Sage User Group - Chortek€¦ · Sage User Group December 13, 2017 –Waukesha December 14, 2017 –Appleton. ... 12 Month Product Roadmap ... Office 365 Cloud Data: Sage Contacts

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Sage User Group

December 13, 2017 – WaukeshaDecember 14, 2017 – Appleton

http://www.sagecrm.com/


Agenda• 8:15 Introductions, Sage Update

• Breakout 1 – (8:45 – 9:40) – Room 1: Payroll 2.0, Sage 100 ERP Year-end Payroll W-2s/1099s

– Room 2: Sage Warehouse Management, Bar Code and Mobile Sales with ScanForce

• Breakout 2 – (9:45 – 10:40) – Room 1: Sage CRM and Alerts and Workflow

– Room 2: Sage Intelligence

• Breakout 3 – (10:45 – 11:40)– Room 1: Business Technology Trends

– Room 2: Sage 100 Version 2017 and 2018

• 11:45 – Wrap up


Chortek BTC (Business Technology Consultants) Team:

Steve Krueger Mark Booth

Sue Wolf Debby Hanson

Chris Rowoldt Gail Warren

Debra Scheider

Chortek NET - Technology/Cybersecurity:

Michael Senkbeil

Sage ScanForce

Chrystina Aros-Portillo Steve Showalter

John Woodward

Sandra Smith


Firm Overview | Technology


New with Sage 100

• Sage 100 2018 released in October– Payroll 2.0 and Job Cost 2.0

• Continued focus on 100c

• Acquired Intacct

• 2018 Summit will be regional

• Current promo for April to September renewals to move to 100c


Sage 100 Supported Versions


Retired Versions/Dates



12 Month Product Roadmap –Sage 100 and 100c

October 2017 (2018.0)December 2017

(2018.1)March 2018 (2018.2) June 2018 (2019.0)

September 2018

(2019.1)

Payroll &

Payments

Desktop Payroll:

Payroll 2.17.0

Desktop Payroll:

Payroll 2.18.0

Desktop Payroll:Timecard to framework

Desktop Payroll:

Payroll 2.18.2

Desktop Payroll:Payroll 2.18.3

Invoice Presentment:eInvoicing – Terms on Time

Connected

ecosystem

Mobility:

Scanco – Mobility for

Barcode

Business Intelligence:

Budgeting & Planning

eCommerce and POS:

e-Commerce – XM

Development

Bank Integrations:

Auto Bank Feeds – PLAID

Office 365

Cloud Data:Sage Contacts plug-in

Cloud Data:Paperless Office 365 (GL)

Cloud Data:Paperless Office 365 (AP)

Cloud Data:

Bots

Experience

Modernization:

Job Cost to framework

Pain Points:

Job Cost updates

Onboarding:Customer Marketplace

Modernization:

Work Order to framework

Onboarding:Account management

Pain points:

Inactivate Warehouse

Pain points:Reprint Orders from history

Pain points:

Consolidated Invoicing

Pain points:International Addresses

Pain points:Spell check

Pain points:Lot / Serial expiry dates

MaintenanceGovernment compliance:

Tax updates

GAAP compliance:

Revenue recognition


Chortek Support

• Support Desk

– “Tickets” your request, distributes to consultants

– 877-526-8226

– [email protected]

• Newsletters – bi-monthly (Jan, March, May, July, Sept, November)

– http://www.chortek.com/resources/newsletter/

mailto:[email protected]

http://www.chortek.com/resources/newsletter/


Connecting with Sage

• Sage Summit

– www.sagesummit.com

– 2016 – Chicago

– 2017 – Atlanta

– 2018 - ?

http://www.sagesummit.com/


Connecting with Sage

• Sage City

– www.sagecity.na.sage.com

– Sage 100, Sage CRM, etc.

• Customer Portal

– https://customers.sagenorthamerica.com/

• YouTube – Sage Channel

– Sage 100, Sage CRM, Sage Intelligence, etc.

http://www.sagecity.na.sage.com/

https://customers.sagenorthamerica.com/


Documents from Chortek

• Sage 100 for Distribution Companies

– http://www.chortek.com/wp-content/uploads/2016/07/Sage-100-Distribution-Industry.pdf

• Sage 100 for Manufacturing Companies

– http://www.chortek.com/wp-content/uploads/2016/08/Sage-100-Manufacturing-Industry.pdf

http://www.chortek.com/wp-content/uploads/2016/07/Sage-100-Distribution-Industry.pdf

http://www.chortek.com/wp-content/uploads/2016/08/Sage-100-Manufacturing-Industry.pdf


User Group Materials

• All materials and additional 2017 User Group Materials as directed by various presenters can be found at:

• www.Chortek.com/2017UserGroup

• 2016 also available:

• www.Chortek.com/2016UserGroup

http://www.chortek.com/2017UserGroup

http://www.chortek.com/2015UserGroup


Hot Topics

• CRM – you already own 1 named user/server

– www.sagecrm.com

• Sales Tax, Exemption Certificates

– www.avalara.com

• Sage Alerts and Workflow

– www.sageknowledgesync.com

• Warehouse Management/Bar Code

– www.scanforce.com and www.scanco.com

http://www.sagecrm.com/

http://www.avalara.com/

http://www.sageknowledgesync.com/

http://www.scanforce.com/

http://www.scanco.com/


Hot Topics

• Sage Inventory Advisor

– https://www.sage.com/us/sage-inventory-advisor

• Shipping - Starship

– http://www.vtechnologies.com/integrated-shipping-software/

• Sage Intelligence – you already own it

– https://www.sageintelligence.com/

• Credit Card Processing (SPS and APS)

https://www.sage.com/us/sage-inventory-advisor

http://www.vtechnologies.com/integrated-shipping-software/

https://www.sageintelligence.com/


Hot Topics

• 100c Manufacturing

– JobOps – Make/Install/Ship

– www.jobops.com

• EDI – TrueCommerce, SPSCommerce, Kissinger EDI Advantage

• Website integration

– WebServices from Sage

– www.websitepipeline.com

http://www.jobops.com/

http://www.websitepipeline.com/


Sage Endorsed Solutions

• Alerts & Workflow

• Avalara

• Doc-link by Altec

• TrueCommerce

• JobOps – 100c Manufacturing


Conclusion– Thank you for attending

– We always appreciate referrals to other companies you believe we can help


Agenda• 8:15 Introductions, Sage Update

• Breakout 1 – (8:45 – 9:40) – Room 1: Sage 100 ERP Year-end Payroll W-2s/1099s and Payroll 2.0

– Room 2: Sage Warehouse Management, Bar Code and Mobile Sales with ScanForce

• Breakout 2 – (9:45 – 10:40) – Room 1: Sage CRM and Alerts and Workflow

– Room 2: Sage Intelligence

• Breakout 3 – (10:45 – 11:40)– Room 1: Business Technology Trends

– Room 2: Sage 100 Version 2017 and 2018

• 11:45 – Wrap up