QuickBooks Enterprise provides the functionality to automatically create purchase orders to your vendors with just a couple mouse clicks.
My video will show you just how it works:
QuickBooks Enterprise provides the functionality to automatically create purchase orders to your vendors with just a couple mouse clicks.
My video will show you just how it works:
DIRECT STORE DELIVERY SOFTWARE
According to Wikipedia, Direct Store Delivery (DSD) is a business process that manufacturers use to both sell and distribute goods directly to point of sales (PoS) or point of consumption (PoC) including additional product and market related services such as merchandising, information gathering, or equipment service and bypassing any retailer or wholesaler logistics.
Within the DSD framework, small businesses find themselves needing to manage their truck inventories (multi-location tracking in the QuickBooks world) as well as track the sales and accounting that occur on those trucks on a daily basis.
I was recently introduced to the folks at LaceUp, a solution dedicated to the DSD business model, and wanted to share some insights about them with you as provided by Mickey Hernandez, the CEO of LaceUp...
INTRODUCING LaceUp: Direct Store Delivery (DSD) Software & Route Accounting for QuickBooks
LaceUp Solutions is an affordable direct store delivery application for wholesale and distributors that ties into QuickBooks desktop versions (Pro, Premier and Enterprise), and QuickBooks Online.
With LaceUp you can automate your day to day deliveries and manage the inventory on your trucks. Never waste time again manually keying in data to QuickBooks, and eliminate expensive employee tasks that reduce productivity and create costly errors
Truck Inventory Tracking
On a daily basis the inventory levels on your trucks fluctuate. Inventory is sold, products get credited, and orders get returned. With LaceUp you can track each unit of product that goes on and off your truck to minimize theft and increase sales efficiency for each route. Truck inventory tracking offers many features to allow you to manage your route efficiently:
Additional Features of LaceUp
On each route there are opportunities to increase sales and minimize credits. LaceUp offers your route drivers a customizable invoice template based on previous sales history for each customer. This ensures that your driver always sells the right products and quantities while avoiding the sale of products that would otherwise become stale.
Before the first delivery is ever made, each distributor has a team of sales reps opening new accounts and capturing sales orders. With LaceUp, sales reps can use the sales interface to key in orders in seconds. From any Android or iOS device, sales reps can view real time pricing and inventory. Moreover, the company can set up special offers for sales reps to facilitate the sale of products during holidays or stagnant selling seasons.
Offers distribution companies of all sizes next generation technology on the iPhone and Android that enables your sales reps to create, print and send invoices to your customers on the go. Capture signatures at the point of delivery and use Bluetooth for mobile printing of proof of deliveries.
LaceUp is the first DSD software that enables QuickBooks distributors to DEX with retailers. DEX is a method of EDI used by the direct store delivery industry to transmit invoices digitally into a retailer’s computer system. This enables the retailer’s receiver to accept an invoice without having to key in the invoice into their system, thus avoiding costly data entry and errors. Route drivers who use DEX EDI get in and out of stops an average of 30 minutes faster.
A free trial of LaceUp is available for a "try before you buy" approach to solving the route accounting and truck inventory management needs of your DSD business.
Considering an upgrade from QuickBooks Pro or Premier into QuickBooks Enterprise?
Thinking about upgrading from an older version of QuickBooks Enterprise into QuickBooks Enterprise 2017?
If so, the resources you need to make your decision (and of course, get a 20% lifetime discount on QuickBooks Enterprise!) can be found in my comprehensive QuickBooks Enterprise resource center.
QUICKBOOKS ENTERPRISE TIPS, RESOURCES, DISCOUNTS AND FAQ:
Being a QuickBooks Enterprise reseller since the program began in 2004, I have had the opportunity to talk with hundreds of businesses that are considering Enterprise and taken care of their orders when they were ready to move ahead with a purchase.
From those conversations, I have compiled an entire library of FREE resources for you, all in one place (click the graphic below to take you there immediately).
