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During this user group meeting we spoke about what's new and on the horizon for Sage 100 ERP v2014, the Sage Inventory Advisor tool, and some Sage 100 tips & tricks. If you'd like to join us at one of our local Sage 100 (MAS 90 & MAS 200) User Group Meetings in San Antonio, Houston, Denver, Honolulu or online as a webcast please visit us online at http://bit.ly/sageugm
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Sage 100 ERPUser Group Meeting
September 2014
Agenda
• v2014 and Beyond
• Inventory Advisor
• Tips and Tricks
• Ask the Experts
New Features in Sage 2014
Flashlight Lookup For Invoices
Flashlight lookup added to: • AP Invoice Data Entry• AP/AR Repetitive Invoice
Entry
Auto Complete
For Customers, Vendors and Inventory Items
Defaults customized by user for each entity
Keep Window Open
Added to:• Custom
Reports• GL Financial
Reports
Updated Search Defaults
Defaults to the first column in the grid instead of row number when doing a “find”
Sage Intelligence auto-installed and on the menu
Payroll Enhancements
W2 filing – ability to select up to 16 different Box 12 codes
Federal e-Filing & Reporting – changed display of Form IDs & Form Description
Add mapping of Earnings & Deductions Codes for Puerto Rico reporting
AP and PR tax reporting via eFiling and Reporting only
Sage eFiling and ReportingCo
nnec
ted
Serv
ices
Available with Payroll in
Sage 100 ERP 2013
Sage Visual Process Flows
Sage Mobile Apps
Sage Mobile Sales
Sage Mobile Service
Sage Billing and Payments
Sage 100 ERP 2014Connect your sales
Sage 100 ERP 2014Sage Mobile Service
Access Customer Information
Servicepersons can view schedules from the field, open work orders, and view customer information.
Sage Billing and Payments
Inventory Advisor
A cloud based service to help businesses optimize inventory
Inventory AdvisorTarget Customer
13 April 2023Sage presentation 18
Many Customers
Multiple locations
Product life cycle 9+ Months
Manufacturer/distributor/retailer/ aftermarket
Inventory investment >$100,000
Revenue >$50,000 per month
Line items > 100 SKU’s
Holds finished goods inventory to meet random demand
Longer supplier lead times (weeks or months)
Sage Inventory Advisor Customer Benefits
Sage Inventory Advisor
2% to 10% improvement in fill rate Stock-Outs
10% to 15% reduction in excess inventory
Surplus Stock
Up to 50% reduction in time spent on manual calculations
Time Spent
13 April 2023Sage presentation 20
Sales
Needs inventory to be there. Stock outs and
delays reduce sales
“C” Level & Finance
Too much excess inventory, reduce working capital, reduce stock outs, lost
opportunities
Inventory Manager
Forecasting takes too long, never enough time, blamed
for all the problems
Inventory AdvisorWho are the Stakeholders?
Why - Inventory Advisor
Receiving inventory
LabelingCounting (Stock Take)
Inventory Control
Responsibility
Manage the physical product
Pick/Pack/ship
Inventory ReplenishmentResponsibility
To have the right stock at the right place at the right time
Forecasting Ordering
Expediting
Receiving inventory Pick/Pack/ship
LabelingCounting (Stock Take)
Inventory Control
Responsibility
Manage the physical product
Why - Inventory Advisor
23
Information• Dashboard• Performance metrics• Problem items• Sophisticated forecasts• Recommended orders • Dynamic reporting
On-demand
Browser
SageERP
Inte
rnet
Uploads Inventory data
automatically extractedfrom the ERP system
Nightly
Nightly
Inventory Advisor
How it Works
23October 2013
Designed to Address Two Questions
What needs attention today? What to order?
Inventory Advisor
24 24October 2013
Sage Inventory AdvisorHome Screen
25October 2013
Anytime, anywhere
Anytime, Anywhere
Pricing
Monthly Fees− The monthly fee provides for an unlimited number of
registered users− Fees are due monthly in advance with a 5 day notice after
initial 4 months− This is based on the number of active Stock Keeping Units
at each Location referred to as SKUL’s (ex. 2,000 SKU’s @ 2 locations = 4,000 SKUL’s)
Sage Inventory Advisor
Pricing
Monthly Fees− The monthly fee provides for an unlimited number of
registered users− Fees are due monthly in advance with a 5 day notice after
initial 4 months− This is based on the number of active Stock Keeping Units
at each Location referred to as SKUL’s (ex. 2,000 SKU’s @ 2 locations = 4,000 SKUL’s)
Sage Inventory Advisor
Up to 5,000 SKULs $299
Up to 25,000 SKULs $399
Up to 50,000 SKULs $499
Up to 100,000 SKULs $599
Up to 250,000 SKULs $799
Above 250,000 SKULs $999
Pricing
Monthly Fees− The monthly fee provides for an unlimited number of
registered users− Fees are due monthly in advance with a 5 day notice after
initial 4 months− This is based on the number of active Stock Keeping Units
at each Location referred to as SKUL’s (ex. 2,000 SKU’s @ 2 locations = 4,000 SKUL’s)
One Time Set Up Fee $2,250
Sage Inventory Advisor
Up to 5,000 SKULs $299
Up to 25,000 SKULs $399
Up to 50,000 SKULs $499
Up to 100,000 SKULs $599
Up to 250,000 SKULs $799
Above 250,000 SKULs $999
Sage Inventory Advisor FuelsHubert Glass Oil Company
Tips and Tricks
Check for Duplicate P/O# in S/O
Save Report Settings
Find a Line
Access Related Tasks
Copy a Quote/Order from Invoice History
Docking and Undocking Task Bar
Name that Classic TV Show
Arthur FonzarelliPotsieRalph MalphPinky TuscaderoFirst telecast 1974
Happy Days
Name that Classic TV Show
Archie BunkerGeorge JeffersonMike StivicSet in Queens New YorkBroadcast 1971 - 1979
All in the Family
Next User Group Meeting
Second week in December
Year End Procedures
Tips and TricksWe welcome suggestions for 2015 topics!
Questions?
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