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 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 […]

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 […]

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 […]

What’s New in Sage X3 2021 R3

Sage is continually improving the capability of Sage X3 ERP.  The latest update–Version 2021 (12) R3–is now available. Sage X3 2021 R3 has a number of improvements. Categories that have had updates include Finance, Compliance, Distribution, Manufacturing, Project management, and more. To read high level information about some of these changes, download the 2021 R3 […]

Changes in Sage Knowledgebase coming soon

A long time support resource for Sage Software will soon be getting an update. What is happening The Sage Knowledgebase for Sage 500 (North America), also known as the Sage KB, will be migrating to a new platform. There is no concern of the Sage KB going away. Sage is committed to the knowledgebase as […]

How to Increase Inventory Usage Visibility in Sage X3

Opportunity to improve inventory management disciplines One of the major reasons that many organizations purchase an enterprise system such as Sage is to improve upon the disciplines that are employed in the management of their inventory. Having too much inventory or too little or getting the inventory too early or too late can have a […]

Using Stock History Inquiry in Sage X3 Enterprise Management

One of the major reasons that many organizations purchase an enterprise system such as Sage is to improve upon the disciplines that are employed in the management of their inventory. Having too much inventory or too little or getting the inventory too early or too late can have a major impact on the balance sheet, […]

Become an ERP mobile sales solution influencer

We think there are a lot of good reasons for you to become an influencer with your ERP clients for mobile sales app solutions.  Sage now offers a 5 user mobile sales app at no additional cost to Sage 100cloud subscribers. With Sage X3 (Enterprise Management) virtually any process, including sales, can be optimized for […]