sage 100 for the manufacturing industry-2.19 · sage 100cloud manufacturing software solutions....

Sage 100cloud for the Manufacturing Industry

Chortek LLP has been helping businesses manage their technology investments for nearly 20 years. Our suite of offerings includes Customer Relationship Management (CRM), Sage 50cloud, Sage 100cloud, Sage BusinessWorks, and Sage 100cloud Manufacturing software solutions.

Sage 100cloud Essentials, Advanced and Complete

Included in Essentials Bundle: General Ledger Accounts Payable Accounts Receivable Bank Reconciliation Included in the Advanced Bundle: Essentials Bundle plus- Sales Order Processing Purchase Order Processing Inventory Management Included in the Complete Bundle: Advanced Bundle plus- Bar Code Return Merchandise Authorization (RMA) Bill of Materials All Bundles include: Business Insights (Explorer, Reporter and Dashboard) Crystal Reports Custom Office Sage Intelligence (Report Manager) Paperless Office/Electronic Forms Delivery and Storage Credit Card Processing powered by Sage Payment Solutions Sage CRM Server and One Named User Visual Integrator

For more information

Steve Krueger, Principal p: 920.968.0963 e: [email protected] Locations

Waukesha, WI Appleton, WI Atlanta, GA


Sage Software has developed various functionality for manufacturers within its Sage 100 product line:

Manufacturing Modules and Options: Work Order Processing – good for Kitting and Simple Assembly and Build to Stock-Basic Material Requirements Planning (MRP) 100cloud Manufacturing-adds functionality for: Build to Stock-Complex Build to Order/Custom Complex assembly (Not a good fit for Process manufacturing, blending, perishables - use Sage X3) 100cloud Manufacturing Options include: Sage 100cloud Manufacturing and Time Tracker Estimating/Quoting Sales Orders & Work Tickets Purchasing Time Tracker – labor and material issues to job Product Configurator – rules-based configurator Enhanced Scheduling Field Service Dispatch Additional Modules Available Payroll with Direct Deposit or Sage Payroll Services Sales Tax by Avalara Web Services – website integrations Sage 100cloud Alerts and Workflow

For more information

Steve Krueger, Principal p: 920.968.0963 e: [email protected] Locations o Waukesha, WI o Appleton, WI o Atlanta, GA


Industry Specific Integrations These third-party applications integrate with Sage 100 to provide manufacturing specific solutions for shipping, warehouse management and EDI:

Versions/Editions and Pricing Sage 100cloud comes in three editions, two versions and two pricing methods: Editions: Standard (single site), Advanced (remote users/sites) and Premium (SQL)

Versions: 100 and 100c – Difference is the user interface and pricing

o Sage 100 bundles; Financial and Distribution o Sage 100c bundles; Essentials, Advanced and Complete

Pricing:

o Traditional perpetual license purchase and annual maintenance o Subscription – pay monthly or annually for the use of the software o Payroll Subscription – pay monthly based on active employee count

EDI Advantage from Kissinger

TrueCommerce EDI

Avalara Sales Tax, Exemption Certificates and Sales Tax Filing

ScanForce for Warehouse Automation and hand held bar code solutions

Starship from V-Technologies for Shipping

JOScan for electronic capture of work order labor, materials and status


On-Premise, Hosting and Cloud

Sage 100cloud is installed on your network server or can be installed on a hosted server. Sage 100cloud does have an on-line/SaaS solution with limited functionality.

Implementation/Training/Support Chortek will work with you regarding:

o Installation o Data conversion o Configuration/Setup/Change Management o Training/Forms and Reports o Go live and on-going support (including product updates and upgrades)

Maintenance and Support Sage 100cloud users subscribe annually to a Business Care plan that provides:

o Product updates and critical fixes o New Version Releases– install, data migration and training quoted o Access to Sage Support (5 cases or unlimited options available) o 24/7 access to the online support knowledgebase o Silver, Gold and Platinum plans available


THE CHORTEK ADVANTAGE

Your Chortek consulting team:

Your Chortek consulting team will provide:

o Bi-Monthly Newsletter o Client alert emails as needed o Chortek User Group Meeting (December) o Sage Summit updates (July) o Annual Reviews of your Sage 100cloud System o Dedicated Help Desk phone number, email and staff o Upgrade and product update consulting

KEY SAGE 100cloud FEATURE HIGHLIGHTS

STEVE KRUEGER, Principal DEBRA SCHEIDER, Administrator SUE WOLF, Sr. Consultant

GAIL WARREN, Sr. Consultant MARK BOOTH, Sr. Consultant DEBBY HANSON, Sr. Consultant


DISTRIBUTION MODULES

Sales Order Processing/Credit Card ProcessingOrder Entry, Shipping Data Entry and Invoice Data Entry functionalityIntegrated Credit Card authorization and processingElectronic delivery of order acknowledgements and invoicesCustomer purchase history during order entry

Purchase Order ProcessingPurchase order generated from sales orders or reorder pointsTwo step receipt of goods and receipt of invoice capabilityEmail vendor purchase ordersMultiple vendor’s per item, vendor part numbers and vendor specific pricing

