Welcome to the Exact Product Blog

On this blog we will cover stories from all around the Exact ecosystem.

Insight into margin when negotiating a sale!

Written by Jaap Jan de Lange on . Posted in Exact Online

In scenarios where lowering the sales price of a product or some products in a Quotation or Sales order is needed to make the sale, it is important to have direct insight in the margin you are expected to make. In a competitive environment one cannot always stick to the list price, still it remains important to retain healthy margins and when not, then let it be a conscious decision to give some on the short term in order to gain or retain a long term relationship with your customer.

Enhancements to the manufacturing shop paper layout

Written by Pieter Hamans on . Posted in Exact Online


The shop paper layout of Exact Online for Manufacturing contains sections for material lines, routing lines and by-product lines. The usability of these sections is constrained by the property that all fields should repeat in each section. This enhancement makes it possible to create separate layouts for each of the sections and has included a number of fields that were previously not available for the layout.

Mobile invoicing for Exact Online

Written by Judith van Wissen on . Posted in Exact Online


The sooner you invoice your customers, the sooner you’ll get paid – and the better your cash flow will be. Checking your sent invoices quickly and easily whenever and wherever you want can also come in pretty handy: staying up to date means staying on top. And the capability to invoice immediately is also a big help. With all the relevant figures fresh in your memory, it ensures accuracy and means your customers won’t quibble with the contents. So you reinforce your reputation for detail and invoices get settled faster.

Preventing negative stock in manufacturing

Written by Pieter Hamans on . Posted in Exact Online


When we update stock receipts and issues in Exact Online not in the same order as they physically happen, it could be that stock becomes negative. As the actual stock is never negative, observing a negative stock quantity in Exact Online indicates that something went awry. The most likely cause is that the issue of goods has been recorded before the receipts have been recorded. A new setting prevents stock from going negative.


Improved insight in your sales process

Written by Jaap Jan de Lange on . Posted in Exact Online

Off course you want to serve your customer the best possible way. This does not end at the moment of a committed sale. An order and sometimes a quote needs to be processed the right way to meet the expectations that have been set while making the sale. The right price, the right quantity and on time. A sales process includes multiple activities. A clear and quick understanding in the overall sales process steps is key and all details should be at your fingertips.


New Android Field Service App for working offline in Controlled release

Written by Sonja Bloemers - Blom on . Posted in Exact Synergy

The Android Field Service App for working offline is now in Controlled release.

Next to the App for iOS, now also the Field Service Offline App for Android is available in Controlled Release. Exact is offering an App that doesn’t require an internet connection. This enables the service engineer to perform the tasks that are essential to do his job, even when he is on the road or on a location where no internet connection is available.

The App offers the following:
• View the planning
• Get information about the job, such as the address of the customer, the contact, the phone number, etc
• View information about the configuration and problem.
• Register what he has done and enter hours and materials used and sign off the job

To be able to use this App, you need Exact Synergy Enterprise product update 254 or higher, and Android 4.0 or higher. The Android App will work on both tablet and phone. If you want to start using this new App, send an e-mail to productreadiness@exact.com.

Enforcing serial numbers for shop order receipts

Written by Pieter Hamans on . Posted in Exact Online


To some manufacturers it is important that produced serial number items can be traced back to the shop order. This trace may provide insight in the origin of the used parts (as they could have serial or batch numbers too), the employees involved, the time of manufacture and documents or remarks attached to the originating shop order. A new enhancement makes it possible to enforce the registration of serial numbers when the shop order is received.