WHAT YOU'LL FIND IN MY QUICKBOOKS ENTERPRISE RESOURCE CENTER...
Within my resource center, take advantage of the following helpful information - all for FREE:
In addition to the above resources, you'll also find:
WHEN IT COMES TIME TO PURCHASE QUICKBOOKS ENTERPRISE...
Buy it from me, of course! (did I mention I can get you a 20% lifetime discount on your Enterprise subscription?)
Even better, when you purchase from me, you'll get everything that is offered via the big name.
PLUS, as a reseller, I will throw in these bonus goodies described in my QuickBooks Enterprise Buyers Guide!
ADDITIONAL QUESTIONS ABOUT ENTERPRISE NOT COVERED ABOVE?
Please contact me, and we'll figure them out....
Has your business outgrown the purchasing module found within QuickBooks desktop software?
Looking for ways to streamline the purchasing process?
Need to add an approval process to your purchasing management? (not found in QuickBooks!)
Have people in different locations and all they need is access to purchasing (and not the entire QuickBooks package)?
Procurify is an add-on application to the desktop versions of QuickBooks (Pro, Premier and Enterprise). By "add-on", I mean it is a separate piece of software that connects to QuickBooks and syncs information between the two programs.
It can bring a lot of functionality to your business that is not found within the basic purchase order module of QuickBooks.
Here is the suggested Procurify workflow...
EMPOWERING YOUR STAFF
Procurify helps simplify operations across all the functional areas of your business:
Be sure to tap into all of these additional resources that are available to learn more about Procurify and how it can benefit your business or organization.
NEED HELP TYING IT ALL TOGETHER?
My consulting practice specializes in helping businesses retain their investment in QuickBooks as their core accounting package, while extending the features and functionality through various add-on packages. Tap into my 30+ years of accounting, finance, inventory, and QuickBooks experience.
Please join me for the following webinars to help you get a better handle on tracking
inventory in QuickBooks:
Please note that each of these webinars have special early-bird discounts that will
enable you to save on the registration.
Hope to see you there!
When it comes to workflows within a business, I've seen a wide variety of them over the last thirty years.
One topic that seems to be entering the conversation with greater frequency these days is the ability to hide the cost of inventory parts, assemblies and kits within QuickBooks.
The reasons for wanting to hide the costs are many and varied, but the desire has been expressed many times.
QUICKBOOKS ITEM SETUP
If we look at a screenshot of the item master, you can see that both the purchase cost (for use on POs) and the average cost (for use with inventory valuations and costs of goods sold) are plainly visible:
None of the versions of QuickBooks (Pro, Premier or Enterprise) offer the ability to block users from seeing these cost fields, assuming that the user has been given the permission to work with items and inventory. If they don't have the permissions, naturally they don't see item costs. However, they can't access the items either, and in many cases, that will restrict their ability to do their jobs (i.e. receive inventory, create purchase orders, etc.)
ALL ORDERS BY NUMBERCRUNCHER - AN ALTERNATIVE TO ALLOW INVENTORY COST BLOCKING
If this "cost-blocking" is a must have for your business, that will force you to step outside of the QuickBooks functionality to add-on packages that have it.
One such add-on that does off the ability to hide item costs on purchase and sales transactions is All Orders by NumberCruncher.
The screen shot below shows that it is possible to block cost and/or sales figures at the user level if desired:
UNDERSTANDING THE ADD-ON CONCEPT
Add-ons (some refer to these as "bolt-ons" or "integrated solutions") such as All Orders are designed to fill in gaps where QuickBooks doesn't do something very well, or doesn't do something at all.
In the case of All Orders, it is designed to be either a stand alone inventory solution, or it can integrate with QuickBooks desktop versions. If you choose to integrate it with QuickBooks, All Orders will then pretty much take over the "front end" of the business (i.e. purchase orders, inventory management, sales orders, etc.), and then QuickBooks will remain in the picture on the "back end" of the business (i.e. bill paying and financial reporting).
