3 Steps to Migrate to Sage 100c

Posted by Ashley Lemus on Fri, Oct 07, 2016 @ 04:05 PM

 Maybe you're new to Sage or maybe you've been a loyal lifelong customer.

Either way, there is always something new to learn about this business management software thanks to enhancement features constantly being added or improved.


sage100c features and functions

With the newest Sage product release, not only was there an improvement to the Sage 100 2016 version, they also included a new version known as Sage 100c.  This new and improved version includes a full business management platform to help you automate processes, customize business reports, connect with employees, and gain insight.


So how is this really different from Sage 100 2016 which offers all these things as well?   Sage 100c is really a modernized version of Sage 100 2016 – with an easier to navigate user interface.  It offers complete mobile access and a shorter learning curve than the traditional versions – with enormous benefits.


Here are some more things you need to know about Sage 100c:

Sage 100c stands for Connected, Collaborative and Customer-Focused. Sage 100c will give you the freedom to stay with the trusted solution that you've counted on for years. You'll have the confidence to leverage new technology at your own pace without disrupting your business.


So, how do you start your migration?  We've provided 3 Steps to migrate to Sage 100c:

Step 1:  Upgrade your current version of Sage 100 to the Sage 100 2016 release.
Step 2:  Once you have the new license key from Sage, you’ll be transitioned over to Sage 100c.
Step 3:  As Sage 100 consultants, with every significant release, we recommend a few hours for user training so you can take advantage of all the great benefits Sage 100c has to offer.


Sage 100c helps unite your entire business operation in a simple, streamlined way.  If you consider all the benefits, there is no better time to move to Sage 100c.


We would love to speak with you about how Klear Systems can benefit your organization. 
Give us a call at (949) 681-8135,
email us at
or complete the form below and we’ll reach out to you.

I Want to Learn More!


Tags: Business Management Software, Sage Software, Small Business

Has Technology Redefined Accounting?

Posted by Ashley Lemus on Tue, Sep 20, 2016 @ 11:14 AM

Technology in the clouds!  Your accounting practices redefined by technology?



Now, there is a new breed of accounting firms that leverage technology to make the lives of their clients a bit more simple.  There has been a dramatic shift in the relationships between clients and business owners causing a belief that the evolution of the modern day firm extends beyond the improvements in technology. 

This new breed of accountants now offer value added services to simplify the lives of business owners; whereas, in the past, accountants served merely as compliance officers to ensure tax filings were processed in a timely manner.


With technology at the forefront of this evolution,

several major changes have taken place:


Cloud Platforms

With the core feature being the fact that they are web-based, cloud platforms allow a “read-only” direct feed access to your bank accounts and credit cards in a securely encrypted environment. As information is available in a more timely manner, and the elimination of a redundant double entry of bookkeeping information, the advantages to this system are undeniable. Furthermore, cloud platforms have improved the collaboration process between clients and their accountants as the accounting records can be accessed from anywhere in the world!

This live accounting platform eliminates multiple versions of files, time delays to get banking information into the system or difficulty sharing financial data with ones accountant. 


Document Sharing and Storage

Historically, firms would have no easy way to store client data in a place that is easily accessible by both clients and the firm. This is no longer the case.

One option is to set up a unique client portal for each client. Cloud storage platforms such as Dropbox, Google Docs, and even Doc-link by Altec all provide a great way to share and edit content in a secure environment and provide a great way to share content internally within the firm and externally with clients or third parties. Most importantly, these services provide the ability for collaboration to happen in real-time. As long as there is a computer or tablet and an internet connection, sharing information has never been more seamless.


Document Signing

Utilizing an online service in order to facilitate the document signing process, such as Docusign, Hello Sign, and Right Signature will provide a user-friendly way to get any document signed without ever having to use paper, a pen or a scanner. These services will even allow clients to sign documents straight from their smart phone while on the go. In addition, many of these providers attach a unique code and time stamp to each document signature.

What makes the process great is that the document signatures have the same legal validity and enforceability of pen-and-paper contracts.


Paperless Environment

Being a paperless firm not only improves overall efficiencies for completing work, but it also helps to reduce your company's carbon footprint. 



Improved accounting practices aren't the only benefits to adopting a cloud-based business solution!

We would love to speak with you about how how Klear Systems can benefit your organization.

Give us a call at (949) 681-8135,
email us at
or complete the form below and we’ll reach out to you.


I Want to Learn More!

