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Expert Solutions for Business
Information Integration Group, Inc.
Presentation by:
Alec Baghdasaryan ERP Product Specialist alec@iigservices.com
Bob Sosbee Senior Implementation Analyst bobs@iigservices.com
Janice Haywood Channel Sales and Marketing Manager janice@iigservices.com
Developing Solutions for Sage Software
Products since 1991
(For Sage 100 ERP and Sage 500 ERP)
www.iigservices.com
(877) 475-4092
Expert Solutions for Business
Introduction to IIG
 Founded in 1991
 Leading Sage 100 VAR, implementer, and developer in SoCal
 40+ employees, 80% technical
 Specialize in providing fully integrated solutions
 Publisher of Maestro Suite of Products for Sage100 ERP
 Material Planning & Production, WO & MRP modules in Sage100 SQL
 Warehouse Automation & Advanced Distribution Features for Sage 100
 Field Services Automation for Sage100 and Sage 500 ERP
 Rental Management for Sage100 and Sage500 ERP
 Apparel – Product Life Cycle Management
 Supporting 1000+ customers across N. America
 Supporting 100+ resellers across North America
 Sage Software Development Partner
Expert Solutions for Business
Comprehensive end-to-end Solutions
 Solutions based on SData Mobility Platforms
 100% use of Business Objects Technology
 Client Agnostic Solutions (iPad, iPhone, Android, Surface)
 Solutions using IIG Bus Obj link w/Magento or working w/Website Pipelines
 Shipping Solutions based on HighJump True Commerce, or SWK’s
MAPADOC EDI products
 Advanced CC, POS - Sage Payment Solutions, VeriFone & Cybersource
 Solutions based on Sage CRM
 Sage Inventory Advisor (Inventory Forecasting & Planning) – link to MPP
 Sage Intelligence (Financial Reporting)
 Sage Sales Tax by Avalara (AvaTax)
 Sage Fixed Assets
 Sage Alerts & Workflow by Vineyardsoft (KnowledgeSync)
 Sage HRMS – HR, Payroll, Time & Attendance Mgmt
Expert Solutions for Business
Advanced Distribution Functionalities
 Inventory Allocation to Orders / Release Back Order Processing
 Multiple Bin Locations per item in a Warehouse
 Container Tracking / Advanced Landed Cost
 Palletized Shipping
 UPC Processing with ITF-14 functions
 Master & VICS Bill of Ladings
 Order Process Tracking / Pick Ticket Spooler
 Multi-Currency Processing
 Multi Warehouse Functionality
 Inter-Warehouse Transfer Processing – Sales Orders or Inventory Transfer
Transactions
 Counters and Pricing by Warehouse
 Centralized Purchasing for Locations
 Lot Tracking / Inventory Recall Processing
 Royalty / Rebate / Consignment / Core Processing
Expert Solutions for Business
Warehouse RF Automation
 IIG RF Warehouse Automation brings advanced warehouse
management to Sage 100 ERP
 Automate your:
 Shipping Data Entry
 Receipt of Good Entry
 Inventory Cycles Counts
 Inventory Transfers
 User friendly – Sage100 user interface
 Integrates with
 Shipping System Integration
 Apparel Management
 Multiple Bin Location for each item in a warehouse
Expert Solutions for Business
Field Service Management
 User configurable Dispatch Board
 Quick entry and dispatching of tasks
 Management of installation process
 Auto task generation for preventive
maintenance contracts
 Tracking inventory at customer site
 Skill matching – task’s requirements against
technician’s skill
 Field Data collection using handheld devices
(iPad, iPhone, Android, MS Surface, other
tablet PCs)
 Customer signature capture in the field
 Auto creation of tasks based on Bill of
Material and linked routing settings
 Historical repair display and tracking of
warranty coverage for equipment on site
 Listing of parts needed for the service call
 Integration with MapQuest and GPS Devices
Expert Solutions for Business
Rental Order Processing
 Time based inventory availability display. Ability to drill down
into rental orders for a given date range
 User Defined Billing Periods - day, week, or month
 Ability to generate invoices in advance, upon return or
periodically
 Ability to enter rental billing information for each line item on
rental order
 Ability to sale and rent on the same rental order
 Ability to process early returns, partial returns or late returns
 Ability to rent kits, packages (rents with) or optional
configuration of products
 Ability to track history of serialized items
 Ability to process product swaps
 Sub Rental Processing
 Full Integration with IIG Crewing and POS modules
“MAS 200 with IIG’s Rental,
Advanced Credit Card
Processing, and Service
solutions made it possible for
us to triple in size in three
years. It’s the best business
decision we ever made.”