There is plenty of horsepower packed into the All Orders package that will help take your inventory management and related tasks to the next level of tracking and sophistication. Naturally, there is an investment of time and money required to get up to speed on it or any add-on for that matter. The good news - when properly chosen and implemented, the return on investment of these add-ons can be quite good!
Is QuickBooks misbehaving on you at times?
Want to grab a quick picture of your computer screen and capture an important message being displayed?
GRAB A SCREENSHOT TO HELP!
As a QuickBooks consultant, there are many times where it is invaluable for me to see what exactly is being displayed on a screen so I can help a client understand what is happening with QuickBooks (or to guide them to a resolution of a question).
There are several ways to grab a snapshot of what is appearing on your computer screen to help with the diagnosis of a problem or to get more information on an area of concern (not just with QuickBooks, but with any program for that matter!).
Options to consider:
DO YOU HAVE AN ALTERNATE IDEA?
If you are grabbing screenshots in a way different from those outlined above, feel free to share your insights on how you're doing it!
Do you find that your QuickBooks file is running very slowly?
Does it seem to take forever to run reports or look up information?
If so, your QuickBooks company file may be a prime candidate for condensing/archiving.
DANGER? DANGER! YOUR QUICKBOOKS FILE MAY IMPLODE
As I mention in my free guide titled "Danger? Danger! Your QuickBooks File May Implode", one of the options to consider to make it smaller and more manageable is the process of archiving the information. This process is something you can choose to do yourself, or turn to an outside company to handle it for you.
Some refer to this process as condensing the file. I've heard others call it "smashing the file down".
However you may refer to it, the end result is the same - a decrease in the size of your QuickBooks company/data file.
A HOW TO GUIDE ON THE CONDENSING/ARCHIVING PROCESS IN QUICKBOOKS
Many people find they need to do a condense on their QuickBooks file as it is simply too big for itself.
However, about two clicks into the process if they try it themselves, they get nervous and intimidated by the options that appear.
To help eliminate those concerns, I have created a new guide that walks you through this process - step-by-step.
HOW TO / WHEN TO / WHY TO CONDENSE YOUR QUICKBOOKS FILE
If you find that your QuickBooks file "needs a shrink", this guide is the solution for you. It provides you with these critical insights:
Learn more about "Why To...When To...How To...Condense Your Company File" now...
If you are considering an upgrade from QuickBooks Pro or Premier into QuickBooks Enterprise, or are thinking about converting from another package like Great Plains, SBT, or Sage into QuickBooks, this list of commonly asked questions that I have fielded will help in your research.
Q: Is QuickBooks Enterprise cloud-based?
A: NO! QuickBooks Enterprise is installed locally on desktops, laptops, and servers, or it can be hosted by third party hosting companies. The software is NOT cloud-based.
Q: Do I have any options other than the subscription pricing method of payment?
A: Unlike the past, the only way to obtain QuickBooks Enterprise now is via the subscription method. I have a full article on the frequently asked questions about QuickBooks Enterprise subscriptions to help you understand how this works.
Q: What are the subscription levels of QuickBooks Enterprise?
A: You will find a Silver, Gold, and Platinum level subscription. Learn more about them on my web site.
Q: Can I get a free trial of QuickBooks Enterprise?
A: Yes! Just follow the prompts to download your fully functional trial of QuickBooks Enterprise. You will want to use this trial with a COPY of any existing QuickBooks data, not any live/production versions. Once data is upgraded into Enterprise, it cannot be directly converted back into QuickBooks Pro or Premier without the help of a third-party company.
Q: Can QuickBooks Enterprise run on a VPN?
A: While the technical answer to this is yes, the practical, everyday answer is "no way". If remote access to QuickBooks Enterprise is needed, consider using Microsoft Remote Desktop Services (aka Terminal Services) or having it hosted.
Q: Is there a big learning curve between QuickBooks Enterprise and the Pro or Premier versions?
