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Sage Inventory Advisor for Sage 500
Take Charge of Your Inventory
Start Time: 2:00 pm ET
Technical Difficulties
Call: (805) 617-7000 (Option 1)
Today’s Presenters
Tom Dieterle, Net@Work
Sage 500 ERP Customer Account Manager
Webinar Details
Overview - Solutions
ERP/Accounting
System
Implementations
CRM System
Implementations
HRMS/Employer
System
Implementations
Web Development
& eCommerce
Mobile
Application
Development
Document
Management/
SharePoint
Business Intelligence,
Analytics & Reporting
IT Infrastructure,
Cloud & Managed
Services
What is Sage Inventory Advisor?
Sage Inventory Advisor is an affordable
Cloud-based solution that integrates with
Sage ERP systems to help you optimize your
inventory:
 decrease working capital
 improve customer service
 save time
Industries – Manufacturing, Distribution, Retail & Mining
Inventory Management
Receiving inventory
LabelingCounting (Stock Take)
Inventory Control
Responsibility
Manage the physical product
Pick/Pack/ship
Receiving inventory
LabelingCounting (Stock Take)
Inventory Control
Responsibility
Manage the physical product stock-outs
too many $ in
stock
time spent
Pick/Pack/ship
Inventory Management
Inventory Replenishment
Responsibility
To have the right stock at the right
place at the right time
Forecasting Ordering
Expediting
Receiving inventory Pick/Pack/ship
LabelingCounting (Stock Take)
Inventory Control
Responsibility
Manage the physical product
Inventory Management
Information
• Dashboard
• Performance metrics
• Problem items
• Sophisticated forecasts
• Recommended orders 
• Inventory projections
• Min/Max levels
• Dynamic reporting
How it Works
Internet
Inventory Advisor
Uploads 
Inventory data 
automatically extracted
from ERP system and
sent to SIA
Sage ERP Host
Connector
• Sales
• Stock on Hand
• Warehouses
• Suppliers
• Purchase
Orders
• Sales Orders
• Bill of materials
Designed To Address Two Questions
Inventory Advisor
What needs
attention today?
Product
Importance
Forecasts Investment &
Service
OK
Stock Outs
Potential S/O
Excess
Surplus PO
What to Order?
Overall Objective
A powerful solution that will deliver on the promise of:
 Reducing excess inventory
 Reducing stock-outs
 Reducing working capital
 Improving fill rates
 Improving forecasting
 Reducing time spent on manual tasks
Understand the Solution
Demonstration
Pricing
Value Proposition
 Monthly Fees
− The monthly fee provides for an unlimited number of registered users
− Fees are due monthly in advance with a 5 day notice after initial 4 months
− This is based on the number of active Stock Keeping Units at each
Location referred to as SKUL’s (ex. 2,000 SKU’s @ 2 locations = 4,000
SKUL’s)
Pricing
 Monthly Fees
− The monthly fee provides for an unlimited number of registered users
− Fees are due monthly in advance with a 5 day notice after initial 4 months
− This is based on the number of active Stock Keeping Units at each
Location referred to as SKUL’s (ex. 2,000 SKU’s @ 2 locations = 4,000
SKUL’s)
Up to 5,000 SKULs $299
Up to 25,000 SKULs $399
Up to 50,000 SKULs $499
Up to 100,000 SKULs $599
Up to 150,000 SKULs $799
Above 250,000 SKULs $999
Pricing
 Monthly Fees
− The monthly fee provides for an unlimited number of registered users
− Fees are due monthly in advance with a 5 day notice after initial 4 months
− This is based on the number of active Stock Keeping Units at each
Location referred to as SKUL’s (ex. 2,000 SKU’s @ 2 locations = 4,000
SKUL’s)
 One Time Set Up Fee $2,250 Up to 5,000 SKULs $299
Up to 25,000 SKULs $399
Up to 50,000 SKULs $499
Up to 100,000 SKULs $599
Up to 150,000 SKULs $799
Above 250,000 SKULs $999
Note: The one-time fee is due at the time of order
and excludes travel related costs and additional
consulting time which will be agreed in advance
with the customer ahead of being incurred.
