ABM Tricks and Tips

Report Filters
When running reports you can change the selection on the reports. If you have selections that you regularly use you can save these, so the next time you run a report you can select from a list your regular selections.

Supplier Special Pricing and Discounts
You can take advantage of quantity discounts and special prices from your suppliers just as you can offer specials to your customers.

Warehouse Management
The Warehouse Management Module allows you to drag and drop stock to/from bins and stacking locations making allocation and management of stock in your warehouse a breeze.

General Ledger Postings by Product Group and Location
Most people are aware you can post sales and purchase transactions by either Location (e.g Sydney or Melbourne) or Product (e.g. Bats or Balls) but very few know ABM has the capability of handling Postings by both Products by Locations.

Stock Ageing
You can calculate the "Age" (Current, 30, 60 and 90 days) of your Stock by clicking on the "Age the Stock" button in the "Products" Menu. You can then display this value in the Products list by using the "Column Chooser" (i.e.right click on the grid headings)

Account Managers
Do you have Account Managers responsible for their own customers? When the Account Manager logs into ABM, under the View menu they can select to only see their customers.

Switches for Hidden Features
ABM comes with lots of hidden switches that can be very useful. If you would like more details on how to activate these switches please contact support and one of our consultants can help you.  Switches available include:

  • Be able to purchase serial track items without specifying the serial number at time of purchase.
  • On Sales deliveries and invoices, print lines not delivered or invoiced but still on back orders
  • When viewing a customer/supplier, ABM will default to showing the outstanding items rather than the history.

Customised Transactions
You may want to sell stock by lineal or area squared. For example, to sell Gyprock by the sheet but have it priced by the area squared. Or you could sell items by the unit and calculate the cartons. Ask our support team for more details

Notes on Transactions
You can store notes by account but you may also wish to store notes on a particular transaction e.g. a customer is disputing a specific invoice. If you right click on the invoice in the viewer it will let store notes against it. A flag will also display on the transaction to let you know that there are notes against it.

Custom Views
You can tailor the Customer/Supplier/Product Screens to include additional columns. Useful information could be added such as "Overdue" balances for Customer and Supplier accounts and product quantities for on hand and on order.

Microsoft Excel Exporting
Once you tailor your Column Views in ABM you can quickly export the results to Excel, rather than having to print reports.

Advanced Find
The advanced Finder in ABM allows you to locate virtually any transaction on a variety of criteria. Just press 'Ctrl F' from the main screen.