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Cross Sell/ Up Sell Notes in Order Entry

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dgillz

Instructor
Mar 2, 2001
10,043
US
I was curious if ACCPAC has this functionality out of the box. When a user in entering a customer order, can ACCPAC display a cross-sell/upsell note, which would be maintained by item number?

The idea is to display this info to the order entry department as they are entering orders they can effectively up-sell and cross-sell to the customer.

Any input appreciated.

Software Sales, Training, Implementation and Support for Macola, eSynergy, and Crystal Reports
 
You can try Zippy Notes, this is something like Post-It notes for programs. You can attach a note to any database field and value, and have it pop-up on a user's screen.
 
Is this an accpac function? How does this work?

Software Sales, Training, Implementation and Support for Macola, eSynergy, and Crystal Reports
 
It's a third party add-on product. Contact your Accpac reseller for details.

Jay Converse
IT Director
Systemlink, Inc.
 
Jay,

Do you have a website? I actually do not own ACCPAC but I am looking for a solution for this for Macola.

Software Sales, Training, Implementation and Support for Macola, eSynergy, and Crystal Reports
 
Tried that. Could not find anything except as it related to ACCPAC.

Software Sales, Training, Implementation and Support for Macola, eSynergy, and Crystal Reports
 
This is a 3rd party product correct? Or does ACCPAC ownit?

Since I don't own ACCPAC, I need to know who developed this software, to see if it can be adapted it to Macola. Does anyone have a company name of the developer of zippy notes? It sounds pretty intriging, but somehow I don't think I will be able to buy this from the ACCPAC channel.

Software Sales, Training, Implementation and Support for Macola, eSynergy, and Crystal Reports
 
It's an Accpac product, part of the Accpac Options products which were previously 3rd party products, but now onwned by Accpac.
It can be used with non Accpac programs as per this extract from the website:
"Notes attached to particular data, such as customer or item number, will show whenever that data is accessed, even across different applications. ACCPAC Options Zippy Notes for Windows can be trained to work with non-ACCPAC applications, so clients can use it to integrate all of their business systems.
 
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