Pricing
We will arrange to obtain the data – all we need is remote
access and some of your time for:
1.Data Validation
2.Some data clean-up such as Lead times, MOQ’s, Outstanding
PO’s
3.User Training through Sage University AnyTime Learning – About 4
hours at your own pace
4.Questions and Answers
Implementation
2% to 10% improvement in fill rate Stock-Outs 
15% to 20% reduction in capital
investment
Working Capital 
10% to 15% reduction in excess
inventory
Surplus Stock 
Up to 50% reduction in time spent
on manual calculations
Time Spent 
Sage Inventory Advisor Benefits
Save Money Reduce Excess Inventory
Free Up Working Capital
Eliminate Surplus Orders
Make  Money Reduce Stock Outs
Improve Fill Rates
Save Time Improve productivity
Total Investment Installation & Subscription
Benefits
Value Proposition
Illustration
Total Inventory $1,000,000 Save Money Reduce Excess Inventory
Reduce Excess 1.00% Free Up Working Capital
Eliminate Surplus Orders
Annual Sales $1,000,000 Make  Money Reduce Stock Outs
Lost Sales Due To Stock Out 1.00% Improve Fill Rates
Save Time Improve productivity
Active SKULs 5,000 Total Investment Installation & Subscription
What If Benefits
Value Proposition
Power of “1%"
Value Proposition
Power of “1%"
Up Front Year 1 Year 2 Year 3
Save Money Reduce Excess Inventory $3,400 $3,400 $3,400
Free Up Working Capital
Eliminate Surplus Orders
Make  Money Reduce Stock Outs $10,000 $10,000 $10,000
Improve Fill Rates
Save Time Improve productivity
Total Investment Installation & Subscription $2,200 $3,588 $3,588 $3,588
Cash Flow ‐$2,200 $9,812 $9,812 $9,812
NPV $21,376.37
Benefits
Sage Inventory Advisor Customers
Sage Inventory Advisor
Sage Inventory Advisor Fuels
Hubert Glass Oil Company
Thank You For Attending!
Questions?
Tom Dieterle, Net@Work
Sage 500 ERP Customer Account Manager
Phone: (646) 293-786
Email: tdieterle@netatwork.com

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Inventory Advisor for Sage 500 ERP

  • 1. Sage Inventory Advisor for Sage 500 Take Charge of Your Inventory Start Time: 2:00 pm ET Technical Difficulties Call: (805) 617-7000 (Option 1)
  • 2. Today’s Presenters Tom Dieterle, Net@Work Sage 500 ERP Customer Account Manager
  • 4. Overview - Solutions ERP/Accounting System Implementations CRM System Implementations HRMS/Employer System Implementations Web Development & eCommerce Mobile Application Development Document Management/ SharePoint Business Intelligence, Analytics & Reporting IT Infrastructure, Cloud & Managed Services
  • 5. What is Sage Inventory Advisor? Sage Inventory Advisor is an affordable Cloud-based solution that integrates with Sage ERP systems to help you optimize your inventory:  decrease working capital  improve customer service  save time Industries – Manufacturing, Distribution, Retail & Mining
  • 6. Inventory Management Receiving inventory LabelingCounting (Stock Take) Inventory Control Responsibility Manage the physical product Pick/Pack/ship
  • 7. Receiving inventory LabelingCounting (Stock Take) Inventory Control Responsibility Manage the physical product stock-outs too many $ in stock time spent Pick/Pack/ship Inventory Management
  • 8. Inventory Replenishment Responsibility To have the right stock at the right place at the right time Forecasting Ordering Expediting Receiving inventory Pick/Pack/ship LabelingCounting (Stock Take) Inventory Control Responsibility Manage the physical product Inventory Management
  • 9. Information • Dashboard • Performance metrics • Problem items • Sophisticated forecasts • Recommended orders  • Inventory projections • Min/Max levels • Dynamic reporting How it Works Internet Inventory Advisor Uploads  Inventory data  automatically extracted from ERP system and sent to SIA Sage ERP Host Connector • Sales • Stock on Hand • Warehouses • Suppliers • Purchase Orders • Sales Orders • Bill of materials
  • 10. Designed To Address Two Questions Inventory Advisor What needs attention today? Product Importance Forecasts Investment & Service OK Stock Outs Potential S/O Excess Surplus PO What to Order?
