Sage ERP Accpac Operations Management ensures your business follows best practices to keep your warehouse, inventory, production departments aligned and running smoothly.

Operations Management

Sage Accpac ERP streamlines your inventory handling and order fulfillment processes, and ties together your supply chain so your business delivers every time, on time.

Purchase Orders
Core component of a comprehensive, fully integrated purchasing system. more

Purchase Orders

When combined with Accounts Payable, Inventory Control, and Order Entry, the Purchase Orders module provides a comprehensive, fully integrated purchasing system. You can combine multiple purchase orders on a single receipt and multiple receipts on a single invoice. The Shippable Backorder report helps identify orders that can be completed based on recent Inventory Receipts.

Purchase Orders Capabilities
  • Enter active purchase orders, standing purchase orders, future purchase orders, and blanket purchase orders.
  • Automatically update the amount spent and remaining on each blanket purchase order as additional items are ordered.
  • Use seven costing methods for the default item cost, Most Recent Cost, Standard Cost, Average Cost, Vendor Cost, Last Unit Cost, and two alternate amounts, for added flexibility.
  • Enter details for requested items from multiple vendors or without specifying vendors on a single requisition, and then automatically create purchase orders for each vendor.
  • Create one purchase order from multiple requisitions and select the requisition details by vendor number and Inventory Control vendor type.
  • Leave purchase orders open indefinitely until all items are received or cancel any remaining ordered items at any time.
  • Quickly consolidate items from multiple purchase orders on a single receipt.
  • Process multiple invoices for a single receipt.
  • Designate non-inventory item numbers for one-time purchases, office supplies, and any non-inventory item.
  • Automatically receive all items on a purchase order at once or receive partial purchase orders, entering quantities only for received items.
  • Receive items with or without first entering a purchase order for those items.
  • Process adjustments to quantities, item costs and additional costs directly on the receipt or return, rather than as separate inventory adjustments.
  • Allocate additional charges by quantity, weight, or cost, or manually specify the cost.
  • Automatically produce purchase orders from Inventory Control reorder information or from Order Entry orders.
  • Quickly create templates of standard information to speed data entry.
  • Include all items on sales orders or only those items that have a back-ordered quantity, or items that have an insufficient inventory quantity.
  • Automatically drop ship items directly from the vendor to the customer.
  • Enter additional costs such as freight or duty on a single receipt for received inventory items from multiple vendors, and easily create a separate invoice for each vendor.
  • Set up any number of additional cost codes for efficient entry of standard costs.
  • Choose the type of Inventory Control item cost to display as the default cost.
  • Enter quantities using any unit of measure defined in Inventory Control.
  • Restrict access to Purchase Orders windows, costs, and quantities on invoices, and credit note adjustments.
  • Print requisitions, purchase orders, receiving slips, returns, and mailing labels using standard Purchase Orders formats, or design custom forms and reports using the built-in report writers.
  • Create messages you can use when sending purchase orders and returns to your vendors by e-mail.
  • Use Purchase Orders as a stand-alone module or integrated with Inventory Control.

Standard Reports
Some of the reports included are:

  • Aged Purchase Orders
  • Payables Clearing Audit List
  • Posting Journals
  • Purchase History
  • Purchase Order Action
  • Purchase Statistics
  • Shippable Backorders
  • Transaction List

Order Entry
Enter orders and sales returns, and print invoices, credit notes, order confirmations, picking slips, and shipping labels. more

Order Entry

The Order Entry module allows you to enter orders and sales returns and print invoices, credit notes, order confirmations, picking slips, and shipping labels. You can track transaction details and sales information on-screen and in printed reports. Order Entry integrates fully with Inventory Control and Accounts Receivable, so you always know your inventory levels and the status of your customer accounts.