- Bob Moayeri,
Vision Communications
Expert Solutions for Business
Apparel Processing
 Size and color tracking functionality by style in:
 Sales Order Processing
 Purchase Order Processing
 Inventory Management
 RMA
 BOM
 Ship items by scanning bar codes assigned to specific size and color
 Product Lifecycle Management
 Process pre-packs by item or specific customer
 Inventory replenishment and sales tracking by style and size and color
 Inventory allocation by order ship date and customer priority. Ability to process
future orders
 Optional features:
 Container Tracking – duty and advanced landed cost calculations
 Sample / Design Pack production management
 EDI interface using UPC codes
 eCommerce – interface with Website Pipeline
Expert Solutions for Business
Point of Sale / Enhanced Credit Card Processing
 Replacement for PC Charge using IIG’s PayWare Connect Integration
 Fast Sale feature for POS allows for quick generation of invoices
 Process high volume transactions
 Integration with Bank Reconciliation
 Deposit Processing - apply payments to one or
many sales orders, invoices or on-account
 Cash Drawer Reconciliation
 Post deposits to GL Liab Account
 Cashier Functions
 Multi-location (store) processing
 Debit and Gift Card processing
 PCI 3.0 compliant
 Card Terminal integration
 Can have 1,000’s of deposits
per order.
 Full logging of all activity
Expert Solutions for Business
IIG Credit Card Features
 Uses VeriFone PAYware Connect which links to over a dozen card
processor networks.
 Multiple simultaneous transactions at the same time.
 Secure vault for cards which can be used on any of the card processor
networks. No card data is stored in the customer’s system.
 Support for chip and pin processing terminals using the VeriFone POINT
system for ease of set up and maintenance.
 The POINT system does secure encryption of card data which never enters
the merchant’s system.
 PCI 3.0 compliant.
 For resellers, works with Sage Payments through the TSYS portal & directly.
 Support for ACH payments and refunds.
 Support for Gift Card processing.
Expert Solutions for Business
POINT System Terminal
Expert Solutions for Business
Material Planning & Production
 Ability to view Material Requirements by item or for an entered ship-date.
Requirements displayed include:
 Quantity to produce (FG & WIP / Sub-Assembly) based on MRP run data
 Items to purchase for all levels
 Min/Max/EOQ entries are included in calculated requirements
 Ability to auto-generate Purchase Orders:
 Based on the purchasing requirements of the MRP run
 Components required for the manufacturing work orders
 Ability to maintain requirements and generate Work Orders:
 Based on demand generated for an entered ship-date
 For finished good requirements of the MRP run
 Sub-assemblies required to manufacture requirements
 Ability to auto schedule Work Orders based on preferred machine and calculated
run time
 Ability to create Work Orders from the Sales Order Entry program
Expert Solutions for Business
Material Planning & Production
Selection filters are used to manage the MRP runs
Requirements calculated are loaded into a grid. Users have the
option to manually adjust the demand calculated
Purchase and work orders can be
auto generated for the selected items
Expert Solutions for Business
Material Planning & Production
Work orders can be generated by dragging and dropping the
items into machine/work center columns.
Items selected by the Production
Requirements Calculation program
are loaded into a panel on the board.
Expert Solutions for Business
Material Planning & Production
Work Orders generated can be viewed and re-scheduled by
dragging and dropping them from one day to another or from
one machine/work center to another
Expert Solutions for Business
IIG Shipping Enhancements
 Item level tracking of
 Item Tare for rating
 Freight Class and NMFC codes
 HAZMAT information
 International commodity codes and NAFTA required fields.
 Auto selection of shipping date based on business dates
 Detailed tracking of all parcels and pallets, with multiple inquiries
 Tracking of cancelled shipments with reason codes.
 Duplicate shipment tracking by carrier tracking or PRO number
 Optimized for high volume shipping
 Links to the IIG UPC to speed processing of cases and pallets.
 Ability to do on the fly rating and freight estimating from sales order entry
 ASN tracking of products from the point of shipping (True
Commerce/Mapadoc).
 Links with most shipping software (Malvern/Clippership/Purolator/etc)
Expert Solutions for Business
UPS / USPS / FedEx Integration - Rate Shopping / Manifesting
Sales Order Entry
program will allow for
rate shopping.
