TaiRox

Tools for all modules are available for $1,995 + $500 per year, a single module's tools for $1,395 + 350 per year. Productivity Tools adds 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 Brochure – Video

*New* Extended Order Entry, Extended Shipment Entry, Extended PO Entry - For an important unit of measure, displays the total quantity for all detail lines below the detail line grid. See: Picture.

*New* Email Packing Slips - Provides options to send the email to the customer, ship-to or entered address. Tracking number can be included in the ship-to email body. See: Picture.

*New* Update Orders - There are now 16 ways to update multiple orders in one step. See: Picture.

*New* Update Purchase Orders - Adds the ability to substitute items on multiple POs in one step.

*New* Support is added for Sage 300 2023.

*New* Apply Documents - Automated matches can be ordered by Document Number, Document Date or Due Date.

"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.

General Ledger Tools

•	Maintain the same chart of accounts across multiple companies
•	Show every task that needs attention before month end
•	Manage calendars and fiscal years for dozens of companies

Click on the blue function name below to view individual features:

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. 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.

User Management copies permissions and setup from one user to another.

Accounts Receivable Tools

•	Maintain the same customers across multiple companies
•	Match and apply multiple unapplied payments to invoices
•	Display receipts entered against a customer invoice and applied to a National Account

Click on the blue function name below to view individual features:

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

•	Show everything related to a vendor in one place (Vendor Inquiry)
•	Maintain the same vendors across multiple companies
•	Enforce country, state and province codes as an entry option

Click on the blue function name below to view individual features:

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.

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

•	Maintain the same item across multiple companies
•	Perform stock reorder calculations with export/import to Excel
•	Delete items or BOMs no longer in use

Click on the blue function name below to view individual features:

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.

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

•	Add dozens of powerful operations to the order entry form
•	Ship hundreds of orders in one operation, invoice hundreds of shipments in one operation
•	Update hundreds of orders in one step, in dozens of different ways

Click on the blue function name below to view individual features:

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

•	Add many powerful operations to the PO entry and receipt entry forms
•	Update hundreds of purchase orders in one step, in dozens of different ways
•	Complete or delete old purchase orders, updating inventory quantities

Click on the blue function name below to view individual features:

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: 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.

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

•	Synchronize timecard data to an updated master table
•	Send mail-merged letters to employees with field names

Click on the blue function name below to view individual features:

Sync Timecards synchronizes timecard data with updated master table entries. Includes many options to filter employees, logs all changes.

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