Technology in Practice

In this video we cover how to set up a system email account in Acumatica. Then we will use that system email account to schedule a daily automated email report. Contact us if you have any questions or would like more information about Acumatica features and enhancements. .embed-container { position: relative; padding-bottom: 56.25%; height: 0; overflow: hidden; max-width: 100%; } .embed-container iframe, .embed-container object, .embed-container embed { position: absolute; top: 0; left: 0; width: 100%; height: 100%; }

While most CRM packages were developed to interface with legacy business systems, Sage X3 CRM was designed from the start as a robust, fully integrated module within Sage X3. A Broad and Integrated Approach Sage X3 CRM allows salespeople and customer service representatives to do the following: Create and track leads, prospects and opportunities Schedule calls, tasks and appointments Create call reports Create marketing campaigns and track progress Create quotes and price lists Convert prospects to customers Integrate with MS Outlook to synchronize tasks, calendars, meetings, and contacts Management Reports Sage X3 CRM provides Marketing, Sales, and Service reports—all of which can be easily personalized—that provide insights to help you make informed business decisions. For example, Sales Managers can utilize visual dashboards quickly see sales rep activity and track KPIs to ensure business objectives are met. Expanded Capabilities Net at Work has further expanded the capabilities of the native Sage X3 CRM module by: Creating a CRM workspace highlighting the calendar and what actions need to be performed by user (or group of users)   Creating a Quotes/Orders hub for sales reps to track open items & pipeline information   Developing a mobile-friendly homepage based on Responsive Design that is specifically for users working from a tablet or smartphone   Developing simplified data entry screens to allow for only the most critical information to be captured when working remotely Advantages of Using Sage X3 CRM Most importantly, there is no need for integration; it is all one system. Salespeople, with proper security, can inquire real time into: Customer history and credit status Orders Quotes Invoices Inventory quantities and availability Pricing Internal Customer Service has visibility to all Sales notes, calls and other information. In turn, Salespeople can see all calls and issues that come directly into Customer Service in their customer view. Finally, like the rest of Sage X3, all fields, views, queries and reports can be personalized by end users or IT. You can configure Sage X3 CRM specifically to the nuances of your business. Specific processes like requesting samples sent to a prospect or customer can be configured using tasks. For more information on utilizing the CRM module within Sage X3, register for our upcoming live webinar or contact us. Looking for More Robust CRM Capabilities? Net at Work supports both Microsoft Dynamics CRM and Salesforce integrations with Sage X3. These CRM systems provide much larger ecosystems to help your business meet today’s challenges. They bring your customers and business together with the next generation of CRM providing you with a 360 degree view of your business and better insights that drive results. To learn more about integrating MS CRM or SFDC with Sage X3, contact us.

Whether you’re a small distributor, a mid-size manufacturer or even a large retailer, warehouse optimization should be the top-most concern as no other area of the business can deliver greater gains in efficiency, accuracy, speed, customer service, and ultimately profitability. Optimizing warehouse operations can deliver the biggest impact and if you don’t have a disciplined process for warehouse optimization, you are likely suffering from inefficiency roadblocks and are losing profits that could be gained by turning your attention to this critical area of your business. If you want to know more about how to stop profit leaks from inefficient warehouse operations, read the article Why Warehouse Optimization Can’t Wait. You’ll learn about 4 strategies that can save your business time, space, and resources while reducing errors and improving flexibility, communication, management, and customer satisfaction.

