Tools

Advanced Forecast

Quickly load Forecast orders directly into MAX with MAXToolKit's Advanced Forecast.

BOM Manager

The MAX BOM Manager is designed to provide an intuitive interface for BOM entry and change management.

Custom Development

Data Collection

The MAX Data Collection Monitor provides an interface to MAX for processing transactions, requesting documents and labels, and adding kanban requests, and is designed for quick scanned entry from a variety of client devices including wireless hand-helds.

Document Manager

Document Manager automates communications with customers. Allows customer to select whether to receive emailed sales documents or mailed documents. Easily batch process either the emailed documents or the printed documents.

efile4Biz

Balance Point Technologies has partnered with Formstax efile4Biz™ to offer our customers fast, easy and secure e-filing services to manage mandatory 1099, W-2 and ACA filings. The lowering of the e-filing threshold has increased the need for customers to move online. Efile4Biz™ provides the following and more:

GP Consulting

The Balance Point team includes a Microsoft multi-certified consultant with extensive and broad experience with Dynamics GP Financials, Payroll/HR, Implementations, and Project Management.

ID Changer for MAX

Easily change Part Numbers, Customer IDs, and Vendor IDs with ID Changer for MAX.

Lean Manufacturing

LeanMAX is a series of tools that provide efficient methods to accomplish the following 1) Consolidated Planning and Picking 2) Kanban purchased component replenishment 3) Back Flush by Operation

MAX Consulting

MAX Label Pro

MAX Label Pro provides a quick and easy way to print custom carton labels for shipping from sales orders.

MAX Toolbar for GP

Give GP financial users instant visibility of all MAX transactions and documents affecting your GL from multiple MAX databases without leaving GP. Access MAX transactions details from invoices, vouchers, purchase orders and transaction postings all from within GP.

MAX Workbench

Your Balance Point Tools Dashboard! Install MAX Workbench Once to Have Access to All Workbench Applications.

Multi-Site Inventory Viewer

The Multi-Site Inventory Viewer will show consolidated on hand inventory from up to three separate MAX databases.

Package Shipping

The MAX Package Shipping application will update shipping charges and tracking numbers generated by UPS and FEDEX to MAX.

PalletMan

Part Cloner

Speed up the creation of new Part Master records by copying existing part data with MAX Part Cloner.

Quick Data Loader

Quick Data Loader works with MAX to provide trusted methods for quickly and accurately populating data into a MAX database from an Excel spreadsheet within minutes.

Shop Paper

Print EVERY piece of shop order paperwork required for any part – pick list, routing list, labels, instructions, safety sheets, drawings – all from one screen.

SuperZap

Improve your MAX performance by purging unwanted Parts, Customers and Vendors including ALL related data with the click of a SuperZap button!

Tax Coordinator

Tax Coordinator for MAX simplifies the process of maintaining tax codes and accurately assigning them to all taxable ship to addresses in MAX. At month end it generates an output file to be used internally or by a service to prepare and submit the sales tax returns.

Time & Attendance for MAX

Time and Attendance provides the ability to maintain and apply time-keeping rules, maintain MAX Labor Tracking entries for payroll purposes and to post Labor Tracking data to Dynamics GP U.S. Payroll or other payroll systems.

Transaction Viewer

Transaction Viewer provides a real time display of MAX transaction activity. It shows detail transactions as well as summaries of value shipped, produced and added to inventory or WIP.

Workorder Generator

Workorder Generator enables MAX Sales Order users to immediately create workorders for regular parts or process and release MS orders for configured parts, and print workorder documents.

XML Connector

The XML Connector provides a flexible method for transferring external sales orders and customers (for example from a Web Store) into MAX.