Oates and Company Blog


Inventory Management and Automation

Posted by John Shepperson | Oct 14, 2015 11:00:00 AM

Businesses generate success through a combination of daily operations. Merchandising, bookkeeping, staffing, marketing, and customer service are crucial to promoting stability and growth. While most business owners understand how important it is to keep track of what goes on in their establishment, the amount of data to collect and sort through can be overwhelming.

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Topics: automation, data, inventory management, john shepperson, oates co, data collection, inventory management software



You Should Already Be Using Inventory Management Software

Posted by John Shepperson | Sep 16, 2015 11:00:00 AM

Starting a business involves a long list of “to-dos” – choose a location, hire employees, obtain building or operating licenses, advertise, etc. Once you are up and running, you must manage employees, organize shipping and receiving schedules, handle inventory, deal with customers, and more. With so much work to do, many businesses are utilizing inventory management software to make at least one task easier.

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Topics: automation, inventory management, inventory, john shepperson, oates co, inventory management software



Use Software to Improve Inventory Management

Posted by John Shepperson | Jul 15, 2015 11:30:00 AM

Successful production-based businesses often spend significant amounts of time trying to streamline production. Aligning your product output with consumer consumption will improve efficiency as well as reduce overhead operating costs. The secret to this is successful inventory management techniques.

Identifying the right processes and tools for successful inventory management is a difficult task. There are a few common inventory management mistakes that businesses make. They include:

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Topics: automation, software, inventory management, inventory, john shepperson, oates co



Save Money These 4 Ways with ERP Software

Posted by John Shepperson | May 20, 2015 2:00:00 PM

Process manufacturing software is a type of enterprise resource planning (ERP) software that focuses on streamlining your manufacturing processes. Using an ERP can change the time and energy your company puts into analyzing manufacturing and improving your numbers. 

The right ERP software can improve your systems and save you time and money the following 4 ways:

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Topics: ERP, automation, customer relationship management, enterprise resource planning, integration, john shepperson, oates co, real time, process management



Don’t Get Caught Without Sage ERP X3

Posted by John Shepperson | Apr 28, 2015 2:00:00 PM

In the world of distribution, the tiniest of glitches has consequences. Tracking your supply chain on one end and shipping on the other is a monumental task, and it's likely that you have multiple departments with multiple employees. How can you ensure the right product gets out at the right time to the right customer?

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Topics: ERP, automation, sage erp x3, enterprise resource planning, john shepperson, oates co, distribution, real time



Customer Relationship Management Is a Boon to Every Business

Posted by John Shepperson | Mar 3, 2015 11:00:00 AM

Customer relationship management (CRM) software is useful to any business that markets to, sells to, or interacts with a large number of consumers.

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Topics: automation, customer relationship management, marketing, efficiency, software upgrade, crm, john shepperson, oates co, customer service



Take Control of Your Operations with Sage ERP X3

Posted by John Shepperson | Feb 17, 2015 11:30:00 AM

Managing the vast amount of information that you receive on a daily basis and processing it fast enough to stay competitive should be a major concern for any operation. 

Sage ERP X3 distribution software is the solution.

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Topics: ERP, Sage, automation, sage erp x3, Salesforce, enterprise resource planning, john shepperson, oates co, distribution, supply chains, scalable, customer support



Tips for Using Sage ERP X3 in the Distribution Industry

Posted by John Shepperson | Jan 20, 2015 11:00:00 AM

Manufacturing and distribution trends are changing all the time. (You can see some 2014 trends here.) Though the trends fluctuate, it always stands that small and mid-sized distributors must continue improving their quality control, productivity, and competitiveness in order to level the playing field between themselves and larger distribution companies. To do so, many companies are looking at automation and software integration programs like Sage ERP X3. These ERP (an acronym for enterprise resource planning) systems offer increased control over all aspects of running a distribution company. 

Here are some tips to use Sage ERP X3 to increase quality and competitiveness: 

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Topics: ERP, Sage, automation, sage erp x3, customer relationship management, enterprise resource planning, crm, integration, manufacturing, quality control, distribution, mobile friendly, trends, productivity, offshore control



We Can’t Say Enough Good Things About ERPs

Posted by John Shepperson | Nov 13, 2014 2:00:00 PM

When your distribution company starts to grow, gaining local and global customers alike, your accounting department will find it more and more time consuming to prepare invoices.

It’s going to be especially difficult and time consuming if you aren’t using the latest software. If you’re using software that houses information in individual silos – Office, Excel, and/or Outlook, for example – creating invoices that need support documentation will take too long. This is because the information is only available in its silo and not “out” where it’s easily accessible for everyone.

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Topics: ERP, oates and co, automation, enterprise resource planning, integration, john shepperson, distribution, foreign currency, globalization, distributors



Saving Money in Accounts Payable with Sage 100 ERP

Posted by John Shepperson | Nov 4, 2014 11:00:00 AM

Today, business partners work together from multiple continents, spanning multiple time zones – facing multiple challenges. This is especially true when it comes to accounts payable and invoicing. In the past, working with a legacy accounting system was perfectly acceptable and certainly quite common. Now, however, legacy accounting systems that are not scalable, interconnected, and without cloud access are no longer going to cut it for a company that wants to compete in the current economy.  

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Topics: automation, 100 ERP, accounting, legacy systems, Sage 100 ERP, john shepperson, oates co, accounts payable, duplicate entries, double billing, scalable



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