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Electronic Data Interchange - Taking the "Paper" Out of "Paperwork"

Posted by John Shepperson | Feb 25, 2014 2:15:00 PM

Before the use of electronic data interchange (EDI) systems, transferring information between companies involved paper and a relatively lengthy process:

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Topics: john shepperson, oates co, buyer, invoice, trading partners, purchase order, EDI, paperless, electronic data interchange, supplier



Choose the Right ERP System with a Business Process Advisor

Posted by John Shepperson | Feb 21, 2014 1:17:00 PM

ERP systems have proven themselves to be useful in almost any industry. They are so useful, in fact, that they are beginning to be viewed as a cure-all. What you must remember, though, is that while ERP systems are definitely amazing tools, it is important to remember that they are just that – tools. Like all tools, there is a right way and a wrong way to use them, and you can’t use an ERP system correctly without getting some knowledge beforehand. Once you’ve decided to use an ERP system, you need to dig into what’s working and what’s not working within your current system setup. Otherwise, you will choose the wrong ERP software and fail to improve your business processes.

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Topics: ERP, oates, business processes, enterprise resource planning, implementation, ERP vendor, john shepperson, business process manager, business process advisor



Sage 500 ERP Version 2014 is NOW AVAILABLE!

Posted by John Shepperson | Feb 19, 2014 11:00:00 AM

Sage’s latest version of its 500 ERP software is full of new features and has been designed to improve your productivity and simplify your business processes even more.

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Topics: oates, Sage, Sage 500, inventory management, cloud services, john shepperson, sage inventory advisor, reverse applications, expanded fields, payment solutions, sage 500 erp, 2014 version, electronic funds transfer, ach network



Everything We've Ever Said About Sage ERP X3

Posted by John Shepperson | Feb 18, 2014 1:08:00 PM

Want to read everything we've ever written about Sage ERP X3 but don't feel like scrolling through all our blog posts?

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Topics: oates and co, sage erp x3, enterprise resource planning, Sage X3, rolodex management, john shepperson, international business, quickbooks versus sage erp x3, quickbooks



Does Oates & Company Service You?

Posted by John Shepperson | Feb 12, 2014 4:26:10 PM

Are you interested in Oates & Company and wondering if you live in our service area? Check out our map to see if you do!

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Topics: oates and company, NC, john shepperson, richmond, knoxville, nashville, georgia, roanoke, sc, virginia, chattanooga, service area, tennessee, atlanta, asheville, washington dc



Sales Tax Doesn't Have to be Hard - Let Avalara AvaTax Make it Easy.

Posted by John Shepperson | Feb 10, 2014 1:41:00 PM

Avalara AvaTax: Sales tax is hard. AvaTax™ makes it easy.

Avalara’s AvaTax is a cloud based service that uses a secure, encrypted internet connection to deliver real time tax decisions. Its database holds more than 100,000 sales tax rules and can automatically apply them across more than 11,000 jurisdictions and nearly 100 countries. Most importantly, the AvaTax database is always up to date, making accurate sales tax calculations all day, every day.

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Topics: oates and co, Sage, cloud accounting, intacct, sales tax, Avalara, cloud, integration, john shepperson, avatax, avalara avatax, sales tax rules, ecommerce, retail point of sale



Get Inventory Management That Fits You to a "T"

Posted by John Shepperson | Feb 6, 2014 5:52:52 PM

From healthcare to manufacturing, modern businesses rely on inventory control in order to stay competitive and make the most of their resources. The more inventory you need to move, the more important it is for you to make use of advanced inventory management systems so that you can maximize gains while minimizing loss. The exact functions and features of your inventory management system will depend on your company's individual needs, but all successful advanced inventory management systems share some common features.

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Topics: automation, inventory control, inventory management procedures, john shepperson, oates co, barcode, reduce human error, analytics, multiple sites, advanced inventory management, bar code, predict future needs



Just How Easy Is It To Use Sage ERP X3?

Posted by John Shepperson | Feb 3, 2014 3:56:00 PM

If you read our blog, we’re sure you’ve noticed that we really like Sage products, especially Sage ERP X3. We talk about how it fits like a glove to make your business smarter, better, and faster, why it’s better than QuickBooks, and many other things to promote this great software.

But you shouldn’t just take our word for it! See how many other companies agree with us:superhero

  • Cerrex Consulting notes that Sage ERP X3 has “user-friendly ergonomics ensuring fast start-up for all users.”
  • Acc Tech calls Sage ERP X3 a “user oriented and cost-effective solution” and “intuitive and user friendly.”
  • NexTec says “Robust yet easy to use, Sage ERP X3 boasts full functionality out of the box, easy deployment, and a user friendly experience.”
  • Software Advice, whose tagline is “The Authority on Software Selection,” offers 10 reviews on Sage ERP X3 – all of which are positive.
  • DMC Software Solutions says that “Sage ERP X3 is very user friendly and therefore it does not require a large IT team to operate and users do not require intensive training to master the product. In the design process particular attention was paid to the way Sage ERP X3 works to ensure that users are comfortable with functionality and are therefore more productive.”
  • Data Guidance Group recommends Sage ERP X3 because you’ll “get the most from your information with end-user friendly decision support tools.”
  • Sage (of course!) offers a large number of customer success stories and testimonials as well.
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Topics: ERP, Sage, sage erp x3, testimonials, enterprise resource planning, Sage 100, john shepperson, quickbooks, dmc software solutions, user friendly, sage 300, data guidance group, nextec, software advice, reviews, cerrex consulting, acc tech



How Sage Makes It Easy For You

Posted by John Shepperson | Jan 31, 2014 7:33:00 AM

Do you have a Sage enterprise resource planning (ERP) system and need some help learning about it? Obviously you could go to your Sage consultant for help, but if that’s not an option, you should consider going to the source: Sage itself. Sage has a whole section of their website dedicated to teaching Sage; known as Sage University, it allows you to participate in trainings of your choice at any time. Working in a business, you’re busy – training is important, but you can’t leave your other tasks unfinished. With Sage University, you have the option to use real-time webcasts in virtual classrooms, but you can also watch pre-recorded training sessions whenever it fits your schedule.

Sage University offers training on 19 of their products, including (but not limited to):

  • Sage 100 ERP (formerly Sage MAS 90 and Sage MAS 200)stackofbooksampcomputermouse_zps8da68747
  • Sage 300 ERP (formerly Sage Accpac)
  • Sage 500 ERP (formerly Sage MAS 500)
  • Sage Accounting
  • Sage ERP X3
  • Sage CRM
  • Sage Fixed Assets
  • Sage HRMS
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Topics: ERP, Sage, MAS 500, fixed assets, Sage 500, MAS 90, MAS 200, accounting, oates and company, enterprise resource planning, software, crm, Sage 100, X3, john shepperson, Accpac, sage university, networking, sage summit, sage 300, hrms



What the heck is a KPI?

Posted by John Shepperson | Jan 30, 2014 11:24:00 AM

Are you, like the title, asking what the heck a KPI is?

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Topics: goals, smart goals, key performance indicators, measuring success, john shepperson, oates co, metric, KPI, business success, success, measurement



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