Information Manager is a suite of productivity tools that gives you relevant information from Sage 300 (Accpac) when you need it, where you need it, how you need it.

The full suite comprises six sub-modules: Notes, Optional Tables, Data Views, Report Runner, Document Management Link and Email SmartLink.

These modules can be used in conjunction with other Orchid Add-ons, e.g. Info-Explorer, Extender and Process Scheduler. Utilizing the full power of Information Manager can change the way you work, reducing the time spent on key tasks. 

Information Manager

 

Benefits

Information Manager will help improve productivity and reduce costs by making key information available where and when it is needed. Making information directly available will empower your staff, helping to reduce reliance on a few key individuals.

Information Manager supports your business and leverages your existing investment in Sage 300, allowing you to enjoy robust, integrated and secure information and reporting systems.

Features

All modules are developed in the Sage 300 SDK, ensuring they have the familiar Sage 300 (Accpac) look and feel, as well as standard Sage 300 security, customisation capabilities, import/export, data integrity checking and more.

Here are just a few of the key features of Information Manager. See the individual module pages for more detail.

Optional Tables

  • Extend Sage 300 to include your own custom data structures or "virtual tables" in Information Sets
  • Foundation for KPI reports, budgets, forecasts - store non-financial data and more to match your reporting requirements
  • Easy data entry choices - manual entry, data import or use the included Spreadsheet Add-In with write-back
  • Secure, multi-user, controlled access to critical custom data - all held within Sage 300
  • Centralized repository of budget, forecast and additional sundry data that can be backed up along with your standard Sage 300 data

Data Views

  • Simplifies and speeds up the use of Sage 300 Optional Fields in reports by using database views
  • The view is created once, and becomes available to all report writers
  • Custom data views can be dumped and loaded using standard Sage 300 Dump and Load utilities

Notes

  • On screen pop-up alerts provide users with relevant information when capturing data – at their fingertips
  • Configurable alert types – pop-up text box, or flashing or colored icon in System Tray
  • User roles: different roles can have different access to Note types

Report Runner

  • Launch Crystal Reports and Sage 300 GL Financial Reporter, including custom reports
  • Group reports logically by function or process, and create role-specific report menus
  • Save report parameters to allow quick re-running of reports

Document Management Link

  • Attach multiple files and documents to Sage 300 fields by drag and drop from within Sage 300
  • Directory of linked documents shows in Sage 300 screens - find and open without leaving Sage 300
  • Documents saved in the configured location (Microsoft SharePoint or an accessible file server) become visible from Sage 300.

Email SmartLink

  • Initiate an email containing a link to a Sage 300 record from within Sage 300
  • The email recipient can then directly open the Sage 300 screen from the emailed hyperlink
Minimum requirements

Information Manager 2018 requires Sage 300 2018 System Manager. 

What do our clients think?

"Orchid's Extender, Info-Explorer and Information Manager Suite add-ons have taken Sage 300 to the next level. It's like Sage 300 on steroids!"

NKOSIYABO SIBANDA, CCMA (THE COMMISSION FOR CONCILIATION, MEDIATION & ARBITRATION), SOUTH AFRICA

"We will be getting more clients on Orchid's Information Manager, it is really fantastic..." 

PERCY MANGOZHO, ENVISAGE BUSINESS SOLUTIONS, ADELAIDE, AUSTRALIA

"...the Orchid Notes system is the best I’ve seen."

MIKE COOK, OPERATIONS ANALYST, NEW LINE HOSE & FITTINGS, SURREY, BC, CANADA

“I love the control and flexibility that Orchid’s Report Runner gives my customers. My only regret is that I hadn’t taken the time to have a play with it sooner!”

PAUL FIELD, NET@WORK, WINDSOR, ONTARIO, CANADA

"I REALLY like Document Management Link! It may seem like a minor thing, but it has HUGE benefit within my little world!"

MARK BINKLEY, DATAQUEST INC., KNOX, INDIANA, USA