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Downloads |Videos |Customization |Services |TCP Dispatch
Downloads
User Guide(s)
Product Distribution File
Release Notes
Platform Requirements
Application Suite
Automate G/L Consolidation
Automate Recurring Entries
Download Rates
Productivity Tools
SOX Check Approval
SOX Second Sight
SOX User Management
TaiRox Collections
TaiRox CRM and Collections
Data Management Suite
Copy Company
Create Company
Fast Clear History
Fast Data Integrity
Fast DBTools
Fast Duplicates Check
Fast Units of Measure Tool
Optional Field Manager
SOX Backup Enterprise
SOX Backup Express
Free Diagnostic Software
Install Check
Productivity Tools - Show Web Screens
Productivity Tools is available for $1,995 + $500 per year. Productivity Tools Enterprise adds enterprise features* and is available for $2,495 + $625 per year. Add hundreds of features to Sage 300. Add dozens of enhancements to the order entry screen. Manage accounts, customers, vendors and items across multiple companies. Update hundreds of orders or POs in one step. Search for customers, vendors and items using an internet-like search engine ... and much more. PDF BrochureVideo
*New* Enterprise Feature: Look Up G/L Account finds the right account when there are thousands in your ledger. See: Picture.
*New* Enterprise Feature: Administrative Security lets you know which security resources are required to make an icon visible. See: Picture.
*New* Update Orders - There are now 16 ways to update multiple orders in one step. See: Picture.
"RE: Ship Orders ... thank you very much for the impressive turnaround for this relatively flag ship client of ours." Mel Marulanda D&A Business Management Solutions. Show complete quote.
"Nanci called me thrilled beyond belief ... the closing took 10 minutes ... there are like 89 databases to close." Sue Smith, Advantage Business Solutions. Show complete quote.
Administrative Services Tools
Streamline administrative security tasks.
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Click on the blue program name below to view individual user guide:
User Management* copies permissions and setup from one user to another.
Application Security* tells you the security permissions required to run a program on the desktop.
General Ledger Tools
Manage large or multi-company charts of account.
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Click on the blue program name below to view individual user guide:
Extended G/L Accounts copies accounts from one company to many. There are segment substitution, multi-currency and insert/update options. Copying is done safely with all changes and exceptions logged. See: Picture Watch: https://vimeo.com/610148633
Extended G/L Segment Codes copies Segment Codes from one company to many.
Extended G/L Account Groups copies Account Groups from one company to many.
Accounting Status shows period-end status in a single window. See: Picture Watch: https://vimeo.com/610199466
Extended Fiscal Calendar copies calendars from one company to many. Supports per-module locking. Watch: https://vimeo.com/610152832
Extended Create New Year creates a new year in multiple companies.
Set Recurring Dates resets incorrectly entered last-run-dates.
Copy G/L Accounts* manages multi-company ledgers with segment filtering and substitution rules. See: Picture Watch: https://vimeo.com/707083999
Copy G/L Accounts Setup* Specify any number of account ranges from a template company to target companies. For each account range: specify any number of segment filtering rules and any number of segment substitution rules. For all account ranges: specify any number of excluded account ranges. See: Picture Watch: https://vimeo.com/707083999
Look Up G/L Account* finds the right account quickly when thousands are in use. See: Picture Watch: https://vimeo.com/789777545
Accounts Receivable Tools
Streamline single and multi-company accounts receivable processes.
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Click on the blue program name below to view individual user guide:
Extended Customers copies customers from one company to many. Maintains multiple contacts per customer. Includes many options to filter, log changes, increase speed & safety. Will optionally enforce Country, State and Province codes. Displays receipts entered against a customer invoice and applied to the National Account number. Watch: https://vimeo.com/610154925
Apply Documents matches and applies payment documents to invoices. A payment grid and matching invoice grid maximize visibility. Supports manual and auto-apply operations. Automated matches can be ordered by Document Number, Document Date or Due Date. See: Picture Watch: https://vimeo.com/610153904
Extended Customer Inquiry adds SmartFinders, Google Map integration, multiple contacts and other functionality to Customer Inquiry.
Extended AR Receipt Entry searches for a customer by invoice number providing a solution for the receipt of a payment that identifies an invoice, but does not identify a customer.
