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ACT! by Sage Premium -
AddOns - DATAPLUSby HD |
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View your e-automate data in ACT! by Sage Premium!
ACT! by Sage Premium and e-automate 6.0.4.
DATAPLUSby HD provides the following data from e-automate into ACT!:
Companies
- Companies & Divisions Linked!
- Contacts Associated with Companies and Divisions!
Accounts Receivable
- List of all your customers!
- List of balance due per customer!
- List of all invoices!
- List of all invoices per customer!
- Aging report!
Accounts Payable
- List of all your vendors!
- List of balance due per vendor!
- List of all invoices!
- List of all invoices per vendor!
- Aging report!
Equipment
- List sold to your customers, serial number, install date!
- Yearly service calls per equipment!
- Drill down for all service calls to specific equipment!
- Is equipment under an active contract?
- Drill down to contract details!
- Total YTD equipment sales per customer!
- Restraints by Customer or Sales Representative!
Inventory
- List sold to your customers, date sold, quantity, price, extended price!
- Total YTD inventory sales per customer!
- Restraints by Customer or Sales Representative!
Contracts/Leases
- List all your contracts, start date, expiration date, and base rate!
- Total YTD contract sales per customer!
- Restraints by Customer or Sales Representative!
Sales Orders
- List all your sales orders, date, type, and total sales!
- Sales order details, item, sales order date, fullfillment date, price!
- Restraints by Customer or Sales Representative!
Work Orders
- List all your work orders, date, status, call descriptions and total sales!
- List all your work orders per customer!
- Review total work orders for each piece of your customer's equipment!
- Restraints by Customer or Sales Representative!
Export
- Export DataPlus views to Excel spread sheet for data manipulation?
Customization
- We will build custom views to support your companies specific needs!
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