Support
Salesmatrix v3
Frequently Asked Questions:
I am upgrading my accounting software; Can I
continue to use Salesmatrix?
Be assured that your investment in Salesmatrix will continue…
Salesmatrix has been tested to connect to over 30 different
accounting systems from around the world, from the small entry-level
single user systems right through to large ERP systems for
multinationals. If you are upgrading and you are wondering if it will be
possible - here is a short list of some system changes our clients have
made recently:
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MYOB
Premier
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MYOB
EXO
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Business
Manager
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Advanced
Business Manager
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Attaché
Business Partner
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Attaché
7
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The
architecture of Salesmatrix makes it theoretically possible to cater for any
change of system. However, keep in mind that the data from your existing system
may not completely be transferred into the new system, or you may decide to
start afresh with the new framework. If you have questions about how Salesmatrix
will work with your proposed new system, don't hesitate to contact us. We can
provide advise and even assist you to create Salesmatrix scripts that will
return data in the same format you currently expect.
I need to analyse the transactions at one sales location.
Can I do it?
or
I need to analyse the transactions for one group of products. Can
I do it?
Check out the Create
Subset option in Salesmatrix v3.
This allows you to narrow your dataset to a particular section of
your market and deal with that data alone.
The Create Subset tool creates additional smaller datasets without
having to script or reconnect to your original invoicing system. For
example if you want to focus on the sales generated by one particular
product or from one supplier, or if you want to send the sales data for
one state to that states sales manager, then the subset tool makes this
very easy.
What accounting systems does Salesmatrix v3 work with?
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In a similar manner to Version2, Salesmatrix can work with any accounting system that
has an ODBC driver. We have several Premier Partners who have a
trained dealer network capable of installing, supporting and
customising Salesmatrix if required. These are:
- ACCPAC
- Attaché
- Attaché Prophet NZ
- Business Manager
- EXO
- MYOB Australia
To see a comprehensive list of current systems we have
successfully integrated with click the link below.
Downloads
Salesmatrix
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Will my version 2 scripts work with Salesmatrix version 3?
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Yes they will, but you can find more details about the
additions to scripts for version 3 by clicking on the following help
page.
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How do I get extra categories into the customer dimension so
that I can take advantage of Quadrant analysis?
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You will possibly need to talk to your software consultant, or
to the salesmatrix support team to find out what cutomer
categories are available in your accounting software. In some
software systems there are anly 2 or 3 customer categories stored,
in which case the categories will have to entered manually or
created using the assessment tool. Call Salesmatrix for a quote on
getting a script written for your requirements.
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How can I change the colours in the Row and Column Graphs?
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If you right-click on the graph you will get a host of new
options that will let you modify the graph colours, axis details
etc. Also included in the installation is a help file describing
the details. Once you have a graph set up, this can be stored as
'default.oc2' and it will be used in future graph displays.
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Can I analyse my Products by Supplier?
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Yes, if the Supplier is available in your accounting system,
this is able to be done easily in the Quadrants view.
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Every year I roll-forward our financial data and archive the
previous year’s data, so that the only information available in
our database is the current year. Can I still see the previous
year’s data in Salesmatrix?
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Salesmatrix Australia has a product in production that
allows import from more than one ODBC source. Expect to see a
release of this in the 2nd quarter 2007.
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In the past I have used Salesmatrix v2 on my desktop computer
in the office and also on my laptop. Can I do this with version 3?
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If you have been using a single licence for two computers in
the past, call Salesmatrix Australia for a quote to get your
computers updated.
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Will Salesmatrix be useful to me, if I have a large number
(10,000+) of products?
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It’s likely that if you have a large number of products to
analyse, you’re probably evaluating by product groups rather
than individually. If this is the case, Salesmatrix scripts can be
developed to import product group summaries rather than individual
figures, which will allow you to analyse your data in the
Salesmatrix environment without having an enormous & difficult
to view cube.
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Will Salesmatrix work on Terminal Server?
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Yes, we have a number of users deploying Salesmatrix in this
environment. Please contact Support at Salesmatrix Australia if you have any
specific queries regarding this environment.
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