Accuracy. Insight. Business Intelligence.
Businesses collect vast amounts of data everyday. How that data is maintained and used is a challenge. Gathering data together manually and sifting, organising and understanding can drain time and essential resources from a business.
That’s where MultiTAS Reports from Infoplex can help.
Smart companies are turning to analytics software and business intelligence tools to save time. MultiTAS Reports can help to break down data into relevant action points and let businesses explore and understand raw data in a meaningful way. MultiTAS Reports remove the complexities of sifting through this data manually. Organizations can make actionable, data-driven decisions with ease.
MultiTAS Reports can pull together real-time data from every part of the TAS database and present it in ways that can help your business make the right decisions. Our reports can be filtered and sorted according to multiple user-defined variables and interact with a variety of third-party business and productivity software, including Microsoft Office 365.
Sales Ledger
Customers
Generates a report of customers via workfiles using Crystal Reports templates for layouts, which can also be exported to other file formats (CSV, Excel, etc). More than 60 fields of customer information are available for use in reports.
Aged Debtors (view sample)
Creates a report of open sales ledger items using Crystal Reports templates for layouts, which can also be exported to other file formats (CSV, Excel, etc). A large range of filters are available to let you focus on various aspects of your TAS data.
Customer Statements
Lets you keep your customers informed of what they owe you. Statements can be printed/emailed at any time, but it’s usual to send them to your customers as part of your regular credit control routine.
Overdue Account Letters
Automatically generate Overdue Account letters to customers using accurate data from TASBooks.
Purchase Ledger
Suppliers
Generates a report of suppliers via workfiles using Crystal Reports templates for layouts, which can also be exported to other file formats (CSV, Excel, etc). More than 60 fields of supplier information are available for use in reports.
Aged Creditors (view sample)
Creates a report of open purchase ledger items using Crystal Reports templates for layouts, which can also be exported to other file formats (CSV, Excel, etc). A large range of filters are available to let you focus on various aspects of your TAS data.
Stock
Products
Creates a snapshot of your products using Crystal Reports. Approximately 90 fields are available for inclusion in any report. By using the product list template, you can export your product details to a PROD.DAT file, manipulate them in file using Notepad or Excel, then reimport them to TAS.
Product Margin (view sample)
Generates a list of stock records sorted by Product within Groups, and shows the gross profit and percentage gross margin. Data is based upon the latest standard cost against selling price.
Stock Valuation
Creates a report on stock levels and values using Crystal Reports, the international standard reporting tool. The report can be run with the FIFO report template to give you a FIFO ( First-In First-Out) or ‘actual cost’ valuation for your stock.
Product Movement
Generates a detailed analysis of product movements in ways not available in TAS. It uses the industry standard reporting tool, Crystal Reports, which enables you to use customisable report layout templates that can easily be tailored to suit individual business needs, and which offer you many export options to other file formats (CSV, spreadsheet, etc.) to email or directly to another application (Excel, Word etc.)
Bill of Materials/Manufacture
Assembly Explosion (view sample)
Prints the exploded assemblies with full details of quantities and calculated standard costs for each component. It also shows the total and subtotal cost values rounded to 2 decimal places. You can select any range of assemblies and choose to exclude discontinued assemblies.
BoM Works Order List
Generate a list of works orders created, together with their related assembly products, the quantities to be manufactured/built, and other relevant data. You can select whether to include not only a range or specific works orders but also only those which are incomplete, complete or both, or linked to specific sales orders.
Works Order Schedule
Allows you to see, at a glance, what works orders are due to be completed that day. The report uses the Planned Completion Date field.
Works Instructions (view sample)
Generates Works Instruction sheet(s) for passing to the manufacturing/assembly area, giving details of each assembly to be manufactured/built. The report includes not only material/part and sub-assembly quantities but also process details, such as manufacturing guidelines or health & safety instructions. By using different standard templates, you can choose to print or omit service details.
Product Requirements
Stock availability forms a key element of manufacturing and production. Generate a stock availability report that analyses current and future product requirements based around the principles of Materials Requirement Planning.
BoM Product Requirements – Sales Orders
This report lists stock items (materials and components), sub-assemblies and assemblies which are required on a weekly or monthly basis for up to 12 weeks/months ahead based on existing outstanding sales orders. It also details quantities in stock, on SO, on PO and on WO, giving you total stock requirements for the SOs with Expected Ship Dates within the period selected and highlighting any potential shortfalls, thus helping you plan your materials requirements more effectively.