Tags: Cloud Business Management, Business Management Software, Accounting & Finance

Sage 100c Now Includes Sage Inventory Advisor Basics

Posted by Ashley Lemus on Fri, Sep 09, 2016 @ 02:47 PM

Time to get excited!  Sage 100c's newest update now includes Sage Inventory Advisor Basics at no additional cost.


You may be familiar with the "full" Sage Inventory Advisor -- the inventory optimization tool that seamlessly works hand in hand with your Sage ERP software to reduce excess inventory, minimize stock-outs, and produce orders in little to no time at all-- So, you're probably wondering what the big deal is with the newer "Basics" product that is now included with Sage 100c. 


In a nutshell, Sage Inventory Advisor Basics is based on the full product, but without:

  •  Support for Bill of Materials 
  •  Central Warehouse Consolidation 
  •  Ability to Import Order Forecasts into Sage ERP 

This newer version of Sage Inventory Advisor builds on the processing and managing transactions Sage 100c is focused on and allows users to leverage the data captured to help make more informed decisions about how much inventory is needed to stock, when to buy more, and many other strategic insights that the Inventory functionality provided with 100c originally wasn't capable of.



These changes will not only make the product easier to implement but also easier to understand! And, of course, the option to upgrade to the full version of Sage Inventory Advisor from the Basics version is always available.

We would love to speak with you about how Sage 100c and Inventory Advisor Basics can benefit your organization.

Give us a call at (949) 681-8135,
email us at
or complete the form below and we’ll reach out to you.

I Want to Learn More!

Tags: Business Management Software, Sage Software, Inventory Management

Acumatica 6 Has Easier Deployment And Is More Flexibile Than Ever

Posted by Ashley Lemus on Wed, Sep 07, 2016 @ 04:10 PM

With the release of Acumatica 6 less than 24 hours away we thought we'd highlight just a couple of the features we're most excited for! 

Acumatica 6 - system flexibility and ease-of-deployment


The cloud-based ERP system is always working on technology that sits at the forefront of its field that will directly impact and accelerate their customer businesses by helping increase productivity and cash flow and streamline operations.


That's why the developers at Acumatica spent this past year focusing on the new and improved version: Acumatica 6!


With the primary focus of the version being to keep the system flexible and easy to deploy, Acumatica is adding a continuous release cycle option for current customers.  This option will be offered in addition to the long-term support currently being offered, giving customers the choice to decide which upgrade process best fits their business needs. 


But that's not all we're excited about!  Here are 3 updates to look forward to in the new Acumatica 6 update:


1. Acumatica 6 plays well with others.

Acumatica 6 will be supporting REST (representational state transfer) API (application programming interface) with web services, making it now the most flexible Cloud ERP product out there.  REST interfaces continue to ensure their platform is the most adaptable and customizable in the industry.


2. Acumatica 6 is even easier to integrate.

The rise in popularity of new and innovative programming languages and technologies only makes the advances in Acumatica 6 even more important.

Simply put, REST API makes it easier to integrate with these newer languages, which in turn makes it easier to integrate with other programming demands.

Not only does this integration help programmers but the system will be able to process and generate massive amounts of data allowing it to be much more user-friendly.


3. Acumatica 6 handles more languages.

And finally, Acumatica 6 will also facilitate localization and the use of Cloud ERP in multinational environments. For example, if you have multilingual employees, you will be able to easily store data in a language-specific manner.  This feature will largely benefit those who do business in more than one language. 


We're so very excited for the launch of the new Acumatica system and we know you will be, too!
For more information on Acumatica:

Give us a call at (949) 681-8135,
email us at
or complete the form below and we’ll reach out to you.

I Want to Learn More!


Tags: Cloud Business Management, Acumatica Cloud-Based Solutions, Business Management Software, Small Business

3 Reports Your Warehouse Managers Should Have on Their ERP Dashboard

Posted by Ashley Lemus on Mon, Aug 22, 2016 @ 10:04 AM

It's no secret that being a warehouse manager requires much skill as you have to have knowledge of what is coming in or going out at all times.  

That's why an Enterprise Resource Planning (ERP) solution that's easy to use and provides reports you might not even be aware you need will allow you to effectively manage your warehouse.


So we're providing a list of 3 reports you might not even realize you need in order to run your warehouse in a more productive manner:


1. Orders due to ship today but not yet in the warehouse

It's easy breezy when orders are on hand; however, when orders are not on hand stress will certainly start to build.  Wouldn't a dashboard that identifies the items that are still needed be helpful?  What if the dashboard could also show where the orders were right at that very moment or when they were last reported?  You would know exactly who to call for a status update and remind that person that the item they are working on needs to be shipped that day.