Mass Billing creates a large number of invoices for a single A/R item. Includes many options to annotate invoice batches, logs all changes. Watch: https://vimeo.com/610156591
Create A/R Credit Notes lets you quickly reverse accounts receivable invoices, debit notes, or interest payments that were applied to customer accounts.
Mail Merge creates mail-merge documents directly from Sage 300. Simplifies operation by eliminating export and data source setup. Merges ACTIVE instead of 1, calculated fields. Eliminates guesswork by providing meaningful field names. Watch: https://vimeo.com/605970218
Extended Ship-To Locations provides access to Extended Ship-To Location, which will optionally enforce Country, State and Province codes. Ship-To codes can be copied to multiple companies. A SmartFinder searches for customers like an internet search engine.
Accounts Payable Tools
Manage payables from a single program, Vendor Inquiry.
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Click on the blue program name below to view individual user guide:
Extended Vendors copies vendors from one company to many. Maintains multiple contacts per vendor. Will optionally enforce Country, State and Province codes. Watch: https://vimeo.com/610157508
Vendor Inquiry adds 20 dynamic tabs of information for a vendor, including grids for purchase orders, requisitions, invoices, receipts, returns, payments, adjustments, credit notes and more. A SmartFinder searches for vendors like an internet search engine. Vendor Document Inquiry adds 7 additional tabs of information about vendor documents and is launched from Vendor Inquiry. Watch: https://vimeo.com/610158599
Extended Create Payment Batch enables more than one system-generated batch to be unposted.
Mail Merge creates mail-merge documents directly from Sage 300. Simplifies operation by eliminating export and data source setup. Merges ACTIVE instead of 1, calculated fields. Eliminates guesswork by providing meaningful field names. Watch: https://vimeo.com/605970218
Extended Remit-To Locations provides access to Extended Remit-To Location, which will optionally enforce Country, State and Province codes. Remit-To locations can be copied to multiple companies.
Inventory Control Tools
Streamline single and multi-company inventory processes.
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Click on the blue program name below to view individual user guide:
Extended Inventory Items copies items, changing segments, from one company to many. Includes many options to filter, log changes, and increase speed & safety. Item descriptions can be copied to multiple tables in one step. Copy an item, including all its optional fields, to a new item in the same database. An Item-In-Use button will show all table references to an item. A SmartFinder searches for items like an internet search engine.
Extended Locations copies Locations from one company to many and provides links to Google Maps and email clients.
Extended I/C Segment Codes copies segment codes from one company to many.
Extended Vendor Details, Extended Customer Details and Extended Manufacturers' Items A SmartFinder searches for items like an internet search engine.
Extended Item Pricing copies prices from one company to many.
Stock Reorder performs reorder calculations, previews with errors (e.g. no item vendor). Saves display grid to Excel and reloads edited spreadsheet. Creates either purchase orders or requisitions.
Mail Merge creates mail-merge documents directly from Sage 300. Simplifies operation by eliminating export and data source setup. Merges ACTIVE instead of 1, calculated fields. Eliminates guesswork by providing meaningful field names.
Delete Items provides a way to see all inventory items that are safe to delete. Checks for known third-party references to items. Deletes items when safe to delete.
Delete BOMs provides a way to delete hundreds of old or unused bills-of-material (BOMs) in one operation.
Kit Component Usage Inquiry lets you quickly list kits where items appear as components, drill down to kit components, and change them if necessary.
Fix Item Valuation Errors repairs item valuation errors in your data.
Order Entry Tools
Streamline order and shipment processing when more data is at hand.
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Click on the blue program name below to view individual user guide:
Extended Order Entry shows prices, quantities, and comments when selecting items. Shows margins, most recent costs, and UOM totals. Prints picking slips, invoices, quotes & confirmations. Displays picked items in picking slip order. Displays quantities available at other locations or companies. Check if a customer purchase order number is used on more than one order. Edit kit details on an order. Views history, selecting line details from previous orders. A Line Finder helps you deal with an order with dozens or hundreds of lines. An update button enables multi-faceted changes to be made to all lines in an order. Configure selected customer optional fields to appear right on the order entry form. Force a purchase order number to be entered for selected customers. See: Picture Watch: https://vimeo.com/605974010
Extended Shipment Entry shows prices, quantities and comments when selecting items. Shows margins, most recent costs, and UOM totals. Prints picking slips, invoices, quotes & confirmations. Displays picked items in picking slip order. Displays quantities available at other locations or companies. Checks if a customer purchase order number is used on more than one shipment. See: Picture Watch: https://vimeo.com/771234785
Create O/E Credit Notes lets you quickly reverse order entry invoices that were applied to customer accounts. Watch: https://vimeo.com/698767145
Extended Ship-Via Codes copies Ship-Via Codes from one company to many and provides links to Google Maps and email clients. Provides a field to store tracking number URLs.
