To stay competitive, you need your accounting software and business productivity
software to work together and offer indispensable functions like graphical reporting, integration, customization and drill down functionality. The Sage 100 Custom Office module provides the solution with a suite of tools composed of Visual PostMaster, Customizer and the MS Office Link, that integrate with the Microsoft Office suite.
The MS Office Link allows you to easily create letters or messages to individual customers or vendors. You can attach documents (such as scanned-in images) to specific records in the product’s data files (e.g., a photograph to an inventory item or an invoice to the invoice record in Accounts Payable history). With Visual PostMaster, you can create batch mailing jobs and marketing campaigns. Customizer provides user-defined fields (UDFs) that you can easily implement without any special programming skills.
Improve productivity throughout your company with an essential suite of business
applications — Sage 100 Custom Office. Custom Office lets you make use of the unique business information in your application data files and greatly simplifies the process of creating custom communications to customers and vendors.
Flexible and Easy to Implement
The adaptable design of the Sage 100 General Ledger module allows you to use your current chart of accounts or create a new chart of account structure from over a dozen industry-specific selections, making implementation quick and easy. The General Ledger uses our exclusive dual line entry for quick, efficient and accurate data entry. Using line entry allows you to easily customize the data entry screens. Once you have created a transaction, selecting to delete a row, move a row up or down, or change a value is easy - you can also use the built-in calculator to easily modify it. You can even reset a row or all rows by using the reset feature.
Valuable Business Insights
The ease of use combined with the powerful attributes of the General Ledger module streamline all bookkeeping and accounting transactions, and the resulting reports provide important business insights. Sage 100 General Ledger offers virtually unlimited financial reporting capabilities. In addition to the standard General Ledger reports, Sage 100 provide the ability to create financial statements such as Income Statements,Cash Flow Statement, Balance Sheet and Trend reports. All financial reports are created and modified through an easy-to-use wizard so you can simply select formatting options to create a report specific to your business needs. Gaining quick and accurate insight into your business is critical to maintain your competitive edge. Sage 100 General Ledger
provides a key method for you to stay on top of your financial information.
The General Ledger module has many powerful features to help you efficiently manage your finances, including: flexible accounting periods; adaptable account structure with account statuses; roll-up codes for additional reporting; comprehensive search criteria; easy account number merge and renumbering; allocation entries including percentage, quantity and basis; unlimited budgets; easy budget revision entries; right-click to related tasks; easy account
entry; account memos; financial reporting up to $99,999,999,999.99; and the ability to view financial information in bar charts or graphs. Accounts Payable
The Sage 100 Accounts Payable module helps manage a company’s expenditures by recording transactions and obligations to vendors and creditors. Beyond the recording of invoices received and providing informative financial reports including payables aging and future cash requirements, the Accounts Payable module provides a complete solution for the payment of outstanding invoices through an innovative cash disbursement and check writing capability.
You can also use Accounts Payable to take advantage of any discounts offered to your company if invoices are paid on time. As well as functioning stand-alone, the Accounts Payable module can also be used to expense invoices directly to the Job Cost or Time and Billing modules. In addition, information from invoices entered through Purchase Order Processing is posted directly to the Accounts Payable Masterfile where you can query all open purchase orders for each vendor.
The Sage 100 Accounts Receivable module provides you the information you need to run a well-organized cash management program by tracking receivables and planning cash flow. It also provides you with extensive management information and reporting features. This module contains a highly powerful, yet easy-to-use invoicing function which allows a company to prepare invoices and billings within the system.
The Accounts Receivable module will also automatically prepare customer/client statements on demand. In addition to being a comprehensive stand-alone module, the Accounts Receivable module integrates with the Sales Order Processing, Inventory Management, Job Cost and Bank Reconciliation modules.
Produce timely and accurate pay, generate fully allocated accounting entries, and keep comprehensive employee records. Print federal and state tax forms, or eFile.
Human resources (HR) represents the life and energy of any organization. Accurately administrating a company’s work force is vital to its success and growth. The Sage HRMS module allows companies to manage information based on their unique HR structure and needs. Data is entered just once and is shared with the entire HR system - leaving time to address strategic business issues that support recruiting and maintain a competitive work force.
Sage HRMS provides many benefits, but the most impressive feature is providing a means to quickly access key data with minimal effort. HR personnel are just keystrokes away from viewing data like emergency information or performance reviews due for any employee. The ability to promptly analyze critical company data is also within reach,including salaries, turnover ratios, and performance issues.