2. PO receipts due, and which ones are urgent

How frustrating is it when the UPS driver leaves a large pile of boxes on the dock and they all look the same??  Wouldn't it be so amazing to have a system that would show you which purchase orders are due immediately, or at least within the next few days, that are urgently required for a job or customer shipment. 

3. Operational efficiency

It's not always easy measuring warehouse efficiency.  But it could be much more simple with an efficient ERP system that will allow you to measure your employees work against warehouse standards, such as unpacking and processing a PO receipt.


We would love to speak with you about how Klear Systems can benefit your organization.

Give us a call at (949) 681-8135,
email us at

or complete the form below and we’ll reach out to you.

I Want to Learn More!

Tags: Enterprise Resource Planning, Business Management Software, Small Business, Warehouse Management System, Business Management

5 Key Aspects When Considering Business Intelligence

Posted by Ashley Lemus on Wed, May 25, 2016 @ 01:15 PM

A powerful Business management solution and Business Intelligence (BI) are the perfect combination for growing mid-sized enterprises.

 Business Intelligence (BI) solutions can help you uncover new opportunities, quickly react to business changes, and make faster, more precise decisions.


With BI functionality you can finally go beyond the limits of spreadsheets to get a real-time overview of your data, and transform it into actionable information. You can easily connect to ERP transactional data and utilize the intuitive tools you need to deliver fast and accurate analysis.

BI unlocks the power of your data and delivers true visibility. By leveraging the integration between BI and your business management solution, you will reduce time-to-decision and improve the coordination of operations across your organization.

Improve access to key information with a modern BI solution that provides self-serve analytics and reports via an easy-to use spreadsheet, web and mobile interface. With reporting templates, data visualization tools, and a fast data processing engine, BI becomes the perfect supplement to your business management solution, leading to faster, more informed decisions.


When considering a business intelligence solution, there are 5 key aspects to keep an eye out for:

1. Leveraging Real-Time Date

By integrating real-time BI with your company's business information systems, you are able to supply your business units and management with accurate, up-to-date information, in a structured and timely fashion.


2. The Importance of Financial Reporting

When selecting a solution, make sure that it is adaptable to your organization's unique financial reporting requirements, in order to avoid additional manual handling and processing of reports and data.


3. Enabling the Business User

If your business users are empowered enough to run queries and develop their own custom insights and reports, you remove the burden of report generation from IT staff and free up talent to focus on more business-critical activities.


4. Interactive Data Visualization and Mobility

A BI solution that supports access via mobile devices not only increase productivity but also allows managers to make timely decisions even when they are on the go.


5. Cross-Departmental Collaboration

Business Intelligence not only facilitates timely, fact-based decision-making, it also allows you to easily share information across your organization based on security and job role.


In short, business is more complex than ever before. Data is constantly coming in from a variety of sources and systems. You barely have time to sort through the deluge, much less interpret it and generate timely analysis. You know you need to be agile to respond to changing economic conditions, but the volume of data is simply overwhelming. Instead of wishing for more, you find yourself wishing for better, more concise information.


Enjoy this free white paper and learn what new opportunities modern business intelligence solutions can help you uncover.  

  Send Me My Free Whitepaper!


Tags: Business Management Software, Sage Software, Business Intelligence

Helpful How-To: Accounting Software Needs Assesement

Posted by Kimberly Tucker on Wed, Dec 03, 2014 @ 12:26 PM

Accounting Software Needs Assessment ERP CRM Software Search


With the number of computerized accounting software packages available growing every day, selecting one that is right for you has become increasingly difficult. The needs of different departments pull the decision-maker in all different directions and one can feel overwhelmed with the pressure.

Whether you are looking to upgrade your current system or to install accounting software for the first time, the steps to a successful transition are in essence the same: determine what results you'd like to see (commonly called the "needs assessment" phase), research the available software options, and then select the best one that's within your budget.



  1. Accounting Specifics

    Leave the limitations of your current software behind. Clarify all the accounting modules your department currently uses and requires and define all categories of accounting transactions your organization would benefit from.  

  2. Information Needs

    Identify all the information that flows through the accounting system. The ultimate purpose of accounting software is to report information in all the ways you need to see it. 

