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#2114 - 04/16/02 12:04 AM Sales Analysis Compatibility
Anonymous
Unregistered


We use your Quik Reports for Windows V6.2B I have some questions about your products. I use Accpac Plus A/P, GL, IC all V6.5 with WSM V7.1,
Unidevco's IR v6.5A
Softline Item Number Change V6.5
Island Micro's Countersales POS V6.1C. I am looking to upgrade to Countersales V7 soon.
Do you have upgrades for Quik Reports since V6.2?
What is the difference between Quik Reports and Crystal Reports? Can I change from Quik to Crystal Reports? I am intereested in your Sales Analysis Reports? Is it compat to what I have? If so how and where is it installed and how would it link to my data? Do you have a demo? Is it in your Sampler CD? Is sales Analysis a Crystal Report?. Is Accpac International's Sales Analysis same as yours? I gather that Accpac's Sales Analysis is for Windows and Invoice/Sales Report is for DOS. Are these compat to what I have? Please excuse all my questions but I have to decide whether to chuck everything I have and find a new accounting and reporting programs (the point of sale being the most important) or can I just upgrade what I have.
Pls excuse any errors this is my first time on a message board .

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#2115 - 04/16/02 11:35 AM Re: Sales Analysis Compatibility
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11521
Loc: Vancouver, BC Canada
Hi Elvira,

The only significant difference between Quik Reports for Windows and Crystal Reports for Adagio is the version of Crystal that each is based on. Quik Reports for Windows is based on Crystal Reports 4.0, which is about 7 years old, and Crystal Reports for Adagio is based on version 8.5, which is the most current version available. This in itself is a very significant difference, providing much more reporting power and numerous new features.

Now that Crystal Reports for Adagio is shipping, this will replace Quik Reports for Windows for availability.

The tables that each use to read Accpac Plus or Adagio data will not change, so there will not be any compatibility differences. Every program that you use Quik Reports for Windows to report on (Sales Analysis, IR, AP/AR/GL/IC, etc...) can be reported on by Crystal Reports for Adagio.

Because of licencing constraints, Crystal Reports for Adagio is not available on our Sampler CD, and can only be demoed through one of Softrak's Business Partners. All of our other programs, including the entire Adagio suite (AR/AP/GL/IC/OE) is available on a Sampler CD to install and try out. It's a Windows-based system thazt is fully compatible with Accpac Plus 6.1 and 6.5.

Accpac International's Sales Analysis is a different program than the one from Softrak. Softrak's SA maintains detailed sales information from OE, Quik Invoice and CounterSales, and can also retrieve information from Invoice Sales History and AI's Sales Analysis. Online inquiry and statistics are available as well as tracking Paid invoices. It is a separate program from report writers such as Crystal Rpeorts and maintains it's own data. You certainly can use a report writer such as Crystal Reports to generate virtually any sales report that you keep data for.

AI's Sales Analysis is a DOS program for Accpac Plus and has been discontinued for a number of years.

I hope this was able to answer all of you questions. Don't worry about asking lots; that's why this forum is here!

Regards,


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#2116 - 04/17/02 12:03 AM Re: Sales Analysis Compatibility
Anonymous
Unregistered


Thanks for the quick response. So your Sales Analysis is an actual program and not a report writer. I have set up a spare computer with all my various Accpac modules and data so that I can demo. Most of my data is generated thru Inventory Receipts and Countersales. So I would have no problem in installing SA from your Sampler CD and seeing all the various reports it produces? One thing that is confusing me is , on the info page of SA in the Knowledge is Power section it says " your system must contain Accpac Plus Order Entry or Adagio Inv or Quik Inv PLus". I don't have these! I listed everything I have on my first message.
Thanks, Elvira
P.S. I'm planning to attend your May 3 Business Expo

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#2117 - 04/17/02 11:41 AM Re: Sales Analysis Compatibility
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11521
Loc: Vancouver, BC Canada
Hello Elvira

Yes, Softrak's Sales Analysis is a program in itself that was designed to retrieve or pull in data from other ACCPAC Plus or 3rd Party (ACCPAC Plus Companion) products.