BoM Product Requirements – Works Orders
This report lists stock items (materials and components), sub-assemblies and assemblies which are required on a weekly or monthly basis for up to 12 weeks/months ahead based on existing outstanding works orders. It also details quantities in stock, on SO, on PO and on WO, giving you total stock requirements for entered WOs with Planned Production Dates within the period selected and highlighting any potential shortfalls, thus helping you plan your materials requirements more effectively.
BoM Multiple Trial Kits
Produces a Multiple Trial Kits list of stock shortages/surpluses if you were to build selected (multiple) works orders, giving you important “What If”-type information capabilities, filtered by Product or by Supplier, thus helping you to plan your materials requirements more effectively.
Work in Progress
This gives you a valuation of your Work in Progress. By selecting different filter settings and works orders, you can vary the report data to suit your business model.
Component Cross-Reference
Allows you to select one or more specific components/materials or sub-assemblies and list all the assemblies and processes in which it/they is/are used, together with the quantities used in each case – very handy for checking where items are used if, for example you want to substitute it with another product.
Sales Order
Sales General Analysis (view sample)
Generates a detailed analysis of sales of products and services in ways not available in TAS. For any one customer you can analyse sales to the Delivery Addresses that have been set up for that customer – ideal if you deliver to multiple branches or depots for the same customer. It uses the industry standard reporting tool, Crystal Reports, which enables you to use customisable report layout templates that can easily be tailored to suit individual business needs, and which gives you many export options to other file formats (CSV, spreadsheet etc.) to email or directly to another application (Excel, Word etc.)
Conversion Performance
Creates detailed sales conversion performance figures for each salesperson, allowing you to see who has added to your sales pipeline – and more importantly who has converted Quotations to Orders and Proformas to Orders.
Sales Order Completion Performance
This function gives you detailed sales completion performance figures, This allows you to see an overview of your current orders at a glance. This report uses a background ‘Events’ functionality and therefore is only able to ‘track’ orders created and updated in either of these systems. Orders entered and updated solely in TASBooks will not be tracked or included, with any accuracy, on this report.
Sales Order Schedule
This function allows you to see, at a glance, what orders are due to be shipped that day. The report uses the Orders Expected Ship Date field to generate the report.
Gap Analysis
This function allows you to get sales gap analysis, not available in TAS, fast and efficiently. Gap Analysis is a powerful sales and marketing tool; it not only summarises what you have sold, but also what you have not sold – so you can spot opportunities to sell other products and services to existing customers. It uses the industry standard reporting tool, Crystal Reports, which enables you to use customisable report layout templates that can easily be tailored to suit individual business needs, and which gives you many export options to other file formats (CSV, spreadsheet etc.) to email or directly to another application (Excel, Word etc.)
Sales Order
Generates reports that show at what stage individual orders are at in the order process. These can be filtered according to stock allocation, dispatch and shipping status or invoice status.
Sales Comparison
Creates a report to view comparative sales according to user-defined criteria. Data can be compared historically by week, month, period or year and can be sorted according to sales person, sales channel, customer or any other available option.
Purchase Order
Goods Received – Not Invoiced (view sample)
Generates a report of goods that have been received but not yet invoiced – very handy when assessing what is in that GMV Accrual Account. It uses the industry standard reporting tool, Crystal Reports, which enables you to use customisable report layout templates that can easily be tailored to suit individual business needs, and which gives you many export options to other file formats (CSV, spreadsheet etc.) to email or directly to another application (Excel, Word etc.)
This function only works in TASBooks with stock items that have purchased orders allocated to them.
Projects
Project Analysis (view sample)
Generates snapshot of projects and includes status, costs, profit and margin.
Custom Reporting from Infoplex
MultiTAS Reports from Infoplex offer TAS users a host of insightful pre-configured reports but the ability to build your own reports – using data specific to your business and its markets – is essential.
That’s why Infoplex can work alongside TAS customers to create reports built to their requirements. A custom report from Infoplex can access and utilise every part of the TAS database and present data to customers in a variety of formats and styles.
Our reports can extract data specific to your business and manipulate it to provide clear and actionable data that can help your business.
If you would like to know more about custom MultiTAS Reports from Infoplex please get in touch using the form below.