Sage 300 (Accpac) Features That Might Surprise You
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In this first webinar of our multi-webinar series, we will review all the feature sets that ship with Sage 300 (formerly Accpac) product lines, as well as outline our webinar schedule where we will take a deep dive into individual features and functionalities.
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Sage 300 (Accpac) Features That Might Surprise You
- 1. Sage 300 Using All of It’s Features 3/8/2017 1 Kelly Hummel, Sage 300 Practice Director Sean Fleming, Sr. Solutions Engineer Presented by:
- 2. Webinar Details • Presentation is roughly 1 hour • All phone lines are muted • If anyone has any questions during this webinar – please type them in your Questions Box located at the bottom of your webinar panel
- 3. Today’s Presenters Kelly Hummel | Net@Work Practice Director - Sage 300 ERP Sean Fleming | Net@Work Senior Sales Engineer
- 4. 180+ Business Technology Architects and Consultants IT Road Mapping & Strategic Planning Business Process Review Ecosystem BI, Analytics & Reporting Cloud & IT Managed Services ERP/ Accounting Web Development & e-Commerce Sister Company Payment Processing SWYPE Sister Company CRM & Marketing Automation HRMS/ Employer Solutions Document Management Nonprofit Solutions Managed Print Services Sister Company Kelly Hummel | Net@WorkKelly Hummel | Net@Work
- 5. Goal’s of the Webinar Introduction and exposure to key features that are in Sage 300 that companies can use to gain efficiencies with proper use Educate our end users about a webinar series that we will be running approximately every three weeks where we will take a deep dive into the features of Sage 300 and how they may benefit your company.
- 8. Quick Poll Use the Quick Poll Feature to the right. What Percentage of the Sage 300 Software do you feel you use today? A: Less than 15% B: Less than 30% C: Less than 50% D: Less than 75% E: I’m a Sage 300 Rock star and I use it all!
- 9. Studies tell us that, less than 30% of Software’s capabilities are ever used. 3/8/2017 9
- 10. Studies also tell us that those who invest in training are 50% more likely to recommend the software to others. 3/8/2017 10
- 11. To educate our customers, teach them the 70% they are not using and to help their business be more effective in the process. Naturally you will tell your others about your experience! 3/8/2017 11 The Goal of the Sage 300 Webinar Series
- 12. Did you Know Sage 300 had these features? 3/8/2017 12 Features that Might Surprise You! Providing Innovative Solutions for Business Success
- 13. Focus on what’s Included? 3/8/2017 13 Now You Know, What’s Included? Providing Innovative Solutions for Business Success
- 14. System Maintenance Let’s Review: • GL Number Changer • AR Customer Number Changer • AP Vendor Number Changer • IC Item Number Changer Make a Back-Up First!
- 16. How Does Sage 300 Security Work
- 19. Integrated Solutions Let’s Review: • Sage CRM Server − Comes with 1 User • Sage Payments − Ask me about Swype-IT • Inventory Advisor − Included with Gold Support Plan or can be purchased separately • Sage Payroll Subscription • Workforce Analyzer • Sage Sales Tax • Sage Time
- 21. Productivity Enhancements Let’s Review: • Notes − Included with Sage 300C − Both the Web screens and Desktop • Credit Card Processing • Sage Intelligence − Report Manager & Report Designer − Included with Silver Support Plan or can be purchased separately • GL Security • AaTrix eFile Center
- 23. Optimize and forecast inventory @JacquelineLi 23
- 24. Mobility Let’s Review: • Sage 300C Web Screens − Included with Sage 300C • Credit Card Processing • Sage CRM Mobile Apps • Mobile enabled Integrated eCommerce
- 25. Microsoft SQL Server Business Logic for Applications (GL, AP, AR, IC, OE, PO, PJC, + ISV & more) Desktop Application (Microsoft Windows VB Screens and Custom Macros) Browser Application (HTML 5 Screens run in multiple browsers and devices, 64bit) Multi-tiered Framework - Adding Sage 300c?
