Sage 100cloud for the Distribution Industry

Transcription

1 Sage 100clud fr the Distributin Industry

2 Sage Sftware has develped varius functinality fr the distributin industry within its Sage 100clud prduct line: Sage 100clud Financial and Distributin Bundles Included in the Financial Bundle General Ledger Accunts Payable Accunts Receivable Bank Recnciliatin Included in the Distributin Bundle Sales Order Prcessing Purchase Order Prcessing Inventry Management RMA Return Materials Authrizatin Bill f Materials Fr mre infrmatin Steve Krueger, Principal p: e: skrueger@chrtek.cm Lcatins Waukesha, WI Appletn, WI Atlanta, GA All Bundles include: Business Insights (Explrer, Reprter and Dashbard) Crystal Reprts Sage Intelligence (Reprt Manager) Custm Office Paperless Office/Electrnic Frms Delivery Credit card prcessing pwered by Sage Payment Slutins Sage CRM Server and One Named User Visual Integratr Additinal Mdules Available Wrk Order and MRP Payrll with Direct Depsit r Sage Payrll Services Sales Tax by Avalara Web Services website integratins Sage 100clud Alerts and Wrkflw

3 Sage 100clud Essentials, Advanced and Cmplete Included in Essentials Bundle General Ledger Accunts Payable Accunts Receivable Bank Recnciliatin Included in the Advanced Bundle Essentials Bundle plus: Sales Order Prcessing Purchase Order Prcessing Inventry Management Fr mre infrmatin Steve Krueger, Principal p: e: Lcatins Waukesha, WI Appletn, WI Atlanta, GA Included in the Cmplete Bundle: Advanced Bundle plus: Bar Cde Return Merchandise Authrizatin (RMA) Bill f Materials All Bundles include: Business Insights (Explrer, Reprter and Dashbard) Crystal Reprts Custm Office Sage Intelligence (Reprt Manager) Paperless Office/Electrnic Frms Delivery Credit card prcessing pwered by Sage Payment Slutins Sage CRM Server and One Named User Visual Integratr Additinal Mdules Available Wrk Order and MRP Payrll with Direct Depsit r Sage Payrll Services Sales Tax by Avalara Web Services website integratins Sage 100clud Alerts and Wrkflw

4 Industry Specific Integratins Chrtek wrks with these third party applicatins integrate with Sage 100clud t prvide Distributin Industry specific slutins fr shipping, warehuse management and EDI: Starship frm V-Technlgies fr Shipping EDI Advantage frm Kissinger TrueCmmerce EDI ScanFrce fr Warehuse Autmatin and hand held bar cde slutins Avalara Sales Tax, Exemptin Certificates and Sales Tax Filing SPS Cmmerce EDI Systems Integratins

5 Versins/Editins and Pricing Sage 100clud cmes in three editins, tw versins and tw pricing methds: Editins: Standard (single site), Advanced (Remte users/sites) and Premium (SQL) Versins: 100 and 100c Difference is the user interface and pricing Sage 100 bundles; Financial and Distributin Sage 100c bundles; Essentials, Advanced and Cmplete Pricing: Traditinal perpetual license purchase and annual maintenance Subscriptin pay mnthly r annually fr the use f the sftware On-Premise, Hsting and Clud Sage 100clud is installed n yur netwrk server r can be installed n a hsted server. Sage 100clud des have an n-line/saas slutin with limited functinality. Implementatin/Training/Supprt Chrtek will wrk with yu regarding: Installatin Data cnversin Cnfiguratin/Setup/Change Management Training/Frms and Reprts G live and n-ging supprt (including prduct updates and upgrades) Maintenance and Supprt Sage 100clud users subscribe annually t a Business Care plan that prvides: Prduct Updates and Critical fixes New Versin Releases install, data migratin and training quted Access t Sage supprt (5 cases r unlimited ptins available) 24/7 access t the nline supprt knwledgebase Silver, Gld and Platinum plans available