Item, quantity and ship-
via Information from the
Sales Order will be
used to obtain the
shipping rate for the
order.
The desired shipping rate
can be selected from the
available shipping methods.
Expert Solutions for Business
Logistics – Container Tracking
 Created Landed Cost transaction based on vessel's
bill of lading
 Load all or selected items in full or partially into
created Landed Cost transaction
 Allocate expenses entered for each container to
items in the container (as received). Create AP
Invoices for entered invoices
 Receive inventory into in-transit warehouse for FOB
Foreign Dock purchase orders
 Duty classification entry by item. Auto loading of
entered duty into Landed Cost transactions
 Enter orders against inventory in transit
Expert Solutions for Business
Inventory Allocation / Release BO
 Manual allocation of inventory to orders (in addition to
quantity committed managed by Sage 100 ERP)
 Process future orders – no inventory is allocated to the
order – set flag at header level or auto set based on ship
date
 Auto nightly allocation of inventory based on ship date &
customer priority
 Allocate inventory received to orders based on customer
priority or scheduled ship date
 Print pick tickets based on inventory allocated to orders
 Processing orders based on quantity allocated – Shipping
Data Entry
Expert Solutions for Business
Points Platform-based Incentive Program
 IIG's partners are rewarded for their loyalty and promoting IIG's ISV enhancements
 Upon purchase of an IIG ISV enhancement, re-sellers would receive back a
percentage in the form of points to be used for:
 Future ISV enhancement purchases within a span of One year of the original
purchase date
 Points are earned with new purchases - effectively act as a credit towards
future ISV enhancement purchase
 IIG's Points Platform
 50% Points Win Back: Applies when a new ISV enhancement is purchased
within the first 3 months of an original enhancement purchase
 25% Points Win Back: Applies when a new ISV enhancement is purchased
between 3 to 6 months from original enhancement purchase
 10% Points Win Back: Applies when a new ISV enhancement is purchased
between 6 to 12 months from the original enhancement purchase
Expert Solutions for Business
Questions and Answers
Thank you
www.iigservices.com
(877) 475-4092
Presentation by:
Alec Baghdasaryan ERP Product Specialist alec@iigservices.com
Bob Sosbee Senior Implementation Analyst bobs@iigservices.com
Janice Haywood Channel Sales and Marketing Manager janice@iigservices.com

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90_Minds_Presentation_Feb_2015_revised.

  • 1. Expert Solutions for Business Information Integration Group, Inc. Presentation by: Alec Baghdasaryan ERP Product Specialist alec@iigservices.com Bob Sosbee Senior Implementation Analyst bobs@iigservices.com Janice Haywood Channel Sales and Marketing Manager janice@iigservices.com Developing Solutions for Sage Software Products since 1991 (For Sage 100 ERP and Sage 500 ERP) www.iigservices.com (877) 475-4092
  • 2. Expert Solutions for Business Introduction to IIG  Founded in 1991  Leading Sage 100 VAR, implementer, and developer in SoCal  40+ employees, 80% technical  Specialize in providing fully integrated solutions  Publisher of Maestro Suite of Products for Sage100 ERP  Material Planning & Production, WO & MRP modules in Sage100 SQL  Warehouse Automation & Advanced Distribution Features for Sage 100  Field Services Automation for Sage100 and Sage 500 ERP  Rental Management for Sage100 and Sage500 ERP  Apparel – Product Life Cycle Management  Supporting 1000+ customers across N. America  Supporting 100+ resellers across North America  Sage Software Development Partner
  • 3. Expert Solutions for Business Comprehensive end-to-end Solutions  Solutions based on SData Mobility Platforms  100% use of Business Objects Technology  Client Agnostic Solutions (iPad, iPhone, Android, Surface)  Solutions using IIG Bus Obj link w/Magento or working w/Website Pipelines  Shipping Solutions based on HighJump True Commerce, or SWK’s MAPADOC EDI products  Advanced CC, POS - Sage Payment Solutions, VeriFone & Cybersource  Solutions based on Sage CRM  Sage Inventory Advisor (Inventory Forecasting & Planning) – link to MPP  Sage Intelligence (Financial Reporting)  Sage Sales Tax by Avalara (AvaTax)  Sage Fixed Assets  Sage Alerts & Workflow by Vineyardsoft (KnowledgeSync)  Sage HRMS – HR, Payroll, Time & Attendance Mgmt
