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Included Stock Reports
Reporting » Included Stock Reports
The below is a complete PDF list of the current reports available in Spire. For Customer Reports please review the custom report links from the main navigation menu or by the next page link at the bottom of this page. Spire Reports
Customers – Included Reports
Customers » Customers – Included Reports
Customer Statement Customer Statement Detailed #10 Envelope with Return Address #10 Envelope
Sales Orders – Included Reports
Sales Orders » Sales Orders – Included Reports
Work Order Sales Order List Sales Order Details List Sales Order RMA Order Quote Pick Ticket Order Confirmation Backorder Details by Customer
Inventory
Opening Balances » Inventory
For inventory opening balances they can be imported as part of the initial import or on the day the company goes live. However this is not a desireable method because there is no way to see what the opening balance was at the start. The best way to get the opening…
Inventory
Inventory
Inventory List – When inventory is selected from the main menu, the inventory list is presented to the user either the last way they left it, or using the default, if it was set by the user. It remembers column position, width and the column it was sorted by.…
Inventory
Company Setup » Inventory
Warehouses Multiple Warehouses – Select if you require more than one warehouse. Receiving/Transfers Post adjustments to GL – When adjustments are made they will get posted to the GL. Default Adjustment Account – Default GL account to post inventory…
Inventory
User Settings » Inventory
Add Warehouse ― User can add a warehouse to the company Modify Warehouse ― User can modify a warehouse in the company Delete Warehouse ― User can delete a warehouse in the company Access Inventory ― User can access inventory lists in the company Add…
Open Inventory
Sales Orders » Sales Order Details » Sales Line Details » Open Inventory
This allows the user to select an item on the sales order and click the “Open Inventory” button. This puts the user into full view/edit of that item, to be able to see historical information or open info and to edit if that is required. …
Inventory Labels
Inventory Labels
Labels can be printed from a purchase order or from the inventory list. Purchase Orders Click on the label button on the details toolbar of the purchase order and a screen will come up that is populated with the items on the purchase order. The quantities will be set…
Inventory Adjustments
Utilities » Inventory Adjustments
To setup inventory adjustments go to Company Settings/Inventory and select a default GL account that adjustments should be posted to. This should be a cost of goods account that writes off the inventory. There is also an optional setting to post a markup percentage…
Inventory Count
FAQs » Inventory Count
Video Instruction – Use Inventory exports and adjustment import to perform an inventory physical count.
Inventory Count
Inventory Count
Inventory count is a module used to aid in the counting of inventory quantities for individual or groups of inventory items. Counting inventory is an important part of keeping your system up to date and accurate with regard to quantities. Properly and regularly…
Reports
Company Setup » Reports
In the Reports section, you will be able to adjust your security preferences on how your company can process reports. Disable security – With this setting, all users will have access to all reports for the modules that they have access to. Enable Security –…
Reports
User Settings » Reports
Once the company defaults are set for reports, each user can be set to what reports they are allowed. Each report can be set to Preview, Print, Export and Email. This screen also shows the template and Crystal Report .rpt name of each report including custom…
From Inventory List
Requisitions » From Inventory List
On the inventory list the user can highlight any number of items and click ‘Requisition’. The usual method is to sort by the column called “Suggested Order Qty” and requisition the required items. The suggested quantity is…
Inventory Code Change
Utilities » Inventory Code Change
Inventory code change allows the user to change inventory codes and once applied it changes the code in all of the tables where that the item was previously posted to. Once applied it will be as if that inventory code always had the new code. No history of the old…
Receiving Negative Inventory
FAQs » Receiving Negative Inventory
When inventory is allowed to be sold or consumed so that the on-hand quantity is below zero it means that the item is potentially sold to the customer at the the wrong cost. Let’s look at this example. Item INSDB55 Average Cost $100 On-Hand negative 2 Sell…
Stock Reports
Reporting » Stock Reports
All stock reports are saved on the server in C:\Program Files (x86)\Spire\Reports. !Do not edit these reports and then leave them in this location. All changes will be overwritten when a new version of Spire is installed.