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7 THE CHORTEK ADVANTAGE Yur Chrtek cnsulting team: STEVE KRUEGER, Principal DEBRA SCHEIDER, Administratr SUE WOLF, Sr. Cnsultant GAIL WARREN, Sr. Cnsultant MARK BOOTH, Sr. Cnsultant DEBBY HANSON, Sr. Cnsultant Yur Chrtek cnsulting team will prvide: Bi-Mnthly Newsletter Client alert s as needed Chrtek User Grup Meeting (December) Sage Summit updates (July) Annual Reviews f yur Sage 100 System Dedicated Help Desk phne number, and staff Upgrade and prduct update cnsulting

8 KEY SAGE 100clud FEATURE HIGHLIGHTS FINANCIAL MODULES General Ledger Multi cmpany Multi department 32 character 10 segment accunt number Sage Intelligence fr Excel Based Financial Reprt Accunts Payable ACH capability Divisins Trial Balance and Aging Reprts Accunts Receivable Statements Psting by Divisin Trial Balance and Aging Reprts Bank Recnciliatin Psitive pay capability DISTRIBUTION MODULES Sales Order Prcessing/Credit Card Prcessing Order Entry, Shipping Data Entry and Invice Data Entry functinality Integrated Credit Card authrizatin and prcessing Electrnic delivery f rder acknwledgements and invices Custmer purchase histry during rder entry Purchase Order Prcessing Purchase rder generated frm sales rders r rerder pints Tw step receipt f gds and receipt f invice capability vendr purchase rders Multiple vendr s per item, vendr part numbers and vendr specific pricing Inventry Management Serialized, Lt, Standard, Average, LIFO and FIFO valuatin methds Price levels and custmer specific pricing Kits RMA Return Materials Authrizatin Prcess the return, custmer credit r crss ship and vendr credit r replacement Allws repair, return r scrap ptins Bill f Materials Multi level BOM

9 Sage CRM Custmer Relatinship Management Sage CRM Server and ne named user included in every purchase Integratin with Sage 100clud and Outlk Autmatin fr yur sales and custmer service teams: Manage Prspects and Opprtunities Manage Campaigns and (via Mail Chimp)j Manage Custmer Service calls Other Functinality Included Business Insights (Explrer, Reprter, Dashbard) Executive level dashbard with graphics f key metrics Wizard driven reprt writing tl Pwerful Explrer mdule visual verses reprts Crystal Reprts Used fr custmizing all frms and reprts Sage Intelligence (Reprt Manager) Excel based reprting frm varius mdules Designer included in Gld Business Care plan Custm Office Add user defined fields fr screens and reprts Mdify screens fr users r grups f users Enhance security access/view f screen data Paperless Office Jurnals and registers are PDF d with viewer Perid end reprts are PDF d with viewer Electrnic frms delivery fr invices, purchase rders, statements, etc. Integratins Avalara fr sales tax calculatins, exemptin certificate management, sales tax reprt filing AP Autmatin CIMClud/Websitepipeline Credit Card Prcessing APS/Paya DcLink by Altec EDI Direct Integratins with Sage 100 with yur trading partner(s) EDI Advantage frm Kissinger HighJump/TrueCmmerce EDI Slutins SPS Cmmerce EDI System Integratins erequester JScan fr electrnic capture f labr, material and jb status

10 Sage Alerts & Wrkflw Sage Budgeting & Planning Sage Intelligence Sage Inventry Advisr Scanc Mbility and Warehuse Management and WO/JO Scan ScanFrce fr Warehuse Autmatin and hand held bar cde slutins Autmate receiving, picking and physical cunt with bar cdes and hand held units Starship frm V-Technlgies fr Shipping Integratins with UPS, FedEx, USPS and many cmmn carriers Direct link frm Sage 100 Shipping Data Entry n duplicate entry Shipping labels and Bill f Lading Summit Hsting