What Is Enterprise Direct Store Delivery?

“We believe the new standard of business management technology for companies reliant on Direct Store Delivery as a primary distribution method, is building all the DSD functionality and business rules natively into global, cloud-based ERP. We refer to the concept as ‘Enterprise DSD’ and we think it’s something the market will really respond and adapt […]

What Is Direct Store Delivery?

What is Direct Store Delivery? Direct Store Delivery (DSD) is a business process that manufacturers and wholesalers use to both sell and distribute goods direct to the point of sales or point of consumption.  This often can include additional product and market related services such as merchandising, information gathering, or equipment service. Contrast this to […]

The face of customer service

For fast moving consumer packaged goods companies, Route Sale drivers are literally the face of customer service. Route Sale drivers (who may also be referred to as Van Sale Drivers, or Direct Store Delivery (DSD) drivers) are traveling sales reps making regularly scheduled visits to their customers, making sales right off the truck. The tools […]

How to Add a Custom Task to Your Sage 500 Menu

Did you know you can create custom tasks on your Sage 500 menu?  You can!  Here’s a step-by-step guide on how to do so. What kind of tasks can I add? Custom BIE (Business Insights Explorer view) Custom report (Crystal Report) Word, Excel, etc. document or shared folder Website URL How do I create a […]

How to automate truck loading

Eliminating the bottlenecks at the loading dock is just one of the ways you can benefit by automating truck loading with your ERP system.  This is especially important in Delivery Distribution operations. Start with the basics Essential to effective truck loading for Delivery Distribution is the planning that is done prior to picking. Assignment of Orders […]

Delivery, Meet ERP

*Ding-dong* *Ding dong* A smiling delivery person is at the door asking for a signature. In a matter of moments I’ve confirmed that I received my package with an easy swirl of my finger on their smart phone. A couple of taps later and the driver nods goodbye, on their way to the next stop. […]

What’s new in Sage 500 2021

Sage 500 ERP 2021 contains updates that improve your workflow and business processes. We cover some of the highlights of the new features and enhancements below. Need help upgrading your current Sage 500 ERP to 2021? Contact us to discuss. Here is what has changed or added in Sage 500 ERP 2021, broken down by […]

Does your ERP software really deliver?

One thing that continues to surprise me is how few ERP software systems handle delivery management. I’m not talking about small parcel shipping, like UPS or FedEx, and I’m not talking about LTL or full truck load carrier systems – most ERPs have marketplace offerings with multiple good choices for that.  What I’m referring to […]

Closing the Fiscal Period & Fiscal Year in Sage X3

It is that special time of year again–the new year and year end for many businesses. Below is an outline of the steps required for period and year closing as well as period and year opening in Sage x3. The same steps will apply to all versions of the product. Please keep in mind that […]

Sage 500 Year End: Print or eFile 1099 and 1096 forms

This is a summary of the Sage 500 year-end procedure (version 2021 and prior) to submit 1099 and 1096 forms for tax year 2021. Note that the Sage 500 eFiling process uses Aatrix, which requires a one-time enrollment if you haven’t done so already.  This can be done near the end of the process (step […]

Steps to Help Defend Your Business From Cyberattack

ERP systems–the systems central to many businesses’ operations–are becoming the prime target for cyber attackers. ERP systems contain a treasure trove of information from across the entire organization. From company financials and intellectual property to sensitive personnel and vendor information–everything. These bad actors are deploying a form of malware that provides quick returns–ransomware. Ransomware locks […]

New Sales Tax Rules for Cross-Border Canadian Sales

New sales tax legislation has gone into effect in Canada that will impact certain businesses outside of the country. Companies affected will need to register for Canada’s Goods and Services Tax (GST) and Harmonized Sales Tax (HST). Companies will need to comply if they sell $30,000 CAD or more in products or services to Canadian […]