  3. Information Sharing

    What security or internal control difficulties would you like to solve? Determine the information-sharing requirements between the accounting systems and other departments.

  4. Transaction Needs

    Do you need to track payments due from clients, customers, or members? Calculate the total number of transactions of each type for a typical accounting period.

  5. Report Needs

    Distinguish all the different types of accounting reports used by your department and specify your custom reporting requirements. Consider the reports that would make life easy, that you'd like to be able to produce with a few clicks of a mouse.

  6. Data Needs

    Define your specific data retrieval and reporting requirements and consider the other data management systems in your organization that you may want accounting to integrate with, such as fundraising or client management, so you can evaluate accounting packages from companies that market multiple products.

  7. Number of Users

    How many people will use the software? How many of them will need to use it simultaneously? Determine how many users have administrative access to the system.

  8. Training Needs

    On top of the purchase price, there will be installation and training costs that you will pay both directly to a third party and indirectly in the form of staff time. Ascertain the level of accounting and computer experience of potential system users and plan accordingly. 

Most accounting softwares have been tested in the marketplace for many years, so it is actually quite hard to go completely wrong in a choice but if your current budget places too heavy a limit on the ambitions revealed by this needs assessment, consider postponing the transition until the next budgeting cycle or apply for grants specific to improving accounting and reporting.

Have an idea of the software you want?
Need help sorting through your needs assessment?

The experienced software consultants at Klear Systems team assists clients with their accounting software daily and would be happy to help you choose and implement the system that best fits your needs.

Please Contact Us Today!

Tags: Business Management Software, Accounting & Finance

Join Us at Sage Inspire Tour's FREE So Cal Event December 9th 2014!

Posted by Kimberly Tucker on Tue, Nov 25, 2014 @ 12:22 PM

Sage Hits the Road Again!Sage Inspire Tour 2015 Los Angeles Orange County ERP CRM

It all started last year with a crazy idea to get Sage Software Executives out of the office and in touch with the people.  

This idea was the spark that ultimately lead to the
Sage Inspire Tour and as soon as the big green Sage RV was secured, the excited team traveled to 14 cities across the continent gaining a different, more engaged perspective about what real customers – like you – want from Sage and business management software in general.

The team found gathering the powerful testimonies of challenges and successes experienced by customers straight from the source so valuable that they are doing it all over again this year!

On Tuesday, December 9th 2014 (just TWO WEEKS away) the big green RV will make it's Southern California stop right in our backyard so of course the Klear Systems team will be there and we want you to come along as well.

Sage Inspire Tour
Los Angeles/Orange County

Sage Inspire Tour 2015 Los Angeles Orange County Event Details


So what can you expect from attending this FREE Sage event?

In addition to Breakfast, Lunch & Prizes including a TICKET TO SAGE SUMMIT 2015, the following is the proposed timeline complete with detailed session agenda:

  • 7:30AM-9:30AM
    Event Registration, Breakfast and Welcome 

  • 9:45AM-11:45AM 
    Informative Sessions

    At the Los Angeles stop of the Sage Inspire tour, guests will be able to attend exciting breakout sessions about their favorite Sage products.  Attendees will be able to learn about new and future capabilities, discover news ways to get the most out of the software, and be able ask the questions that matter directly to the experts.

    The following sessions are available at 9:45AM:
    Sage Inspire Tour 2015 Session Agenda ERP CRM Los Angeles Orange County
    The following sessions are available at 11:00AM:
    Sage Inspire Tour 2015 Session Agenda Los Angeles Orange County ERP CRM

  • 11:45AM-12:45PM
    Lunch & Expo

    Sponsors include: Website Pipeline & XM Developments
    Exhibitors include: Altec, Avalara, High Jump, North 49 Business Solutions, Orchid Systems, Scanco Software, & EFI SmartLinc.


  • 1:00PM-2:45PM 
    Informative Sessions Continued

    The following sessions are available at 1:00PM:
    Sage Inspire Tour 2015 Los Angeles Orange County Agenda Sessions
    The following sessions are available at 2:00PM:
    Sage Inspire Tour 2015 Session Agenda Los Angeles Orange County

  • 3:00PM
    Closing, Expo, and Prizes!

With these valuable sessions you will have the opportunity to hear from business leaders and Sage experts about common business challenges and possible solutions to help overcome them, increasing product knowledge as well as practices that may improve your business’s bottom line.  

In addition to educational value, industry networking opportunities abound and you will have many opportunities to meet with the Sage team to share ideas, establish new connections, and discover innovative perspectives.  

