Core Functionality - Platform Technology Advisors

Financial Management

Speed up your accounting and reduce duplicate data-entry errors with the integrated Sage 100cloud system that maintains a single source of up-to-date information that your staff can access conveniently when they need it. With comprehensive Accounts Payable, Accounts Receivable, and tax accounting capabilities, you’ll discover that managing your business finances is easier than ever before.

Financial management modules include:

General Ledger – customized reporting and streamlined accounting with helpful wizards and data allocation
Accounts Payable – expenditures management with flexible cash distribution and check writing capabilities
Accounts Receivable – recurring billing, one-time invoicing, and cash flow management
Fixed Assets – accurately assesses and accounts for equipment, building, furniture, and more for better tax benefits
Bank Reconciliation – ties up loose ends in accounting with error-free exceptions management for your books
Sales Tax – automatically calculates accurate tax rates, manages exemption certificates, and remits tax payments
Budgeting and Planning – faster budgeting and planning cycles with a collaboration tool that keeps your team up to date

More about Financial and Accounting Management in Sage 100cloud

Sales and Order Management

Customer experience shapes today’s business interactions, and Sage 100cloud helps you provide an outstanding experience with easy-to-access, real-time insight into the details your customers and prospects require. With Sage 100cloud, you can increase your on-time / on-budget delivery by breaking down siloes across your organization and assisting in employee collaboration with eCommerce solutions and deep CRM integration that gives your whole team the tools they need to outstrip your competitors.

Sales and order management modules include:

eBusiness Manager – online B2B store management with customer portal, easy ordering, and online payments
eBusiness Web Services – integration tool connecting Sage 100cloud to various online platforms for eCommerce data sync
Sage Payment Solutions – accepts major credit cards from right within Sage 100cloud for easy transaction processing
Paperless Office – cuts storage, paper, and mailing costs while making filing and finding important documents a snap
Return Merchandize Authorization (RMA) – easy customer credits, replacements, and repairs with trackable order returns
Customer Relationship Management (CRM) – workflows and tools that maintain pipelines and keep customers happy

Inventory, Distribution, and Manufacturing

As a tool made for manufacturers and distributors, Sage 100cloud meets the needs of these industries like no other software can. Featuring helpful, time-saving capabilities such as simple BoM updating when jobs change, real-time WIP tracking, and automation in critical areas, you’ll be amazed at how many manual processes you can eliminate with your new ERP – and how much time that saves you.

Inventory, distribution, and manufacturing modules include:

Sales Order – streamlines customer, product, and inventory data entry for your employees
Purchase Order – detailed, comprehensive purchase records including quantity, price, order contact, and shipping info
Inventory Management – real-time, accurate information on assets including location, status, lot/serial numbers, and value
Inventory Advisor – forecasting and inventory optimization tool reducing time spent on manual tasks
Bar Code – eliminates manual entry errors and speeds up warehouses and shop floors using scannable barcode labels
Bill of Materials (BoM) – details materials and miscellaneous costs for finished products and subcomponents
Material Requirements Planning (MRP) – estimates build times, lead times, and supply and demand for products
Work Order – time-saving scheduling and costing tool that helps you and your team stay on track

More about Inventory Management with Sage 100cloud

Business Insight and Performance Optimization

They say a picture is worth a thousand words, and that’s never been truer than in today’s time-strapped businesses. If you’re on the clock to meet a shipping or production deadline with JIT processes and a lean workforce, you rely on dashboards that provide instant insight into the processes and workflows to make the difference between a successful sale – or an opportunity lost forever.

Business insight and integration tools include:

Sage Business Intelligence – real-time data and reports with interactive visualizations available anywhere and anytime
Sage Intelligence Reporting – slice-and-dice, filter, and report on aggregated ERP and other source data in Microsoft Excel
Crystal Reports – powerful report writer with out-of-the-box templates or flexible customization to meet your precise needs
Custom Office – connecting Sage 100cloud with Microsoft Word for seamless, code-free, integrated customer communications
Visual Integrator – easy, scheduled, data import/export from and to Sage 100cloud and other popular programs

More about Sage Business Intelligence

Workforce Management

With today’s war for skilled labor, it’s important that you hold on to the employees who make the biggest positive impact in your company. Comprehensive workforce management tools seamlessly integrated with Sage 100cloud help you reduce your HR paperwork load with employee self-service options, pay employees on time with low-cost compensation methods, and make recruitment, training, and tax time easier.

Workforce management tools include:

Human Resources Management System (HRMS) – scalable employee engagement and government compliance reporting
Payroll – handles payroll, taxes, and reporting to make employee pay management faster and more efficient
Direct Deposit – secure payroll method ensuring on-time payments and lower costs for companies
Federal and State eFiling and Reporting – automates tax reporting including unemployment, 1099s, W-2s, and more