We would like the ability to print merchandise receivers upon receipt of material which reflects the total received to date and displays open backorders. That would help to streamline our processes. Because we are working off a process developed at the start of our business in 1987, we have come to rely on the ability to keep up with received/open inventory per PO through the merchandise receivers we used in DacEasy. We were told that we could print to screen and then print a copy but that does not reveal a usable document without taking time to paste it into Word and then crop what we don’t need. This is a very time-consuming process. In Dac Easy, as we received a quantity of material, we would generate the receiver, just as we do in Sage50 but then have the option to print that document to staple with the order package. With Sage, we have to rely on handwritten notes about what was received, how much shipping was charged, and it can get confusing because the only document copy you are able to physically see without going into the system is your purchase order. I have found a temporary way around this for large 3-page purchase orders. After I receive something, I will go back and print the purchase order and format it to show me backorders. This is a little helpful but still not an ideal process for what we are used to relying on for quick current order status. (Example attached from DacEasy) 2. When running a report for end of the month sales, we would like the ability to print a report that will display the following columns sorted by salesman, then Customer Code. Customer Code Invoice Number Date of Sale Quantity of item Item Number Sales Amount Cost of Sale Profit Salesman Name In sage50, to generate a salesman report using the “Sales Rep Reports” form, we are only allowed to sort by sales rep ID and we do not have the ability to generate the report showing the items each salesman sold. Using the report “Items Sold to Customer”, to get the item ID, we have to leave the sort set to Customer ID, Item ID. In doing this, we lose the ability to add the salesman to each sale so we cannot show who made each sale. I have found a temporary work-around but it requires diligence in remembering to add an invoice note to each invoice stating what products were sold on that transaction. This creates extra work to generate a report each month for us for multiple salesmen. The ability to have all the data together on one report that we do not have to export would be nice. (Report Example Provided from DacEasy
Paloma Torres