Custom Reports
Reporting » Custom Reports
Custom reports for Spire are saved on the server in one of 2 places. If the report is required for all companies then save it on the server in C:\Programdata\Spire\Reports If the report is just for one of the companies then it is saved on the server in…
Reports Tab in Modules
Reporting » Reports Tab in Modules
Most of Spire’s reports run from the list view. The user sets the filter criteria and then prints ‘All’ or prints the ‘Selected’. In some circumstances other criterion is required to be passed to a report. In these cases Spire has added a…
Entering UDF Data & Using them in Reports
Optional Add-ons » User Defined Fields » Entering UDF Data & Using them in Reports
Entering data in UDFs Entering data into the fields that you created is done by going to the ‘User Defined’ tab of the module. All the formatting you applied when setting up the fields, are respected. Creating Reports on UDF data Open Crystal Reports and edit…
Communications
Inventory » Communications
Notes can be added to inventory items for various reasons. If the alert flag is set like the example above this note will pop up when adding the item to an order. The note can also be assigned to a user so that when the user logs into Spire and the note is due or…
Utilities
Utilities
The following section will provide you with an overview of the utilities included in Spire which will include the following topics. Inventory Adjustments Customer Code Change Inventory Code Change
What’s New in Version 2.2
What’s New in Version 2.9 » Previous Versions » What’s New in Version 2.2
2.2 New Features: • The last of the technology upgrades • AR and AP multiple invoice discounts • AR and AP void transaction (not just Payment) • AR and AP payment application over several invoices • Purchase Order line…
What’s New in Version 2.9
What’s New in Version 2.9
Inventory Count Module Click Here to see how this module works This will allow count files(s) to be created and give an immediate onscreen variance. Counts are then posted to receipt and the GL. This includes the ability to count and adjust serial/lot numbered…
Purchase Order Footer
Purchase Orders » Purchase Order Footer
Total Vendor Freight – The freight that the vendor will include on their invoice. If “Enable Landed Cost” is on in Company Settings/Inventory then this cost will get included in the cost of the items received. If it is not on, then the freight…
What’s New In Version 2.6
What’s New in Version 2.9 » Previous Versions » What’s New In Version 2.6
Spire 2.6 Feature Additions Unlimited number of payment methods Click Here for instruction Removed the limit of 7 payment methods for sales orders and POS Added the ability to round invoice/POS payment to nearest 5 cents for penny rounding Click Here for…
User Defined Fields
Optional Add-ons » User Defined Fields
Overview The UDF module allows you to add fields that are not included in the default Spire program. There are several types of data fields that can be added and they can then be given parameters for how the data is to be formatted. Once entered, this data can be…
Details
Inventory » Details
Inventory Header Navigation Arrows – Navigates between inventory records keeping the list filtered and sorted as it was when the item was edited. Save – Saves and keeps the item open Save/Close – Saves and closes the window back to the main…
Production Manager
Optional Add-ons » Production Manager
Production Manager add-on lets you control inventory with pinpoint accuracy, reduce unplanned expenses and improve cash flow. Efficiently plan production from beginning to end and track progress with real-time information on raw materials, costs and production…
Sales Line Details
Sales Orders » Sales Order Details » Sales Line Details
The order of these fields will vary based on the way the user has set them. Some of the fields will not show up for users that do not have the security permissions to see them. Part No – The item selected from inventory or a miscellaneous code. Description…
Requisitions
Requisitions
Requisitions is the step in between Sales/Production/Inventory and Purchase orders. Items sent to requisition stay on the list until the purchase order is closed or the production order is built. Save – Save changes Delete – Delete a line from…
What’s New in Version 2.5
What’s New in Version 2.9 » Previous Versions » What’s New in Version 2.5
Spire 2.5 Feature Additions User Defined Fields (UDF’s) have been added to list views Click Here for instruction User defined fields are now visible on the list views and can be filtered, searched, sorted and exported. Electronic Funds Transfer (EFT) for…
Sales Orders
Company Setup » Sales Orders
Orders Tab Separate orders by division – With this option set, a user only sees the orders from their own division. User selectable kit components – Kits will explode onto a sales order after allowing the user to select the components required. Match lowest…
Purchase Order Details
Purchase Orders » Purchase Order Details
This is where items are added, edited and received on a PO. *Note that the item that is highlighted on a PO shows its status in inventory. The user can see Available, On Hand, Committed, Back Ordered, On Order, and Expected Due Date. Add – Adds a new line…
Adding Items to an Order
Sales Orders » Sales Order Details » Adding Items to an Order
To add an item to a sales order you can type in a part number and it will auto-complete and show the 10 closest matches. Alternatively you can type in a portion of text and hit the lookup or F9 key and it will search all inventory items for that text. It looks at…
Sales Departments
Company Setup » Sales Departments
Used to define the sales, cost of sales and inventory GL accounts for each sales department. Then a sales department gets assigned to each inventory item. If a sales department is not added to the inventory item department, 0 gets used.
