| High Speed Processing |
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| • Products Import
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| • Imports new product information to the TAS database, including extended descriptions |
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| • Optionally, updates existing TAS product details, such as descriptions, prices and suppliers |
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| • Automates data entry in TAS function 511 – process 100’s of products in seconds |
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| • Almost 60 columns/fields of product information are handled |
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| • Option to switch off product update - restrict import to new products only from file |
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| • Detailed text Log is produced for each import run, including errors and warnings |
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| • Sales Orders Import |
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| • Auto-create all types of Sales Orders – 100’s of transactions in seconds: |
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| • Quotations |
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| • Proforma Invoices |
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| • Invoices |
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| • Credit Notes |
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| • Automates data entry for the TAS Sales Order Entry function (611) |
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| • Updates TAS Sales Orders |
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| • Updates TAS Product records with Quantities on Sales Order |
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| • Updates TAS Customer records with Outstanding Order values |
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| • Handles up to 9,999 lines per order |
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| • Comprehensive text Log of import/posting results, including errors and warnings |
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| • Dynamic Discounts Import |
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| • The Dynamic Discount feature in TAS Books is great for enabling special pricing for individual customers on a product-by-product basis. This utility takes the pain out of entering and keeping them up to date. |
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| • A user-friendly screen like a spreadsheet lets you add/change discounts: |
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| • Select them individually from the TAS database |
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| • Import a simple 3-column text file containing multiple new and revised Dynamic Discounts |
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| • Comprehensive text Log of import results, including errors and warnings |
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| • Product Group Codes’ Change in bulk |
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| • It is only since version 5 of TAS Books that you could change the Group to which a Product belongs – however, you can only change one product at a time – Stock Link lets you change multiple products’ groups ‘in bulk’ in a single process |
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| • A user-friendly screen like a spreadsheet lets you add products to be changed: |
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| • Select them individually from the TAS database |
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| • Import a simple 2-column text file containing multiple changes |
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| • Comprehensive text Log of import results, including errors and warnings |
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| Enhanced Stock Control
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| • Maintain/View Products |
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| • Products are initially displayed in a grid, which lets you: |
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| • Navigate rapidly, regardless of the size of your TAS Product table |
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| • Sort/search for products quickly by Code, Group, Description, Bin and Barcode |
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| • Change the columns to be displayed and the order in which they appear |
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| • Edit fast, like in a spreadsheet, basic data like TAS Prices and Order Quantities |
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| • Add a new product to TAS |
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| • From the grid you can drill-down to any product and: |
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| • Get full access to the standard TAS product record fields (like in TAS function 511) |
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| • Use extra features like: Extended Descriptions |
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| • Use advanced features like: multiple Stock Locations, multiple Units of Measure (future) and Batch & Serial Traceability (future) + |
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| • The Product Enquiry function provides the same information for viewing, e.g.: |
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| • See availability of products at different warehouses + |
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| • Map Products to Suppliers’ and Customers’ Stock Codes |
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| • Ideal if you purchase the same TAS product from multiple Suppliers and need to keep track of your Suppliers’ corresponding part numbers |
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| • Similarly you can handle your Customers’ part numbers as they relate to your TAS products (with Sales Order Link you can print these part numbers onto Order Documentation like Delivery Notes, Packing Slips and Invoices) |
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| • Multi-level Sub-Assemblies to 6 decimal places |
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| • If you are a serious manufacturer who finds the TAS single level assembly system, with up to 50 parts per assembly and using 2 decimal places for quantities, a limitation, BoM is the answer |
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| • BoM lets you create and maintain advanced assembly structures with: |
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| • Assembly Processes - so you can divide production into logical steps |
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| • Unlimited Sub-Assembly levels |
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| • Unlimited items per Assembly |
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| • Quantities and calculated ‘as-you-go’ Costs displayed to 6 decimal places |
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| • Weights calculated and displayed ‘as-you-go’ |
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| • Pack quantities with units of 100, 1000, 10000 (e.g. screws, labels etc) |
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| • Works Order Processing with basic MRP |
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| • The start of the manufacturing process is the BoM Works Order, which lets you: |