Rebate programs are powerful tools for B2B companies in a broad swath of industries, particularly those where margins are tight and pricing strategies can make all the difference. When properly structured and implemented, they can establish market differentiators, create purchasing incentives and build brand loyalty. Companies in the medical device and supply business and chemical manufacturing and distribution business are prime examples of price-sensitive, intensely competitive industries where effective rebate management programs can deliver significant business benefits. Medical Supply Companies: A Snapshot After labor costs, medical and surgical supplies represent the second largest expense for hospitals. Medical suppliers often offer rebates as an inventive for purchasing select items. However, rebates can complicate efforts to calculate and track the actual prices they pay for these supplies over a period of time. Plus, the hospital will be overpaying up front, with the expectation of collecting the rebate at some point in the future. Hospitals that operate on thin margins might not be able to defer receipt of the rebates, particularly as many suppliers are unable to process them for months, making efficient rebate management an essential sales tool. Chemical Manufacturing and Distribution Companies: A Snapshot Several years ago, Deloitte Consulting published a paper titled “Pricing in the Chemical Industry: Boost your pricing power” : “In times of volatile raw material costs, chemical companies need to better understand their customers’ buying behaviour and how their business units price products. Escaping the commodity trap or introducing value-based pricing requires a closer connection with your customer and more insights into the end markets in which your customer is operating, allowing you to capture the maximum value through price setting and execution.“ Price fluctuations in raw material costs are difficult to manage, making it hard to keep chemical products profitable. Automating and efficiently managing rebates – a system that calculates, tracks, manages, and analyzes rebates – can go a long way in driving revenue growth and rewarding customer behavior for companies in the chemical industry supply chain. Most rebate programs are structured in such a way that it can take months for rebates to be processed and checks sent. Even to this day, some are maintained and managed in spreadsheets which lack security and are prone to error. An efficient rebate platform can shrink the window between the time a rebate is submitted and processed. It can also properly track, trace and manage a variety of programs, enabling distributors and manufacturers to sell more products and (because there’s no longer the large gap in processing) increase brand loyalty. Such a platform can also improve visibility and control by providing channel managers, sales, and marketing with a complete view of rebates and channel incentives. All of which is vital to the success of businesses in the chemical and medical device industries, giving them the ability to finally gain control of all their rebate, pricing, and channel programs so they can make sure it all adds up to smoother operations and more growth. For more information about rebate management and tracking and specifically about Net at Work’s Rebate Management & Tracking software for Sage X3 ERP, please contact us.

In this video we will cover how to perform month end processing inside Acumatica. We’ll look at closing each module such as banking, receivables etc. and what go over what are the best processes. Contact us if you have any questions or would like more information about Acumatica features and enhancements. .embed-container { position: relative; padding-bottom: 56.25%; height: 0; overflow: hidden; max-width: 100%; } .embed-container iframe, .embed-container object, .embed-container embed { position: absolute; top: 0; left: 0; width: 100%; height: 100%; }

When you enable an add-in, it adds custom commands and new features to Microsoft Office programs that help increase your productivity. In this blog post, we’ll review how to install the Sage X3 Add-In for MS Excel and what to do if your Sage X3 Add-In is missing. How to Install the Sage X3 Add-In in Microsoft Excel Go to Administration > Utilities > Installation > Install addins for Office V11 Image:   V12 Image:   It should begin downloading the exe, open the exe Next > Install   Open Excel > File > Options   Select Add–Ins > Manage: COM Add-ins > Go   Check the “Excel AddIn for Sage” > Ok   You are now ready to export Excel-based reports/grids from Sage X3. How to troubleshoot and fix a missing Sage X3 add-in in Microsoft Excel Open the Microsoft Office product where the Sage X3 add-in is missing. Go to Options: Select Add-ins: If Sage X3 appears on the list of Disabled Application Add-ins, select Manage: Disabled Items and press GO:     Choose SyracuseExcelAddIn from the Disabled Items list and press Enable:     Then choose Manage: COM Add-ins and press GO:     From the list of available COM Add-ins, check Excel Addin for Sage ERP X3 and press OK:     Press OK on Excel options. You will now see the Sage Add-in on the ribbon. If you do not you may need to close and re-open application. If you have any issues following these steps or need additional help enabling missing Office add-ins, please contact us.

In food manufacturing, the concentration of an active ingredient is defined as its potency and is usually expressed as a percentage of a batch. For example, a product with an active ingredient that has a potency of 75% indicates that the product is made up of 75% of that active ingredient. The remainder is made up of inactive ingredients or fillers. Food manufacturers care about potency for a number of reasons. For starters, the amount they pay for their raw materials is based on potency. A higher potency of active ingredient typically equates to paying a higher price for raw materials. On the other hand, it can also means charging a potentially higher sales price. But potency affects more than price. Recipes require a specific concentration of active ingredient. Food manufacturers must know the potency of the active ingredient so they can accurately adjust the concentration required for production of a given item. Concentration adjustments in the production process are usually addressed in one of three ways: By using more or less of a material based on its concentration By adding some amount of a secondary ingredient to compensate for the active ingredient being over or under specification By adding filler For a number of reasons, manufacturers don’t want employees to have to “do the math” and make these calculations manually. Sage X3 ERP for food manufacturers provides a better alternative. It allows users to set a target concentration of an active ingredient for a given batch. If the available inventory of active ingredient does not meet the established concentration needed for the recipe during batch production, Sage X3 will suggest adjustments based on the actual concentration of the active ingredient selected. It also knows if/how much of a secondary ingredient or filler needs to be added to bring the active ingredient to “spec.” Sage X3 automates this process and makes it easy for the manufacturer to balance the ingredients in each batch, ensuring quality, reducing waste, and lowering costs. To learn more about Sage X3 and how its advanced features can help process manufacturers in the Food and Beverage industry, please contact us.

