Oates and Company Blog


JobOps for Sage 100 ERP

Posted by John Shepperson | Sep 13, 2013 7:40:00 AM

JobOps is a collection of job management modules designed for Sage 100 ERP. It fits best into small to midsized manufacturing, installation, and service/repair companies that handle between 7 and 10 million dollars annually. JobOps provides the tools you need to manage even the most complex jobs by keeping you up to date and in control every step of the way.

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Topics: cost allocation, MAS 100, jobops, 100 ERP, jobops for MAS 100, jobops for Sage 100, job costing, oates and company, john shepperson



ERP Mistake #2: Not Having Everyone On Board

Posted by John Shepperson | Sep 11, 2013 7:40:00 AM

Choosing an ERP, as we’ve discussed before, is not an easy undertaking. Previously, a blog entitled “6 Mistakes to Avoid When Implementing an ERP” was published. We’ll now be looking at those six mistakes in further depth.

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Topics: ERP, enterprise resource planning, implementation, implementing ERP, employee engagement, communication, john shepperson



Avoid Pitfalls in Multi-Physician Practices with the Right Tools

Posted by John Shepperson | Sep 9, 2013 7:40:00 AM

Multi-physician practices seem like a slam dunk in terms of logistics, billing, and other administrative considerations. Once the overheads are in place, theoretically it should be easy for practices to add additional physicians. Yet many practices struggle to manage multiple physicians and/or clinical teams.

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Topics: transition, multi-physician, medical practice, software, multiple physicians, multi-physician practice, john shepperson



ERP Mistake #1: Failing to Research an ERP Company

Posted by John Shepperson | Sep 6, 2013 7:40:00 AM

Choosing an ERP, as we’ve discussed before, is not an easy undertaking. Previously, a blog entitled “6 Mistakes to Avoid When Implementing an ERP” was published. We’ll now be looking at those six mistakes in further depth.

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Topics: ERP, enterprise resource planning, implementation, business management, business management software, research, implementing ERP, ERP vendor, john shepperson



Using Sage Solutions is Right for Your Company

Posted by John Shepperson | Sep 4, 2013 7:40:00 AM

Product distribution in our “information age” requires orders, inventory, and finances to

hand holding lightbulbmove at the speed of light. Your information is careening through cyberspace, launching dollars, personnel, and tangible goods in all directions. Seamless integration of all systems is the key to management of these assets, and Sage 100 ERP is an essential tool to keep it all on track.

Do you sometimes feel that your distribution business is getting away from you? That the task of piloting your ship is becoming arduous and formidable? That this intricate behemoth, with its myriad, complex maneuvers, tasks, and departments is hurtling along – and you need to rein it in?

If so, Sage has developed a suite for you. 

Sage 100 ERP (formerly Sage ERP MAS 90) is a solutions suite that intuitively organizes your infrastructure and monitors interactions with your customers and supply chain. Management of expenditures, budgets, planning, and market insights as well as tax reporting and point-of-sale processing will arm your accounting, marketing, and sales departments with the kind of serious firepower to master their dominions. Inventory data blasted to the cloud will give you real-time forecasting power to optimize your target fill rates, productivity, and streamline your entire shipping process. Integrated Sage CRM gives you ultimate power in boosting conversions, accelerating sales, and monitoring transaction history to forge and maintain enduring customer relationships. Employee data will automatically flow through your systems: time tracking, payroll processing and depositing, and efficient employee analytics will bulletproof your HR department.

If you are ready to grab the controls, plot your course, dominate your sector, and become the master of your distribution universe, contact Oates & Company today.

I'm Seizing Control!

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Topics: ERP, Sage, MAS 100, product distribution, MAS 90, Sage MAS 90, Sage Solutions, enterprise resource planning, business management, Sage 100, john shepperson



Reduce Risk by Understanding Your State-by-State Sales Tax Obligations

Posted by John Shepperson | Sep 2, 2013 2:39:00 PM

We’ve talked in previous posts about how sales tax is complicated. Keeping up with the constantly changing rates, rules, and boundaries can be a significant resource burden on your operations. And you still may not get it right.

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Topics: Internet sales tax, internet tax, Marketplace Fairness Act, tax compliance, taxes, tax laws, tax, Nexus, john shepperson



Customer Relationship Management

Posted by John Shepperson | Aug 30, 2013 7:40:00 AM

Customer relationship management (CRM) is the ability of an organization to identify their desired customer base, successfully acquire those customers, and then use marketing skills and high quality products to retain those customers and foster their loyalty.

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Topics: 100 ERP, business, customer relationship management, customers, customer, crm, john shepperson



6 Mistakes to Avoid When Implementing ERP Software

Posted by John Shepperson | Aug 28, 2013 7:40:00 AM

Enterprise resource planning (ERP) is a type of business management software that supports the basic internal processes of a company. ERP software allows a business to have an integrated, real-time view of production, order processing, and inventory management. Product planning, development, customer and vendor data, materials management, sales, and marketing are also examples of what an ERP system can control and streamline.

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Topics: ERP, business, implementing, enterprise resource planning, implementation, business management, business management software, john shepperson



Streamline Your Supply Chain with Container Tracking

Posted by John Shepperson | Aug 26, 2013 7:40:00 AM

Your business depends on its supplies. If you don’t know when your items left, where they are now, and when they’re going to be delivered, your own shipments can be delayed. These days, supplies move globally. Changes in trade regulations, inspection schedules, and import taxes all impact your business directly.

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Topics: business, tracking, container, shipping, supplies, supply chain, containers, container shipping, john shepperson



Budgeting for Multi-site Medical Practices

Posted by John Shepperson | Aug 23, 2013 7:40:00 AM

Multi-site medical practices have unique challenges when it comes to accounting. Because services are spread out over several sites as well as several physicians, it is necessary to capture the costs and revenues in a timely manner. Capturing this information is only the first step, however. What comes next – allocating it to the correct accounts and departments – can often be the real challenge.

budget, income, expensesRevenue allocation for multi-site, multi-physician practices can be done in a number of different ways. When collecting the revenue, it is very important to have it assigned to the site as well as to the physician that was responsible for generating the income. The accounting software must be able to assign the revenue no matter where the doctor is working when he charges the fee. In many practices with more than one site, doctors may, for example, work two days a week at one location and three days a week at another. Each site will need to be capable of correctly accounting for that doctor's work and revenue generated regardless of where the work was performed.

Cost centers help when dealing with multi-site practices. A cost center will track expenses for each location and each physician that is part of the medical practice. Overhead costs for each location can vary greatly and cost centers will clearly let the partners of a multi-site practice know where the costs are being generated and if they are in line with expectations. For example, if one site's costs are considerably higher than another site’s for any reason, the administrator will have the information to check into the problem.

Some expenses affect single locations – for example, a facility that handles x-rays would need to purchase x-ray equipment and hire an x-ray technician, whereas another facility would not – and some expenses affect all the locations of a medical practice – such as software or tax preparation. Determining what these costs are and allocating them to the correct site is important.

When a medical practice has the correct data from its multiple sites, it becomes easy to create a realistic budget based on the costs of the previous year. An accounting system should be used to collect all the information from each site and integrate it into a useable financial statement. This involves having a chart of accounts that will, when correctly set up, allow the reporting of profit and loss for each location and each physician as well as an overall income statement. Without an accounting system that covers all the sites, there is way to be positive that all bases are being covered.

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Topics: medical accounting, accounting, multiple physicians, multi-physician practice, accounting software, multi-site, allocation, expenses, cost center, budget, budgeting, john shepperson



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