  • 4. Expert Solutions for Business Advanced Distribution Functionalities  Inventory Allocation to Orders / Release Back Order Processing  Multiple Bin Locations per item in a Warehouse  Container Tracking / Advanced Landed Cost  Palletized Shipping  UPC Processing with ITF-14 functions  Master & VICS Bill of Ladings  Order Process Tracking / Pick Ticket Spooler  Multi-Currency Processing  Multi Warehouse Functionality  Inter-Warehouse Transfer Processing – Sales Orders or Inventory Transfer Transactions  Counters and Pricing by Warehouse  Centralized Purchasing for Locations  Lot Tracking / Inventory Recall Processing  Royalty / Rebate / Consignment / Core Processing
  • 5. Expert Solutions for Business Warehouse RF Automation  IIG RF Warehouse Automation brings advanced warehouse management to Sage 100 ERP  Automate your:  Shipping Data Entry  Receipt of Good Entry  Inventory Cycles Counts  Inventory Transfers  User friendly – Sage100 user interface  Integrates with  Shipping System Integration  Apparel Management  Multiple Bin Location for each item in a warehouse
  • 6. Expert Solutions for Business Field Service Management  User configurable Dispatch Board  Quick entry and dispatching of tasks  Management of installation process  Auto task generation for preventive maintenance contracts  Tracking inventory at customer site  Skill matching – task’s requirements against technician’s skill  Field Data collection using handheld devices (iPad, iPhone, Android, MS Surface, other tablet PCs)  Customer signature capture in the field  Auto creation of tasks based on Bill of Material and linked routing settings  Historical repair display and tracking of warranty coverage for equipment on site  Listing of parts needed for the service call  Integration with MapQuest and GPS Devices
  • 7. Expert Solutions for Business Rental Order Processing  Time based inventory availability display. Ability to drill down into rental orders for a given date range  User Defined Billing Periods - day, week, or month  Ability to generate invoices in advance, upon return or periodically  Ability to enter rental billing information for each line item on rental order  Ability to sale and rent on the same rental order  Ability to process early returns, partial returns or late returns  Ability to rent kits, packages (rents with) or optional configuration of products  Ability to track history of serialized items  Ability to process product swaps  Sub Rental Processing  Full Integration with IIG Crewing and POS modules “MAS 200 with IIG’s Rental, Advanced Credit Card Processing, and Service solutions made it possible for us to triple in size in three years. It’s the best business decision we ever made.” - Bob Moayeri, Vision Communications
  • 8. Expert Solutions for Business Apparel Processing  Size and color tracking functionality by style in:  Sales Order Processing  Purchase Order Processing  Inventory Management  RMA  BOM  Ship items by scanning bar codes assigned to specific size and color  Product Lifecycle Management  Process pre-packs by item or specific customer  Inventory replenishment and sales tracking by style and size and color  Inventory allocation by order ship date and customer priority. Ability to process future orders  Optional features:  Container Tracking – duty and advanced landed cost calculations  Sample / Design Pack production management  EDI interface using UPC codes  eCommerce – interface with Website Pipeline
  • 9. Expert Solutions for Business Point of Sale / Enhanced Credit Card Processing  Replacement for PC Charge using IIG’s PayWare Connect Integration  Fast Sale feature for POS allows for quick generation of invoices  Process high volume transactions  Integration with Bank Reconciliation  Deposit Processing - apply payments to one or many sales orders, invoices or on-account  Cash Drawer Reconciliation  Post deposits to GL Liab Account  Cashier Functions  Multi-location (store) processing  Debit and Gift Card processing  PCI 3.0 compliant  Card Terminal integration  Can have 1,000’s of deposits per order.  Full logging of all activity
  • 10. Expert Solutions for Business IIG Credit Card Features  Uses VeriFone PAYware Connect which links to over a dozen card processor networks.  Multiple simultaneous transactions at the same time.  Secure vault for cards which can be used on any of the card processor networks. No card data is stored in the customer’s system.  Support for chip and pin processing terminals using the VeriFone POINT system for ease of set up and maintenance.  The POINT system does secure encryption of card data which never enters the merchant’s system.  PCI 3.0 compliant.  For resellers, works with Sage Payments through the TSYS portal & directly.  Support for ACH payments and refunds.  Support for Gift Card processing.