Our website will have to be updated to include CounterSales in it's list of requirements. Now that SA is compatible with CS, you do not require OE, QIP or Adagio Invoices in order for SA to work properly. You did not list it, but A/R is required at least, in order for SA to pull Customer information along with the rest of the sales data. Are you using CS with it's own Customer List, or did you forget to list A/R?

If you do have A/R, then SA may be a good choice for you. SA must be installed after CS and AR, and you should have all Day End procedures up to date before going into SA and attempting to retrieve any data.

If you do not have A/R installed, it would likely be a better choice for you to consider Crystal Reports 8.5 for Adagio. A Softrak Business Partner could demo this for you, after taking a copy of your data to use for the demo on their system.

Not only will you be able to create sales reports that will meet your individual requirements, but you could use it for all your other ACCPAC Plus modules as well, thus it is much more flexible than Sales Analysis. Being a windows product, it can produce very eye-pleasing reports as well, taking advantage of all the Windows-based fonts and other graphic-orientated options.

Regards,


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#2118 - 04/18/02 12:47 AM Re: Sales Analysis Compatibility
Anonymous
Unregistered


We do not use A/R at all. All our sales are paid at time of purchase. I do use Customer List with CS to track our boat purchase customers or any customer that we want to send mailouts to. Do you still think Crystal Reports is better than SA for me?
Since I already use Quick Reports for Windows v6.2, can I just upgrade to Crystal Reports or do I need to buy the whole program? What are the costs? Is PLus Computers your busines Partner?
Do I have to demo thru your Partner or can I do it myself? If I do get Crystal Reports can I get a set of predefined reports created for me, that I can generate each month for various departments. Is it fairly easy to create a report?
I'm unsure at my ability to create reports. I find Quik Reports unfriendly. Don't know if it's me or it, then again I like to press a button and have everything pop up for me!!
THanks much
Elvira

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#2119 - 04/18/02 12:30 PM Re: Sales Analysis Compatibility
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11521
Loc: Vancouver, BC Canada
Hello Elvira

1. Crystal Reports for Adagio (or QRWIN) would be your only choice, if you do not use A/R! Without A/R, Softrak Sales Analysis will not install, let alone work as it should to retrieve your sales information from CounterSales.

2. If you already have Quik Reports for Windows, you should be able to use it - what release of version 6.2 is it? 6.2B (010128) is the latest release of QRWIN. (Actually, I just looked you up in our system - if you are with Ecomarine, you have the most current release of QRWIN!) This version is up to date as far as working with the products you now have.

If it has been awhile since you used it, you should ensure that CounterSales and IR have been installed AFTER QRWIN, as these programs install the tables necessary to report from QRWIN successfully.

3. Yes, you can upgrade from QRWIN to our new Crystal Reports 8.5 for Adagio.

4. You would be getting the 'whole' program, but for a discounted price for having had QRWIN already. Please check with our Customer Service department for confirmation on this, I am only a tech support rep, and do not know all this off the top of my head! You can call them directly (604) 736-3741 or you can email them at customerservice@softrak.com .

5. Customer Service will have all the pricing information for you as well.

6. Yes, Plus Computer Solutions is a Softrak Business Partner ... they can help you as well.

7. Unlike our other products, if you want to demo Crystal Reports 8.5 for Adagio, you must contact Plus. As I mentioned before, they will be able to come onsite and demostrate it for you - after copying your data to their notebook, they should be able to show you the type of report(s) you can do, and all the functionality involved.

8. If you decide you want to purchase CRfA, you can get your Dealer to create a set of 'pre-defined' reports for you that you can generate each month for various departments, yes. This is a chargebable service that they can provide for you.

9. Well, QRWIN is fairly simple to use, however, if you do not use it often, it may take some 're-learning', yes. Once you get the steps down though - it is relatively easy to use, and has much flexibility. Your Dealer may offer training, but if you do not think you will use it often, perhaps having them just create reports for you would be a more feasible option. Practise makes perfect, right?

I hope you find this information useful - good luck with whatever decision you make!

Regards,


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