Warehouse operations is one of the key differentiators for wholesale distributors and, as many distributors suddenly find themselves with excess inventory, managing those goods will be more important than ever. Meanwhile, Bank of America expects Amazon Business to capture 10% of B2B commerce by 2023. That is forcing distributors to make investments in intuitive and integrated ecommerce platforms. They need powerful business logic, automation and transparency to compete. Enhancements in NetSuite 2020 Release 2 address areas such as warehouse management, quality management, supply planning and ecommerce. Here’s how NetSuite 2020 Release 2 gives wholesale distributors the tools and capabilities they need to weather uncertainty and thrive. Warehouse Management NetSuite WMS now includes the ability to receive, transfer and pick goods inside a location without bins, including single order picking and multi-order picking at warehouses. Small warehouses benefit from the efficiency of hand-held picking without the overhead of managing bins. World Class B2B Commerce You can now quickly manage and approve new wholesaler customers to purchase from your ecommerce store. With an improved form and flexible approval workflows, the new SuiteCommerce Sign Up extension lets you easily manage the registration and approvals of buyers from your ecommerce store. Once the form is submitted, the interested buyer remains “unapproved” until an admin approves them to see B2B/wholesale pricing. The new Merchandise Hierarchy Workbook enables analysis of items, inventory, sales and fulfillment data with pre-built customizable KPIs and reports. You can quickly analyze merchandise performance and view performance trends by category and identify new opportunities. Autonomous Supply Chain NetSuite’s new material requirements planning (MRP) capabilities for supply planning (available to customers who are using NetSuite Demand Planning) has been completely re-architected, featuring a dedicated planning repository that ensures planners can make decisions based on timely and consistent information. Planners can easily monitor, firm up or release orders for approval and aggregation; review and accept action/exception messages individually or in bulk; and pegging information provides planners full visibility into how demand is allocated to supply. The planning workbench slices and dices data by product line, plan, location, user-defined item categories and groups. It highlights situations that require attention, helping to prevent both shortages and excess supplies, and provides what-if analysis capabilities for simulating multiple plans. Additional precision can be provided to supply allocation by allowing inbound shipments to be included into the allocation of supplies, in context with related purchase orders. Additionally, fill rate optimization allocates existing supply to satisfy as many sales order lines as possible based on the given supply. Quality Management Enhancements to the Quality Management SuiteApp enable inspections to be triggered from advanced manufacturing production results. Additionally, location- and customer-specific inspections can be triggered from item fulfillments differentiated by shipping status, and enhanced support for high-volume sampling provides the ability to import inspection results by CSV. Financial and Operational Excellence Invoice grouping enables the consolidation of multiple invoices into a single invoice that’s delivered to the customer, and it also allows payments accepted at the group level to be applied to individual invoices. This reduces manual grouping, ensures accurate invoices and improves cash flows by decreasing days sales outstanding. The preceding was posted on the NetSuite Blog and is intended to outline of general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, timing, and pricing of any features or functionality described for Oracle’s products may change and remains at the sole discretion of Oracle Corporation.

In the Acumatica Manufacturing Edition, one of the newer features is Outside Processing. This feature is extremely helpful for those manufacturing shops that do part of the manufacturing themselves but have outside vendors assist with other parts of the production. With the new features within Acumatica Cloud ERP users can create purchase orders against the Production Order, Create a Vendor Shipment, Receive the Purchase Order for the Services provided, and make sure that all costs are included in your cost roll-up for the Production Order. Contact us if you have any questions or would like more information about Acumatica features and enhancements.