Benefits administration has never been easier than with Sage HRMS. Evaluate multiple benefit plans for easy comparison, generate reports on employees’ prior benefits elections, track employees on COBRA coverage, roll over current benefits to the next year - all quickly and easily.
HR personnel can also track individual employee training and certification progress,health profiles, and schedule recurring drug testing and physical exams. And, of course,all of these features maintain a high level of security regarding sensitive employee data.
Every time you order goods from your vendors, a contract to buy and a contract to sell is created; the Sage 100 Purchase Order Processing module helps you keep accurate records of these very important transactions. With every order, you need to specify (and keep track of) shipping method, date required, and the name of the person with whom the order was placed. In addition, you need to confirm the quantities ordered and price per item. This module perfects and organizes the entire purchasing process. When your on-hand quantity falls below a specified minimum level, purchase orders can be automatically generated, to ensure that you never run out of key items.
You can process partial receipts, update your inventory records when goods are received and monitor cost variances between goods received and goods invoiced. When this module is integrated with the Sage 100 Accounts Payable, Inventory Management and Sales Order Processing modules, you will have a comprehensive, fully integrated purchasing system. Receipt of goods will automatically adjust inventory quantities and produce a Back Order Fill Report.
Furthermore, invoices received will automatically update Accounts Payable records. With the implementation of the Purchase Order Processing module, you will be able to make more informed purchasing decisions and make all of your purchasing and receiving information readily available to management.
One of the most critical and time-consuming aspects of manufacturing is managing the task of maintaining sufficient amounts of materials on hand at all times. How many times has production been delayed because a necessary material was not in stock or you could not get it in time?
The Sage 100 Material Requirements Planning (MRP) module can help you eliminate purchasing and scheduling problems. It is designed to simplify and speed up the work processes of purchasing and production managers, enabling them to plan more effectively.
The MRP module looks at
demand based on open sales orders and sales projections, and supply based on inventory stock levels and open purchase orders. Product build times, lead times and supply and demand functions are combined to estimate the need for an inventory item. With the MRP module, you can produce reports based on action by date to advise the purchasing manager which orders need to be placed, which need to be revised and which need to be canceled. The MRP module allows for entry of monthly and weekly sales projections by warehouse for each manufactured item, and monthly and weekly sales projections by customer. These estimates, combined with sales order information, can suggest when to purchase raw materials, etc.
Eliminate costly production delays and simplify your scheduling. Complete your Sage 100 Manufacturing Solution, and take control of your material purchasing and production planning, with the Sage 100 MRP module.
Sage Fixed Assets
In large or decentralized organizations, fixed asset management can pose complex
challenges in administration, access, user-specific customization and system security. Compatibility with existing accounting and business management software can be of equal concern.
The Fixed Asset Accounting module is the leading fixed asset management software for medium-sized companies. Fixed Asset Accounting combines acknowledged depreciation expertise and user friendliness with the added power and functionality your situation demands. It was developed to meet the needs of your business, providing fast,dependable, customizable fixed asset management performance and data security.
FAS provides the additional ability to execute partial and whole transfers and disposals,conduct bulk disposals with automatic gain/loss calculations and track transfer activity with as little as a single keystroke. Plus, it provides extra security features at the system level, company level and user defined
menu levels, such as complete audit histories on all changes made to the asset
system. In addition, SmartLists provide user-defined values for each asset descriptor,ensuring a high level of consistency throughout the asset system. Finally, when combined with the rest of Sage 100, it creates a powerful, reliable, easy-to-use,and secure total accounting management system for your entire organization.
More than an automated time card system, the Sage 100 module is a powerful and flexible addition to the Payroll and Job Cost modules. Enter employees’ time card data on any schedule desired, then hold this information until you are ready to run your next payroll. The Certified Payroll Report feature allows you to flag labor codes and job numbers, then generate reports for submission to most government agencies. TimeCard also provides you with a convenient time clock component — adding even more functionality and flexibility to your Sage 100 solution.
Use this module to enter your employees’ time card data on any schedule desired
(daily, weekly, etc.) without affecting the payroll data entry files. When you are ready to run your payroll for the pay period, the entries are transferred to Payroll Data Entry from TimeCard, automatically. You can even give an employee a raise in the middle of a pay period without issue. TimeCard stamps each entry with the employee’s current pay rate and maintains the old rate for existing entries, then applies the new rate to the next entry.
When used in conjunction with the Job Cost module, a job number and cost code may be specified and information may be posted to Job Cost independently from Payroll. This provides you with up-to-date job cost information without having to wait for the next pay cycle.
