An important component in the sales order fulfillment process is establishing the correct prices on all the sales documents that are sent out to customers (order acknowledgements, sales invoices, etc). When the sales price books are setup in the system it takes a lot of the work off the shoulders of the customer service personnel […]
Integrating Direct Store Delivery (DSD) data and processes with your ERP is essential for any business that plans to grow and scale. However, not every DSD/ERP integration is created equally. When choosing a new DSD solution, itâs important to avoid the ultimate pitfall of poorly integrated systems, and that is something called âVersion Lockâ. Version […]
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 […]
Eliminating the bottlenecks at the loading dock is just one of the ways you can benefit by automating truck loading with your ERPÂ system. Â 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 […]
It is that special time of year againâthe 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 […]
ERP systemsâthe systems central to many businesses’ operationsâare 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 informationâeverything. These bad actors are deploying a form of malware that provides quick returnsâransomware. Ransomware locks […]
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 […]
Sage is continually improving the capability of Sage X3 ERP. The latest updateâVersion 2021 (12) R3âis 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 […]
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 […]
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 […]