A: Great news - the answer to this is no, there is no big learning curve among these versions. All of the core functionality is handled the same way, so there is NO retraining needed if you move to QuickBooks Enterprise.
Q: Can you explain the key feature differences between QuickBooks Pro, Premier and Enterprise?
A: I have created a free guide that gives you some detailed insights into the major differences in these versions of QuickBooks.
Q: If I want to move from QuickBooks Enterprise back to QuickBooks Pro or Premier, can I?
A: Not directly. There is no direct "downgrade" path to take you back into Pro or Premier from Enterprise. However, there are third party companies that can help with this transition. I work closely with the folks at QuickBooksUsers.com for their QuickBooks Enterprise downgrade service.
Q: If I am converting into QuickBooks Enterprise from other software, does all of my information move over?
A: "Information" usually consists of lists (i.e. customer, vendor, etc.) and transactions (invoices, checks, etc.). In my experience, only lists and opening balances are entered into QuickBooks when transitioning from other software. Trying to import transactions can end up being exceptionally time-consuming (and expensive!). You can learn more about converting from other software into QuickBooks Enterprise via my handy guide.
Q: Is it hard to upgrade from QuickBooks Pro or Premier into Enterprise?
A: NO - the process is very easy. Learn more about the upgrade process in my QuickBooks Upgrade - Frequently Asked Questions guide.
Q: What if my business needs more functionality than QuickBooks Enterprise offers?
A: There is an entire ecosystem that has built up around QuickBooks software. Within this ecosystem, there are hundreds of "add-ons" or "bolt-ons" (pick whatever name works best for you) that extend the functionality of QuickBooks. They allow you to keep QuickBooks as the hub of your financial activity, yet add needed features and functionality in other areas such as inventory, manufacturing, scheduling, and much more. You can see examples of the variety of QuickBooks add-ons available on my web site.
Q: How does the licensing for QuickBooks work?
A: This article will help you better understand this potentially confusing topic.
Q: Is there a money-back guarantee with the purchase of Enterprise?
A: YES! You can receive a full refund of your purchase for any reason within 60 days of your purchase date. As mentioned above, be aware that you cannot directly downgrade back into QuickBooks Pro or Premier if you opt to get a refund on Enterprise.
Q: Can I purchase QuickBooks Enterprise through you?
A: YES! As a leading reseller, I can offer you great discounts on QuickBooks Enterprise. PLUS, I am able to offer you extra bonuses (that I am not permitted to list here). No worries - you're getting the same software, the same support directly through Intuit and the same package as you see advertised elsewhere. Buying through me allows you to support a fellow small business and reap an excellent discount at the same time.
HAVE A QUESTION ABOUT QUICKBOOKS ENTERPRISE NOT ANSWERED ABOVE?
I'd love to hear from you - just drop your question in the box below or drop it into my contact page.
Ever find that your business needs the ability to import or export information between QuickBooks and Excel?
Of course, QuickBooks natively offers the ability to export any report to Excel, and does offer the ability to import customers, vendors, and items via Excel too.
But if you need more features, functionality, or control over moving information in and out of QuickBooks, you'll want to take a closer look at the Transaction Pro tools from Baystate Consulting.
TRANSACTION PRO IMPORTER AND EXPORTER
Baystate has created both a Transaction Pro Importer tool to take data from Excel or CSV files and import it into QuickBooks. Their Transaction Pro Exporter program moves data the other way - from QuickBooks to Excel or CSV files.
What type of information are we referring to here?
This is just a short list of the information you can move between QuickBooks and Excel:
FREE TRIAL IS AVAILABLE
Care to try before you buy? Fully functional demos of both the Transaction Pro Importer and Exporter tools are available (there are limitations on the number of items you can import/export in the trials of course).
I have found the Baystate team to be exceptionally responsive and helpful to customer inquiries, and they have a very helpful support forum as well where folks can exchange ideas and get questions answered.
Hope you find these tools to be great additions to your tool kit...