When a customer calls to place an order, you need to have lots of information at your fingertips. With Sage 100, you’ll have the customer’s international and domestic mailing addresses, as well as the customer shipping address(es), you’ll know the availability of specific units in inventory, or alternate items if those being ordered are out of stock, in addition to item pricing, quantity pricing, specific customer pricing, costs, customer credit limits, credit card deposit information and much more. The Sage 100 Sales Order Processing module gives you quick and accurate access to information when you need it!
As customer orders are filled and completed, you need to invoice the orders and properly ship them. All original sales order information can be recalled, allowing you to enter exact quantities shipped and back- ordered. You can have the system automatically generate invoices for you from a range of Sales Orders, and automatically print a Daily Backorder Report. You can affix all finished shipping cartons with shipping labels and, if appropriate, C.O.D. tags including billable freight.
You can design and print all quotations, sales orders, picking sheets, invoices and statements using the built-in Crystal Reports® software. Logos and other graphics may be added to each form, and you can select the font size, color and type for each data field on the form for a professional custom look.
When you integrate this module with the Sage 100 Inventory Management, Accounts Receivable and Purchase Order Processing modules, you can have a powerful, flexible and easy-to-use
Precise control and safeguarding of inventory is an essential task for a successful, well-organized company; businesses require timely and accurate information on inventory location, movement and valuation. The Sage 100 Inventory Management module provides data pertaining to the receipt of goods, the movement of goods within or between locations, the sale, removal or other disposition of goods, and the precise valuation and status of goods remaining in inventory at any point in time. When used in conjunction with other Sage 100 modules, Inventory Management is the cornerstone of an effective Manufacturing or Distribution Solution.
Inaccurate inventory counts can cost you sales and delay shipments past the promise date. Out-of-stock items as well as overstocked items in inventory can be devastating to your business. Additionally, an overstated or understated inventory valuation results in incorrectly reported profits within your financial statements.
The Inventory Management system offers comprehensive reporting capabilities to keep you on top of inventory status. Generate reports on item pricing, stock status, detailed sales history, backorder information, reorder points and recommendations, valuation, turnover, sales analysis and much more.Properly used, the Inventory Management module can help bring about the formulation of new or improved purchasing policies, sales policies, pricing methods, and even enhanced customer service. Inventory Management could also provide your company with an additional edge over competitors who are unable to access the same strategic information.
Return Merchandise Authorization (RMA)
To stay competitive, virtually every company needs to process customer returns. As today’s customers demand a more specialized level of service, tracking and resolving these returns can be an increasing challenge. With the Sage MAS 90 ERP and Sage MAS 200 ERP Return Merchandise Authorization module, returns and replacements can be handled with ease.
Does your customer want credit, a replacement, a substitution or a repair? The RMA module makes it easy to handle all of this - and when a customer has an urgent replacement need, RMA even lets you easily create a cross-shipment entry. This gives you an accurate record of items shipped before returns are received, and one more opportunity to build 100% customer satisfaction.
With the RMA module, you can easily print or fax notifications to customers and print receiving documents to alert warehouse personnel of pending returns. After the goods are received and inspected, they can be returned to inventory, identified as items for repair, or scrapped. Then, Sage 100 automatically generate all the appropriate transactions, including credit memos, replacement orders, purchase orders,and vendor returns. This complete, end-to-end solution saves hours of data entry and eliminates the need to search through file drawers for supporting historical documents.
The RMA inquiry program makes it easy to determine the status of a return — whether or not it has been received. And the Return Reason Report shows you which items have been returned, who’s returning them, and why — so you can quickly identify possible problems.
Combining the RMA module with the required Sales Order and Inventory modules lets you offer unparalleled customer service. The optional integration of Purchase Order can maximize efficiency by automating vendor returns and new purchase orders. Working together, these modules create a completely integrated return management solution that saves time, boosts customer satisfaction, and gives you a real competitive advantage.
The Sage 100 ERP Work Order module is the cornerstone of the system’s Manufacturing Solution. It allows you to issue work orders, develop schedules and track costs associated with the manufacturing process. Work Order provides you with complete control of the manufacturing process and the ability to see up-to-the-minute work in process information. This module is particularly well-suited for companies engaged in assemble-to-order, engineer-to-order or make-to-order processing.
When Work Order is used in conjunction with Bill of Materials, the material required to produce a product can be automatically merged from the appropriate bill. All of the required paperwork to move the job through the shop can then be generated from each work order, including travelers, picking sheets, dispatch sheets and operation tickets. Using this module’s informative reports, you can evaluate missing costs, examine any variance from standards, check material shortages, analyze work center capacity and confirm tool requirements. Additional reporting capabilities inform you of the status of open work orders, work in process and work order history, and allow you to print inventory labels.
