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Productivity Tools - Show Web Screens
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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
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*New* A Productivity Tools Enterpise
license activates multi-company general ledger programs.
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*New* Create A/R Credit Notes lets you quickly reverse accounts receivable invoices, debit notes, or interest payments that were applied to customer accounts.
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*New* Create O/E Credit Notes lets you quickly reverse order entry invoices that were applied to customer accounts.
Watch: Create O/E Credit Notes.
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"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.
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"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.
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General Ledger Tools
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Maintain the same chart of accounts across multiple companies |
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Show every task that needs attention before month end |
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Manage calendars and fiscal years for dozens of companies |
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Click on the blue function name below to view individual features: |
Extended G/L Accounts
copies accounts, changing segments, from one company to many, including many options to filter,
log changes, increase speed & safety.
Watch: https://vimeo.com/610148633
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Extended G/L Segment Codes
copies Segment Codes from one company to many.
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Extended G/L Account Groups
copies Account Groups from one company to many.
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Accounting Status
shows period-end status in a single window.
Watch: https://vimeo.com/610199466
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Extended Fiscal Calendar
copies calendars from one company to many. Supports per-module locking.
Watch: https://vimeo.com/610152832
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Extended Create New Year
creates a new year in multiple companies.
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Set Recurring Dates
resets incorrectly entered last-run-dates.
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User Management
copies permissions and setup from one user to another.
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Accounts Receivable Tools
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Maintain the same customers across multiple companies |
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Match and apply multiple unapplied payments to invoices |
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Display receipts entered against a customer invoice and applied to a National Account |
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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
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Apply Documents
matches and applies unapplied documents to invoices. Supports manual and auto-apply matching.
A payment grid & an invoice grid maximize visibility.
Automated matches can be overridden manually with one click.
Watch: https://vimeo.com/610153904
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Extended Customer Inquiry
adds SmartFinders, Google Map integration, multiple contacts and other functionality to Customer Inquiry.
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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.
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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
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Create A/R Credit Notes
lets you quickly reverse accounts receivable invoices, debit notes, or interest payments that were applied to customer accounts.
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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
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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.
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Accounts Payable Tools
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Show everything related to a vendor in one place (Vendor Inquiry) |
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Maintain the same vendors across multiple companies |
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Enforce country, state and province codes as an entry option |
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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
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Vendor Inquiry
adds 20 dynamic tabs of information for managing purchases.
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/610157508
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Extended Create Payment Batch
enables more than one system-generated batch to be unposted.
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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
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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.
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Inventory Control Tools
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Maintain the same item across multiple companies |
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Perform stock reorder calculations with export/import to Excel |
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Delete items or BOMs no longer in use |
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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.
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Extended Locations
copies Locations from one company to many and provides links to Google Maps and email clients.
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Extended I/C Segment Codes
copies segment codes from one company to many.
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Extended Vendor Details,
Extended Customer Details and
Extended Manufacturers' Items
A SmartFinder searches for items like an internet search engine.
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Extended Item Pricing
copies prices from one company to many.
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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.
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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.
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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.
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Delete BOMs
provides a way to delete hundreds of old or unused bills-of-material (BOMs) in one operation.
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Kit Component Usage Inquiry
lets you quickly list kits where items appear as components, drill down to
kit components, and change them if necessary.
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Fix Item Valuation Errors
repairs item valuation errors in your data.
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Order Entry Tools
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Add dozens of powerful operations to the order entry form |
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Ship hundreds of orders in one operation, invoice hundreds of shipments in one operation |
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Update hundreds of orders in one step, in dozens of different ways |
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Click on the blue function name below to view individual features: |
Extended Order Entry
shows prices, quantities and comments in a finder. Shows margins and most recent costs. Prints picking slips,
invoices, quotes & confirmations. Edit kit details on an order. Views history, selecting line details from previous
orders. Displays picked items in picking slip order. Shows quantities available at
other locations or companies. An update button enables multi-faceted changes to be made to all lines in an order.
A Line Finder helps you deal with an order with dozens or hundreds of lines.
Configure selected customer optional fields to appear right on the order entry form.
Force a purchase order number to be entered for selected customers.
Check if a customer purchase order number is used on more than one order.
Watch: https://vimeo.com/605974010
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Extended Shipment Entry
shows prices, quantities and comments when selecting items. Shows margins and most recent costs. A ship button
displays picked items in picking slip order. Settings enable quick printing of picking slips without showing
intermediate windows. Displays quantities available at other locations or companies.
Check if a customer purchase order number is used on more than one shipment.
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Create O/E Credit Notes
lets you quickly reverse order entry invoices that were applied to customer accounts.
Watch: https://vimeo.com/698767145
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Extended Ship-Via Codes
copies Ship-Via Codes from one company to many and provides links to Google Maps and email clients.
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Ship Orders
ships hundreds of orders, optionally invoicing at the same time.
Watch: https://vimeo.com/609935348
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Invoice Shipments
invoices hundreds of shipments with many consolidation options.
Watch: https://vimeo.com/609937210
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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.
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Update Orders
updates BOMs, kits or items for hundreds of orders. Updates prices from price lists,
expected ship dates, deliver by dates, on hold status and customer addresses.
Zeros quantities for items not in stock.
Watch: https://vimeo.com/609933815
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Update Shipments
updates prices or ship dates for hundreds of shipments.
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Delete Orders
deletes old orders to correct item quantities and speed up day-end.
Watch: https://vimeo.com/609940849
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Delete Quotes
deletes thousands of old quotes and speeds up day-end.
Watch: https://vimeo.com/609940849
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Complete Orders
completes old orders that will never be filled, correcting quantities.
Watch: https://vimeo.com/609938913
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Sales History Inquiry
quickly finds most recent costs and prices for an item.
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Extended OE Credit Debit Note Entry
lets you select details from an OE invoice to be included in the note.
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Email Packing Slips
will send an email to a customer, reporting which items on an order were shipped.
Watch: https://vimeo.com/664376177
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Purchase Order Tools
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Add many powerful operations to the PO entry and receipt entry forms |
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Update hundreds of purchase orders in one step, in dozens of different ways |
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Complete or delete old purchase orders, updating inventory quantities |
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Click on the blue function name below to view individual features: |
Extended PO Entry
shows item quantity information just like on the order entry screen. While viewing history,
selects line details from previous POs.
Displays quantities available at other locations or in other companies while entering a purchase order.
A Line Finder helps you deal with a PO with dozens or hundreds of lines.
Watch: https://vimeo.com/609959401
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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.
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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.
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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
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Update Purchase Orders
updates vendor costs for hundreds of purchase orders. Updates expected arrival dates for hundreds of purchase orders.
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Delete Purchase Orders
deletes old purchase orders to correct item quantities.
Watch: https://vimeo.com/609964966
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Complete Purchase Orders
completes old purchase orders, correcting item quantities.
Watch: https://vimeo.com/609962780
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Complete Zero Receipts
finds and completes purchase order receipts with zero cost.
Watch: https://vimeo.com/609963743
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Payroll Tools
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Synchronize timecard data to an updated master table |
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Send mail-merged letters to employees with field names |
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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.
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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.
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Platform Requirements
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• | Sage 300 2012 to 2016: A single executable program works with these platforms. |
• | Sage 300 2017 to 2022: A single executable program works with these platforms. |
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Detailed Platform Requirements |
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More Technical Details
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Implementation and Support FAQs
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Demonstration Guide
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