Archive for November, 2010

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CRM Software – Measuring your Return on Investment

Monday, November 29th, 2010

Measuring your return on investment when implementing a CRM Software solution is vital to ensure a project’s success.

In our latest CRM blog,  Sage Commercial Manager, Nick Williams discusses his views on the best ways to measure ROI for a CRM software implementation.  Nick talks about improving areas such as sales  and marketing converstion rates, as well as CRM software for the mobile workforce.

Eureka Solutions is a leading Sage Business Partner and Sage Developer and specialise on the full range of Sage CRM Software.  Find out how we can help your business by calling our head office on 01355 581 960.

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Sage 200 Warranties, Service & Repairs – New Functionality

Monday, November 22nd, 2010
As of Sage 200 2010 some new features have been added into our Sage 200 Warranties, Service & Repairs module.  The module allows you to easily track the location and repairs history of serial numbered items from within Sage 200, while managing contract renewals.
The new features are:
  • All word documents have been removed and re-written to use the new Sage Report Writer in Sage 200 2010.
  • A new analysis code system has been written into the Warranties, Service & Repairs module to allow for custom fields, which are user definable.
  • The module has been updated to work with Window 7 including Windows 7 themes.
Eureka Solutions is a leading Sage Business Partner & Developer.  To find out more about our Sage Development and how we can help your business please contact us.

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Latest Sage Development – Sage 200 Bespoke

Thursday, November 18th, 2010

We have recently carried out some Sage bespoke work as request of a client.  A summary is outlined below:

  • Force invoice numbers and date combination to not be duplicated on the SL and PL Invoices.
    • We have amended Sage 200 so that upon tabbing out of the reference field on a SL/PL Invoice it will automatically check for duplication of invoice number and invoice date combinations.  If a duplicate is entered the system will warn the user to change it.  On attempting to save the SL invoice if the duplicate has not been amended Sage 200 will not permit the save to take place until the reference has been changed.
  • Sage development was carried out to provide a pop-up with a unique reference number to enter on purchase invoices, allowing the client to track them.  This was done by storing a new unique PL invoice reference number, starting at a predefined value that the user can setup in a settings screen.  The system automatically increments this number for each purchase invoice transaction and populates the reference field with this number. The user may also override this reference if they require.  In the future the client may be able to replace their manual purchase day book, with this method.
  • Customer Purchase Order number on a Sales Invoice
    • The client required the ability to make changes to the Customer Purchase Order Number on a Sales Invoice so this can be reprinted after it has been posted.  At this stage, standard Sage 200 does not allow the customer order number to be amended as the order is complete.  Development was carried out to provide a utility to update this field. This allows the sales order invoice to be re-printed which will now show the Customer Purchase Order Number on the invoice.

About Eureka Solutions

Eureka Solutions is a leading Sage Business Partner and Sage Developer.  To find out more about our Sage Development and how we can help your business please contact us.

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Latest Sage Development – Sage 200 CRM

Wednesday, November 17th, 2010

One of our clients required some additional information to be visible in Sage 200 CRM.  As a result we made some changes to allow them to view this information.  The client also required some amendments to the company lookup functionality.  The changes are outlined below:

  • ‘Details’ entity made available on the Account entity.
    • An additional tab was on the Account entity.   This tab loads an asp page which lists the associated details to the Account entity.  The items listed are hyperlinked to the ‘Details’ summary page, allowing the user to easily access further information.
  • A ‘despatches’ button was added to the amend order screen in Sage 200 to allow Sage 200 CRM users to see despatch history for incomplete orders.  This allows users to see the despatch number, despatch date and quantity despatched for each item, improving customer service if this is queried.
  • The company summary screen was modified to filter a dropdown list based on a previous dropdown.  This was done by amending the JavaScript on the lookup.

Eureka Solutions is a leading Sage Business Partner and Sage Developer.  To find out more about our Sage development and how we can help your business, please contact us to speak to one of our consultants.

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Latest Sage Development – Sage 200 Plus Pack

Wednesday, November 17th, 2010

Stock Sales or Purchase History by Supplier

Following a customer request we have made amendments to MMS331, Stock Sales or Purchase History by Supplier.  This Sage 200 addon is available as part of our Sage 200 Plus Pack.  The addon adds an enquiry screen to Sage 200 which displays sales or purchases by supplier over the past 12 month.  It is very useful to a company buyer to forecast buying requirements for the following year.

The bespoke changes we made take into account sales transactions using the transaction history table, opposed to looking at the Sage sales order table. This takes into account for example, returns, so that returned stock is not included in sold totals.

Please note: this changes is a bespoke request and has not been added to the standard MMS331 in the Sage 200 Plus Pack.  To get these changes added to your pack or to find out more about our Sage development, please contact us.

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Customer Excellence makes it 4-in-a-row for Eureka Solutions

Tuesday, November 16th, 2010

Leading business software developer, Eureka Solutions (Scotland) Ltd, based in East Kilbride near Glasgow, is celebrating winning Sage Circle of Excellence 2010 at the annual Sage awards ceremony.

Sage, a leading provider of business management software solutions, awards the Circle of Excellence to their business partners who provide an outstanding customer experience and whose customers are most likely to recommend them to others.  This is judged using independent research conducted with a representative sample of the Business Partner’s customers.  The Circle of Excellence is an elite group of just fifteen Sage Business Partners in the UK and Eureka Solutions is the only partner with headquarters in Scotland to win the award.

