Accounting Utilities

This utility provides easy access to pricing history for customers and products. It also gives the discountable (effective) unit price which is useful for pricing product returns. This information may also be displayed when adding a customer Invoice...

Product Lookup Ideal for multi-site companies, this tool helps find the quantity available at each location for a particular product. Optionally view the sales and purchase year to date totals as well. Choose the product and select Lookup to disp...

Delete Aged Vendor Quotes This utility allows old product quotes to be periodically deleted. All vendor quotes set to expire on or before the specified date are deleted. ...

This utility allows the selection of a product, and then displays the costing information, units, EPA information, and lot information if applicable. Calc Avail for Sale calculates the quantity available for sale. Calc Pending Usage displays the...

Edit PO Contract ID Sometimes Contract IDs are given by vendors for Purchase Orders. This utility allows the PO Contract ID to be edited if necessary. ...

Resolve Mobile Inventory Received Products Exceptions Mobile Inventory users may benefit from this utility which adds products that were received through mobile inventory but are not currently existing in the Agvance program. By completing the miss...

Moneris Phoenix Transactions For companies processing credit card transactions using the Phoenix Host option through the Moneris Bankcard Interface , this area displays the credit card transactions. Transactions may be viewed and receipts can be...

Worldpay When using Worldpay for processing customer payments by credit card, this area stores the setup information and displays the transactions processed. For detailed information on this setup, contact SSI Customer Support.

Substitute products on unpaid Bookings at Accounting / Utilities / Booking Product Substitution . Note that products must be of like Units of Measure and there are limitations as to which types of Bookings can be updated. Only certain Bookings are...