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New Development: Stock Dimensions

Friday, May 4th, 2012

One of our customers wanted their system to be more manageable in terms of recording their specific stock items. Due to the nature of their business they have a high volume of stock items with different variations. The dimensions of each stock item were: size, material, colour and character and each dimension could differ per stock item.
Due to the complicated variations of each stock dimension the customer found it complicated and time consuming to have a stock item for every combination. Our Stock Plus module was modified to create a bespoke solution to counteract this problem.

Another requirement was the ability to store an available letter and number against each Stock Item in order to quickly add these onto a Sales Order and Purchase Order. Quantities can then be typed onto a grid and added directly onto the Sales Order without the extra step of generating a Stock Item of every combination.

Stock Item Amendments:
Each character variance is held against the stock item record. An extra tab being was added onto each stock record which held valid character combination for each particular Stock Item.
Additional Stock Item Dimensions can be imported via a CSV file import routine.

Each variation of a Stock Item is assured to have the same selling price as items held against the stock item.

Sales Order Amendments:
Once the Stock Items were set up they were then used to quickly add stock variations into both Sales Orders and Purchase Orders. An additional button was provided on both the sales order and purchase order screens called “add dim items”. This allows for quick searching of a particular product by code or name and adding it quickly onto sales order by typing values directly into the grid.

Modifying our original Stock Plus module to meet the needs and wants of our customer has created a more manageable system which enables the business to quickly and easily store the varying dimensions of each Stock Item.

For more details about our bespoke solutions please contact the office on 01355 581 960 or email development@eurekasoutions.co.uk

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Posted in Blog, New Development, news, Sage 200 Stock Plus | No Comments »

Data Exchange New Functionality

Thursday, March 29th, 2012

Data Exchange for Sage 200

One of our most popular addons, Data Exchange for Sage 200 has seen some new functionality added:

 

• Batch Serial Numbered Items

Import/Export stock with batch serial number for goods received, write off stock, add stock, stock issues, sales orders, and stock transfer.

 

• New Import Capability

Data Exchange now has the ability to import stock issues, sales orders and stock transfers.

 

• Export Price Book

Allows the user to export information such as: Product discounts, stock item discounts, customer discounts, order value discounts and price bands.

 

• Disable Automatic spooling

Ability to disable automatic spooling when sales orders are imported, preventing a shortage of space on your spool file.

 

For more information on Data Exchange for Sage 200 or any of our other Sage 200 addons, please contact Alyson McCrum or Tony Davis-Coyle on 01355 581 960.

Alternatively, join us on a Data Exchange webinar where you will see the product in action. Check out the events page for the next scheduled demo.

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Posted in news, Sage 200, Sage 200 Data Exchange, Sage Development | No Comments »

New Development: Purchase Order Import Specification

Friday, March 23rd, 2012

by anna young

Problem:
One of our clients wanted a quick method of generating purchase orders within Sage 200.  The client had an extensive collection of stock with their purchase orders often containing varying stock combinations and quantities of stock items.

Solution:
Using a hand held scanner device the user was able to scan the barcodes on the goods to be ordered and enter the quantity required to be purchased. (User must have the ability to scan barcodes – Barcode addon for Sage 200 will automatically pick up correct stock item code based on the barcode values in Sage 200.)

Once the item had been scanned the handheld scanner was docked into a PC and details from the scanner were imported into Sage 200 as a new Purchase Order. This process was possible due to the combination of our Data Exchange for Sage 200 addon along with a hand held scanner to create and import purchase orders into the Sage 200 system.

The user created 2 look up files which had a list of all possible suppliers for the Purchase Order and the stock locations for the Purchase Order. This information was uploaded to the handheld device using software provided with the scanner (information remains on scanner until user requires an updated supplier/warehouse list).

Supplier and Warehouse details are manually entered, prompting the scanner to perform a look up of each and confirm that both exist (an error message error appears if they do not exist.) After the entries were confirmed, the user was presented with a screen that required them to scan the barcode (with the handheld device) and manually enter the quantity of the required purchase. Several Orders are able to be created by the user without the data needing to be uploaded between each order.

