Oates and Company Blog


More Reasons to Use Sage ERP X3

Posted by John Shepperson | Jan 9, 2015 11:00:00 AM

Sage ERP X3 is a type of enterprise resource planning (ERP) software. It is designed to help you monitor your business processes more closely. With this software, you can boost your profits, find new markets, and change the way you organize your business. There are numerous reasons to start using this piece of distribution software.

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Topics: ERP, Sage, sage erp x3, business intelligence, enterprise resource planning, X3 ERP, john shepperson, oates co



Everything We've Ever Said About Sage ERP X3, Part 2

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

Sage ERP X3 is a superstar in the world of enterprise resource planning systems.

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

We'll make it easy for you and give you the links!

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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



Sage ERP X3 Equals Better Cash Flow, a Better ROI, and Globalization

Posted by John Shepperson | Dec 17, 2014 2:00:00 PM

Companies who are struggling to remain competitive may be feeling the pain of a host of bottlenecks, from too much downtime to an inability to fill customer orders to not meeting shipping or delivery schedules.

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Topics: ERP, Sage, sage erp x3, enterprise resource planning, data management, john shepperson, oates co, globalization, delivery schedules, bottlenecks



Improve Customer Service and Control Inventory, Costs with Sage ERP X3

Posted by John Shepperson | Dec 15, 2014 11:00:00 AM

In order to stay competitive, distributors need to increase customer loyalty while still keeping their operational costs to a minimum. Any company that wants to grow needs a solution to help them solve this problem – better customer service with good inventory and product control.

To accomplish this with data available at your fingertips, Sage ERP X3 distribution software uses modules to help with finance, sales, customer service, purchasing, inventory, shipping, and receiving.

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Topics: ERP, Sage, sage erp x3, customer relationship management, enterprise resource planning, inventory, john shepperson, oates co, customer service, inventory tracking, marketing campaign



More Modules for Sage ERP Software

Posted by John Shepperson | Nov 20, 2014 11:00:00 AM

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.

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Topics: ERP, Sage, tracking, enterprise resource planning, integration, john shepperson, modules, oates co, sage erp, sales orders, credit card processing



Sage ERP X3 Modules Help with Cycle Counting

Posted by John Shepperson | Nov 18, 2014 2:00:00 PM

We love our enterprise resource planning (ERP) systems, and we espouse that love frequently, so it might be surprising that we admit they aren’t perfect. While searching for an ERP system to buy, you may find that some of the things you want to do – like tracking warehouse inventory and specific lots via barcoding – isn’t automatically done by the ERP. Sometimes a third-party system is necessary to collect data and bring it back into the ERP platform.hands_holding_tools

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Topics: ERP, Sage, sage erp x3, enterprise resource planning, inventory, integration, john shepperson, modules, oates co, data collection, cycle counting, barcoding



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



Sage 100 ERP and its Bar Codes

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

Factory and plant supervisors who are responsible for moving product down the line to warehousing and then through the distribution chain require an accurate way to identify both products and routes, which is very difficult to do manually.

Sage 100 ERP’s bar coding system, however, can help.

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Topics: ERP, Sage, enterprise resource planning, Sage 100 ERP, john shepperson, oates co, manufacturing, warehouse, distribution, database, bar codes, bar coding



Understanding Month End

Posted by John Shepperson | Oct 30, 2014 2:00:00 PM

Spending time on business analysis will enable you to make better plans for the future of your business. The planning cycle starts with a goal of where to go, an idea of how to get there, and a method for measuring progress. Next comes evaluating the growth, asking what enabled progress, and determining what needs to change.

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Topics: Sage, accounting, enterprise resource planning, john shepperson, oates co, credit policy, work papers, roll forward, schedule, debit, reconciliation, month end



Using an ERP to Get Process Manufacturers Back in the Game

Posted by John Shepperson | Oct 23, 2014 11:00:00 AM

Process manufacturing businesses are those that create products that cannot be returned to their original form. This can include many things, like soda, which, once mixed, cannot be separated back into its original ingredients.

Since the economic decline in 2008, process manufacturing facilities worldwide have struggled to make a comeback. Each company has unique issues, but there are common problems that affect the entire industry.

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Topics: ERP, Sage Software, enterprise resource planning, business solutions, john shepperson, oates co, manufacturing, process manufacturing, economy



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