Order Entry Capabilities
  • Increase sales force efficiency and strategic customer management through integration with SageCRM
  • Enter active orders, future orders, standing orders, and quotes
  • Enter orders, shipments, and invoices as separate transactions so you can divide the duties of your personnel
  • Create an order by simply selecting and copying the details of existing customers’ orders
  • Include multiple orders on a single shipment and multiple shipments on a single invoice
  • Ship items with or without first entering an order for those items
  • Send partial shipments to those customers that allow them
  • Edit and invoice partially shipped orders
  • Add new customers on the fly when you enter orders or add the customer records later
  • Assign sales proportionally to as many as five salespeople
  • Use multiple payment schedules and other payment terms defined in Accounts Receivable
  • Use password-controlled override of credit advisories
  • Recall complete invoice information when issuing credit notes
  • Print packing slips, order confirmation, and invoices for selected orders
  • Send packing slips, order confirmations, and invoices by e-mail
  • Set up standard e-mail messages you can automatically send to your customers with their documents
  • Look up customer pricing based on customer contract price, item base price, or discounted or marked-up sales prices
  • Use prices with as many as six decimal places and include taxes in the selling price
  • Automatically determine available item quantities while entering orders
  • Review sales history by customer or inventory item during order and invoice entry
  • Review and reprint customer invoice and credit note transactions, orders, invoices, and credit notes by primary salesperson
  • Easily customize order templates with standard information to speed data entry
  • Set up any number of miscellaneous charges to speed invoicing
  • Specify whole or fractional quantities on orders, if fractional quantities are used in your inventory
  • Enter order quantities using any unit of measure
  • Use customer types on orders that correspond to as many as five markup or discount price levels
  • Track sales commissions from each invoice using as many as five commission rates, based on increasing sales amounts for each salesperson
  • Calculate commissions based on sales amount or margin
  • Include serial numbers (or lot numbers) with order details using optional Serialized Inventory (or Lot Tracking) functionality

Ops Inquiry
Included in the Order Entry module, Ops Inquiry combines several powerful inquiry programs into simplified points of reference. This enables you to easily funnel information and generate reports from the operational data in your Sage Accpac Order Entry, Purchase Orders, and Inventory Control modules.

  • Avoid costly inventory shortages or overstocking
  • Target specific customers with effective item promotions by easily tracking sales activities
  • Easily monitor item purchase activity to ensure proper margins are maintained
  • Automatically display item availability and details from Live Desktop, combining the data from your Order Entry and Purchase Orders modules
  • Store and display pictures of inventory items
  • Uncover inventory item details quickly, without having to dig through your Sage Accpac data
  • Query the IC History file to quickly audit your transactions
  • Analyze your purchases with PO Inquiry to ensure that you are buying wisely
  • Query your open sales orders and quickly see at a glance if any orders are being held
  • Quickly browse the complete details of any OE Invoice, Order, OE Shipment, or Credit Note
  • View comprehensive inventory availability and get a detailed stock forecast, including quantity on hand, purchase orders with expected arrival dates, and sales orders with expected shipping dates
Ops Inquiry Includes
  • Item Inquiry
  • Item History Inquiry
  • PO Inquiry
  • OE Invoice Inquiry
  • OE Credit Note Inquiry
  • OE Inquiry
  • Quantity Available Report
Standard Report Samples
  • Aged Orders
  • Order Action
  • Posting Journals
  • Sales History
  • Sales Statistics
  • Salesperson Commissions
  • Transaction List

Inventory Control
Track stock levels and process inventory receipts, shipments, returns, and adjustments with this multi-location inventory management system. more

Inventory Control

Inventory Control is a complete multi-location inventory management system that keeps track of stock levels and processes inventory receipts, shipments, returns, and adjustments. Inventory Control includes extensive screen inquiry and reporting functions to give you the detailed, current information crucial for effective inventory management.

