512.892.8990 info@121-business.com
Tracking Sales Orders with Sage 50 Quantum

Tracking Sales Orders with Sage 50 Quantum


by Suzy Payne Rabb
121 Business Software Consulting

 

Where’s the Order?

What if everyone on your team could have real time access to the latest status and up-to-the minute notes on your company’s open sales orders?  Imagine how much more smoothly your operation could work. No one would have to wonder, ask or spend time tracking down what’s happened or what needs to happen next. With just a couple key strokes, a user could see a birdseye view of the total sales order process or drill down to immediately answer questions about the most detailed aspects of a specific order.

With minimal setup, your Sage 50 Quantum system can be setup to provide a dashboard with the following views.

And you can arrange these views on your own dashboard in a number of meaningful ways.

So, how is it done? Sage 50 Quantum Order Process Workflow is the key. Order Process Workflow is built into the Sage 50 Quantum system. You just need to set it up and start using it.

 
 
 
 
 
Update:  New Sage 50 Business Intelligence Report, Sales Orders by Status w/Trackit Note, is now available.  Click here for report details.
 
 
 
 

 

 

 

 

Sage 50 Order Process Workflow

The Order Process Workflow system in Sage 50 (Peachtree) Quantum Accounting keeps everyone informed in real time of all the details related to your sales orders, so that anyone with approved access can instantly know where the order is, when it’s due, who’s handling it, or what the problem with it is. You can customize the triggers, steps and statuses that are crucial to your particular company.

  • Keep track of all the moving parts of your order process so nothing gets missed and everything moves along as planned.
  • Notify the next person in the process with a status and specific notes as needed.
  • Have one centralized place to keep track of all the work involved in the process, or see just your own tasks.
  • Automatically send notifications to designated employees once a task is completed.
  • My Inbox on My Dashboard monitors the status of a user’s processes and transactions, and allows them to take action.

Interested in learning more?  Contact a Sage 50 Certified Consultant or email me at suzy@121-business.com to setup a free consultation.  I’ll share the steps to get this functionality setup and working for your company.

Suzy Payne Rabb
Sage 50 Peachtree Certified Consultant
Sage 50 Solution Provider
Your Live, Online Guide to Sage 50 Success
512.892.8990

 

See Professional Profile

 
Send email to suzy@121-business.com
Website: www.121-business.com
Join my professional network at Linkedin and follow me on Twitter.
 
Sage 50 Quantum, Sage 50 Consultant, Sage 50 Help, Sage 50 Training, Order Entry, Order Processing, Sales Orders, Open Orders, Peachtree Quantum, Peachtree Consultant, Peachtree Help, Peachtree Training
Sage 50 (Peachtree) Basic Training Videos

Sage 50 (Peachtree) Basic Training Videos

Get started using Sage 50 (Peachtree) by viewing the Basic Training Video Series.

 
Installing Sage 50 Accounting

 

video icon Preinstallation Checklist (1:55)
video icon Install Sage 50 on a Standalone Computer (2:27)
video icon Install Sage 50 on a New Server (2:56)
video icon How to Setup a New Company in Sage 50 (2:56)
video icon Install Sage 50 on a Network Workstation (2:56)
 
 
Sage 50 for New Users

 

video icon Sage 50 Accounting Tutorial Basics for New Users (1:32)
video icon Navigation and Help Resources Tutorial (2:44)
video icon List Views Tutorial (2:11)
video icon Accounts Payable Tutorial (8:24)
video icon Inventory Tutorial (3:05)
video icon Accounts Receivable Tutorial (8:53)
video icon General Ledger Reports Tutorial (4:41)
video icon Financial Statements Tutorial (1:59)
video icon Utilities Tutorial (7:40)
video icon Sage 50 Basics for New Users Conclusion (1:34)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Do More with an Automated Accounting System

Do More with an Automated Accounting System

From “Harness the Power to Do More with Less with an Automated Accounting System”  from Sage.

How automated systems can help.

There are hundreds of transactions that occur in every business day. Without help, you can quickly lose control. You have to manage your finances, but you can’t ignore your customers, your suppliers, or your team. Rather than running yourself ragged, you can rely on an automated system to help you create order from chaos. Here are some ways the right automated system can help:

  • Eliminate duplication
  • Validate transactions
  • Enforce rules
  • Monitor results
  • Identify and correct discrepancies
  • Project future outcomes
  • Be accountable

 

Eliminate duplicate efforts

Manual systems require you to re-enter the same data mulitple times. In an automated system, you can enter data once and then re-use it. You can also set up repeating transactions to handle a number of different scenarios. Because data is reused and centralized, you reduce the likelihood of errors.