Importing Data
Spire Installation » Importing Data
Data can be imported into many Spire files. Users can setup a type of import and save it to be able to perform that same type of import later. Go to Tools/Import and select the type of import that you need to do. Available imports are: Accounts Payable Accounts…
General Ledger Year End
General Ledger » General Ledger Year End
At any given time Spire has 3 years open that users can post to. They are Last Year, This Year and Next Year. Typically companies work in This Year but that is not a requirement. By working in This Year Spire allows the user to back date and post date transactions 1…
Receipts
Inventory » Receipts
Similar to the purchase history tab, this shows receipts for the item. Unlike purchase history this includes all receipts done from purchase orders not yet closed, and it shows all receipts done from the inventory adjustments module. The PO and the adjustment can…
Special Accounts
Company Setup » Special Accounts
Special Accounts are required to setup the company’s integration between the GL and the sub ledgers. It is important that these are selected carefully as this controls the company’s financial information. The user that sets these up should have a good understanding…
Vendor Price Edit
Inventory » Vendor Price Edit
Allows multiple vendor prices to be added to each item. Inventory – Warehouse and part number Vendor – Vendor name Vendor Part No – Part number the vendor uses and will print on Spire’s default purchase order number instead of companies…
Sales Item Status
Sales Orders » Sales Order Details » Sales Item Status
The image above shows that when an item on the order is highlighted, it shows the status of it in inventory. Available – This is the onhand quantity minus the committed quantity. On Hand – This is the amount that is in stock and includes inventory that…
Processing Purchase Orders
Purchase Orders » Processing Purchase Orders
A purchase order can have 4 different statuses. Open – Open means that the PO has not yet been sent to the vendor and the items are not put ‘On Order’ in inventory. Issued – Means that the vendor has received a copy of the purchase order. …
Backup
Backup & Restore » Backup
To backup Spire data click on the tray icon on the server. It may be on the task bar or the user may have to click the little ‘up arrow’ on the tray to see the hidden icons. When the company list comes up double click on the one to set a snapshot for.…
Price Matrix
Price Matrix
Spire’s Price Matrix allows the user to set pricing for customers and groups of customers in many different ways. Add/Edit Price Save – Saves the price. Save & Close – Saves and closes the price. Copy – Copies a price record. Whse –…
Production Orders
User Settings » Production Orders
View Production Notes – Can see the production notes. Edit Production Notes – Can edit production notes. Export Production Notes – Can export production notes. Change Component Cost – Can edit the component cost. !CAUTION – allowing this setting…
Production Order
Optional Add-ons » Production Manager » Production Order
Production Order Once a production order has been created it can go through several steps before it gets built and received to inventory. Click on add or edit to open a production order. Header Save – Saves the production order. Save/Close – Saves and…
Purchase Orders
Company Setup » Purchase Orders
Post to Accounts Payable – When checked, the inventory receipts on POs will be accrued if received before obtaining the vendors invoice. Once the invoice is received, the AP entry is done from within the PO and the accrual is reversed. If the invoice is available…
Opening Balances
Opening Balances
When starting new with Spire and the company is not using a migration from another product, the GL and sub ledgers require opening balances. Each of the sub ledgers need to balance to the General Ledger. For instance if the Inventory that is entered or imported has a…
What’s New In Version 2.7
What’s New in Version 2.9 » Previous Versions » What’s New In Version 2.7
Increased inventory list speed
Data Dictionary
Reporting » Data Dictionary
Table (linked) Description addresses Contains addresses for Customers, Vendors, Sales Orders, Sales History, Purchase Orders, Purhase History,Job Cost, Employees, Warehouses, Sales People, Territories, Company ap_batch_items …
Customers
Company Setup » Customers
Address Defaults – Set the default address that will be used when creating a new customer. Unique Ship To – Check this if you require each ship to ID to be different across customers. Contact Labels – Contacts 1, 2 and 3 can have a label added to define what…