Inventory Control Capabilities
  • Handle fractional quantities to four decimal places and maintain different units of measure for purchasing, selling, and stock-keeping
  • Use categories to classify stock and to allocate costs to departments or cost centers.
  • Include 250-character comments with each transaction detail
  • Assign as many as nine vendors per item with automatic update of the last purchase
  • Specify different item bin numbers for each inventory location
  • Assemble items using single-level bills of materials.
  • Combine any number of items into a single kit and then sell the kit through Order Entry using a single kit price instead of a price per item
  • Receive both stock and non-stock items
  • Maintain as many as six different costs per location, including standard, most recent, average, last unit, and two optional user-defined costs
  • Cost items to six decimal places by moving average, FIFO, LIFO, standard, most recent, or user-specified costing methods
  • Cost transactions as soon as they are posted or during day-end processing
  • Allocate additional costs to transferred inventory items by quantity, cost, and weight, or manually specify the cost per item
  • Assign as many as five markup or five discount price levels per item and price list
  • Cost items by location with complete reporting.
  • Set pricing by percentage or amount, and by customer type or quantity purchased
  • Maintain separate price lists for different customer types, payment methods, regions, or currencies
  • Define an unlimited number of units of measure per item with fractional conversion factors
  • Print inventory analysis reports for efficient management of your product lines
  • Review complete transaction history and drill down to the originating transactions in Inventory Control, Purchase Orders, and Order Entry
  • Assess outstanding purchase orders and sales order transactions, and drill down to the originating transactions in Purchase Orders and Order Entry
  • Maintain multi-period reorder information and sales projections by location for better stock management
  • Record serial numbers using optional Serialized Inventory functionality

Item Number Change
Don't let old information slow you down. Increase your ability to quickly change, combine, or copy the numbers you need to run your business with only minimum effort. You'll boost accuracy and productivity while reducing man-hours and overhead.

  • Boost your accuracy by deleting, maintaining, and renumbering your inventory item numbers
  • Import multiple changes, copy, and combine from one external file
  • Access multiple change features with the easy-to-use toolbar buttons
  • Use Change by Example to make multiple changes from one example entry
  • Works with Inventory Control, Order Entry, Purchase Orders, Serialized Inventory, Lot Tracking, Sales Analysis, Multiple IC Item Numbers, IC Item Transfer
Standard Report Samples
  • General Ledger Transactions
  • Item Status
  • Item Valuation
  • Markup Analysis
  • Overstocked Items
  • Physical Inventory Worksheet
  • Posting Journals
  • Reorder Report
  • Sales Statistics
  • Selling Price / Margin Analysis
  • Slow-Moving Items
  • Transaction History
  • Transaction Statistics

Lot Tracking
Traces lots back to your vendors and delivery of products to your clients to help comply with regulatory requirements and to provide better service. more

Lot Tracking

Lot Tracking traces lots back to your vendors, or down to your clients, making this otherwise time-consuming task a snap.

Industries as diverse as pharmaceutical, food products, and plastics all require thorough inventory management – including the ability to determine at a moment’s notice which vendor provided you with a product, and which customer took delivery of a specific batch.

Lot Tracking gives you the power and flexibility to comply with regulatory requirements and to provide better service for your customers and internal operations staff.

Lot Tracking helps you manage such important information as source, expiration date, lot, and batch quarantine, as well as additions and maintenance. It is the ideal addition for clients in industries where lot and expiration tracking is crucial.

  • Full integration with Order Entry, Inventory Control, and Purchase Orders.
  • Flexible allocation/generation of lot numbers during PO receipt and order entry.
  • Full transaction history, through your organization, including purchases and sales inquiry.
  • Comprehensive set-up options for comprehensive lot inventory management.

Serialized Inventory
Track serial numbers from Purchase Orders to Inventory Control to Order Entry and historical inquiry; assign system-generated serial numbers to items not serialized at the time of receipt. more

Serialized Inventory

Serialized Inventory adds the power of serialized inventory management to your Inventory Control, Order Entry, and Purchase Orders modules.

  • Full integration with Order Entry, Inventory Control, and Purchase Orders.
  • Flexible allocation and generation of serial numbers during purchase order receipt and order entry, providing a single point of serial number entry/maintenance.
  • Full transaction history.
  • Comprehensive setup options for complete serialized inventory control.

This is the ideal complement for Sage Accpac customers using the Inventory Control, Order Entry, and Purchase Orders modules. With Serialized Inventory, you can track your serial numbers from Purchase Orders to Inventory Control to Order Entry and historical inquiry – with complete integration.

Serialized Inventory can automatically assign system-generated serial numbers to items not serialized at the time of receipt to help you keep better control of your stock. Serialized Inventory even allows you to track serial numbers by units of measure other than that in which you track your stock.