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ACCPAC ERP:

SERVICE MANAGER


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Home > Products > Accpac > Third Party > Service Manager > What's New>

 

What's New in Service Manager:

Service Centres
It is now possible to create multiple Service Centres in Service Manager to cater for branch or division requirements.

Branches can for example have their own document numbering systems for jobs, quotes, invoices and accounting journals to be directed accordingly. It is also possible to limit employees to certain branches, view only that branches jobs in the job system or scheduling programs and more... There is full ACCPAC security on these functions.

Service Manager Mobile PDA Solutions
Service Manager mobile PDA solutions are now available.

These solutions include the ability to update jobs live from the field. It is possible to update labour charges, items from inventory, notations, job status or priority, complete jobs, check urgent jobs, re assign jobs, invoice and much more....
 

Purchase Orders Integration
To integrate to ACCPAC Purchase Orders requires the Service Manager PO Add-On product. PO integration allows you to create, edit, and monitor status of Requisitions or Purchase orders from within a job or many jobs in Service Manager.  The process flows right through to Receipting and alert functions advise when jobs can be updated because stock or services have been receipted. The PO receipted cost can be maintained on services or items where special pricing has been obtained.

Serialized Inventory Integration
To integrate to ACCPAC Serialized Inventory requires the Service Manager Serialized Inventory Add-On product. The Service Manager Serialized Inventory Add-On product allow users to select a serial numbers that were entered in at point of purchase order receipt, from a table of serial numbers when selling items.  Options allow for the serialized inventory cost to be maintained as opposed to using the accounting costing method.

Please note that Service Manager has its own standard serialization functions at the point of sale. The Service Manager Serial Number Add-on product is only required if serial numbers are inputted at the point of purchase order receipt.

 

Rentals
The ability to Rent Equipment or Inventory items is being added.  That means it will be possible to rent non serialized equipment such as road barriers, small construction or landscaping equipment etc.... This work is scheduled for completion end of 1st quarter 2005.  There are substantial rental functions already available within Service Manager.

Event Manager
This Program helps to seamlessly leverage email and internet capability within Service Manager to build and enhance customer relationships . This program allows you to broadcast e-mail to customers to advise of agreement or warranty expiry, send newsletters, issue model recalls, advise when next service is due and more...

Response Tracking
Response tracking is now provided at various levels. Special response times can be set at customer level, by service level agreement, by severity of fault or based on the equipment being serviced or a combinations of these.

Monitor
The Monitor program can function in the background to automatically advise users in the system in advance of any upcoming mile stones such as follow-ups or alarms.  Events such as sending e-mail reminders to customers when parts are on back order, or a job is overdue starting,  can be pro actively generated.

Project
Set-up projects that include jobs, agreements, quotes, and preventative maintenance, and view the project totals or individual totals for each document type right down to phase level.  

Warranty and RMA's
Create Return Authorisations for customers or vendors/manufacturers that include material requests, shipping information, vendor information, fault information, equipment details, advance rotation, notations and more...

Set-up Warranty agreements for manufacturer's, and process warranty claims to those manufacturer's. Multi currency capable.


Budgeting
Jobs can inherit budgets from quotes on creation, or budgets can be set-up individually at various levels within a job. Original and moving estimates are stored.

Help Desk 
Fault Analyser which is basically a help desk and registry consists of three components, Symptom, Fault and Solution. The Fault Analyser can be accessed from the Desktop, within Jobs, or from Job Manager. i.e. anywhere in the system.  Full Import/Export facilities are available allowing the import of Manufacturer Codes etc.  Attach references such as URL links, files (Word, Excel, Visio, CAD, PDF, JPG's etc...), E-mails and use the powerful search engines to immediately identify a problem and its associated solution/s.

 

 

 



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