Oates and Company Blog

We know that upgrading your ERP system can be time consuming and disruptive. So customers sometimes skip over new releases and product updates - particularly if you’re only running the core general ledger and accounting modules. But if you’ve been holding off on an upgrade to Sage 500 ERP Version 7.4, here are some of the top reasons that your accounting department is saying “we need those new features!”

New Feature Added to Sage 500 ERP Business Intelligence

Don’t forget that if you’re running Sage 100 ERP Version 4.5, Sage CRM is already installed and ready for you to use for Free.

Saved Searches are a simple but powerful feature of Sage CRM. They can spare you the time and effort of manually keying in filtering criteria time and again when running your most frequently-used searches. Here’s a look at using this time-saving feature in Sage CRM.

The following dates pertain to the end of phone and email support for the corresponding version of Sage 100 ERP:

Sage recently published a pre-release guide for Sage 100 ERP 2013 (previously referred to as Sage ERP MAS 90 and 200 Version 5.0 before the Sage rebranding) which provides us with a sneak peek of all the new features and enhancements that are expected. Let’s take a closer look at this upcoming release which is scheduled for auto-delivery (via download) to existing customers in December.

Are you struggling with finding a suitable replcement for FRx or analytics reporting?  Why not use what every company already utilizes today - EXCEL!

With the release of Sage ERP MAS 90/200 version 4.5, Sage is providing the system module and one user of Sage CRM to EVERY customer on maintenance with Sage.  Additional users are $795/each.  If you have been on the sidelines thinking about utilizing a CRM package for your Customer Service and Sales Functions, Sage is giving you a great way to try it.  CRM can transform your business by:

• Improving sales efficiencies and volume;


• Gain visibility into what your salespeople are doing every day;


• Improving customer service and retention.

For more information, check it out here.

Setting up Security Groups in Sage MAS 500 is not as painful a you think.  The "Copy From" function allows you to copy a specific module's security setting from a previously created security group.  The advantage of using the "Copy From" on a module level is that you can pull different security settings from various security groups.  Whether it's organizational shifts or hiring new employees, managing Sage MAS 500 security efficiently and effectively is critical to the success of your business.  

We ran across this opportunity and wanted to spread the good word in the hopes that you will be in a position to take advantage of this opportunity.