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PRODUCT | DataPlus by HD for e-automate
View your e-automate data in ACT!
Having the information you need right at your fingertips. Running a smooth and efficient business. Knowing how your business is performing at a glance. These are just some of the reasons why more office equipment dealers are choosing e-automate to manage their business.
DATAPLUSby HD provides:
- Users access to critical and statistical information from e-automate to your contacts in ACT! Premium for Workgroups. Data is automatically pushed daily to custom fields in ACT! and "REAL TIME" e-automate data can be viewed in ACT!.
- e-automate data is available to network users and remote users. Remote users synchronize with ACT! providing them the same e-automate information.
DATAPLUSby HD provides the following data from e-automate into ACT!:
- Companies
- Companies & Divisions Linked!
- Contacts Associated with Companies and Divisions!
- Accounts Receivable
- List of all your customers!
- List of balance due per customer!
- List of all invoices!
- List of all invoices per customer!
- Aging report!
- Accounts Payable
- List of all your vendors!
- List of balance due per vendor!
- List of all invoices!
- List of all invoices per vendor!
- Aging report!
- Equipment
- List sold to your customers, serial number, install date!
- Yearly service calls per equipment!
- Drill down for all service calls to specific equipment!
- Is equipment under an active contract?
- Drill down to contract details!
- Total YTD equipment sales per customer!
- Restraints by Customer or Sales Representative!
- Inventory
- List sold to your customers, date sold, quantity, price, extended price!
- Total YTD inventory sales per customer!
- Restraints by Customer or Sales Representative!
- Contracts/Leases
- List all your contracts, start date, expiration date, and base rate!
- Total YTD contract sales per customer!
- Restraints by Customer or Sales Representative!
- Sales Orders
- List all your sales orders, date, type, and total sales!
- Sales order details, item, sales order date, fullfillment date, price!
- Restraints by Customer or Sales Representative!
- Work Orders
- List all your work orders, date, status, call descriptions and total sales!
- List all your work orders per customer!
- Review total work orders for each piece of your customer's equipment!
- Restraints by Customer or Sales Representative!
- Export
- Export DataPlus views to Excel spread sheet for data manipulation?
- Customization
- We will build custom views to support your companies specific needs!
Other products by Hogan Data:
dpQWsync
dpQWsync's ACT! Opportunity-- See your true product list in ACT! Opportunity! dpQWsync transfers all QuoteWerks' items with actual cost, quantity and price
dpHistory
Cut your data entry time in half! Time your activity/history while you work in other areas of ACT!
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$495.00 -- 1 User
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DOWNLOADS
*Requires:
Adobe Acrobat Reader
Screen Shots
System Requirements:
- SQL 2005 (2000)
- SQL 2005 Express
- e-automate
Compatible with:
ACT! 9 / 2007 and newer
Technical Support
provided by Hogan Data
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