This article was created to assist SADocking users to identify functionality that is based out of their small accounting software, versus the functionality that will be used in RMA.
Process|
Small Accounting Software |
Comments |
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Equipment |
1 |
Advanced ONLY, optional module for PRO. No Interface to host |
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Credit Card |
2 |
Open items sync all payment options are available. Non open item sync can use handheld or right after each delivery. |
|
Statements |
3 |
No support |
|
Invoices Open Invoices |
4 |
Created in SAD and transferred with detail to host AR accounts. Sync invoices and any open transactions from host AR into RMA |
|
Payments (ALL) |
5 |
Payments only if associated with an invoice. |
|
Employees |
6 |
Created in host account and managed in RMA |
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Entering/Managing Customers and Acct Info |
7 |
Created and managed in host account, routing managed in RMA. |
|
Entering/Managing Products |
8 |
Created and managed in host account, configurable items handled in RMA |
|
Entering/Managing Tax Codes |
9 |
Created and managed in host account |
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Entering/Managing Inventory |
10 |
Created and managed in host account |
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General Ledger |
11 |
Created and managed in host account |
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RMA |
Comments |
|
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Delivery Orders |
1 |
Can be created in host account as a sales order/estimate or in RMA as a delivery order. |
|
Handhelds (Download, Upload, Route Tools |
2 |
Fully managed in RMA. |
|
Customer routing assignments, Day Label/delivery frequency, Sequencing of stops, Route Messages |
3 |
Generally managed in RMA. Limited ability to gather data from host account. |
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Dispatching/Route Scheduling Tools (using MDM as a dispatch manager, Mango Mapping) |
4 |
Fully managed in RMA. |
|
Trucks, Truck Inventory |
5 |
Generally Managed in RMA. Ability to transfer warehouse location information from Host accounts. |
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Right After Each Delivery Auto Credit Card desktop payments (need 3rd party processor) |
6 |
Right after each, post, payment is created then must post again before syncing. |
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Handheld Credit Card payments (need 3rd party processor/MangoLive) |
7 |
Available in all. |
|
Drivers will have access to see the open balances on the accounts |
8 |
Drivers can see total balance in ALL, but can only view open items with open items sync. |
|
Equipment Rents (must have equipment serial number) |
9 |
Generally managed in host. Can be managed in RMA. |
|
Handheld Invoices (does accept cash and check payments applied as COD within in the invoice) |
10 |
Managed in RMA. |
|
Handhelds (Download, Upload, Route Tools |
11 |
Managed in RMA. |
|
Delivery Orders |
12 |
QB desktop can sync from host to RMA. Can also be developed for other host programs. |
| Master Billing | 13 | Do not use Master Billing with SA Docking |
|
Mango Web/Pay |
Comments |
|
|
Must have open items sync/CC processor |
1 |
|
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New Customers |
2 |
Only MYOB (Account Right) /QB can setup New Customers Via the Web . *Can be developed for other host programs. |
|
Existing Customer- creating new orders |
3 |
Available to all |
|
Make Payments |
4 |
Available to all |
|
Skip/Remove orders |
5 |
Not available |
|
Modifying Customer/Route information |
6 |
Not available |
|
Managing Default products |
7 |
Not available |
|
Managing Equipment |
8 |
Fully integrated with RMA equipment, will not go into host account. |
|
Managing Payment Methods |
9 |
Available to all |
|
Paperless Statement |
10 |
Not available |
|
11 |
||
|
Mango Field Sales/Gold |
Comments |
|
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Prospects / Leads |
1 |
Available to all |
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Customer Lookup/Prospect Lookup |
2 |
Available to all |
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Converting Prospect to Customer or New Customer |
3 |
Check with Jorge on development. *Note: Prospects can convert to Customers but customer account cannot sync to QB/Sage/MYOB/Reckon/Xero unless Jorge has developed. |
|
Prospect Map |
4 |
Available to all |
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Equipment Management |
5 |
Available to all |
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Product Management/Lookup |
6 |
Available to all |
|
Sales Manager System |
7 |
Available to all |
|
Mango Forms |
8 |
Fully supported in RMA |
|
9 |
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10 |
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|
11 |
Notes
All information will sync on a time basis that you decide (every 10 minutes, 20 minutes, etc.) OR you can manually run it as you wish. Only posted invoices and payments will transfer to Quickbooks from RMA after posting. Route Manger will pull in customers, balances, orders, employees, taxes, products from Quickbooks during the Sync.
*We recommend 10,000 customers or Less. The Data Sync will take longer to run the more customers you have to scan for information.