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| • Build or ‘Unbuild’ a quantity of the selected assembly |
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| • Link it to an existing Sales Order |
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| • Set the Planned Production Date |
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| • You can then move on to the Build Assembly process. |
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| • Global Assembly Revaluation |
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| • On demand revaluation of all your assembly products, including: |
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| • Selection of Cost Prices, Selling Prices and/or Weights |
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| • Rounding Rules to calculate Selling Prices with breaks |
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| • Optional final ‘manual check/edit’ of Selling Prices |
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| • Up to date valuations help ensure that the correct Costs of Sale and Stock values are recorded in TAS |
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| Advanced Sales Order Entry
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| • Enter Sales Order |
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| • User-friendly entry of orders which updates TAS independently of TAS function 611. |
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| • Order Entry form is tab-free and designed to let you: |
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| • see Customer Notes if any have been entered in TAS function 211 |
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| • When creating a new order, get a warning list of any outstanding orders for that customer, giving you the option to add to an existing order |
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| • On line drill-down, view any previous product sales history for the customer |
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| • See calculated ‘as-you-go’ figures for Total Weight and Average % line discounts given |
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| • Create orders with up to 9,999 lines each, well beyond the TAS limit of 100 lines |
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| • Get high-speed Lookups for Customers, Products etc |
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| • The form has been designed for future new features to be built-in, such as: |
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| • Selection of Warehouse if Stock is stored at Multiple Locations and if the Stock Link module has been activated with the Stock Control Plus optional feature enabled |
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| • Selection of selling Currency if the Multi-Currency optional feature has been enabled |
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| • Multiple Units of Measure, multiple Price Lists and complex unit calculations |
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| • Copy Sales Orders |
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| • Lets you copy existing orders: |
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| • Not only to the same customer, like TAS, but also |
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| • To a different customer |
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| • Very handy if you create lots of repetitively similar Quotations, Proformas or Invoices for several customers – especially if they are long ones! |
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| Sales Order Document Processing
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| • Standard Documents |
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| • Handles processing of all the main document types: |
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| • Quotations |
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| • Proforma Invoices |
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| • Order Acknowledgements |
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| • Picking Lists |
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| • Packing/Despatch/Delivery Notes |
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| • Invoices and Credit Notes including postings to TAS |
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| • Lists outstanding documents in a grid, with up to 14 columns of useful details like ‘Customer Name’, ‘Credit Status’ ‘Expected Ship Date’ etc, so that you can easily identify and select which documents to process |
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| • Keeps a record of the last Delivery Note number and Invoice number for each order | |
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| • Can print the customers’ product codes (i.e. part numbers) where ‘mappings’ to your TAS codes have been set up in Stock Link | |
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| • Handles Extended Product Descriptions of up to 500 chatracters | |
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| • Can print Weights, both for individual items and document totals, and Item Counts per document | |
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| • Links directly to Bill of Materials (if installed) to print Assembly Explosions | |
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| • Uses standard Crystal Reports™ ‘.RPT’ type templates, enabling easy customisation, powerful calculation formulae and export to file/other software | |
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| • Export Sales Invoices for EDI Customers |
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| • Invoices to EDI customers posted in TAS can be exported to CSV text files for importing to EDI/XML messaging systems like Freeway Commerce’s Spectrum Pro : | |
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| • Select by invoice number or by date range | |
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| • Handles Delivery Note numbers and Proof of Delivery | |
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| • Converts TAS codes for products and delivery addresses to customers’ codes using the ‘mappings’ previously set up | |
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| • Log maintained of all exports and their value | |
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| • A must if you need to trade with the major multiples | |
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| Report/Export | |
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| • Product Data |
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| • Multiple selection criteria let you filter to your exact needs, all code fields giving you the option of ‘All’, ‘Range’ or ‘Single’ selection; choose from 3 criteria: | |
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| • Product codes | |
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| • Product Group codes | |
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| • Include/Exclude Discontinued Products or not | |
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| • 60+ Product fields available for use with standard Crystal Reports™ ‘.RPT’ type templates, enabling easy customisation, powerful calculation formulae and export to file/other software | |
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| • Sales and Sales Gap Analysis |
