The Conversion Process

Data Sources for Conversion

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 data set:

ABC	Commander	POS Systems	Sage 100 Contractor
AccPac Pro	Counter Pro	PowerPOS	Softek
Activant (Epicor)	CounterPoint	Prosperity ERP	Spruce (ECi)
Advantage (ECi)	Cruise	PSG	Spruceware
AmbitPOS	CS2000	QuickBooks	ThreeDCart
ARS	DataRental (Activant)	QuickBooks Online	True Track
AS400	ECS Pro (Epicor)	QuickBooks POS	VIPOS
BMS	IBM/AS400	QuickBooks Premier	VisionPoint
CAM32	Keystroke POS	Revel	Wasp QuickStore Pro
CAP	PacSoft	RMS	WIBS (DOS)
Comcash	Paladin	RockSolid Classic (ECi)	and others…
	Peachtree	RockSolid MAX (ECi)

TransActPOS can load items automatically into the inventory during the point-of-sale activities, purchase order creation, and electronic order confirmations from your communicating vendor(s) if your store does not have a computer system currently.

This system's core functionality is based upon the TransActPOS Electronic Catalog feature. In short, a vendor’s inventory offering can be imported by you into the Electronic Catalog and used as the source of details when adding items to the TransActPOS inventory. Additionally, processing a physical inventory within the TransActPOS Wireless application automatically adds items to your inventory. As you can see, several utilities are present to assist with establishing your inventory quickly and accurately.

Data conversion processes are typically performed on-site via a remote connection to a system within our computer network and completed within a few hours. A detailed discussion regarding your store’s data clarifies the results of the process.

The following is an example of standard data conversion.

Customer Information

· Address data

· Contacts

· Taxation

· Terms

· Phone number Fax number

· Statement type

· Email invoice customer

· Email statement customer

· Customer Job(s) Name and address information

· Customer Job Taxation information

· Birth Date

· Customer open invoices

· Loyalty Club membership information

Inventory Information

· SKU

· Description

· Taxation

· Type of inventory

· Price and Cost

· Product and quantity Code

· Purchase Unit of Measure

· Stocking unit of measure

· MSU Code

· 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

· UPCs

· Multiple vendor part numbers with vendors identified

· Manufacturer

· Manufacturer item number

Customer Orders

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.

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

Electronic Signatures, if available, are typically transferred during the conversion process.

Purchase Orders

Open Purchase Orders by the vendor with current item level detail to include posted receiving activity.