At the expo you will have a great opportunity to meet with key exhibitors and of course, the Klear Systems team! We'd be happy to answer any questions you may have or give our product recommendations to benefit your business.


Sage Inspire Tour 2015 Los Angeles Orange County Register

Sage Inspire Tour 2015 Los Angeles Orange County ERP CRM

Tags: Business Management Software, Sage Software

10 Time-Saving Tips For Your Software Search

Posted by Kimberly Tucker on Thu, Nov 13, 2014 @ 12:21 PM

 Time Saving Tips Software Search Business Management ERP CRM

The average search for business management software devotes more time to evaluating standard features instead of evaluating what is really important: the business benefits! 

It is important to know where the business experiences the biggest productivity losses and highest error rates in the entire transaction cycle.
With this information, determine how inaccuracies are affecting the business and seek to uncover which tasks require automation.

Begin by identifying the problems you experienced this year because your existing system was not adequate and follow these steps to focus, save time and find the perfect software fit for your business.

  1. Create a task force. 
    Business management software affects the entire organization. One of the easiest ways to ensure cooperation is to involve representatives from every department from the start—including not-so-obvious groups like sales and human resources. 
    This may slow down the process and frustrate the situation slightly, especially if your old system is failing and time is of the essence, but in the long run a well-balanced task force saves time and guarantees that all departments will cooperate during the implementation phase.
  2. Aim high. 
    Many organizations do not aim high enough when they implement a new system. Just about any product can deliver financial statements and as a result, businesses should be looking for much more from a modern software solution. 
    Think about what information can boost productivity and profitability. 
    Maybe current gross profit by product, customer, or salesperson? Maybe trends on how customers and products are growing or declining? You may want to use financial ratios to measure your company’s performance against your competitors. Make a list of reports that will make a positive impact.
  3. Know what's special or unusual about your company. 
    Every organization has some sort of unique requirement that cannot be compromised on. Perhaps it is the need to track products by lot or serial number. Does your organization need to price product by warehouse location? Does your industry have special reporting techniques? Make a list of requirements unique to your organization.
  4. Know which features you can’t live without. 
    After consulting representatives from all departments of your organization, you should uncover a few system capabilities that are critical to your company.  
    These may include particular reports, tracking methodologies or other unique needs.  
    Once determined, your organization's "Must-Have Feature List" results.
  5. Look for software that can easily adapt to your business needs. 
    In order for a system to meet your business needs, it should mesh with your existing business practices and adapt to technological innovation. Ideally, you want software that’s simple, intuitive, and closely aligns to how you already do business.
    A modern business management software solution should:
    - Embrace industry-standard technology quickly and easily.
    - Customize easily to fit the unique needs of your organization.
    - Scale to the changing size of your company.
  6. Make integration a high priority. 
    Tightly integrating your financial accounting software with your other business management applications can significantly improve your bottom line. Connecting all departments internally and integrating connection to customers, suppliers, and other business partners externally can significantly reduce lead times and waste throughout the supply chain. 
    Your organization will streamline operations and gain a competitive edge by integrating your web store, retail management, business intelligence, customer relationship management, supply chain, and human resource management applications.
    Tight integration will save you time, promote greater efficiencies, and add value to your business.
  7. Manufacturers/Distributors: Evaluate automated shipping and distribution systems.
    Inventory that sits in your warehouse is cash your business could otherwise be using. When considering business management software, study what options are available to link the system with your warehouse management system. 
    The proper use of integration will pay your organization huge dividends.
    This will be seen in the form of reduced inventory cycles, more efficient warehouse operations, less paperwork (including the corresponding reduction in input and other errors), and better order accuracy.
  8. Don’t forget about your sales team.
    Study after study indicates that customer satisfaction and loyalty are crucial success factors. Customers are the life-blood of any organization. The better you are able to understand and satisfy customers, the more your business will prosper. 
    Closely linked Customer Relationship 
    Management (CRM) software allows your organization to increase customer satisfaction. 
    sales team has a much better understanding of customer purchasing habits, both in aggregate and individually. Research which customer management options are available with the business management software you are considering and how closely linked they are.
  9. Be prepared to extend your business to the web. 
    Software optimized to leverage future e-business opportunities delivers a significant strategic advantage. Look for business management software with strong e-business capabilities, even if e-business functionality is not one of your current requirements. 
    Areas to consider include support for business-to-consumer and business-to-business buying and selling, the ability to empower employees through the in-house and browser-based applications, and the capability to extend systems through mobile, wireless applications. 
    Choosing a software manufacturer dedicated to e-business tools will ensure that your system can grow to match your organization’s evolving strategic goals.
  10. Look for integrated web store systems.
    A web store is seriously lacking if it doesn’t integrate with your back office. When shopping for web store creation and management software, look for one that will eliminate time-consuming manual re-entry of orders received via web. 
    It should seamlessly integrate with your accounting system without costly customization so web orders and payments can automatically flow through to your accounting system and changes to customer and inventory information in your accounting system should automatically flow through to the web store. 
    Furthermore, you should be able to process orders in either real time or batch mode.