  • 11. Overall Objective A powerful solution that will deliver on the promise of:  Reducing excess inventory  Reducing stock-outs  Reducing working capital  Improving fill rates  Improving forecasting  Reducing time spent on manual tasks
  • 13.  Monthly Fees − The monthly fee provides for an unlimited number of registered users − Fees are due monthly in advance with a 5 day notice after initial 4 months − This is based on the number of active Stock Keeping Units at each Location referred to as SKUL’s (ex. 2,000 SKU’s @ 2 locations = 4,000 SKUL’s) Pricing
  • 14.  Monthly Fees − The monthly fee provides for an unlimited number of registered users − Fees are due monthly in advance with a 5 day notice after initial 4 months − This is based on the number of active Stock Keeping Units at each Location referred to as SKUL’s (ex. 2,000 SKU’s @ 2 locations = 4,000 SKUL’s) Up to 5,000 SKULs $299 Up to 25,000 SKULs $399 Up to 50,000 SKULs $499 Up to 100,000 SKULs $599 Up to 150,000 SKULs $799 Above 250,000 SKULs $999 Pricing
  • 15.  Monthly Fees − The monthly fee provides for an unlimited number of registered users − Fees are due monthly in advance with a 5 day notice after initial 4 months − This is based on the number of active Stock Keeping Units at each Location referred to as SKUL’s (ex. 2,000 SKU’s @ 2 locations = 4,000 SKUL’s)  One Time Set Up Fee $2,250 Up to 5,000 SKULs $299 Up to 25,000 SKULs $399 Up to 50,000 SKULs $499 Up to 100,000 SKULs $599 Up to 150,000 SKULs $799 Above 250,000 SKULs $999 Note: The one-time fee is due at the time of order and excludes travel related costs and additional consulting time which will be agreed in advance with the customer ahead of being incurred. Pricing
  • 16. We will arrange to obtain the data – all we need is remote access and some of your time for: 1.Data Validation 2.Some data clean-up such as Lead times, MOQ’s, Outstanding PO’s 3.User Training through Sage University AnyTime Learning – About 4 hours at your own pace 4.Questions and Answers Implementation
  • 17. 2% to 10% improvement in fill rate Stock-Outs  15% to 20% reduction in capital investment Working Capital  10% to 15% reduction in excess inventory Surplus Stock  Up to 50% reduction in time spent on manual calculations Time Spent  Sage Inventory Advisor Benefits
  • 18. Save Money Reduce Excess Inventory Free Up Working Capital Eliminate Surplus Orders Make  Money Reduce Stock Outs Improve Fill Rates Save Time Improve productivity Total Investment Installation & Subscription Benefits Value Proposition Illustration
  • 19. Total Inventory $1,000,000 Save Money Reduce Excess Inventory Reduce Excess 1.00% Free Up Working Capital Eliminate Surplus Orders Annual Sales $1,000,000 Make  Money Reduce Stock Outs Lost Sales Due To Stock Out 1.00% Improve Fill Rates Save Time Improve productivity Active SKULs 5,000 Total Investment Installation & Subscription What If Benefits Value Proposition Power of “1%"
  • 20. Value Proposition Power of “1%" Up Front Year 1 Year 2 Year 3 Save Money Reduce Excess Inventory $3,400 $3,400 $3,400 Free Up Working Capital Eliminate Surplus Orders Make  Money Reduce Stock Outs $10,000 $10,000 $10,000 Improve Fill Rates Save Time Improve productivity Total Investment Installation & Subscription $2,200 $3,588 $3,588 $3,588 Cash Flow ‐$2,200 $9,812 $9,812 $9,812 NPV $21,376.37 Benefits
  • 21. Sage Inventory Advisor Customers Sage Inventory Advisor
  • 22. Sage Inventory Advisor Fuels Hubert Glass Oil Company
  • 23. Thank You For Attending! Questions? Tom Dieterle, Net@Work Sage 500 ERP Customer Account Manager Phone: (646) 293-786 Email: tdieterle@netatwork.com