Sage 300cloud
Prepare your business for growth
Sage 300cloud will help prepare your business for growth. It makes it easy to manage your accounting, inventory, operations, distribution channels, and more.
Simplify your financials
Drive efficiency and increase the effectiveness of your manufacturing, distribution, or retail business. Sage 300cloud takes the complexity out of managing your business finances across borders, in multiple currencies and locations.
- Powerful financial tools; comprehensive accounting and financial management.
- Simplified international commerce and multiple company management.
- Robust operations and distribution functionality that includes inventory control, serialized inventory and lot tracking, purchase order, order entry, inventory optimization, return material authorization features.
- Effectively manage projects and project management through project and job costing.
- Communicate, collaborate, and compete with integrated Sage CRM.
- In-built business intelligence and reporting to make smarter, faster business decisions.
- Modern user interface to support virtually any browser, including tablets.
- Web screens offer 24/7 access so you can stay productive and connected, even when you’re away from the office.
Sage 300cloud – Manage Your Company with One Powerful Financial Tool
Connected Solutions
Sage CRM
With customer relationship management software, you have the tools to find new customers, reduce sales cycles, and build lasting, more profitable relationships.
Sage CRM simplifies the sales process, shortens sales cycles and helps organizations make the most of every sales opportunity.
Sage CRM automates sales tasks, such as creating quotes and orders, forecasting sales, pursuing leads and converting them into opportunities using sales workflows. By using Sage CRM , your marketing team can identify the sources of leads, opportunities and closed sales.
They can also seek out customer information for upcoming campaigns and launch targeted email marketing campaigns. When customers place orders for your products or services subsequent to these marketing campaigns, you can track their orders using an ERP or business management solution, like Sage 300cloud.
Sage AP Automation
With Sage AP Automation, you can completely transform the way you tackle Accounts Payable. Work with freedom and flexibility from the cloud, save time by automating manual processes, and run your business with more efficiency.
Free your team from high-cost and time-consuming manual AP. Powered by Beanworks, Sage AP Automation provides your remote team with real-time reporting on your invoices as they progress from purchase through to payment. Increase control and reduce risk across the entire AP process.
Sage Alerts & Workflow
Sage Alerts & Workflow monitors and responds to any conditions that are of key importance to your business such as overdue invoices, low stock levels and changes in customer buying habits. It alerts the appropriate people and delivers relevant forms and executes an intelligent workflow.
Alerts
Keep people informed. Deliver automated alerts about any business conditions, such as overdue invoices, critical support issues, or contracts about to expire. Deliver the alerts via any method, any device, including email, text message, fax, dashboard, or instant message. And send them to everyone; employees, customers, and suppliers – in the format they want, and when they need them the most.
Reports
Auto-deliver relevant forms, documents, and reports to the people who need them. Automate the generation and delivery of invoices to customers, purchase orders to suppliers, and analytical reports to managers. Schedule reports to auto-distribute based on any recurring schedule and in the requested format, and configure other reports to auto-run only when the business conditions warrant it.
Workflow
Streamline processes by automating best practices. When a client becomes overdue, automatically put them on credit hold; when stock runs low, auto-create a purchase order. And if a support request is received via email, turn that message into a support ticket. Move data between applications; and create custom integrations that turn resource-intensive manual processes into automated business activities.
Sage Alerts & Workflow Brochure
Sage Inventory Advisor
Our inventory management software for companies with one or more warehouses and 1,000+ SKUs, provides an inventory health check, produces quality forecasts, reduces time spent on manual tasks, and finds the optimal investment for achieving target fill rates.
Dashboards to Manage by Exception
The Sage Inventory Advisor Dashboard measures all the Key Indicators you need to manage your inventory effectively: Stock-holding, and why you’re overstocked, as well as Fill Rate, and why you’re not servicing your customers as well as you can.
Classify Items to Focus Resources
If you feel like you’re fighting inventory fires every day, you’re probably working on urgent issues, and not important tasks. Working on important tasks allows you to make calm choices and propel the business forward.
Forecast with Ease
Advanced forecasting results in improved customer satisfaction with less stock: Generate reliable sales forecasts that factor in seasonality and trends. Efficiently find problem areas. Easily assess the overall results and loop in sales and senior management.
Sage Inventory Advisor Brochure
Webtelligence
Expose your products to the world or to your service area. Sell to anyone (B2C) or service your wholesale customers while attracting new customers (B2B).
Your web store, integrated to Sage 300, will minimize your administrative overhead because your products (items) from Sage 300 will automatically be available to your web store and web orders will automatically show up in Sage 300 Order Entry.
Your web store will reflect your brand identity and effectively represent your providing an easy to navigate, intuitive experience that you want for your customers.
Sage 300 Customer Portal
Customer self-service is an expectation. You can provide it to your customers quickly and affordably with the North49 Customer Portal.
Customer can view and reprint any document from their Sage 300 account with you; invoices, orders, credit notes, and more. They can pay their accounts online with integration to your payment processor. They can even place orders with our Quick OE form.
- Edisoft - Cloud-Connected Supply Chain
- Sage Enterprise Intelligence
- DataSelf – Business Intelligence & Analytics
Intelligent Connectors
ZERO software coding, ETL, or data mapping tools!