The truth is, the more documentation about the current issues that the new business management system is supposed to solve, the better-suited the final choice will be. 

For more information on business management software,
Please Contact Us Today! 

Tags: Customer Relationship Management, Business Management Software, Accounting & Finance

Tuesday Tip: Create Smart Memos to Increase Sales with Sage 100 ERP

Posted by Kimberly Tucker on Tue, Aug 19, 2014 @ 02:02 PM

Business management software is incredibly intricate.  Even with fantastic training by a the Klear Systems team, a user can go years, even decades without full enlightenment to all the software has to offer and all that is available to meet company-specific needs so we have decided to start a new series called the Tuesday Tip.

With this series we hope to bring you new and interesting processes, step by step instructions and hopefully light-bulb moments that benefit your business processes in amazing ways.

Tuesday Tips Sage 100 ERP


This week, we focus on Sage 100's Smart Memo feature and the potential benefit your business might be overlooking.  Smart memos are easy to make and very effectively used to add sales and profit to your business with very little set up time.  Smart memos quickly remind the sales team, customer service representatives and even order entry personnel to add on or up-sell features or accessories of any item. They are simple yet effective and the ROI is real!

The following example should help bring understanding to the feature's utility:

Summer is nearing its end and a company called Beach Bums USA has an abundance of mountable beach cruiser baskets. They are teal which was the trending color of last year and need to be moved to make room for the new hot color: mint. Unfortunately, this surplus of bike baskets is a direct result of the company's sales representatives often forgetting to cross-sell when beach cruiser is sold.  

The solution for this problem is to set up a Smart Memo connected to the beach cruiser inventory item.  This way, the Smart Memo will pop up every time that item is selected, reminding the salesperson to mention the bike basket when transacting a beach cruiser. If the customer is undecided or declines, the details in the memo can be used to further prompt with the constraints of the sale: “They are 50% off through the month of August so feel free to come back and get one until then."

As you can see, the Smart Memo gives the sales team a quick and harmless nudge to sell the bike basket in an opportunity that might not have happened before.  This scenario can be applied to almost any customer-interfacing sale so it is truly beneficial to businesses from industries across the board.

Here is a step-by-step for setting up smart memos in Sage 100 ERP:

1. Go to Inventory/Main/Item Maintenance

Tuesday Tip Sage 100 ERP Inventory Item

2. Choose the appropriate item for which we want to see the note.
-In this scenario: Beach Cruiser.

3. Add a memo by choosing the MEMO button in the top/center.

Tuesday Tip Sage 100 ERP Smart Memo Inventory Item

4. Enter the notes you want to pop up during data entry and save.

Tuesday Tip Sage 100 ERP Smart Memo

5. Choose the “Reminder Date” option or Always” at the drop down for Auto Display.

6. If Reminder Date is selected, choose the date the pop up starts and expires.
In this case: 50% off sale is limited to the month of August.

Tuesday Tip Sage 100 ERP Smart Memo Sales

7. Attach a file at the “Attachment” field to have your team review other detailed documents with specifications or pictures within the reminder.

8. Accept the choices.

9. To further clarify where the pop up happens choose the “Settings” button in the upper right hand corner and check the modules applicable.

 Tuesday Tip Sage 100 ERP Smart Memo Sales Specific

10. To narrow down the security roles that see this pop up, go to Inventory/Set up/Memo Manager Maintenance and apply roles.

As you can see, Smart Memos are an incredibly useful feature in Sage 100!  Teams are essentially coached to up sell any inventory item during any process specified, from sales order to invoice entry and beyond.

Set up is a breeze and the return is fantastic!

Enable your team today!

If you'd like more information on Sage 100 ERP, please feel free to contact us!


Tags: Business Management Software, Sage Software, Helpful Tips