Communications- (CRM)
Communications- (CRM)
The communications tab appears in most modules and master records. It allows a user to enter notes that can then be assigned to either the current user or another user for followup on the specified date. While it is not a Customer Relationship Management system it…
Processing
Optional Add-ons » Production Manager » Processing
To meet the requirements od a production order the user can either visually look at the order to see if it can be built by looking at the colored indicators. Green – on the top item means that all components or sub-assemblies are available to proceed. Yellow…
Variables
Company Setup » Variables
These are fields that can have a custom label put on them. This will change the label for two fields in customers and two fields in inventory.
UPCs
Inventory » UPCs
This new feature allows for any number of UPC codes to be added to each unit of measure. The user can then scan any of the barcodes into Spire and the correct item and unit of measure will be applied.
Customers
Customers
Creating or Editing a Customer Select ‘Customer’ from the main menu and then click the + (plus) button. This will bring you to the customers main address screen. If creating a new customer the minimum data entry required is the customer code and a…
Price Matrix
Inventory » Price Matrix
This displays all of the customers special pricing for this item. Prices can be added and edited from this screen.See ‘Price Matrix’ for more details.
Sales
Inventory » Sales
Shows all sales order that have this item on it. Also shows the detail of each order as to who the customer is, the quantities ordered and the sell price. These orders can be edited in the same way as in the sales order module.
Prices and Units
Inventory » Prices and Units
Unit of Measure (UOM) Unit of Measure Add Delete Set Inventory UOM Set Sales UOM Set Purchase UOM Each unit of measure has a: Code – A unique code for the UOM Description – Optional description for the UOM Qty. Factor – How many…
Attachments
Inventory » Attachments
Any number of attachments can be added to an item. Once attached the user simply double clicks the attachment and it will open in the default viewer for that type of document. In this example there is a demonstration video attached as well as an instruction…
Purchase History
Inventory » Purchase History
In this screen the user can see all purchase orders that have been closed to purchase history. A filter can be set to just view the range that the user wants. The user can double click on a Purchase Order and see what was ordered and than copy or credit…
Image
Inventory » Image
Browse to any image on your computer and select it to have it show on this page. You can then click on the ‘Open’ button to view/edit it with your default image viewer/editor. This image will show up on the left hand pane in POS when the item is added or…
Contract Cost
Price Matrix » Contract Cost
The contract cost option in price matrix allows the cost of an item to be set for a customer or group. The true margin is shown when the item is sold to the customer and the inventory GL account is credited with the amount that was paid for for that inventory item.…
Purchases
Inventory » Purchases
These are all of the purchase orders for this item that are not yet closed to purchase history. You can see at a glance how many are on each PO, what the price is and when the PO is due. The user can double click on any PO an edit, issue, receive, apply Accounts…
Sales Order
User Settings » Sales Order
Access Sales Orders – Sales orders gets added to the users menu Add/Modify/Delete/Export – Sales orders Edit Tax Flags – Can edit the taxes charged by overriding the defaults on the sales order. Modify Prices – Can edit the default sell price. Allow…
Serial Numbers
Inventory » Serial Numbers
The serial number tab shows the serial numbers for this item. By default it shows the available serial numbers but the user can select ‘Depleted’ and ‘All’ as well. The upper area shows the serial, the hold flag and the unit cost, and the…
Purchase Orders
User Settings » Purchase Orders
Access Purchase Orders – Can get into POs and the PO module will be on the main menu. Add Purchase Orders – Allow user to add POs Add to Existing Purchase Orders – Allow user to add to existing POs Allow change Phase – User can edit the phase that a PO is…
Statistics
Inventory » Statistics