By combining the Work Order module with other modules from the award-winning Sage 100 ERP product lines, you can assemble the solution that best meets your individual business needs.
Bill of Materials
The Sage 100 Bill of Materials module allows you to easily create and maintain a detailed bill of the components and miscellaneous charges that make up your finished items and sub-assembly components. You can produce accurate and informative reports detailing bill structures, component requirements and production history. The Bill of Materials module is designed to accommodate the after-the-fact recording of production. As the production of each finished product is recorded, the component items used are automatically relieved from inventory, and the finished products are automatically received into inventory.
Disassembly of finished items can also be recorded. During Disassembly Entry and Production Entry, components may be added, deleted or modified. Products sold in a variety of configurations are accommodated by a unique Bill Options feature. Using this feature, components to be added to or subtracted from the base bill may be specified for each option. When the Sage 100 Sales Order Processing module is integrated, you can select Bill Options during Sales Order Entry and Invoice Data Entry. Engineering Change Control and unlimited revision capabilities are key features of the Sage 100 Bill of Materials module. The Engineering Change Control feature facilitates the recording of bill structure changes, which improves product quality and production efficiency. A detailed record of engineering changes and bill revisions may be retained indefinitely, providing a complete history of the evolution of your products.
Every month you can count on receiving your cancelled checks and/or statement from your company’s bank, and you are required to sort your checks, account for your deposits, and reconcile your checking account balance to the bank’s balance. But often there is a discrepancy. The Sage 100 Bank Reconciliation module simplifies the monthly reconciliation process, detects unrecorded transactions between books and bank, locates the errors or differences, records the corrections and reconciles your books to the bank statement.
Bank Reconciliation helps forecast cash flow, as well. Estimated future cash flow can be projected when this module is integrated with the Accounts Receivable, Accounts Payable, Payroll, and Purchase Order Processing.
As a sales-oriented company, your most valuable asset is your customers. New
sales are hard to come by, so taking care of existing customers and servicing their needs is vital to your success. Using ACT! contact management software alongside your Sage 100 system can be a significant benefit to your customer service and sales performance.
By leveraging the strengths of two industry leaders, your company can gain access to a series of unique options. For instance, workgroup users operating within ACT! can issue sales orders, perform customer inquiries or view detailed orders and invoices. In effect, the two products allow you to connect the two halves of your business - your front office, which includes your sales force, and the heart of your business, your accounting system.
Bi-directional data transfer is available throughout and can be utilized to maximize efficiency within numerous aspects of your company. It’s a complete front officeback office solution that can boost your company to the next level of profitability.
Imagine being able to offer your customers the ability to place orders, and monitor their account status 24 hours a day, while at the same time allowing your employees to be more productive, and increasing order accuracy. The e-Business Manager module leverages the power of the Internet to help you increase customer satisfaction, and enhance your bottom line.
The Internet is fast becoming the method of choice for transacting business worldwide: the year-over-year growth in online commerce transactions continues to grow at a tremendous rate. Moving into the future, all of us will conduct an ever-increasing number of business transactions over the Internet, and applications with direct Internet functionality will be vital to remain competitive and responsive in this evolving marketplace.
The e-Business Manager module brings this capability to Sage 100, in an easy to implement out-of-the box solution. While simple to implement, e-Business Manager also manages to be flexible and feature-rich, providing many customization capabilities available in much more expensive solutions. e-Business Manager: Powerful and Affordable e-commerce for Sage 100.
A Single Source for Customer Information
SalesLogix provides the tools and resources needed to effectively manage all aspects of the sales cycle and increases team sales performance. It’s a single repository for the customer information captured across your entire organization that enables you to access account and contact information, track opportunities from lead through close,manage team calendars and activities, forecast revenue, and report on sales activities and effectiveness.
Increase Sales Productivity and Performance
SalesLogix helps drive opportunities through the sales cycle by automating activities such as follow-up calls, letters and literature fulfillment, based on sales and marketing processes you define. Sales professionals can send personalized communications to individual customers or groups of prospects using customized HTML e-mail templates. They can also track competitors and access the Sales Library for product specifications, FAQs or
Advanced Outlook Integration enables users to share contacts, send e-mails and
manage calendars using Microsoft Outlook from within SalesLogix, and record the
activity to the SalesLogix account history.