Sage 100cloud for the Manufacturing Industry

Sage Software has developed various functionality for manufacturers within its Sage 100cloud product line:

Sage 100cloud Essentials, Advanced and Complete

Included in the Essentials Bundle

  • General Ledger

  • Accounts Payable

  • Accounts Receivable

  • Bank Reconciliation

Included in the Advanced Bundle

  • Essentials Bundle Plus –

  • Sales Order Processing

  • Purchase Order Processing

  • Inventory Management

Included in the Complete Bundle

  • Advanced Bundle Plus –

  • Bar Code

  • Return Merchandise Authorization (RMA)

  • Bill of Materials

All Bundles Include

  • Business Insights (Explorer, Reporter, and Dashboard)

  • Crystal Reports

  • Custom Office

  • Sage Intelligence (Report Manager)

  • Paperless Office/Electronic Forms Delivery and Storage

  • Credit Card Processing: Paya, APS, & Century Business

  • Sage CRM Server and One Named User

  • Visual Integrator

Manufacturing – adds functionality for:

Manufacturing Modules and Options

  • Work Order Processing – Good for Kitting and Simple Assembly and Build to Stock-BasicMaterial Requirements Planning (MRP)

  • Build to Stock-Complex

  • Build to Order/Custom

  • Complex assembly

  • (Not a good fit for Process manufacturing, blending, perishables – use Sage X3)

100C Manufacturing Options include:

  • JobOps Base and Time Tracker

  • Estimating/Quoting

  • Sales Orders & Work Tickets

  • Purchasing

  • Time Tracker – labor and material issues to job

  • Product Configurator – rules-based configurator

  • Enhanced Scheduling

  • Field Service Dispatch

Additional Modules Available:

  • Payroll with Direct Deposit or Sage Payroll Services

  • Sales Tax by Avalara

  • Web Services – website integrations

  • Sage 100 Alerts and Workflow

Industry-Specific Integrations

These third-party applications integrate with Sage 100cloud to provide manufacturing specific solutions for shipping, warehouse management and EDI:

Versions/Editions and Pricing
Sage 100 comes in three editions, two versions and two pricing methods:

Editions: Standard (single site), Advanced (remote users/sites) and Premium (SQL)

Versions: 100 and 100c – Difference is the user interface and pricing

  • Sage 100 bundles; Financial and Distribution
  • Sage 100c bundles; Essentials, Advanced and Complete

Pricing:

  • Traditional perpetual license purchase and annual maintenance
  • Subscription – pay monthly or annually for the use of the software
  • Payroll Subscription – pay monthly based on active employee count

On-Premise, Hosting, and Cloud

Sage 100cloud is installed on your network server or can be installed on a hosted server.  Sage 100cloud does have an on-line/SaaS solution with limited functionality.

Implementation/Training/Support

Chortek will work with you regarding:

  • Installation
  • Data conversion
  • Configuration/Setup/Change Management
  • Training/Forms and Reports
  • Go live and on-going support (including product updates and upgrades)

Maintenance and Support

Sage 100cloud users subscribe annually to a Business Care plan that provides:

  • Product updates and critical fixes
  • New Version Releases– install, data migration and training quoted
  • Access to Sage Support (5 cases or unlimited options available)
  • 24/7 access to the online support knowledgebase
  • Silver, Gold and Platinum plans available
Financial Modules
General Ledger
Multi-company
Multi-department
25 character – 10 segment account number
Sage Intelligence for Excel Based Financial ReportAccounts Payable
ACH capabilityAccounts Receivable
Email StatementsBank Reconciliation
Positive pay capability
Distribution Modules
Sales Order Processing/Credit Card Processing
Order Entry, Shipping Data Entry and Invoice Data Entry functionality
Integrated Credit Card authorization and processing
Electronic delivery of order acknowledgements and invoices
Customer purchase history during order entryPurchase Order Processing
Purchase order generated from sales orders or reorder points
Two step receipt of goods and receipt of invoice capability
Email vendor purchase orders
Multiple vendor’s per item, vendor part numbers and vendor specific pricingInventory Management
Serialized, Lot, Standard, Average, LIFO and FIFO valuation methods
Price levels and customer specific pricing
KitsRMA – Return Materials Authorization
Process the return, customer credit or cross ship and vendor credit or replacement
Allows repair, return or scrap optionBill of Materials
Multi-level BOMWork Order Processing – good for Kitting and
Simple Assembly and Build to Stock Basic
Routings and Travelers
Work Centers and OperationsMaterial Requirements Planning
Integrated with Bill of Materials, Sales Orders,
Purchase Orders and Work Orders

