions
  • UniDevCo
  • Broadening the Scope of ACCPAC
  • Business Intelligence
  • From Your Accounting Data
  • www.UniDevCo.com
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