Converting your data into TransActPOS gives you a head start to success.
The conversion process can vary widely based upon the available data from your present accounting system. The goal of the conversion process is to transfer all possible data to the new system and not require any additional posting activity by the store.
TransActPOS MultiVert, an application developed by Profile Systems Design Group, Inc., converts the following systems to a TransActPOS dataset:
|ACCPAC Pro||CounterPoint||Prosperity ERP||Spruce (ECi)|
|Advantage (ECi)||CS2000||QuickBooks||Three D Cart|
|AmbitPOS||DataRental (Activant)||QuickBooks Online||True Track|
|ARS||ECS Pro (Epicor)||QuickBooks POS||VIPOS|
|AS400||IBM/AS400||QuickBooks Premier||Vision Point|
|BMS||Keystroke POS||Revel||Wasp QuickStore Pro|
|CAM32||PacSoft||Microsoft RMS||WIBS (DOS)|
|CAP||Paladin||RockSolid Classic (ECi)||and others…|
|Comcash||Peachtree||RockSolid MAX (ECi)|
|Commander||POS Systems||Sage 100 Contractor|
- Address data
- Phone number Fax number
- Statement type
- Email for invoices and customer statements
- Customer Job(s) Name and address information
- Customer Job Taxation information
- Birth Date
- Customer open invoices
- Loyalty Club membership information
- Item Description
- Type of inventory
- Price and Cost
- Product and quantity Code
- Purchase Unit of Measure
- Stocking unit of measure
- MSU (Multiple Selling Unit) Codes
- Lumber types and dimensions
- Tally Item status – Cut Sheet equivalent
- Delivery ticket item
- On-hand quantity
- Allocated quantity – sales orders
- On Order quantity – purchase orders
- Multiple vendor part numbers with vendors identified
- Manufacturer item number
Open Customer Orders to include Estimate, Quotes, Orders, and Special Orders with item-level detail and deposit activity.
Customer Sales History
Detailed Customer Invoice History is not available on all conversions due to the limitations of reporting of the existing system. If invoice level details are available, the conversion process can include this information. The majority of system conversion include details historic sales information allow the user to locate prior items sold for reorder and/or returns.
Customer Accounts Receivable
The majority of systems can export the current open invoices for a customer’s account, including the invoice number, invoice date, due date, purchase order number, job name, original invoice amount, and current invoice balance.
Electronic Signatures, if available, are typically transferred during the conversion process.
Open Purchase Orders by the vendor with current item level detail to include posted receiving activity.