Ship Orders ships hundreds of orders, optionally invoicing at the same time. Watch: https://vimeo.com/609935348
Invoice Shipments invoices hundreds of shipments with many consolidation options. Watch: https://vimeo.com/609937210
Shipment Picking Slips provides greater flexibility for printing picking slips, letting you select shipments using ranges of shipments, customers, and optional fields, then cherry-pick the results before printing.
Update Orders substitutes items, kits and BOMs on hundreds of orders. Updates prices, expected ship dates, deliver by dates, customer addresses, salesperson codes and more. See: Picture Watch: https://vimeo.com/609933815
Update Shipments updates prices or ship dates for hundreds of shipments.
Delete Orders deletes old orders to correct item quantities and speed up day-end. Watch: https://vimeo.com/609940849
Delete Quotes deletes thousands of old quotes and speeds up day-end. Watch: https://vimeo.com/609940849
Complete Orders completes old orders that will never be filled, correcting quantities. Watch: https://vimeo.com/609938913
Sales History Inquiry quickly finds most recent costs and prices for an item.
Extended OE Credit Debit Note Entry lets you select details from an OE invoice to be included in the note.
Email Packing Slips will send an email to a customer, reporting which items on an order were shipped. Supports customer, ship-to and entered email addresses and ship-to tracking numbers. See: Picture Watch: https://vimeo.com/664376177
Purchase Order Tools
Streamline PO and receipt processing when more data is at hand.
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Click on the blue program name below to view individual user guide:
Extended PO Entry Sort detail lines to speed up editing of very large purchase orders. Create a new purchase order by selecting details from previous purchase orders. Display quantities available at other locations. See prepayments assigned to a purchase order. See: Picture Watch: https://vimeo.com/609959401
Extended PO Receipt Entry shows item quantity information just like on the order entry screen. A receive button displays items on the PO in several different sort orders. Drop ship to dozens of detail lines in a single operation. Displays quantities available at other locations or in other companies while entering a receipt. SmartFinders search for receipts, vendors, and items like an internet search engine.
Extended PO Invoice Entry shows all receipts related to a vendor so that they may be quickly matched to an invoice. A vendor is related to a receipt if they are the primary vendor or an additional cost vendor.
Stock Reorder performs reorder calculations, previews with errors (e.g. no item vendor). Saves display grid to Excel and reloads edited spreadsheet. Creates either purchase orders or requisitions. Watch: https://vimeo.com/605967657
Update Purchase Orders substitutes items on hundreds of orders. Updates vendor costs and expected arrival dates on multiple POs in one step.
Delete Purchase Orders deletes old purchase orders to correct item quantities. Watch: https://vimeo.com/609964966
Complete Purchase Orders completes old purchase orders, correcting item quantities. Watch: https://vimeo.com/609962780
Complete Zero Receipts finds and completes purchase order receipts with zero cost. Watch: https://vimeo.com/609963743
Payroll Tools
Streamline timecard processing.
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Click on the blue program name below to view individual user guide:
Sync Timecards synchronizes timecard data with updated master table entries. Includes many options to filter employees, logs all changes.
Mail Merge creates mail-merge documents directly from Sage 300. Simplifies operation by eliminating export and data source setup. Merges ACTIVE instead of 1, calculated fields. Eliminates guesswork by providing meaningful field names.
Platform Requirements
• Sage 300 2012 to 2017: A single executable program works with these platforms.
• Sage 300 2018 to 2023: A single executable program works with these platforms.
•  Detailed Platform Requirements
More Technical Details
Implementation and Support FAQs
Demonstration Guide