Sage 300 In Depth

Manage complex finances with confidence. Sage 300cloud has: multi-currency capability, inter-company transactions, powerful bank reconciliation, EFT* and tax reporting features, flexible transaction processing options, informative dashboards for analytical reporting, and much more.

• Create budgets, present financial statements, and share key metrics by using powerful reporting tools.
• Easily apply cash to outstanding invoices and create recurring charges for quick invoicing of monthly charges.
• Save time and reduce administrative costs, and gain better control over your business processes by automating a wide range of vendor-related tasks.
• Cut costs and eliminate error-prone, time intensive manual processes associated with the processing of inter-company transactions.

*indicates Third Party or OEM Product

Implement best practices in your purchasing management and reduce costs by consolidating inventory and distribution processes. Sage 300cloud helps you streamline purchasing and receiving processes, and provides the information you need to make insightful decisions for your business.

• Reduce repetitive data entry by creating templates of standard information.
• Automatically produce purchase orders from Inventory Control reorder information or from Order Entry back-orders.
• Quickly consolidate items from multiple purchase orders on a single receipt.
• Print requisitions, purchase orders, receiving slips, returns, and mailing labels using standard Purchase Orders formats, or design custom forms and reports.
• Choose from seven costing methods, including Most Recent Cost, Standard Cost, Average Cost, Vendor Cost, and Last Unit Cost.

Track stock levels and process inventory receipts, shipments, returns, and adjustments by using the multi-location inventory management system. Inventory Management in Sage 300cloud helps you gain complete control over complex inbound and outbound inventory transactions to reduce carrying costs while delivering on-time orders, every time.

Further optimise your inventory management with Sage Inventory Advisor and reduce stock outs, excess inventory and improve your working capital.

• Easily track your inventory as it moves through your enterprise utilising configurable options to manage the most complex processes.
• Access real-time data to streamline decision making and improve operations.
• Handle fractional quantities to four decimal places and maintain different units of measure for purchasing, selling, and stock-keeping.
• Use categories to classify stock and allocate costs to departments or cost centers.

Sage 300cloud provides powerful order entry and order management capabilities to help expedite your order processing and boost profitability. Stay on top of your customer accounts, inventory levels, and purchase histories in real time, anytime. Pursue up-sell and cross-sell opportunities with increased accuracy that improves the lifetime value of customers.

• Include multiple orders on a single shipment or multiple shipments on a single invoice.
• Look up customer pricing based on customer contract price, item base price, or discounted or marked-up sales prices.
• Review sales history by customer or inventory item during order and invoice entry.
• Improve customer satisfaction by creating detailed quotes and automatically converting them to new orders.

Access your current inventory, quotes and accounts receivable records on the go using Sage CRM, helping you make shipping decisions more confidently and serving your customers better.

Simplify project management processes for every job and every project type. Sage 300cloud Project and Job Costing module maximises efficiency, enabling you to meet customer specifications for products and services without risking profitability. It makes the estimating, tracking, costing, and billing of projects easy and manageable – simplifying cost control and planning.

• Quickly identify success factors and potential issues for any project.
• Easily manage time, expenses, and purchasing to simplify job costing and forecasting.
• Optimise projects and contracts for cost control, on-time delivery, and project visibility.
• Tightly link field services with other operations for speed and effectiveness.
• Track and report detailed project costs with industry and business-specific categories.

Turn insights into actions with built-in business intelligence (BI) tools and a library of predefined reports that centralise data.

• Experience on-demand analytics and rapid decisions making with embedded, real-time business information.
• View and alter data from any location using the web or mobile-based apps.
• Create reports with data across multiple fiscal years and budget sets.
• User-defined triggering events for updating statistics in batch or real-time.
• Analyse and report on information in an intuitive self-sufficient manner.

Expand the core analytical capability of Sage 300cloud with Sage Enterprise Intelligence or Sage Intelligence.

Connected to Sage 300 databases, with extensibility to connect with other data sources. Sage Data & Analytics helps Sage 300 customers visualise, interpret and action data from their Sage 300 ERP with our extensive range of role-based dashboards and industry analytics.

Simplify complex data challenges with automation in data capture that accelerates time-to-insight, removing the cost and risk of a traditional business intelligence implementations.
Features include: 

• Out of the box BI - Visualise, interpret and action data from your Sage 300 ERP with our extensive range of ready-made dashboards and industry analytics
• 100% cloud hosted on Azure - SaaS means maximum flexibility, minimal overhead, Azure efficiency
• Easy to work with, easy to deploy - With point-and-click, drag-and-drop functionality, including Sage 300 customers with multiple companies or instances, business insights have never been more accessible
• Scalable BI for Sage 300, and all your data sources - By centralising your assets with data warehousing, multiple data sources can be referenced and sourced for a single report

Save valuable time, cost and enable data-driven decisions to help improve your business performance with Sage Data and Analytics.