In the previous tech tip we showed you how to setup a document type to store engineering drawings. Today we will explain how to link that specific document to a workspace.
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Exact Macola 10 Tech Tip: How to Link Documents to a Workspace
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Harvest Ventures Works with DLL Inc. to Implement Exact Macola 10 and WiSys
DLL Inc., a family owned manufacturing firm specializing in mechanical contactors, switches and relays recently needed a multi-pronged solution to meet their business needs. They began the RFP process and an employee who had previously worked at Exact encouraged them to consider Exact Macola software.
Harvest Ventures was contacted and asked to respond to their lengthy RFP process. The RFP was written in French and Harvest was able to translate all the documents and show an understanding of the needs DLL had. Their main priorities were production, mainly the processes for manufacturing, MRP, procurement and quality control. The challenges DLL faced meant they needed lot traceability throughout the whole process but most importantly from manufacturing through to the customers. DLL needed to be able to consolidate their historical data from their old system and merge it with Exact Macola and they needed the solution to validate all of the files.
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Exact Macola 10 Tech Tip: Using Search Templates to Create Custom Reports
There are a number of tools available in Exact Macola 10 to help you get the data you need out of the system. You can utilize the hundreds of out of the box reports, design custom reports in Crystal and SSRS, or use the Workspaces as a powerful reporting tool.
But what if you just want simple list type reports that are configured to return what you specifically want to see? Then the Template functionality is exactly what you need!
In this example we will turn a search on Help Desk requests (a workflow that we have configured in our Exact Macola 10 environment to track when employees need IT assistance) into a one-click report.
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Customers Will Share Success Stories at Exact Macola Evolve 2016
This year at Exact Macola Evolve there will be several customer-led sessions where you can hear first-hand experiences of upgrading from previous Exact Macola solutions to Exact Macola 10. These customers are prepared to share specific benefits they are receiving as a result of the upgrade, as well as the nitty-gritty details about the upgrade process itself.
Customer-led sessions Include:
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Exact Macola 10 Earns Product Leadership Award from Frost & Sullivan
Frost & Sullivan is a private consultancy firm with more than 50 years of experience partnering with Global 1000 companies. The organization has a global team of analysts and consultants who are continuously researching a wide range of markets across multiple sectors and geographies. As part of this ongoing research, they identify companies that maintain consistently high standards for product or service quality and innovation.
Exact Macola 10 was selected as the 2015 North American ERP for Food & Beverage Product Leadership Award recipient based on Frost & Sullivan’s findings. Each year, Frost & Sullivan presents this award to the company that has developed a product with innovative features and functionality, gaining rapid acceptance in the market. The award recognizes the quality of the solution and the customer value enhancements it enables.
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Putting Automation to Work for Your Business
Warehouses can be chaotic environments, with endless orders to fulfill, inventory numbers constantly in flux and paperwork that always needs to be kept organized. The back office plays a critical role in ensuring smooth operations within the warehouse. In reality, the path from idea to invoice is a long one. Administrative tasks, sales, marketing, IT, engineering, product development and other ‘behind–the-scenes’ activities are critical pieces of the overall health of a wholesale distribution business. In fact, 60-80 percent of all costs related to completing a customer order are administrative-based. On the flip side, if back office operations are inefficient and deeply time consuming, it can negatively affect the bottom line, and inefficiencies can seep into the warehouse itself and impact the quality of customer service.
With competitive pressures like Amazon.com and manufacturers hitting wholesale distributors from all sides, staying lean and taking advantage of the latest advances in automation technology to streamline workflows across the organization is now a decision many wholesalers cannot afford to delay any longer.
With the latest automation technology, manual tasks will become a thing of the past allowing workers to concentrate on meeting and exceeding customer expectations. With demanding customers who expect real-time insight into product availability and rapid order fulfillment, warehouses need technology that can pull information sources from all areas of the operation and answer questions before customers ask.
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Data Masons EDI Helps CorLiving Manage Omni-channel Processing of Online Orders
CorLiving is an Exact Macola customer that makes easy to assemble, quality furniture for the home. As their online business grew and presented new sales channel opportunities, CorLiving found that their manual processes were not able to handle the increase in transaction volume. The rise in orders resulted in delays in getting them entered, an increase in data entry errors and ultimately, customers not receiving orders on time.
CorLiving realized that they needed an automated EDI system to help get order details into their Exact Macola ERP system.
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Exact Macola 10 Tech Tip: Launching the Customer Account Card from a Workspace
Please note that this article assumes a working knowledge of creating custom SSRS workspaces.
In this tech tip we will look at how to configure a custom workspace to be able to launch into the customer card. We will also show a sample of how to get the correct unique identifier when pulling back office data but wanting to launch the web-based card.
In this example we will pull data from our back office database and join it to the front office database to get the correct ID number of the customer so that we can launch the customer card from our custom workspace.
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Exact Macola 10 Android App Now Available
We are happy to announce that the Exact Macola 10 mobile app is now available for Android!
The intuitive interface means app users can access contacts and accounts, place customer orders, check inventory, run reports, access documents and more all from their Android mobile device. Taking your business mobile means meeting the demands of customers better and faster.