Inventory ManagementSerialized, Lot, Standard, Average, LIFO and FIFO valuation methodsPrice levels and customer specific pricingKits

RMA – Return Materials AuthorizationProcess the return, customer credit or cross ship and vendor credit or replacement Allows repair, return or scrap option

Bill of MaterialsMulti-level BOM

FINANCIAL MODULES

General LedgerMulti‐companyMulti‐department32 character – 10 segment account numberSage Intelligence for Excel Based Financial Report

Accounts PayableACH capability

Accounts ReceivableEmail Statements

Bank ReconciliationPositive pay capability


JobOps Base Estimating and Quoting

Re‐use past quotes to speed the creation of new onesCombining bills of material, routings, labor, and contracted services to create a detailed cost roll‐upAutomatic update of material costs to reflect recent purchasesJobOps Product Configurator aids in selecting options and calculating pricing

Sales Orders and Work Tickets

Quickly convert from an approved detailed quote to a sales orderGenerate work ticket order automaticallyCheck material availability before releaseProduct Configurator can easily create Sales Order and Work TicketAttach product documentation and procedures specific to the job

Purchasing (component exception management)

Automated purchasing analyzes your supply and demand for jobs and helps you buy products and materials at the right time

Consolidates requirements for purchasing powerAutomatically generates purchase ordersOptimizes cash flow by ordering what is needed for jobsCreats dynamic to‐do list for every job

Time Tracker -labor and material issues to job

Real‐time management tools to manage your job costs effectively

Integrated job cost accounting and job management

Real‐time job status and reports

Real‐time actual versus estimated costing

Projected costing based on work completed

Real‐time alerts letting you know of potential cost overruns while in production

Manufacturing

100cloud Manufacturing ‐ adds functionality for Build to Stock‐Complex, Build to Order/Custom

and Complex assembly (not a good fit for Process manufacturing, blending, perishables ‐ use Sage

X3)

Work Order Processing – good for Kitting and Simple Assembly and Build to Stock Basic

Routings and TravelersWork Centers and Operations

Material Requirements PlanningIntegrated with Bill of Materials, Sales Orders, Purchase Orders and Work Orders


Product Configurator

Configuration Templates help save time and improve efficiency

Rules‐based configuration helps you determine which features and options are available

Price calculation rules give you end‐user pricing based on all options selected

Easy step‐by‐step configuration process saves time

Visual validation shows you a visual of options selected during the configuration process

Smart part numbers identify a part’s unique features

Auto Build BOM and Auto Build Work Tickets

Enhanced Scheduling

Streamlined scheduling

Material availability reporting aids in on‐time deliveries

Management by exception capabilities

Drag and drop scheduling board and tools

Work center calendars

Finite and infinite scheduling

Exception alerts

Capable to promise helps you forecast realistic delivery dates

Field Service Dispatch

Increase field service efficiency and revenue

Real‐time data and reporting

Eliminate invoice errors and get paid faster

Improve your overall customer experience

Schedule and dispatch technicians for service calls

Accurately schedule tasks and components needed for repair calls

Capture real‐time costs for profitability on a job‐by‐job basis

Track costs against contracts

Seamless Microsoft Outlook, Sage 100cloud and JobOps integration

JOScan Capture labor, materials and job status via bar code and mobile device.


Sage CRM – Customer Relationship Management Sage CRM Server and one named user included in every purchase Integration with Sage 100cloud and Outlook Automation for your sales and customer service teams:

o Manage Prospects and Opportunities o Manage Campaigns and Email (via Mail Chimp) o Manage Customer Service calls

Other Functionality Included

Business Insights (Explorer, Reporter, Dashboard) Executive level dashboard with graphics of key metrics Wizard driven report writing tool Powerful Explorer module – visual verses reports Crystal Reports Used for customizing all forms and reports Sage Intelligence (Report Manager) Excel-based reporting from various modules Designer included in Gold Business Care plan Custom Office Add user-defined fields for screens and reports Modify screens for users or groups of users Enhance security access/view of screen data Paperless Office Journals and registers are PDF’d with viewer Period end reports are PDF’d with viewer Electronic forms delivery for invoices, purchase orders, statements, etc.

Integrations Avalara for sales tax calculations, exemption certificate management, sales tax report filing AP Automation CIMCloud/Websitepipeline Credit Card Processing – APS/Paya DocLink by Altec EDI – Direct Integrations with Sage 100 with your trading partner(s) EDI Advantage from Kissinger HighJump/TrueCommerce EDI Solutions SPS Commerce EDI System Integrations eRequester JoScan – for electronic capture of labor, material and job status


Sage Alerts & Workflow Sage Budgeting & Planning Sage Intelligence Sage Inventory Advisor Scanco – Mobility and Warehouse Management and WO/JO Scan ScanForce for Warehouse Automation and hand held bar code solutions Automate receiving, picking and physical count with bar codes and hand held units Starship from V-Technologies for Shipping Integrations with UPS, FedEx, USPS and many common carriers Direct link from Sage 100 Shipping Data Entry – no duplicate entry Shipping labels and Bill of Lading Summit Hosting

sage 100 for the manufacturing industry-2.19 · sage 100cloud manufacturing software solutions....

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