User manual ACCPAC TRANSPORTATION INDUSTRY BROCHURE

[. . . ] Sales and Marketing Simplified With Sage Accpac Extended Enterprise Suite The beginning of every interaction should be managed by a robust customer resource managemt (CRM) solution. Typically, sales are generated by the marketing team, who will either receive calls from existing customers or cold-call new prospects. All communications, contact, and company details are captured on the centralized SageCRM server. All aspects of the business flows information to the marketing team, who use this valuable information to manage their marketing campaigns, schedule functions, conferences, information sessions, and meetings with the appropriate clients. [. . . ] The freight weight limit is reinstated on receipt of payment from the customer after the Proof of Delivery (POD) has been signed and the customer has been invoiced. The fleet item/truck mileage reading, together with the trailer mileage reading and/or the refueling readings are used to update the meter reading in Sage Accpac ERP. The meter readings are used to determine the next service interval for fleet items and trailers, while miles or kilometers traveled by a specific driver of a specific fleet item/truck are used to update the payroll system in order to determine driver bonuses. On final delivery of the customer's freight, the customer has to sign the POD. Each fleet item/truck may be equipped with a robust hand-held device and a printer in the truck cabin. The customer signs the POD on the hand-held PC, and the driver uploads the POD to the central server at the head office using a cellular service network. This updates the job card status on the server and completes, posts, and invoices the job-- in real time. The POD is then printed on the printer in the cabin of the truck and can be handed over to the customer. Once the invoice has been posted, the customer's age analysis is updated, the entry appears on the customer's statement, and the invoice and statement can then be sent by e-mail to the customer for payment. Fleet Maintenance, Procurement Sage Accpac ERP procurement workflows can be used to electronically approve all defined purchases. This enables users to create requisitions for the reordering of inventory items/stock as well as the purchasing of fixed assets and other sundry items. Reordering of inventory items includes the following: · Spare parts · Diesel · Tires · Batteries · Covers for trailers · Engine blocks, differentials, gearboxes, and other high value equipment items Reordering these items is based on reorder levels by item by location as well as the delivery lead times of the vendors to ensure the minimum quantity holding in the warehouse/workshop/depot. Items are linked to preferred vendor/supplier per item with the cost of the item when purchasing items from a specific vendor. Purchase costs can then be checked easily when requesting quotes from vendors for purchasing. Items are also linked to price lists, which can be linked to customers in the event that specific items are sold externally rather than used internally for servicing fleet items. On final approval of the electronic purchase requisition, an approved Purchase Order (PO) is created, and the originator (the person who requested the reordering of the item) is notified by e-mail of the PO number for reference purposes. A Goods Received voucher is generated and linked to the PO once the purchased goods arrive on location. The PO and PO receipt are linked to the vendor's invoice once it is received from the vendor. These documents complete the source document confirmation pack and are used to pay the vendors after the electronic reconciliation of vendor accounts. PO receipts will update the item quantity on hand by location in real time. [. . . ] Equipment items can be repaired in-house at the workshop or can be returned to suppliers for repairs. The movement of items returned to the workshop or supplier is tracked using the Return to Manufacturer Authorization (RMA) feature. Business Intelligence All financial, fleet, and equipment maintenance reports can be created using the business intelligence tools to identify problem equipment and total expenditure of fleet items as well as the complete monthly management pack and exception reporting. About Sage North America Sage North America is part of The Sage Group plc, a leading global supplier of business management software and services. Sage North America employs approximately 4, 100 people and supports nearly 2. 9 million small and medium-size business customers. The Sage Group plc, formed in 1981, was floated on the London Stock Exchange in 1989 and now employs 14, 500 people and supports 5. 8 million customers worldwide. [. . . ]