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Price List Report (Pastel Partner)

October 28, 2013

BIC  Cape Town Report PL

Solution Description

The ‘Price List’ solution reveals the 10 Price Lists available in Sage Pastel, with a comparison to the current cost of each inventory item.

On one page it answers some important questions relating to expected profit on inventory items:
‘At a glance, do my price lists look accurate with regard to my current pricing strategy?’
‘Do my price lists exceed the value of the current item cost?’
‘Are any of the price lists redundant?’

Isolate individual Inventory Groups or Stores to apply these business questions to.

The model also calculates the percentage markup for each inventory item on ‘Price List 1’, affording you the opportunity to have exception reporting on inventory which are projected to have poor markups or unrealistic high markups.
Use basic pivot table skills to add your own calculated fields to this report for customized analysis. From here on out, embrace this tool to manage your price lists so that you manage your profits

Download this solution here > >

Supported Versions

Microsoft® Excel® 2007+

Pastel v11+

PriceList 3

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Profit and Loss Report (Pastel Partner)

October 24, 2013

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Solution Description

This Profit & Loss report reveal financial performance information of the company across multiple fiscal years

It answers questions like:
‘How much profit did the company make for a given period of operation?’
‘What is the contribution of Gross Margin to fixed costs’
‘What percentage of revenue does each expense line constitute?’

…..and consequently, where can adjustments be made to increase profits

This solution reports Profit and Loss activity over as many years as have been transacted in Sage Pastel and is not limited to 2 years like the standard Sage Pastel reports

This model groups the report into categories that match your business structure.
It does this by using the Financial Categories, Report Writer Category, External Link Field and Entry Types, all of which are customisable by the user of Sage Pastel.

Download this solution here >>

Supported Versions

Microsoft® Excel® 2007+

Pastel v11+

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Consolidated Financial Reporting Video

February 17, 2012

So many users of Sage products ask us what options are available to them for Consolidated Financial Reporting. Whether you have an existing set of reports that you would like to convert and improve, like FRX for MAS90/200/500 or Financial Reporter for Accpac, etc. or if you just want to have a set of reports matching your wild imagination, this video should give you an idea of what is possible using Sage Business Intelligence.

Intelligence

Intelligence

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Salesperson Commission Summary/Detail MAS90/200

January 16, 2012

APPLICATION

This solution is used to rapidly calculate the commission due with a breakdown of commission amounts by Line Item Detail to each member of your sales force. Commissions are calculated when customers are invoiced.

All of these variants contain common dynamic features:

·         Swiftly filtering by Sales Person and Customer Numbers.

·         Options for a summary and detailed view of fields

SOLUTION FEATURES

This solution has two performance variants:

1) Full report with Invoices dates up to 15 day prior to the current system date.

2) Full report with a Beginning/Ending Invoice date entered at run time.

Solution Free variant available here.

Excel Version: 2007+

 

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Customer Profiling – Simply Accounting 2011 Report

December 7, 2011

APPLICATION

This solution provides business information for the profiling of Customers. Use the dimensions in this report to profile customers by Sales and ‘Days to Pay’ for any period.

SOLUTION FEATURES

Depending on the report variant selected, this report provides rapid access to sales-side information and filtering by ‘Customer’, ‘Invoice Number’, ‘Payment’, ‘Paid/Unpaid Invoices’, aging of AR into ‘Current’, ’30 Days’, ’60 Days’, ’90 Days’, ’90 Days Plus’, with the option to isolate aging that is Project related or Non-Project related. This report displays all AR transactions up to the aging ‘cut-off’ date selected at run-time.

This solution has two performance variants:

V1.0 Customer Profiling including Invoice value, Maximum days to pay, Minimum days to pay and Average days to pay. This Free variant is limited to invoices created over the past 60 days.

V1.1 Customer Profiling including Invoice value, Maximum days to pay, Minimum days to pay and Average days to pay.

All of these variants contain common dynamic features:

  • Swiftly and easily filter by available reporting dimensions
  • User selection of the date range for reporting and a second level filter by document date
  • Two views available – Customer and Invoice view
  • Drill-Down from Customer to Invoice level

Note: This solution focuses only on fully paid invoices

All Free Variants available here.

Versions: Excel 2007 +

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Accounts Payable by Project – Accpac v5.6

December 6, 2011

APPLICATION

This solution is used to rapidly view and filter Accounts Payable by Contract, Project and Category for the purpose Controlling  cash flow for projects.

SOLUTION FEATURES

This solution displays the Invoice value and amount due against each Invoice, with the ability to drill down to or add the Purchase Order number and amount to the report.

This solution has two performance variants:

V1.0 Contract, Project and Category with Invoice Date, Invoice Amount and Amount Due. This Free variant is limited to Invoices created over the past 30 days.

V1.1 Contract, Project and Category with Invoice Date, Invoice Amount and Amount Due.

All of these variants contain common dynamic features:

  • Swiftly and easily filter by available reporting dimensions
  • User selection of the date range for reporting and a second level filter by document date
  • Access to Purchase Order Number and Amount – Drill-Down to or add to the report

All Free Variants available here.

Versions: Excel 2007 +

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Intelligence Store – Inventory of Solutions in Store

December 5, 2011

Inventory of Solutions found in the Intelligence Store are as per groups below:

(Click to download copy)

  1. Sage Accpac
  2. Sage Pastel
  3. SagePeachtree
  4. Sage Simply Accounting

………….find these solutions @