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Sage Inventory Advisor for Sage X3 & Sage 500
The document outlines details from a webinar about Sage Inventory Advisor, a cloud-based inventory optimization solution that integrates with Sage ERP systems to decrease working capital and improve customer service. It covers features such as real-time dashboards, forecasting, and pricing information, including a monthly subscription model and setup fees. The presentation includes steps for onboarding and how to get started with the product, along with contact information for the presenters.
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Sage Inventory Advisor for Sage X3 & Sage 500
- 1. Start Time: 2:00pmEST Welcome! Webinar Audio: You can dial the telephone numbers located on your webinar panel. Or listen in using your headset or computer speakers. Live Webinar
- 2. Webinar Details • Presentationis 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 Tom Dieterle,Net@Work Sr. Account Manager - ERP Solutions
- 4. 180+ Business Technology Architects and Consultants ITRoad 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
- 5. Sage Inventory Advisor Inventory Optimization TomWilson – SIA Product Sales Specialist
- 6. What is SageInventory 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
- 7. Inventory Management Receiving inventory LabelingCounting(Stock Take) Inventory Control Responsibility Manage the physical product Pick/Pack/ship
- 8. Inventory Management Receiving inventory LabelingCounting(Stock Take) Inventory Control Responsibility Manage the physical product What should be in stock? When should orders be placed? Given: Demand Lead Time Pick/Pack/ship
- 9. Inventory Management Receiving inventory LabelingCounting(Stock Take) Inventory Control Responsibility Manage the physical product stock-outs too many $ in stock time spent Pick/Pack/ship
- 10. Inventory Management Inventory Replenishment Responsibility Tohave 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
- 11. 11 Information • Dashboard • Performancemetrics • Problem items • Sophisticated forecasts • Recommended orders • Dynamic reporting Sage ERP Internet Uploads Inventory data automatically extracted from the ERP system Inventory Advisor How it Works 11
- 12. Designed To AddressTwo Questions What needs attention today? What to order? Product Importance Forecasts Investment & Service Inventory Advisor 12 12
- 13. Low Medium High A B C VolumeSoldValueSold Item Classification breakdown
- 14. Sage Inventory Advisor CustomerBenefits 2% to 10% improvement in fill rate Stock-Outs 10% to 15% reduction in excess inventory Surplus Stock Up to 50% reduction in time spent on manual calculations Time Spent
- 15.
- 16. Pricing Monthly Fees −The monthly fee provides for an unlimited number of registered users − Fees are due monthly and can be cancelled with a 5 day notice after initial 1 month − Fees have a base fee of $199 plus a monthly usage fee based on Net Business Value of inventory being planned in SIA − One Time Activation Fee of $2250
- 17. Pricing Monthly Fees −The monthly fee provides for an unlimited number of registered users − Fees are due monthly and can be cancelled with a 5 day notice after initial 1 month − Fees have a base fee of $199 plus a monthly usage fee based on Net Business Value of inventory being planned in SIA − One Time Activation Fee of $2250 Monthly Base Subscription $199 Usage Fee Cost per $250k of Inventory Value (at Month End) Up to $.25M $0.00 up to $1M NBV $22.50 up to $2.5M NBV $18.50 up to $5M NBV $15.50 up to $7.5M NBV $13.00 up to $12.5 NBV $10.00 up to $20M NBV $9.00 over $20M NBV $7.00
- 18. Pricing Monthly Fees −The monthly fee provides for an unlimited number of registered users − Fees are due monthly and can be cancelled with a 5 day notice after initial 1 month − Fees have a base fee of $199 plus a monthly usage fee based on Net Business Value of inventory being planned in SIA − One Time Activation Fee of $2250 Inventory Value -$ Monthly Subscription $199.00 Activation Fee $2,250 Total Commitment $2,449.00 Monthly Base Subscription $199 Usage Fee Cost per $250k of Inventory Value (at Month End) Up to $.25M $0.00 up to $1M NBV $22.50 up to $2.5M NBV $18.50 up to $5M NBV $15.50 up to $7.5M NBV $13.00 up to $12.5 NBV $10.00 up to $20M NBV $9.00 over $20M NBV $7.00
- 19. Getting going withNETSTOCK Sage Inventory Advisor 5 Onboarding Steps Launch Integrate Refine Train Use Step 1 Step 2 Step 3 Step 4 Step 5 • Establish structure • Identify mods to standard scripts • Create environment • Confirm billing • Remotely connect & automate • Prepare scripts (minor customisations) • Test refresh process • Validate items to ERP • Validate totals to ERP • Add optional fields • Populate optional fields • Identify & purify data anomalies • Refine integration, scripts & configuration • Train: general navigation & system orientation • Train how best to use the application • Q&A: address questions that have arisen • Set appropriate policy • Go live • Transition to support • Hands on ordering review Typical – 2 to 4 Weeks
- 20. Next Steps Tolearn more http://www.sage.com/us/sage-inventory-advisor Tom Wilson 949-754-3576 tom.wilson@sage.com
- 21. Start Time: 2:00pmEST Please type in your questions
- 22. Thank You ForAttending! 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 For More Information Contact: Tom Dieterle, Net@Work Sr. Account Manager - ERP Solutions Phone: 646-293-1786 Email: tdieterle@netatwork.com