TaiRox

Communications

App Manager

TaiRox provides Apps for use with the App Manager. Each App is one of the dozens of tools that are together available as the TaiRox Productivity Tools product.

Click on the Blue App Name links below to download that App's User Guide:

Accounting Status Accounting Status provices an overview of all the transactions in Sage 300: their posting status, by module and transaction type. Open and Ready to Post status will be shown for batch-related transactions. For non-batch transactions, a status such as Order Not Completed or Awaiting GL Batch Creation will be displayed. Drill down to detail is provided.

Stock Reorder The Sage 300 Purchase Orders module has an ability to automatically create purchase orders from inventory, based on minimum reorder quantities. Stock Reorder greatly extends this functionality. The key extensions are:
• An option to create purchase requisitions as well as purchase orders
• A preview of the recommended items before creation
• The ability to edit and/or cherry-pick the recommended items in a grid
• An option to save recommended items in a spreadsheet
• The ability to load a spreadsheet of items and quantities into a grid
• With version 2014, the new order minimum value is used in calculations
• With version 2014, the new preferred vendor option can be selected

Ship Orders Ships extracts orders that contain an item or a list of items, displays those orders, allows selection from the grid and finally will ship the orders. Ship Orders saves time when inventory items arrive and there are backorders to fill.

Invoice Shipments Invoice Shipments will display shipments that have not been invoiced in a grid. You can select which shipments to invoice, even combining multiple shipments into one invoice.

User Management User Management provides mechanisms to manage user setup and permissions. The meaning of "setup" includes: Security Permissions, User Interface Profiles, Customization Directories, Printer Settings, Desktop Customizations and Process Flows. Functions provided:
• Viewing a concise users and permissions display on screen
• Saving a concise user and permissions report to an Excel spreadsheet
• Copying some or all of user A's setup to user B
• Removing some or all of user A's setup
• Removing some or all of all users' setup

Complete Orders Complete Orders eliminates the time-consuming steps involved in completing Order Entry orders from the Sage 300 Order Entry module. The orders may be old and all items should be completed - or - there may be discontinued items that are to be eliminated from many orders.

Complete Purchase Orders Complete Purchase Orders eliminates the time-consuming steps involved in completing purchase orders from the Sage 300 Purchase Orders module. The purchase orders may be old and all items should be completed - or - there may be discontinued items that are to be eliminated from many purchase orders.

Update Orders Update Orders eliminates the time-consuming steps involved in changing details for dozens or hundreds of quotes or incomplete orders in the Sage 300 Order Entry module. Update Orders will make changes to selected orders:
• When the components of a kit have changed
• When a bill of material has changed
• When the expected ship date of an item or list of items has changed
• When a price list has changed for an item or list of items or all items

Mass Billing Mass Billing extends the functionality of Sage 300 Accounts Receivable by creating a large number of invoices or credit notes for a set of customers quickly and easily. This product is targeted at companies or educational institutions that administer a lot of fees to ranges of customers. In an educational environment, students are set up as customers with optional fields ("grade"). Mass Billing facilitates the administration of fees such as yearly book fees or field-trip fees that may apply to some or all grades.

Mail Merge Mail Merge integrates Sage ERP 300 with Microsoft Word's mail merge function. The integration presents a Sage 300 style interface from within the Sage 300 desktop. Mail Merge eliminates the need to export data, manually manipulate that data, and to define the resulting file as a Microsoft Word "data source".

Mail Merge is designed for the production of merge documents from Sage 300, and is integrated with A/P vendors, A/R customers, I/C Items and US and Canadian Payroll Employees. All relevant fields are presented with definitions to ease the preparation of a "mail merge template" within Microsoft Word. Optional fields defined for the modules are also available for selection into a mail merge document.