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| • Again, multiple selection criteria are available for filtering to your precise requirements, all code fields giving you the option of ‘All’, ‘Range’ or ‘Single’ selection; choose from over 10 criteria, including: | |
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| • Customers, Customer Groups, Products, Product Groups and Product Types | |
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| • Salespersons and Delivery Addresses | |
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| • Flexible Date Ranges | |
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| • Include/Exclude Discontinued Products and Inactive Customers or not | |
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| • The Gap Analysis of Sales is a textbook marketing tool for any business wanting to learn which customers have bought/not bought particular products so that it can cross-sell effectively | |
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| • Uses standard Crystal Reports™ ‘.RPT’ type templates, enabling easy customisation, powerful calculation formulae and export to file/other software | |
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| • Customer Price Lists from Dynamic Discounts |
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| • Using the Dynamic Discounts created in TAS, this function lets you print individual Customer Price Lists base on those discounts; choose from 6 criteria, including: | |
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| • Customers, Customer Groups, Products and Product Groups | |
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| • Include/Exclude Discontinued Products and Inactive Customers or not | |
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| • Uses standard Crystal Reports ™ ‘.RPT’ type templates, enabling easy customisation, powerful calculation formulae and export to file/other software | |
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| • Goods Received Not Invoiced (‘GRNI’) |
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| • If you are using TAS Books 3 Purchase Order Processing with separate receipt of goods and invoices, it is often essential to know what goods have been received, plus their values, but not yet invoiced by Suppliers. This information is particularly important when you need to reconcile or validate the Accrued Expense figure in your Nominal Ledger. | |
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| • The GRNI report gives you multiple selection criteria for filtering to your precise needs; all code fields giving you the option of ‘All’, ‘Range’ or ‘Single’ selection. It lets you choose from 6 criteria, including: | |
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| • Purchase Order numbers, Suppliers and Purchase Order date range | |
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| • Include/Exclude Inactive Suppliers or not | |
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| • Uses standard Crystal Reports ™ ‘.RPT’ type templates, enabling easy customisation, powerful calculation formulae and export to file/other software | |
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| • Stock Requirements and Multiple Trial Kits |
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| • BoM provides 3 separate reports for evaluating and planning materials requirements. Two are based on orders and the third is based on ‘what if’ scenarios. | |
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| • Sales Orders or Works Orders based Stock Requirements reports: | |
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| • Comprehensive selection criteria | |
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| • Plan ahead for periods of up to 8 weeks, 8 months or for a custom date range | |
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| • Takes into account Quantities in Stock, on other SOs, WOs and POs to trap and highlight shortfalls | |
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| • Multiple Trial Kit |
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| • Select any/all from a list of all outstanding Works Orders | |
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| • Takes into account Quantities in Stock, on other SOs, WOs and Pos to trap and highlight shortfalls | |
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| • Change your selections to see ‘what if…’ | |
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| • Uses standard Crystal Reports ™ ‘.RPT’ type templates, enabling easy customisation, powerful calculation formulae and export to file/other software | |
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| • Project/Tag Analysis |
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| • Keeping track of TAS Project Income & Expenditure can be tricky over multiple periods, espcially if they span Year-ends. This useful analysis lets you compare at a glance the overall performance of projects with that for two date ranges, using selections: | |
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| • TAS Project codes (Tag codes before TAS v5) | |
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| • Sales Invoice and Purchase Invoice date ranges | |
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| • Include/exclude Project Income/Expenses for selected periods | |
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| • Project Status | |
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| • Drill-down to see detail of underlying transactions | |
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| • Uses standard Crystal Reports ™ ‘.RPT’ type templates, enabling easy customisation, powerful calculation formulae and export to file/other software | |
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| • Crystal Reports ™ |
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| • Standard Crystal ‘.RPT’ type templates | |
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| • Print the report or export the data to file or to a program like Excel or Outlook | |
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| Easy Setup & Administration | |
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| • User security |
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| • System Integration Manager (“SIM”) lets you control all User access rights centrally | |
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| • Single Log-in lets user(s) access this and other modules – but only as authorised | |
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| • Controls individual user access rights to functions within each TAS company’s data | |
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| • Discontinue/Reinstatate users globally and per Module/Company as required | |
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| • System Defaults |
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| • For specifying folder Locations of Import Files and Logs | |
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| • To configure default settings for Document Processing | |
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| • Configuration of Business Rules for calculating Selling Prices | |
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| • Upgrades |
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and TAS Books.
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