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?