100cloud Manufacturing – adds functionality for Build to Stock-Complex, Build to Order/Custom and Complex assembly (not a good fit for Process manufacturing, blending, perishables – use Sage X3

JobOps Base

Estimating and Quoting
Quickly convert from an approved detailed quote to a sales order
Generate work ticket order automatically
Check material availability before release
Product Configurator can easily create Sales Order and Work Ticket
Attach product documentation and procedures specific to the job

Sales Orders and Work Tickets
Quickly convert from an approved detailed quote to a sales order
Generate work ticket order automatically
Check material availability before release
Product Configurator can easily create Sales Order and Work Ticket
Attach product documentation and procedures specific to the job

Purchasing (component exception management)
Automated purchasing analyzes your supply and emand for jobs and helps you buy products and materials at the right time
Consolidates requirements for purchasing power
Automatically generates purchase orders
Optimizes cash flow by ordering what is needed for jobs
Create dynamic to-do list for every job

Time Tracker

– labor and material issues to job

  • Real-time management tools to manage your job costs effectively
  • Integrated job cost accounting and job management
  • Real-time job status and reports
  • Real-time actual versus estimated costing
  • Projected costing based on work completed
  • Real-time alerts letting you know of potential cost overruns while in production

Product Configurator

  • Configuration Templates help save time and improve efficiency
  • Rules-based configuration helps you determine which features and options are available
  • Price calculation rules give you end-user pricing based on all options selected
  • Easy step-by-step configuration process saves time
  • Visual validation shows you a visual of options selected during the configuration process
  • Smart part numbers identify a part’s unique features
  • Auto Build BOM and Auto Build Work Tickets

Enhanced Scheduling

  • Streamlined scheduling
  • Material availability reporting aids in on-time deliveries
  • Management by exception capabilities
  • Drag and drop scheduling board and tools
  • Work center calendars
  • Finite and infinite scheduling
  • Exception alerts
  • Capable to promise helps you forecast realistic delivery dates

Field Service Dispatch

  • Increase field service efficiency and revenue
  • Real-time data and reporting
  • Eliminate invoice errors and get paid faster
  • Improve your overall customer experience
  • Schedule and dispatch technicians for service calls
  • Accurately schedule tasks and components needed for repair calls
  • Capture real-time costs for profitability on a job-by-job basis
  • Track costs against contracts
  • Seamless Microsoft Outlook, Sage 100 and JobOps integration

JOScan

  • Capture labor, materials and job status via bar code and mobile device.

Sage CRM – Customer Relationship Management

Sage CRM Server and one named user included in every purchase Integration with Sage 100 and Outlook Automation for your sales and customer service teams:

  • Manage Prospects and Opportunities
  • Manage Campaigns and Email (via Mail Chimp)
  • Manage Customer Service calls

Other Functionality Included

Business Insights (Explorer, Reporter, Dashboard)
Executive level dashboard with graphics of key metrics
Wizard driven report writing tool
Powerful Explorer module – visual verses reports
Crystal Reports
Used for customizing all forms and reports
Sage Intelligence (Report Manager)
Excel-based reporting from various modules
Designer included in Gold Business Care plan
Custom Office
Add user-defined fields for screens and reports
Modify screens for users or groups of users
Enhance security access/view of screen data
Paperless Office
Journals and registers are PDF’d with viewer
Period end reports are PDF’d with viewer
Electronic forms delivery for invoices, purchase orders, statements, etc.

Integrations

Avalara for sales tax calculations, exemption certificate management, sales tax report filing
AP Automation
CIMCloud/Websitepipeline
Credit Card Processing – APS/Paya
DocLink by Altec
EDI – Direct integrations with Sage 100 with your trading partner(s)

  • EDI Advantage from Kissinger
  • HighJump/TrueCommerce EDI Solutions
  • SPS Commerce EDI System Integrations

eRequester
JoScan – for electronic capture of labor, material and job status
Sage Alerts & Workflow
Sage Budgeting & Planning
Sage Intelligence
Sage Inventory Advisor
Scanco – Mobility and Warehouse Management and WO/JO Scan
ScanForce for Warehouse Automation and handheld bar code solutions
      Automate receiving, picking and physical count with bar codes and handheld units
Starship from V-Technologies for Shipping

  • Integrations with UPS, FedEx, USPS and many common carriers
  • Direct link from Sage 100 Shipping Data Entry – no duplicate entry
  • Shipping labels and Bill of Lading

Summit Hosting

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