Once all the information is captured, the user will dock the handheld scanner, using the data transfer software within the scanner to transfer the info from a pre-set directory to the location of the CSV Purchase Order import folder on the server. The CSV file was then exported to a specified directory. Each file contains 6 columns – ‘Supplier’, ‘Warehouse’, ‘Barcode’ and ‘Quantity as specified, along with ‘Order Type’ and ‘Line Type’ which will automatically populated.

The Data Exchange addon imports the CSV file from the folder specified and into Sage 200 as a Purchase Order. Data Exchange would then look up the scanned barcode within the barcode table to find correct stock item. A full history of imported files and purchase orders is always kept and stored.

The imported file is created as a new Purchase Order within Sage 200. It contains all of the default supplier and stock item details including pricing – supplier price list or last buying price, depending on the settings on the stock items.

For more details about our bespoke solutions please contact the office on 01355 581 960 or email development@eurekasoutions.co.uk

Posted in Blog, New Development, Sage Development | No Comments »

New Development: Inter Company Transfers

Thursday, March 1st, 2012

by Anna Young, Marketing Assistant

One of our clients wanted to export purchase orders from one Sage 200 company and import these into a different Sage 200 company as a sales order. The original purchase order number needed to be a reference on the sales order.

Our Solution:
Two separate Data Exchange modules were set up, with each one pointing to the two companies in Sage 200. One Data Exchange would export purchase orders from one company and the second would import the purchase orders as sales orders into the second company. The Data Exchange module had a sales order import routine as standard. Therefore the development team created a bespoke export routine for exporting purchase orders. The export routine produced a CSV/xml file with the purchase order details in the correct format for sales order import routine to pick up.  The file included the customer account reference number for creating sales order.
The checkbox added to the purchase order screen, when ticked, will flag up purchase orders that need to be exported. This means the next time Data Exchange runs, it would pick up all the purchase orders with flags checked that haven’t been exported. A CSV file is produced containing all the purchase order details required but in a sale order import format. As each of the orders is exported a second flag will appear to stop Data Exchange from exporting the file again.
The Export file generated was  imported into the second company using the second stance of Data Exchange to create the matching sales order. Each purchase order exported creates one sales order in the second company.
The process only works for new purchase orders. Any amendments to the purchase order once it is exported or imported will need to be updated manually in other Sage 200 company.

Modifying the Stock Record Export routines solved this. When the stock is exported out of the source company, the preferred supplier details can be set to a different supplier account for importing into the second company, using Data Exchange. User nominates the supplier account to be used – same supplier account and supplier price list for default supplier needs to be exported and imported into secondary company.

A new drop down was added into the Stock Export settings for Data Exchange of the default preferred supplier. The drop down displays a list of all the supplier account references within the connected Sage 200 Source Company. The user is able to select which supplier account they want to use for export.
Stock record export routines are amended in Data Exchange. This ensures that any preferred supplier in stock record export file is overwritten with the supplier account selected within the Data Exchange settings. The supplier price list that is exported is also taken from the default supplier specified, along with the lead time, supplier part number, usual order quantity and minimum order quantity.

To find out more about our bespoke work for sage, phone the office on 01335 581 960, or email Alyson McCrum on alyson.mccrum@eurekasolutions.co.uk

Posted in New Development, Sage 200 Data Exchange | No Comments »

New Development: Stock Matrix Image Maintenance

Wednesday, February 29th, 2012

By Shaun Gourlay, Sage Developer

New functionality has recently been added to the popular Stock Plus addon for Sage 200 which is part of the Stock Plus module. This addon already enabled effective management of large numbers of stock items with multiple variants of each, but has now been improved to allow the user to maintain the images of stock styles with greater ease and efficiency.