- 26. Outside the office Inside the office Sage 300 + Mobility
- 27. Freedom of Choice – Web or Desktop
- 28. Supports iPhone, iPad, Android Phone and Tablets Create and display custom data for people and opportunities Create appointments & tasks on your phone Add phone contacts as a Person or Lead record in Sage CRM Sage CRM Mobile App
- 30. 3/8/2017 30 EssentialsCompleteVerticals Horizontal and Vertical Solutions Service Management Project / Job Management Project / Job Costing Multi Company Multi Currency Multi Language National Accounts Optional Fields GL Consolidations Intercompany Transactions • Comes with 1 CRM User • Track Customer and Vendor Relationships • Transaction History • Task Management • Schedule Management • Contact Management • Integrated with A/R & A/P • Calendar Management • Email / Communications CRM • Quotes / Proposals • Order Entry • Order History • Inventory QOH • PO History Integrated with Verticals: • Service Management • Project Management BI • Financial STMTS • Executive Dashboard • Sales Dashboards • Month End Reporting • KPI’s • Scheduled Reports • Multi Company • Operational Reporting • Operational Dashboards • Ad-hoc Reporting • Manipulate in Excel • Support for Vertical Reporting Requirements • Report form Multiple Databases • Benefits Management • Time Off Management • FMLA Tracking • Government Compliance • Cobra and HIPAA • Affordable Care Act • Employee Portals • Compensation • Talent Management • Employee Reviews HRMS EDI InventoryOrder Entry $ $ $ Purchasing eCommerce Retail Warehouse Management Manufacturing $ $ $ Purchasing Document Management Payroll Payroll $ $ $ Purchasing
- 31. 3/8/2017 31 1. I moved to Sage 300c – what comes with it (web screens, pop up screens for web and desktop, and more) - Wed, March 29 2. CRM is included – what is it and how does it work with Sage 300 - Thur, April 20 3. Sage Payments integrated with Sage 300 - Thur, May 11 4. Sage Business Intelligence – introduction and how to take advantage of this free tool – Thur, June 1 5. Number Changers – Best Practices and rules to follow – Thur, June 22 6. Other included features - Portal and Dashboards, Language Sets, Web deployed screens, GL Security – Thur, July 13 7. Sage Inventory Advisor and Optimizer- Thur, Aug 3 8. Free features with payroll – Aatrix filing center, Sage Time, Sage Payroll Services, My Workforce Analyzer – Thur, Aug 24 9. Sage Sales Tax features – for automation for Sales and Use taxes Thur, Sept 14 10. Tips and Tricks with Sage 300 – General features not everyone uses but they enhance productivity including Help and SageU - Thur, Oct 5 11. Useful tools in Administrative Services to enhance users productivity, provide separation of duties, reporting and more - Thur, Oct 26 12. Taking advantage of Common Services settings for company profile, reminders and scheduling, calendar do’s and don’ts, optional fields, multi-currency - Thur, Nov 16
- 32. 3/8/2017 32 Please type in your questions Any questions?
- 33. 3/8/2017 33 Thank You For Attending! Kelly Hummel | Net@Work Sage 300 Practice Director (P) 800-719-3307 (E) khummel@netatwork.com Connect with 800-719-3307 www.netatwork.com netatwork.com/blog Net@Work YouTube Follow us on Twitter: @netatwork_corp Follow Net@Work on LinkedIn Follow Net@Work on Google+ Follow Net@Work on Facebook Contact your Net@Work Account Manager for any questions or concerns. Or you can reach out to us via the information below! Sean Fleming | Net@Work Sage 300 Solutions Engineer (P) 800-719-3307 (E) sfleming@netatwork.com
- 34. Be Sure to Register for the next Webinar in the Series Sean Fleming Email: sfleming@netatwork.com www.netatwork.com/Sage300WebinarSeries Questions…