  • 11. Expert Solutions for Business POINT System Terminal
  • 12. Expert Solutions for Business Material Planning & Production  Ability to view Material Requirements by item or for an entered ship-date. Requirements displayed include:  Quantity to produce (FG & WIP / Sub-Assembly) based on MRP run data  Items to purchase for all levels  Min/Max/EOQ entries are included in calculated requirements  Ability to auto-generate Purchase Orders:  Based on the purchasing requirements of the MRP run  Components required for the manufacturing work orders  Ability to maintain requirements and generate Work Orders:  Based on demand generated for an entered ship-date  For finished good requirements of the MRP run  Sub-assemblies required to manufacture requirements  Ability to auto schedule Work Orders based on preferred machine and calculated run time  Ability to create Work Orders from the Sales Order Entry program
  • 13. Expert Solutions for Business Material Planning & Production Selection filters are used to manage the MRP runs Requirements calculated are loaded into a grid. Users have the option to manually adjust the demand calculated Purchase and work orders can be auto generated for the selected items
  • 14. Expert Solutions for Business Material Planning & Production Work orders can be generated by dragging and dropping the items into machine/work center columns. Items selected by the Production Requirements Calculation program are loaded into a panel on the board.
  • 15. Expert Solutions for Business Material Planning & Production Work Orders generated can be viewed and re-scheduled by dragging and dropping them from one day to another or from one machine/work center to another
  • 16. Expert Solutions for Business IIG Shipping Enhancements  Item level tracking of  Item Tare for rating  Freight Class and NMFC codes  HAZMAT information  International commodity codes and NAFTA required fields.  Auto selection of shipping date based on business dates  Detailed tracking of all parcels and pallets, with multiple inquiries  Tracking of cancelled shipments with reason codes.  Duplicate shipment tracking by carrier tracking or PRO number  Optimized for high volume shipping  Links to the IIG UPC to speed processing of cases and pallets.  Ability to do on the fly rating and freight estimating from sales order entry  ASN tracking of products from the point of shipping (True Commerce/Mapadoc).  Links with most shipping software (Malvern/Clippership/Purolator/etc)
  • 17. Expert Solutions for Business UPS / USPS / FedEx Integration - Rate Shopping / Manifesting Sales Order Entry program will allow for rate shopping. Item, quantity and ship- via Information from the Sales Order will be used to obtain the shipping rate for the order. The desired shipping rate can be selected from the available shipping methods.
  • 18. Expert Solutions for Business Logistics – Container Tracking  Created Landed Cost transaction based on vessel's bill of lading  Load all or selected items in full or partially into created Landed Cost transaction  Allocate expenses entered for each container to items in the container (as received). Create AP Invoices for entered invoices  Receive inventory into in-transit warehouse for FOB Foreign Dock purchase orders  Duty classification entry by item. Auto loading of entered duty into Landed Cost transactions  Enter orders against inventory in transit
  • 19. Expert Solutions for Business Inventory Allocation / Release BO  Manual allocation of inventory to orders (in addition to quantity committed managed by Sage 100 ERP)  Process future orders – no inventory is allocated to the order – set flag at header level or auto set based on ship date  Auto nightly allocation of inventory based on ship date & customer priority  Allocate inventory received to orders based on customer priority or scheduled ship date  Print pick tickets based on inventory allocated to orders  Processing orders based on quantity allocated – Shipping Data Entry
  • 20. Expert Solutions for Business Points Platform-based Incentive Program  IIG's partners are rewarded for their loyalty and promoting IIG's ISV enhancements  Upon purchase of an IIG ISV enhancement, re-sellers would receive back a percentage in the form of points to be used for:  Future ISV enhancement purchases within a span of One year of the original purchase date  Points are earned with new purchases - effectively act as a credit towards future ISV enhancement purchase  IIG's Points Platform  50% Points Win Back: Applies when a new ISV enhancement is purchased within the first 3 months of an original enhancement purchase  25% Points Win Back: Applies when a new ISV enhancement is purchased between 3 to 6 months from original enhancement purchase  10% Points Win Back: Applies when a new ISV enhancement is purchased between 6 to 12 months from the original enhancement purchase
  • 21. Expert Solutions for Business Questions and Answers Thank you www.iigservices.com (877) 475-4092 Presentation by: Alec Baghdasaryan ERP Product Specialist alec@iigservices.com Bob Sosbee Senior Implementation Analyst bobs@iigservices.com Janice Haywood Channel Sales and Marketing Manager janice@iigservices.com