Sage Intelligence Reporting for Sage 300 Users In today's blog article, we are highlighting Sage Intelligence reporting for Sage 300 users. Not only is Sage Intelligence inexpensive (you get 1 license free with your Sage 300 install), it is also fairly easy to use - doesn't require a lot of technical knowledge to get started (Template Concept and Excel based). Sage Intelligence is a great cost effective, easy to learn reporting / BI solution and a must-see for all Sage 300 clients. (Note: All Sage 300 users that are on Gold Support or higher get a free Sage Intelligence license with their Sage 300 software. All Sage 300C users also get a … [Read more...]
Use Visual Process Flows To Train New Staff
Sage 300 Training: Visual Process Flows Continued In our previous Sage 300 training article, we focused on a general overview of Visual Process Flows. In this Sage 300 training article, we will look at how you can use Visual Process Flows to train your new staff. Sage 300 Training: How will Macros help you train your new staff? How often do you accept all the default settings when printing a report? Probably not very often. Having to change field setting when printing a report on a regular basis can be annoying for existing staff and confusing when new staff are learning their way around, in Sage 300. Thankfully, recording Macros in Sage … [Read more...]
Sage 300 Visual Process Flows
Sage 300 Training Series: Visual Process Flows This Sage 300 training blog article is part 1 of a 2 part blog series on Sage 300 Visual Process Flows. In this first blog article we will give you a general overview of how to setup Sage 300 Visual Process Flows. In the second article, we will take a more in-depth look at how you can configure Sage 300 Visual Process Flows. What are Sage 300 Visual Process Flows? Sage 300 Visual Process Flows are best described as interactive workflow diagrams. The workflow diagram allows you to follow the necessary steps to complete your tasks in any business process (without distractions). The Visual … [Read more...]
Business Strategy / Leadership Thoughts: Power of Perception
Business Strategy Thoughts for 2018 As a Toastmasters member and club leader I have had the privilege of learning important business strategy and leadership lessons, over the past 3 years. Here's a business strategy / leadership thought, I encourage you to consider in 2018. How do you want your business or department to be perceived this year? What steps can you put in place to make that perception a reality? Business Strategy and Toastmasters If you haven't been to a Toastmaster's meeting, I highly encourage you to check one out. It's inexpensive and the principles you learn at Toastmasters are easily applicable to all other areas of … [Read more...]
Sage 300 System Requirements When Installing or Upgrading Your Sage 300 (Accpac) ERP System
High-Level Overview of Sage 300 System Requirements To Upgrade /Install Sage 300 Change can be difficult, especially when you are implementing a new ERP system or upgrading your existing ERP software. This blog article will give you a high-level overview of the Sage 300 upgrade/install process. For more in-depth information of Sage 300 system requirements, download and review the Sage 300 2018 compatibility guide, and then contact Front Line Systems, with your questions. Here’s What You Need to Know About Sage 300 Database Requirements Microsoft SQL Server Requirements - When you install Sage 300 2018, Microsoft SQL Server 2012, 2014 or … [Read more...]
Turbocharge Your Email Marketing with the Sage CRM and MailChimp Integration
In our last Sage CRM blog article, we talked about how you can use the Outbound Call List feature in Sage CRM to keep track of your call campaigns. Today, we are going to talk about how you can use MailChimp campaigns in Sage CRM to communicate with your leads or customers. Here’s how you get started: Step 1: Setup a free or paid account (depending on your needs) at www.mailchimp.com. Once your account is active, navigate to the icon on the top right and click on Account. Then click on Extras, and API Keys. Follow the steps to create a key. Once you have a key, copy it somewhere that you can easily get to, so you can use it in … [Read more...]
CRM Software: Discover How To Use Outbound Call Lists in Sage CRM
Preview how Sage CRM Software Supports Your Outbound Marketing Strategies Today we are going to focus on an outbound marketing tool that is available to you in Sage CRM (outbound call lists). Here are a few ways you can use this Sage CRM feature - to cold call leads, reach out to customers with an important message, gauge customer satisfaction or re-engage with customers who haven’t bought anything in the last 3 years, etc. The Outbound Call List Feature in Sage CRM makes it easy for you to setup your outbound calling campaign. Please follow the steps below to setup your outbound calling campaign in Sage CRM. Here's how you get … [Read more...]
How to: Avoid becoming the next sales tax audit target
When was the last time you checked to ensure your business isn't the next sales tax audit target? Most manufacturers and distributors don't have sales and use tax compliance at the top of their minds; yet getting it wrong could result in costly audits, fines, and penalties. Find out what you need to know about sales tax compliance in 45 minutes. In this session, we will walk through what creates critical tax risks for manufacturers and distributors (e.g. challenges associated with resale exemptions and direct sales to consumers), and how an automation strategy can lessen that compliance exposure. Register Now If you have any questions … [Read more...]
Selling to Resellers vs. Consumers – Two Tax Scenarios for Manufacturers and Distributors
Reposted from Avalara.com For manufacturers and distributors, sales and use tax compliance isn't always top of mind; yet getting it wrong can result in costly audits, fines, and penalties. Sales tax compliance poses specific challenges for most transaction types, including resale exemptions and direct sales to consumers. Resale Exemptions Both manufacturers and distributors make direct sales to retailers or other distributors. Sales of products intended to be resold to consumers can be exempt from sales tax collection under a resale exemption. Since sales taxes are required to be paid only once, the theory behind a resale exemption is … [Read more...]
Important Notice to Sage 300 Off-Plan Customers
The Sage 300 Licensing Model is Changing Sage recently announced that they will stop selling the "traditional" perpetual version of Sage 300 to new and off-plan customers, effective October 1, 2017. Moving forward, they will only sell Sage 300C (subscription model). The perpetual model of Sage 300 won't completely go away if you own the software and have an active Business Care plan (as of Oct 1, 2017). You will still be able to purchase additional licenses, modules and get access to product updates and new releases. However, Sage will not add new features to the perpetual model of Sage 300 after September 30, 2017. The announcement to … [Read more...]