Re-Cap of Conference

I returned today from Softrak’s annual AOC – Adagio Opportunity Conference – today and, as is usually the case, I saw new things (and older things) that might be useful to some of you. Here are my favorites. They titles are hyperlinked if you want to learn more about each.

Adagio RMA

Adagio RMA – Return Materials Allowance – launched in 2016. This is an add-on module to Adagio Order Entry and Inventory. If you do not have Adagio OE and Inventory, this is of no interest to you. But if you sell things in Order Entry and if you make authorized returns off of posted invoices, please consider RMA. Here is how Softrak describes the module:

Adagio RMA prints and tracks Return Merchandise Authorizations for users of Adagio OrderEntry.

Create an RMA exactly as you would create an Order. RMA’s can be automatically generated by referencing a previous invoice. Track expected receipt dates. When the goods are returned and inspected, create a credit note to apply to the customer account and automatically apply it to a specific invoice if desired. Quantities on RMA are tracked in Adagio Inventory by location. RMA’s can be analyzed by “Return Code Reason.” Expired RMA’s are automatically removed from pending returns in Adagio Inventory.

Design your own RMA form for your customer to include with their return and to assist your receiving department in processing the goods on the receiving dock.

Fixed Assets from SRSoft

If you just have a few fixed assets and you keep them on an Excel sheet and post the depreciation journals in GL manually, don’t bother with this one. But if you have many fixed assets with different depreciation schedules, if you acquire and dispose of fixed assets frequently, if you spend a lot of time managing your fixed assets or have any other fixed asset complications, consider adding Fixed Assets for Adagio.

Toolkit for Adagio

This is a field-changer and recalculation utility for Adagio. If you need to change key codes (customer numbers, inventory numbers, vendor numbers, GL account codes, ship-to codes) or if you want to recalculate customer, vendor and inventory statistics, this is for you. Safe, easy to use and supported. Toolkit is great. Highly recommended.

North’s Webtelligence – E-commerce for Adagio

Selling your products on the web? Not yet? Do you want to sell your products on the web? This is the e-commerce solution for Adagio. Both B2B and B2C, two-way communication between Adagio and the web site, secure and robust. Again, this works with Adagio Order Entry and Inventory at a minimum so don’t bother if you do not have OE and Inventory. But if you do and if you want to sell your products on the web, this is the way to go.

— Matt Lefkowitz