Dear AccountMate Clients,
Pretty much all mid-tier accounting and financial management software is modular-based, meaning you license and use only the functionality that you need. AccountMate follows this model, with some modules (such as Accounts Payable) in use at almost every installation, while others (such as Return Merchandise Authorization) only in use where that functionality is needed. A complete list of AccountMate modules is available here.
A few years ago, AccountMate released the Upsell Management module, with the idea that you can define accessories for items which are then prompted for during Sales Order entry and increase the value of the sale. An automated way to ask, “Do you want fries with that?”, it also includes the ability to define pre-written scripts for the sales staff and report what items each salesperson was able to add to the value of the sale by “upselling”.
That’s great, but… Many of our clients said they didn’t sell burgers (to ask for fries) or cell phones (to ask for a car charger), so the Upsell Management module wasn’t that popular…
Then a client who sold a items with many interchangeable, but often incompatible, accessories was bemoaning their high rate of order entry errors – which didn’t get found out until the customer received the order and then had to have the correct accessories overnighted. They’d tried the common approach of “beat the sales reps with sticks”, but the result was still unhappy customers because the original order wasn’t correct, and unhappy company because of the numerous fire drills and high shipping costs.
That’s when it occurred to me: The Upsell Management module doesn’t necessarily have to focus on “upselling” – it can just as easily provide a list of compatible add-ons and bring order entry errors on those accessories to zero. Order entry was also faster because the sales reps weren’t thumbing through big binders of information while on the phone with customers.
Used in this way, the Upsell Management module can improve business operations at many companies – even if you’re not “upselling”.
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Do you sell pumps? Then after selecting the pump, AccountMate will list only the flanges and connectors compatible with that pump.
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Do you sell ceiling fans? Then after selecting the motor, AccountMate will list only the blades and downrods compatible with that fan.
So, what do you sell, that we can reduce the accessory error to zero for?
We’re often touting AccountMate’s flexibility via customization, but here’s a great example of using a built-in module with defined benefits, for a defined cost (standard AccountMate module cost) with a defined implementation schedule (we can turn it on the same day you call us).
Regards,
Kevin E. Stroud
NexLAN, LLC
Let’s get your AM/SQL V9.1 upgrade in motion!
If you’re on the AccountMate SQL or SQL/Express platform and have an active LifeCycle software maintenance plan, then you should have already received a DVD of AM/SQL V9.1 from us, along with a fifteen page overview document of the new features.
And in case you missed the free webinar on March 20th, it’s available for replay at your convenience in the End-User section of https://www.accountmate.com under “Webcasts On-demand”.
Check out the document, the video, and give us a call regarding getting your upgrade in motion – so you’re enjoying the more than 100 new features to improve your business operations!
Free Vertical Solution Webinar – ShipIT
One of the many benefits of AccountMate’s flexible and scalable architecture is the plethora of 3rd party add-ons available to enhance and extend your system functionality.
We have numerous successful installations of the ShipIT product, which directly integrates your AccountMate Sales Order, Accounts Receivable and RMA modules to UPS, FedEx and USPS. It automatically passes the ship-to address and weight information to the carrier, prints the carrier labels, and returns the shipping cost – with rule definitions of what to then charge your customer. It also automates emailing the corresponding tracking numbers to your customer’s e-mails so they know when to expect delivery.
Details of ShipIT are here, and the free one-hour demonstration webinar will be presented May 21st at noon CDT.
Contact us at 877.2NEXLAN or support@nexlan.com to register and let’s simplify your shipping process while improving your customer service!
AccountMate Core Product Training Class
There’s lots of options for AccountMate training: the built-in context sensitive help files available by hitting <F1> anywhere in the system; online videos if you have an active software maintenance agreement; we’re available to come on site for training; and we receive LOTS of questions from our “Free 15 Minute Telephone/E-mail Support” offer. But sometimes nothing beats sitting in a classroom where you’re removed from the daily interrupts of your business – and it doesn’t hurt that it’s in Northern California’s Wine Country!
The next class is May 14-16 and will cover AccountMate\SQL V9.1 features and functionality of the core financial modules: General Ledger, Accounts Receivable, Sales Order, Upsell Management, Accounts Payable, Purchase Orders, Bank Reconciliation and Inventory Control.
Contact us for pricing and to schedule, plus travel recommendations.
Technical Tips
Versions: AM9 for SQL, Express
AM8 for SQL, Express
Module: GL
Q: I already closed a period in AP and I forgot to print the GL Transfer Report. Is there a report that provides similar information after the module is closed?
A: Yes, in the General Ledger module, use the Subsidiary Module Transfer Report which shows all journal batches posted to GL on a per-module basis, which you may also filter by date.
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Versions: AM9 for SQL & Express
AM8 for SQL, Express and LAN
AM7 for SQL, Express and LAN
Module: GL
Q: I want to post a prior year-end adjustment journal entry, however the Prior Year-End Adjustment option in the Journal Entry Transactions screen is grayed out. Why?
A: The posting period must be restricted. In the General Ledger module, hit <Housekeeping><Posting Period Restrictions> and then uncheck the box for the 13th period of the GL module for the prior year.
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Versions: AM 9 for SQL, Express
AM8 for SQL, Express and LAN
AM7 for SQL, Express and LAN
Module: AP
Q: I post a handwritten check using the <Post Handwritten Check> function, but I entered an incorrect check date. Can I amend the transaction and correct the check date?
A: AccountMate will not allow you to change a handwritten check date; however you can void the handwritten check and post it again using the correct check date. Note that if you may need to mark “Allow to Re-Use Voided Handwritten Checks” in the AP module’s <Housekeeping><Module Setup> to be able to enter the same check number again.
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