Macola quotes are "lost" the moment they are converted to orders. There is also no "versioning" capability in the Macola Quote screen. This customization addresses both drawbacks with the use of a simple customization.
New quotes are often very similar to previously created quotes or Master Orders. To provide a starting point for a new quote, you would like the ability to replicate an existing Master Order or Quote type Order.
Your company uses the same Item No to represent a manufactured item that is produced in a variety of different configurations, each of which has different costs. Consequently, the items may not reflect the actual 'as built' costs. When an order is selected for billing, you would like to update the Cost of the line item to include materials and Value Add costs specific to the Production Order that was used to manufacture the item
Your company would like the ability to view up to three (3) years of Sales History and the ability to simultaneously enter twelve (12) months of sales projections for an item by Location and Profit Center.
SecureCheck-Pro 7 delivers next-generation functionality for check and form issuance that enhances both the security and productivity of your organization’s disbursement process.
Protect Your Checks with Positive Pay Positive pay is your best defense against becoming a check fraud statistic. Check fraud costs U.S. businesses in excess of 20 billion dollars annually (Nilson Report) and is still growing. Positive pay establishes a partnership with your bank to prevent check fraud and its consequences.
Your company sometimes offers a discount for an item purchased specifically ofr 'Demo' purposes. When certain customers are purchasing a stock item as a 'demo', you would like to automatically discount the item by a certain percentage.
Your company would like the ability to view data from multiple data tables on a single consolidated view screen. The view will include data from multiple locations and from multiple company databases.
The Synergizer allows you to automate the management of Synergy Document Uploads and Downloads. It enables business process automation between Synergy, Event Manager, and Macola ES, Progression, Globe, JobBOSS or MAX.
Interface designed for Artisoft Televantage phone system to tie directly to e-Synergy for incoming and outgoing phone calls. Provides screen pops of Account or Contact Card based on incoming Caller ID. Allows user to create outgoing phone calls directly from the Account or Contact card.
Your company generates multiple 'tickets' each day that contain the detail of the goods that are shipped. Each is currently entered as a separate Sales Order in Macola. Multiple tickets and Sales Orders are often generated for the same customer each day. You would like to consolidate these tickets onto a single Sales Order per Customer per Job while maintaining visibility of the individual ticket numbers.