Recurring Transactions

Your accountant tells you to record the same adjustment every month. With an automated accounting system, you can create recurring journal entries so that once a month, the journal entry will be recorded in you general ledger, making your finnacial statements accurate on a monthly basis.

More from “Harness the Power to Do More with Less with an Automated Accounting System” by Sage.

 

Suzy Payne Rabb
Sage 50 Peachtree Certified Consultant
Sage 50 Solution Provider
Your Live, Online Guide to Sage Peachtree Success
512.892.8990
 
Send email to suzy@121-business.com
Website: www.121-business.com
Join my professional network at Linkedin and follow me on Twitter.
How to Delete a Peachtree Company

How to Delete a Peachtree Company

Peachtree Tips button  How can I delete a Peachtree company?

 

 
Follow these steps to delete a Sage Peachtree company.

Find Location of Peachtree Company Folder
Use Windows to Find and Select Company Folder
Delete Company Folder
Verify Company was Deleted

Find Location of Company.  One easy way to find the location of the Peachtree company folder is to start Peachtree and open the company you wish to delete.

Once Peachtree is loaded and you are in the desired company, select Maintain / Company Information from the main menu at the top of the screen.

 
See Directory.

Be careful to note exact directory location. The last group of characters (in this example, “BCS”) represent the company folder name. There may be company folders with very similar names.

Exit Peachtree.

 

 

 
Use Windows to Locate and Select Company Folder.  You can start with “My Computer” and use Windows to find and select the company folder. 

Delete the Company Folder.  After you find and select the noted company folder, right click your mouse for menu of options.

 

Select Delete.

Are you sure…. 

Be very sure you have selected the correct company folder. If so,

Select Yes.

 

 

 

 

 

 
Verify Company was Deleted.  Start Peachtree again.  Once Peachtree is up, select File / Open Company. This action takes you to a list of Peachtree companies in Peachtree’s datapath.

Company name should no longer be listed.

Contact me if you need help deleting, archiving companies or with a general cleanup of your Sage Peachtree company directories.

Suzy Payne Rabb
Sage Peachtree Certified Consultant
Sage Solution Provider
Passionate about Small Business
 
Send email to suzy@121-business.com
Website: www.121-business.com
Join my professional network at Linkedin and follow me on Twitter.

 

 

 

 

What is the Sage Peachtree Internal Accounting Review?

What is the Sage Peachtree Internal Accounting Review?


From: “What is the Internal Accounting Review?” at Peachtree.com

The Internal Accounting Review is a tool that allows you to run an internal audit on your Sage Peachtree company data. It looks for common transaction mistakes and potentially fraudulent activity by running a series of up to 15 checks against your company data. If transactions are found, they are listed under the appropriate Internal Accounting Review check name for your review. You then have the opportunity to take the appropriate action on each transaction.

These checks represent common transaction mistakes and/or conditions that might be revealed in an external audit. While this review is not exhaustive, it is intended to help you identify, investigate, and if necessary, correct issues that may be problems. Here’s what we look for:

 1. Purchases or bills that don’t credit an accounts payable account
 2. Sales or invoices that don’t debit an accounts receivable account
 3. Payments or checks that don’t credit a cash account
 4. Receipts or money received that doesn’t debit a cash account
 5. Transactions that debit and credit the same general ledger account
 6. Possible duplicate transactions of the same type
 7. Vendor invoices or bills from prior periods that have not been received
 8. Transactions entered in the future
 9. Transactions posted to inactive records
10. Un-reconciled cash accounts
11. Inventory items that default to duplicate general ledger accounts
12. Out of sequence checks
13. Accounts receivable accounts that are out of balance with the aged receivables report
14. Accounts payable accounts that are out of balance with the aged payables report
15. Possible duplicate paychecks for an employee within a pay period

From: “What is the Internal Accounting Review?” at Peachtree.com

Suzy Payne Rabb
Sage Peachtree Certified Consultant
Sage Solution Provider
Passionate about Small Business
 
Send email to suzy@121-business.com
Website: www.121-business.com
Join my professional network at Linkedin and follow me on Twitter.