If you are:
Selling in the field...you can enter a quote or an order immediately
Working in the warehouse...you can quickly check the inventory levels on an item
Visiting a customer...you can easily find other customers nearby to visit
Away from your laptop...you can constantly check your company status via your Workspaces
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Exact Macola Customer Testimonial: Woodstock Farms
Woodstock Farms is a private label manufacturer of dried fruit, nuts and trail mix. Importing and reselling products makes up 40% of the business and the other 60% is packaging products for retailers.
Over the past few years, Woodstock Farms has taken several steps to increase their productivity and efficiency, including working with a solution provider to implement additional Exact Macola solutions. Since making these changes, Woodstock Farms has doubled the size of their business and brought more jobs to their community.
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AP Invoices - Meet Your Match
If you enter vendor invoices into Macola on a regular basis, you should be using the A/P Voucher workbench customization. It will improve the efficiency of entering vendor invoice data, simplify three-way matching, link A/P invoice documents, provide better traceability on the purchase to pay process, and automate the G/L matching process of PO receiving transactions to linked, posted A/P vouchers.
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Exact Macola Customer Testimonial: RiteWay Manufacturing
RiteWay Manufacturing is located in Lester Prairie, MN and provides highly efficient, custom turnkey conveyor solutions for their customers.
After trying out other software, RiteWay chose to implement Exact Macola in 2009. Processes that used to take 3-5 days to complete now take just half a day.
RiteWay also values the relationships and lifelong friendships they’ve formed through Exact Macola. Denise Johnson, Owner of RiteWay Manufacturing, explains,“you don’t just feel like a customer, you feel like you are part of the family…we love Macola.”
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Macola 10.4 - Powerful Insight. Actionable Intelligence.
Our newest release, Macola 10.4, provides enhancements and new functionalities that continue Macola 10’s promise of new core business functions, streamlined activity and process management, and create a more robust—and a more personalized—user experience.
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Workspaces 2.0 - Reinventing workspaces. More customizable for your needs.
Part two in the six-part blog series for the Macola 10.4 release:
- 10.4 Overview
- Workspaces 2.0
- Financial Consolidation & Accounting
- Automated Workflows
- Business Intelligence & Forecasting
- CRM
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Financial Consolidation & Accounting
This is the 3rd blog in the six-part blog series for the Macola 10.4 release:
- 10.4 Overview
- Workspaces 2.0
- Financial Consolidation & Accounting
- Automated Workflows
- Business Intelligence & Forecasting
- CRM
But just to recap, this 10.4 release provides enhancements and new functionalities that continue Macola 10’s promise of new core business functions, streamlined activity and process management, and create a more robust—and a more personalized—user experience.
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Automated Workflows - Powerful workflows. Working smarter not harder.
This is the 4th part of the six-part 10.4 Release blog series:
- 10.4 Overview
- Workspaces 2.0
- Financial Consolidation & Accounting
- Automated Workflows
- Business Intelligence & Forecasting
- CRM
To recap, the 10.4 release provides enhancements and new functionalities that continue Macola 10’s promise of new core business functions, streamlined activity and process management, and create a more robust—and a more personalized—user experience.
In all, Macola 10.4 boasts 51 new features that empower you to collect more meaningful data, provide more powerful business intelligence with greater actionable insights and enable decision making to reduce expenses, improve efficiencies and increase profits. But let’s get back to Automated Workflows...
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Business Intelligence & Forecasting with Macola 10
This is the 5th blog in the six-part blog series for the Macola 10.4 release:
- 10.4 Overview
- Workspaces 2.0
- Financial Consolidation & Accounting
- Automated Workflows
- Business Intelligence & Forecasting
- CRM
To recap, the 10.4 release provides enhancements that continue Macola 10’s promise of new core business functions, streamlined activity and process management, and a more robust—and a more personalized—user experience.
In all, Macola 10.4 boasts 51 new features that empower you to collect more meaningful data, provide more powerful business intelligence with greater actionable insights and enable decision making to reduce expenses, improve efficiencies and increase profits. But let’s get back to Business Intelligence & Forecasting...
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Companies Weigh In on Benefits of Automated Workflows
Survey Says…
We just conducted a webinar with the same title as this blog post ─ “5 Reasons to Use Automated Workflows in Your ERP Solution” ─ and in this webinar, we asked our attendees this question: “What would be the most valuable benefit of automated workflows for your business?" We found the results to be fascinating…
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Getting ERP to Meet Everyone, Everywhere, Anytime
To complement Macola 10, we partner with best-in-class third party providers to offer add-on solutions that integrate with Macola 10. Today, we are pleased to feature a guest blog post from one of our technology solution partners, BirdDog, which offers eCommerce and POS solutions that integrate with Macola 10.
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CRM with Macola 10
This is the 6th blog in the six-part blog series for the Macola 10.4 release:
- 10.4 Overview
- Workspaces 2.0
- Financial Consolidation & Accounting
- Automated Workflows
- Business Intelligence & Forecasting
- CRM
To recap, the 10.4 release provides enhancements and new functionalities that continue Macola 10’s promise of new core business functions, streamlined activity and process management, and create a more robust—and a more personalized—user experience.
In all, Macola 10.4 boasts 51 new features that empower you to collect more meaningful data, provide more powerful business intelligence with greater actionable insights and enable decision making to reduce expenses, improve efficiencies and increase profits. But let’s get back to CRM...
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