Compare 3 Accounting and Operational Systems: Distribution Capabilities

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Compare 3 Top

Accounting and

Operational Systems Webinar 2:

Distribution Capabilities Across 3 Solutions

Agenda

Intros

Why compare?

Solutions at a glance

Inventory capabilities

Purchasing capabilities

Sales Order capabilities

Where do they fit?

Audience Poll*

Q&A*

Next Steps and resources for today

* All poll responders and Q&A participants get a $5 Yiftee to use at your

local shops and restaurants!

Introductions

Alicia Anderson

Strategic Marketing

Atlanta, GA-based

19 years in ERP/CRM sales, service and marketing

Finance and Reporting Capabilities across 3 Major Solutions – now

available on-demand

Distribution Capabilities across 3 Major Solutions – TODAY

Manufacturing Capabilities across 3 Major Solutions – November 11

The Series

There are hundreds of solutions

Most of the buying process takes place online

It’s not so much about features – it’s more FIT

Why compare solutions?

Sage 100 MS Dynamics GP QuickBooks

Background Developed by/for CPAs Great Plains architecture, acquired by Microsoft

Single-office/home-office orientation

Typical user count 10-50 25-500 1-10

Database Embedded database or SQL SQL Server Database Embedded database

Payment options One-time license, subscription, leasing/financing

One-time license, subscription, leasing/financing

License or online

Software costs $5k - $75k $25k - $250k $250 - $1000

Solution Expansion (CRM, Distribution, Manufacturing)

Yes Yes Limited

Mobile access Yes No No

Vendor focus Sage provides business technology offered through

partner network

Microsoft offers consumer and business products

Intuit offers personal finance and small business products

Solutions at a Glance

Inventory Control

Analysis

Replenishment

Inventory Capabilities

Inventory Control


Inventory control is the effective management of supply, demand, and

storage of products in order to ensure adequate availability in the

warehouse. It deals with the physical aspects of receiving, packing, and

shipping rather than planning.

QuickBooks

Lot/Serial Tracking

Warranty Tracking

Flexible Pricing and

Costing

Bar-code enabled

Landed Costs

Multiple warehouses

Kit processing

Fully integrated

Inventory Control

Sage 100 MS Dynamics GP

Lot/Serial Tracking

Multiple costing

methods

Tiered pricing by

customer

Multiple locations and

bins

Landed Cost

Stock count tracking

Assemblies/Kits

Average cost only

Advanced functionality

available as an add-on

Inventory management is a complex subject, which requires

sophisticated analysis in order to achieve targeted results. Inventory

analysis provides the knowledge to determine the optimal inventory

levels or the right mix of products in the warehouse.

Inventory Analysis


QuickBooks

Sage Inventory Advisor

available as additional

subscription.

Dashboards provide

early warning for stock-

outs, item

classification, order

schedules, supplier

performance, more.

Inventory Analysis


Stock analysis tools

included.

Add-ons available for

dashboard and

planning.

Dashboards and

analytics available as

add-ons.

Inventory replenishment is the process of buying the product on a

recurring basis to support anticipated needs. It occurs regularly and

involves knowing what product to order and when to order it.

Inventory Replenishment


QuickBooks

Classification and forecasting reports provide recommendations for the most important orders to place.

Graphical forecast engine assists user in forecasting and planning for future replenishment orders. Lists top under- and over-forecasted items for further analysis and action.

Inventory Replenishment


Available to Promise.

Several add-on

solutions available.

Available as add-on

Purchase Management

Automated Procurement

Purchase Order Capabilities

Control of your purchase process can improve accuracy and increase

employee productivity by automating routine purchasing tasks.

Purchase Management


QuickBooks

Blanket/repeating

orders

Bar coding for receipt

labels

Integrate with AP,

Inventory, SO

Purchase Management


Workflow/approvals

Blanket POs for regular

purchases

Integrate with SO, AP,

Inventory

Integration with Billing

and Inventory

Allows PO entry without

a vendor specified

The ability to set parameters by which the system will automatically

generate Purchase Orders keeps you prepared for future sales and

able to keep customer service levels high.



QuickBooks

Autogenerate orders

based on your reorder

criteria

Ensure just-in-time

fulfillment with by

automatically

generating purchase

orders for select groups

of sales orders



Automate purchasing

through order point or

min/max settings

Automatically create

purchase orders in

response to quantity

shortages on customer

orders

Available through many

third-party providers.

Sales order processing

Shipping

Sales Order Capabilities

Sales Order Processing can help you build strong customer

relationships by enabling you to monitor fulfillment and invoicing more

precisely. Optimized invoicing and distribution capabilities reduce errors

and expedite inquiries and order deliveries, all while minimizing costs.

Sales Order Processing


QuickBooks

Returns module available

Mobile Sales enables order entry, sales history, available stock, item catalog across devices

Integrates with Job Cost as well as AR, Inventory

EDI available as add-on

Sales Order Processing


Customer priority

ranking.

Flexible returns

management.

Consolidated fulfillment

orders

Suggested items and

substitutions for items

that out of stock.

EDI available as add-

on

RMA available in

industry editions.

Shipping helps you get your products into your customers’ hands

quickly and economically by facilitating all forms of shipping, including

Small Parcel Shipping, LTL, full Truck Loads, Company Vehicle, or a

combination of them all, utilizing any carrier.

Shipping


QuickBooks

Address validation

Rate shopping

Label printing

FedEx, UPS®, USPS, DHL, CanPar, Canadian Post, and Purolator

Generic and regional carriers for Small Parcel, LTL, TL, and Air modes.

Unlimited number of company vehicles to track your personal delivery methods.

Shipping


Rate shop between

parcel or freight

shipments

All major shippers

Late Delivery Report –

simplifies the task of

refund processing by

reporting shipments

that a carrier fails to

deliver by the

guaranteed date/time.

Consolidate multiple

orders on one shipment

Shipping Manager built

in to QuickBooks free

Process shipments and

print FedEx, UPS, and

USPS labels

No international, no

trucking/LTL


Industry concentrations Distribution, Manufacturing

Services, Distribution Services, Retail

Technology orientation Stable platform, integration-ready, easily customized

Microsoft shop No integration or customization

Pre/Post-sales support and service

Support and upgrades provided

Support and upgrades provided

Some tech support included with purchase

Implementation assistance

Extensive partner network focused on business needs

Extensive developer-heavy partner network with Microsoft

Consultants are available

Solution emphasis Value and stability Ease of use and Microsoft-friendly

Cost-effective basic accounting

Where do they fit?

Capabilities are similar among many solutions

Understand the priorities for your business

Work with a partner who has many tools in the toolbox

In summary…

Resources for today’s class

Available on http://info.blytheco.com/compare-erp-resources

Copy of this presentation

Preparing for a change – “Are You Ready for Replatforming?” series

Build a Business Case

Evaluation Criteria tools

Cloud vs. On-Premise

More

How to know if you have outgrown Quickbooks?

http://info.blytheco.com/compare-erp-resources





Next Class…

• Manufacturing Capabilities across Four Major Solutions –

November 11

• Sign up here: http://info.blytheco.com/compare-erp-webinars

http://info.blytheco.com/compare-erp-webinars