A new image tab has been added to the stock style form where images for the style can be uploaded and linked to the relevant stock items.  The user uploads the images for this style and then by clicking “Link Images to Variants” can add this image to appropriate stock item variants. For example, a t-shirt style which is available in various colours, the black illustrative image is uploaded and then added to all the black variants of this style. In the past, images needed to be added manually for each individual stock item which could become a very time-consuming task, but this can now be quickly implemented and efficiently maintained from the Stock Matrix style form.

At Eureka, we are dedicated to providing solutions which allow businesses to operate more efficiently and the added feature to this addon demonstrates how this is delivered. We are constantly striving to ensure that our addons effectively enhance the standard functionality of Sage 200.

This added functionality is now available in the Stock Plus Pack. For further information about our Sage 200 development please call 01355 581 960 or email development@eurekasolutions.co.uk.

Posted in Blog, New Development, Sage 200 Stock Plus, Sage Development | No Comments »

Sage 200 Bespoke Development – Certificates of Conformity

Friday, August 12th, 2011

A prospective client was interested in Sage 200 Suite as their business management system. One of the areas of the company is the supply of products where each batch legally requires a certificate of conformity to be distributed with them. Full traceability is also essential for any product recall purposes. The certificates detail the properties and tolerances of the products being despatched.

This functionality being available in Sage 200 was an essential part of any deal and our development team were tasked with customising the system to the client’s requirements.

Solution

The certificates of conformity were only required for one product group, which contains batch items only. Each stock item in the group must hold a “Master Specification” which have a set of tolerance field held against it. These fields are then used to determine if the classification meets the requirements. The fields include chemical analysis and mechanical properties of the rods.

At the point of goods received these details are updated in the system when the batch is assigned. The user must enter in the tolerance of each field. These values will not be mandatory unless there is a tolerance set on the master record. If they are mandatory the field must have a value or it cannot be saved. If a value entered is outside the tolerance, the user is warned with a popup. If no master record exists the user is warned and the system will not allow it to be saved.

An import routine was created to allow the company to import existing batches into Sage 200. At this point the data will then be held in Sage 200 and sales orders can be created for the batch items. These are created as in standard Sage 200.

For each despatch line on the despatch, and each batch on that line, a test certificate is printed so that it can be despatched with the products. Each test certificate has a unique incremental number which is generated automatically.

About Eureka Solutions

Eureka Solutions is a leading Sage Developer and Sage Business Partner.  To find out more our bespoke customisation for Sage, please call 01355 581 960 or email development@eurekasolutions.co.uk.

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Featured Addon: Cross-Sales for Sage 200 Suite

Thursday, August 11th, 2011

Sage-200-Sales-Order-Plus-logoCross-Sales for the Sage 200 Suite is an addon within our Sage 200 Sales Order Plus module that allows related products to be associated with each other, and alert the user of this when entering an order. For example, a torch requires a certain battery to work, so these two products could be linked. The user would then get a notification, stating the battery type and quantity that are required for the torch to work.

Maximise Cross-Selling Opportunities

The benefit of this addon is that your sales executives can maximise cross-selling, whether it be via telesales or over the counter. An added benefit is that the customer experience can be improved. For example, by using the Cross Sales addon the customer would not buy the torch and later discover that they have the wrong batteries for the product. The sales executive would be able to inform them of this at the time of purchase.

Easy to Set Up

A setting screen allows preferences and linked products to be easily set up. The administrator can decide if they want the notification to launch when a user adds a line or when they leave the quantity box.

Linked products can be set up against each stock item, along with the required quantities of each, e.g. a torch requires four AA batteries.

About Eureka Solutions

Eureka Solutions is an award winning Sage Developer  and Sage Business Partner.  To find out more about Cross-Sales for Sage 200 and the Sales Order Plus module, please call 01355 581 960 or email development@eurekasolutions.co.uk.

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Posted in Blog, Sage 200 Sales Order Plus | No Comments »

Forced Addition of Carriage Charge – Latest Sage 200 Development

Friday, July 22nd, 2011

Problem

A client requested we carry out some bespoke work for their Sage 200 system. They needed a carriage charge of £5 to be added to orders of less than £25 (net value). They requested that a mechanism be created to force the user to add on the carriage fee, before completing orders below this amount.

