Sage Accpac ERP and SageCRM Tips & Tricks Videos

We've created a set of tips & tricks videos to help you learn new features and become more productive with your Sage Accpac ERP and SageCRM systems. Click the images to watch and learn!

Free Webcasts are also available to learn more.

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Sage Accpac ERP

	Speed Up Data Entry with Distribution Codes and Sets Sage Accpac provides Distribution Codes and Sets to help speed up your data entry in Accounts Payable.  In this tutorial, we’ll show you how their used and how to set them up. Duration: 4 minutes 45 seconds
	Enhanced Drilldown from Operations Suite Modules When you've got a customer on the phone placing an order, it's critical to have item availability at your fingertips. Sage Accpac puts this information on your Order screen and enhanced drilldown gives you easy access to the details. In this tutorial, we'll show you a typical order entry scenario where these features will benefit you and your customers. Duration: 3 minutes 38 seconds
	Shortcut Keys in Sage Accpac ERP In this tutorial, we'll show you some shortcut keys in Sage Accpac ERP that can make your job easier and more productive. Duration: 4 minutes 34 seconds
	Drilling Down from Financial Statements In this tutorial, you'll learn how to drill down from your financial statements to see the underlying transactions. Duration: 2 minutes 20 seconds
	Automatically Create Purchase Orders from Sales Orders In this tutorial, we'll show you Sage Accpac can speed up your order processing by automatically creating Purchase Orders from your Sales Orders. Duration: 4 minutes 11 seconds
	Customer Number Change The Customer Number Change module allows you to change customer numbers, combine customers into one account and quickly create a new customer based on an existing customer account. In this tutorial, we'll show you how to use it to combine two customers into a single account which may be necessary if one customer acquires another. Duration: 3 minutes 55 seconds
	Using Credit Controls to Reduce Risk Selling to customers who are past-due or over their credit limit is a risk to your business. In this tutorial, we'll take a look at how Sage Accpac ERP's credit control features can help minimize the risk to your receivables. Duration: 3 minutes 59 seconds
	Analytical Dashboard Sage Accpac ERP includes an analytical dashboard that displays key performance indicators for your business. Importantly, these indicators can alert you to issues and trends that may require corrective action. Duration: 4 minutes 8 seconds
	Use Payment Codes for Vendor Invoice Payments by Credit Card Sage Accpac ERP includes a payment code feature in Accounts Payable that has multiple uses and benefits. In this tutorial, we'll show just one use of this feature that facilitates credit card payments for invoices from your vendors in Accounts Payable. Duration: 6 minutes 49 seconds
	Manufacturer's Item Number Sage Accpac ERP includes a Manufacturer’s Item number feature that can speed up your data entry. This feature allows you to specify as many alternative codes or numbers for your inventory items as you want. In this tutorial, we’ll show you three example uses for this valuable feature. Duration: 5 minutes 10 seconds
	Email Invoices and Other Documents Directly from Sage Accpac Delivering your invoices and statements by email can save you time, money and may even get you paid faster. In this tutorial, we’ll show you how easy it is to setup and use this feature. Duration: 4 minutes 37 seconds
	Write Quick Checks Using Miscellaneous Payments Feature The Miscellaneous Payments feature in Sage Accpac ERP provides a quick and easy method for writing checks outside of a normal check run. In this tutorial, we’ll show you how easy it is to use. Duration: 3 minutes 9 seconds
	Year-End Procedures Closing the year in Sage Accpac ERP is a rather painless exercise. In this tutorial, we’ll review the major year-end tasks and walk you through the process. Duration: 7 minutes 19 seconds
	Customer Refunds Nobody likes to give a refund, but if it's necessary, it should at least be easy to generate. In this tutorial, we show you how Sage Accpac ERP facilitates customer refunds. Duration: 2 minutes 8 seconds
	Customize the Information that Flows to your General Ledger Sage Accpac ERP allows you to customize the information that flows from your sub-modules to your general ledger. In this tutorial, we show how to customize this on your system. Duration: 5 minutes 20 seconds
	General Ledger Rollups The GL Roll up feature in Sage Accpac ERP, was an enhancement introduced in version 5.5.  Roll-ups allow you to consolidate account balances to provide a summary balance.  In this tutorial, we show you how to setup account roll-ups and we look at some examples. Duration: 5 minutes 26 seconds

SageCRM

	Reassigning Accounts & Tasks to Another User When an employee leaves your company, it’s critically important that you’re able to quickly pick up where they left off, especially if they were in a sales or customer service role.  In this tutorial, we'll show you how to use the disable and reassign function. Duration: 3 minutes 59 seconds
	Scheduling Tasks and Appointments One of the benefits of using a CRM system is staying on top of your tasks and appointments. In this tutorial, we'll show you the basics of appointment and task scheduling. Duration: 6 minutes 0 seconds
	Promoting CRM Prospects to Sage Accpac Customers SageCRM is now included with Sage Accpac ERP and this powerful, integrated combination forms the basis of the Sage Accpac Extended Enterprise Suite. In this tutorial, we'll start with the basics of how to promote a prospect in SageCRM to a customer in Sage Accpac. Duration: 3 minutes 57 seconds
	Sales Opportunity Management SageCRM provides a powerful set of sales pipeline management tools and the process begins with your salespeople entering their Opportunities into the system. In this tutorial, we focus on the basics of creating an Opportunity in SageCRM. And once you've begun to enter opportunities, then you can take advantage of SageCRM's sales reporting and forecasting tools. Duration: 4 minutes 54 seconds
	Introduction to SageCRM Marketing Tools Powerful marketing tools in SageCRM allow you to target the right customers, execute campaigns, and track responses. In this tutorial, we focus on the basics of setting up a campaign. Duration: 5 minutes 43 seconds
	Creating Document Templates in SageCRM SageCRM allows you to centralize templates for your company’s letters, proposals, and other documents. In this tutorial, we'll show you how to create a document template in SageCRM. Duration: 6 minutes 32 seconds
	SageCRM Mass Update Feature Have you ever had the need to update the same data field across numerous contact records in your CRM system? This can be a time-consuming effort if you have to visit each contact record to make the change. In this tutorial, we show you how the Mass Update feature in SageCRM makes this a quick and easy process. Duration: 4 minutes 34 seconds
	Track and Manage Related Entities In SageCRM The Related Entities feature in SageCRM allows you to track relationships between holding companies and their subsidiaries, suppliers and their customers, and the firms that compete against you on specific sales opportunities to name a few. In this tutorial, we show you how the related entities feature is used and how to set it up for your specific needs. Duration: 5 minutes 51 seconds

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