- Seamlessly connect your ERP and a range of widely-used supply chain applications
- Exchange data in real time, based on system logic (rules), between all connected applications
- Rapidly deploy in the Cloud or a Hybrid IT environment
- Simplify ongoing maintenance, upgrades, and migrations as your business requirements evolve
Autonomous User Experience with Zero Rekeying
- Systems-validated decision making requiring zero manual intervention
- End-to-end supply chain transactional updates across all connected applications (i.e. ERP, EDI, Warehouse, Shipping)
- Reduce the number of steps and eliminate data rekeying to process more orders, shipments & invoices with fewer staff!
Single, Standardized Order Fulfillment Workflow
- Create a standard and industry-compliant fulfillment workflow regardless of the order or shipment type (e.g. Distribution Center vs Drop-Shipment or EDI vs eCommerce | Small Parcel vs LTL/FTL)
- Data routed by business function across all connected applications
- Out-of-the-box EDI, ERP/Financial and Carrier compliance (e.g. ANSI X12, EDIFACT, SOX)
Sage Enterprise Intelligence
Your business has collected a massive amount of data—and it’s only just begun. It’s growing by leaps and bounds every day, and it’s coming from new sources across your organization. No wonder why it’s harder than ever to build a single, coherent picture of your business operations.
Now you can transform that complex, fragmented data into meaningful information that has real decision-making power. Sage Enterprise Intelligence fully integrates with Sage 300 ERP plus it provides intuitive tools so you can securely access and analyze enterprise data with ease. Reduce time spent on analysis and reporting and get the insight you need to support better-informed decisions with Sage Enterprise Intelligence.
Greater Visibility and Better Business Decisions White Paper
DataSelf Analytics provides capabilities that go beyond Crystal, MS Reporting Services, and Excel-based reporting, allowing users to analyze data extensively and easily. It allows decision makers to easily access all of their data anytime and anywhere; not only ERP data but also from other systems such as CRM, MRP, POS, website visitors and an external payroll application. It becomes a single source for reporting, a single source of the truth.
DataSelf Analytics provides a wide range of high-end business intelligence benefits for Sage 300. Using industry-standard components comprised of Tableau and MS SQL Server, users can then take advantage of features such as self-service BI, data discovery, in-memory analytics, budgeting, consolidation, dashboards, data mining, data warehousing, ETL (Extraction, Transformation and Loading), financial reporting, forecasting, KPIs (Key Performance Indicators), multidimensional analysis, MS Power BI, MS Excel Pivot Table, OLAP cubes, MS Reporting Services, and MS SharePoint Integration.
Orchid develops add-on solutions for Sage 300 that:
- Provide analytical tools for more effective collaboration, decision making and information management.
- Simplify and automate time-consuming, complex and necessary-but-routine tasks.
- Streamline financial processes
- Support efficient Operations Management
- Are developed 100% in the Sage 300 SDK.
- The result is improved efficiency and productivity, combined with improved customer service and satisfaction.
EFT Processing
EFT Processing streamlines payment and collection processes by transferring Sage 300 receipts and payments, including those from US and Canadian Payroll, through to the electronic funds transfer (EFT) functionality of your banking software.
Orchid-EFT.Processing Brochure
Inter-Entity Transactions
Inter-Entity Transactions facilitates the management of allocations and transfers between entities. Entities equate to segments in the General Ledger, and could include branches, divisions, departments, funds, projects, trusts or multiple companies held within one or across Sage 300 databases.
Orchid-Inter-Entity.Transactions Brochure
Return Material Authorizations
Return Material Authorizations (RMA) streamlines the management of product returns and repairs from within your Sage 300 system. Flexible workflows allow you to authorize customer returns, initiate replacement orders, issue credit notes, and return faulty goods to the vendor.
Bin Tracking
Bin Tracking allows you to track items stored in multiple bins within a Sage 300 Inventory Control location. Bins can include shelves, slots, containers, barrels, pallets or drawers.
Many More Add-Ons
TaiRox is a software development company 100% focused on providing innovative solutions to the Sage 300 communities. The TaiRox development team has over 120 years of experience developing Sage 300 applications including our best-selling product TaiRox Productivity Tools.
Don Thomson co-founded the original Accpac development company in 1979 and has been involved in successful software ventures for over 35 years. Don is CEO of TaiRox
Paya
Improving payment processing is easy. Accept credit, debit, checks, and mobile payments in store, online, over the phone, or on site with your customers.
Sage 300 Payment Processing works exclusively with Paya to enable merchants to seamlessly process credit card transactions directly in Sage 300.
Customer credit card details are stored in a PCI-compliant vault, protecting you from exposure to non-compliance penalties and credit card fraud.
In addition to providing integrated ERP payment processing, Paya also offers gift and loyalty card programs, merchant cash advances and loans, and more.
REPAY offers omni-channel B2C and B2B integrated payment solutions for every business. <alternative text for “every business” partner can list ERP/eCommerce integration name instead>. Whether you are making B2B payments or collecting them, REPAY is your full-service payments provider. Offering an all-in-one payments solution that is trusted by thousands of clients daily to process AR payments, automate AP supplier payments, and reduce risk without changing your current accounting processes. Power up your payments to empower your business and accelerate the AP and AR payment flow with Integrated B2B Payments from REPAY today! Learn more: www.repay.com/erp-integrations