From this screen every sale of this item is summarized by year and period. The user can see the totals sold for each month along with the profit. Displayed is: Year Period Period Ending Qty Sold Total Sell Total Cost Gross Profit GP % Average…
User Defined
Inventory » User Defined
In this tab the user can enter data into user defined fields that can be created for data not stored in Spire by default. If they have the user setting General/Edit UDF Structure checked, they can also edit, add and delete different types of fields to the UDF…
Reporting
Reporting
Spire uses Crystal Reports for all of its reports. Spire partners can assist with developing reports for you or if you have the knowledge you can write them on your own. The reports are created or edited with Crystal Reports versions 10, XI or 2013. Crystal Reports…
Communications Examples
Communications- (CRM) » Communications Examples
Example communications Inventory – Add a note if someone notices that there are not the correct quantity in stock in the warehouse. Assign to the warehouse manager to do a count. Customer – Put an alert on the customer for their birthday so if you add a…
Sales Order Details
Sales Orders » Sales Order Details
Insert – Inserts a blank line above the highlighted line so the user can keep items grouped. Delete – Deletes the highlighted line Comment – Brings up a comment dialog. The user can either enter miscellaneous comments or select from previously…
Messages
Company Setup » Sales Orders » Messages
Price Check Warning – Warning to prompt user if an item is sold below the expected margin. This margin is set in Edit/Product Code. Message – Custom price check warning message that is given to the user can be entered here. Display in POS – Display the…
Filters
Filters/Searches/Exports » Filters
Filters can be saved and include the actual filter, the columns selected, the column position and the sort order. Useful Filter Examples Inventory requires ordering – Filter = ‘Suggested Qty” is not equal to 0 Inventory not sold in 2 years…
Sequence Numbers
Company Setup » Sequence Numbers
The Sequence Numbers section will allow you to set the starting number for a type of transaction or record that you will create in Spire. Inventory Sales For the sales sequence numbers we also allow you to set the colour of the order on the sales order…
Templates & Parameters
Reporting » Templates & Parameters
To find out what report templates and parameters are available when printing, turn on the user setting Reports ‘Enable report development tools’. Then whenever the print button is clicked this dialog will appear beside the reports list and the available…
Sales History
Inventory » Sales History
This screen shows all the customers that have purchased this item along with the quantity, price and margin. The user can drill down into an invoice to print, copy or credit it. If they have the security permissions to do so they can edit non-financial information…
Point of Sale
Point of Sale
The Point-of-Sale (POS) module is a quick way to enter sales that can be processed without the use of a mouse. There are keyboard shortcuts always visible at the top of the screen. If there is a url set in Company Settings/Sales Orders/Misc/Home Page then it will be…
Accounts
General Ledger » Accounts
Export – Used to export the filtered list and column order to Excel. In the screenshot example above this list is sorted by account number and has a filter set to see all rows where ‘Debit Balance’ and ‘Credit Balance’ is not 0.00…
Locations
Locations & Profit Centers » Locations
For locations each user can be set to be restricted to a specific location. Go to Edit/Users/General. Then when the user logs in there will be a dialog for which location to use. If they are restricted then they will only be able to log into the one they are…
Searches
Filters/Searches/Exports » Searches
Each module of Spire includes a search box at the top of the list. Word(s) can be entered and the list will be filtered to the records that include the word(s) searched for. For the first word entered it will include partial words, but if another word is entered then…
Introduction
Introduction
Welcome to Spire Spire is a business management solution for small and mid-sized businesses. Our software is developed with an intuitive interface and a robust database that uses modern technology for efficiency, flexibility and scalability. With Spire, organizations…
Restore
Backup & Restore » Restore