This is the fourth year in a row that Eureka Solutions has been honoured by Sage, having been awarded Sage Circle of Excellence in 2007 and 2008, and Sage Developer of the Year 2009.  On presenting the Circle of Excellence award, Paul Stobart, CEO, Sage UK and Ireland commented: “I’m delighted to present this award to Eureka Solutions. Today’s competitive climate means that it is more important than ever for UK businesses to stay close to their customers and deliver an outstanding service, so my congratulations go to all involved.”

He continued: “Our Circle of Excellence Awards programme is testament to our passion for delivering an outstanding customer experience and we are pleased to be able to recognise our Business Partners that are helping us to do this. We’ve been extremely impressed with what we have seen this year and are confident that in the year ahead we will succeed in getting even closer to our customers to provide outstanding service.”

Eureka Solutions toasted a double success on the night after being presented with the first ever Sage Custom Solutions Partner of the Year, which is awarded to the top Sage Developer of bespoke applications and enhancements for Sage software.

John Bryceland, Sage Scottish Manager, added: “The Circle of Excellence recognises that word-of mouth recommendation is a vitally important driver of business.  By winning a Sage award for the last four years running, it is clear that Eureka Solutions is committed to providing an outstanding customer experience and technically excellent products.  These awards reinforce their position as one of the leading Sage Business Partners in the UK.”

On receiving the awards Managing Director, Alistair Livingstone, said, “I would like to congratulate all my staff on this amazing double as well as thanking our customer base for their positive feedback.  It makes me really proud as these awards are based on both our technical expertise and customer service.”

To find out more about Eureka Solutions and how we can help your business please contact our head office on 01355 581960.

About Eureka Solutions

Eureka Solutions is a leading Sage Business Partner and Sage Developer.  We focus on providing customised business software solutions based on the Sage mid-market range including the Sage 200 Suite, Sage CRM Solutions and Sage Retail.

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Sage Custom Solutions Partner of the Year 2010

Tuesday, November 16th, 2010

Leading business software developer, Eureka Solutions (Scotland) Ltd, based in East Kilbride near Glasgow, celebrated winning the first ever Sage Custom Solutions Partner of the Year, at Sage’s annual Developer of the Year ceremony.  This is an excellent achievement given that there are over 900 Sage Developers in the UK.  This success follows on from the previous year with Eureka Solutions winning Sage Developer of the Year 2009.

Sage’s Developer of the Year programme recognises and rewards its Business Partners and independent developers who specialise in the development of integrated solutions and enhancements to Sage software. The Custom Solutions Partner of the Year Award has been specifically designed to recognise developers who demonstrate expertise in translating the specific requirements of Sage customers into value added solutions, which help them do better business.

“We are delighted to present this award to Eureka Solutions”, commented Darren Liddell, Manager of the Sage Developers Programme.  “They have a proven track record in meeting the needs of their customers, with innovative Sage integrated software solutions, which they’re able to develop efficiently and effectively.  My congratulations go to all involved.”

David Lindores, Product Development Manager at Eureka Solutions stated, “I am thrilled to again be honoured with an award this year.  It is an excellent achievement by the whole team and reinforces my belief that we develop technically excellent products that enhance Sage software.”

There was a double success for Eureka Solutions on the night with the company also being awarded Sage Circle of Excellence 2010.  Sage Circle of Excellence is awarded to the top fifteen business partners who provide an outstanding customer experience and whose customers are most likely to recommend them to others.  This is judged using independent research conducted with a representative sample of the Business Partner’s customers.

Managing Director at Eureka Solutions, Alistair Livingstone, commented, “I would like to congratulate all my staff on this amazing double as well as thanking our customer base for their positive feedback.  It makes me really proud as these awards are based on both our technical expertise and customer service.”

To find out more about Eureka Solutions and how we can help your business please contact our head office on 01355 581960.

About Eureka Solutions

Eureka Solutions is a leading Sage Business Partner and Sage Developer.  We focus on providing customised business software solutions based on the Sage mid-market range including the Sage 200 Suite, Sage CRM Solutions and Sage Retail.

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Sage Wishlist Item – Compulsory PO Number

Monday, November 15th, 2010
When viewing the Sage Wishlist we noticed that we have already created Wishlist item 2130.  The addon is MMS181, Compulsory PO Number, which is available in our Sage 200 Plus Pack.  Compulsory PO Number ensures any sales order in Sage 200 must have a customer order number i.e. the customer order number box cannot be blank.
To find out more about this, or any of our other Sage 200 addons, please contact us.

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Sage CRM – Microsoft Office 2010 Compatibility

Thursday, November 11th, 2010

Sage CRM v7.0 Patch C is now available which includes compatibility  for Microsoft Outlook 2010.

For Sage 200 CRM users, this patch is will be included in Service Pack 1 for Sage 200 2010 which is due to be released at the end of November, although this is subject to change.

Please note, there are currently no plans to include Office 2010 compatibility for any older versions of Sage CRM such as 6.1 or 6.2 in both standalone and integrated Sage 200 versions.

If you would like further information on how this will affect you, please contact our head office on 01355 581 960.

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Sage listed on B2B best brand shortlist

Monday, November 8th, 2010

Sage software was nominated as one of five UK brands to be shortlised for the B2B Marketing Awards 2010.  These five brands were narrowed down from a list of twenty potential canditated following two weeks of online viting.  View the full story here.

Eureka Solutions is a Sage Business Partner and Sage Developer and is a leading UK provider of Sage software.  To find out more please contact us.

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