A permissions screen was also needed to allow certain users to override the additional carriage added onto an order, allowing them to process as normal.

Solution

Our development team added a check onto the Sage 200 sales order screen which, on clicking the “Save and Invoice” button checks if the order is less than £25. It then checks each line on the order to see if a carriage line exists which is greater than, or equal to the required carriage charge. If this is not the case then the user will be asked if they want to add the carriage line or cancel “Save and Invoice”.

Rather than having a set £5 charge, the system was created to allow the client to add any charge value they required. This means that no further programming will be required if they wish to increase/decrease the charge value in the future.

In the Sage 200 SOP User Permissions an additional check box was added to allow certain users to “Override Additional Charge”. If this is checked for a user they will not have to add the charge line when pressing the save and invoice button.

About Eureka Solutions

Eureka Solutions is an award winning Sage Developer  and Sage Business Partner.  To find out more our bespoke development for Sage, please call 01355 581 960 or email development@eurekasolutions.co.uk.

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Bespoke amendment to Retail Replenishment Addon

Monday, July 11th, 2011

Sage 200 Stock PlusA client who was using our Sage 200 Stock Plus module and required a bespoke amendment to the Retail Replenishment addon within the module. The client wanted to be able import into the Retail Replenishment table from Sage 200 so that at each store can request goods via CSV without having a Sage 200 login.

Retail Replenishment Addon

Our Retail Replenishment addon simplifies the re-order process from stores to a central warehouse/head office.

  • Stores provided with shortfall of items to request
  • Central warehouse can view request and distribute to stores as appropriate
  • Paper copies of picking lists and delivery notes can be printed
  • Use of a transit location when transferring goods from the head office to the store

Solution

Our development team created a new import routine into the retail replenishment addon. A new button was added to launch the routine from the Amend transfer Request screen in the Stock Plus Module.

About Eureka Solutions

Eureka Solutions is a leading Sage Business Partner and Sage Developer.  To find out more about our Stock Plus module or our bespoke Sage development, please call 01355 581 960 or email development@eurekasolutions.co.uk.

Posted in Blog, Sage 200 Stock Plus, Sage Development | No Comments »

Sage 200 Development – Automated Label Printing for Despatch

Tuesday, April 5th, 2011

Below are details of a Sage 200 Bespoke solution that we developed for one of our clients.

Problem

A Sage MMS client was looking to upgrade to the Sage 200 Suite. However, their current system had bespoke functionality that had been created for them by another developer, and it was essential that this functionality was still there after upgrading.

The bespoke development for their Sage MMS added a new screen where the user could enter the sales order number and it would return the order line. If the order was for 5 products then the software would recommend printing 5 labels.  However this was able to be overwritten by the user, allowing them to print as many labels as they required.

The labels were produced between the “picking note” stage and “ready for dispatch”. This was a manual process and they wanted this to be automated after upgrade.  This functionality was only applied to a single PC in the office which resulted in warehouse staff having to request the labels.  The printed labels are then attached to the product before despatch.

Solution

Our development team added a new screen to the Sage 200 Suite which launches after the “Print Picking List” screen. The user can then manually select which labels they wish to print and the quantities.  This will then automatically print these out to the selected printer. As this screen launches from the Sage 200 Picking List it will be available to all users who have access to Sage 200. However permission on the network must be given to users for access to the label printer to allow printing.

As well as the benefits of upgrading to the Sage 200 Suite, the printing process is able to be more efficient and streamlined with the functionality our team developed.

This functionality would be suited to anyone that requires labels to be printed and attached to items before despatch. For more information please contact our head office on 01355 581960 or email development@eurekasolutions.co.uk.

About Eureka Solutions

Eureka Solutions is a leading Sage Business Partner and Sage Developer.  To find our more about our Sage Development or to discuss your specific requirements, please call our head office on 01355 581 960 or email development@eurekasolutions.co.uk.

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Posted in Blog, Sage Development | No Comments »

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