To restore a Spire dataset go to the Spire tray icon on the server. When the company list is displayed, select add, and then ‘Add Existing Company’. Company to Import – Browse to the snapshot file to restore. Datbase Name – Select a…
Warehouses
Settings » Warehouses
Code – The code assigned to this warehouse Description – The description of this warehouse which is available to print on purchase orders and other reports. Address – The address of this warehouse which is available to print on purchase orders and…
Multi-Currency
Multi-Currency
Code – The short name for a currency. Country – The country using this currency, Currency – The name of the currency. Fixed Rate – The fixed rate for the currency. Buy Rate – The rate this currency is bought at. Sell Rate – The…
Phases
Settings » Phases
Phase Code – A code for this phase Phase Type – Select Sales Order, Production Order or Purchase Order. This phase will be only available within that module. Description – A description for the phase. Report Type – Enter a report template…
Product Codes
Settings » Product Codes
Product Code – Assign a code to the product. Description – The description of the product code. Margin – The lowest margin that this product code should be sold for. If the user sells for less than this margin, the sales order line margin will…
Configuring Your Custom Fields
Optional Add-ons » User Defined Fields » Configuring Your Custom Fields
Configuring your custom fields Make sure you first have access to design the UDF structure. To add new fields to one of your modules, go to the tab “User Defined” within one of the records. In this example we will add some fields to the sales order. Note that…
Order List
Optional Add-ons » Production Manager » Order List
Production Order list Refresh – Refreshes the list of production orders for changes that others have made. Filters – Sets filters to see just the production orders required. Search – Enter the word(s) to find info from the header or details of…
General
User Settings » General
Create/Modify Company Filters – User can create company-wide filters instead of just their own. Allows Change Warehouse – User can switch to another warehouse. Allow Change Division – User can switch divisions. POS User Only – The POS module will get…
Payroll
Job Costing » Payroll
Each line of a timecard can be posted to a separate job/account When the payroll timecards are posted a percentage of the overhead (burden) gets allocated to each job on the timecard. Included in the overhead is Employment insurance (EI) Canada Pension Plan…
Vendor
Vendor
Vendor List The vendor list shows all vendors by default but the user can set filters and layouts to customize the view as they require. Add/Edit Vendor To add a vendor, click the + (add) button and to edit an existing vendor click the vendor in the vendor list…
Components
Inventory » Components
If an item is set as manufactured or kitted it will have a components tab. You can see very visually if you have enough stock to be able to build the item. The green dots mean that there is enough of the component, the red dot means that there is not, and the yellow…
General Ledger
Company Setup » General Ledger
In this section, you can modify the General Ledger settings. There are several tabs to complete data entry that include; General, Fiscal Periods, Segments, Groups, Subgroups, and Allocations. Location – If one of your segments in the GL has been designated for…
Sales Taxes
Settings » Sales Taxes
Tax Code – The code for this tax that can now be added as the default to customers for invoices and AR and to vendors for purchase orders and AP. Description – Description of the tax. Short Name – Name that shows on sales orders, purchase orders,…
Accounts Receivable
Accounts Receivable
When first going into accounts receivable the aged list will be shown. This list can be sorted and filtered. Add – Adds an AR entry. View Receivables – Opens the receivables records for the selected customer. Apply Finance Charges – Applies…
Processing Sales Orders
Sales Orders » Processing Sales Orders
Save – Saves the order but leaves it open. This is useful if you are creating a sales order and the customer wants the order number. Even though the order number is displayed, it is not permanent until saving because another user on the network may save…
Communication
Sales Orders » Sales Order Header » Communication
Any number of notes can be added to an order that can have several options. Subject – Gives the note a subject Type – This groups notes by a type and must come from lookup list if used Body – The details of a note Assigned To – Who is…