Oates and Company Blog


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



Maximizing Collaboration with Sage ERP X3 Utilization and Integration

Posted by John Shepperson | Sep 29, 2014 11:00:00 AM

Collaboration is a hot topic in this current economic environment. Companies realize that in order to maintain the competitive market advantage they've worked so hard to nurture, they need to become more efficient and reduce costs. One of the quickest and best ways to do so is by maximizing their collaboration with their ERP software.

Sage ERP X3 is a best-of-breed platform that will make it easy to improve utilization and integration across your entire organization. 

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Topics: ERP, Sage, sage erp x3, automating processes, enterprise resource planning, integration, john shepperson, oates co, collaboration, utilization



Find a Simple ERP Solution in Sage ERP X3

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

Small and medium sized businesses often find themselves in the unfortunate position of needing a small, simple enterprise resource planning (ERP) solution but only finding large, complicated options. For a long time the only real choices in this situation were to go without an ERP solution and continue to deal with frustrating inefficiencies or buy into a way bigger solution than was needed.

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Topics: ERP, Sage, sage erp x3, efficiency, integration, X3, john shepperson, oates co, quickbooks versus sage erp x3, customizable



Benefits of Integrating the ERP System with the Shop Floor PLC System

Posted by John Shepperson | Apr 1, 2014 4:30:00 PM

The main goals of implementing an enterprise resource planning (ERP) system are:

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Topics: ERP, enterprise resource planning, integration, john shepperson, oates co, integrating, shop floor plc, programmable logic controller, shop floor, plc



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



You Can Never Have Too Much ERP Implementation Advice

Posted by John Shepperson | Dec 16, 2013 3:52:00 PM

Businesses invest in ERP systems for a number of reasons – ERP systems increase business intelligence, reduce costs, and streamline processes. Although the benefits are promising, however, studies show that over 60% of ERP implementations fail to live up to their users’ expectations.

The developers of Sage ERP X3 have several pieces of advice for businesses that want to implement an ERP system.

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Topics: ERP, ERP implementation, oates and co, sage erp x3, business intelligence, integration, john shepperson, best practices, return on investment



Integrating ERP Systems and CRM Systems

Posted by John Shepperson | Dec 12, 2013 1:36:00 PM

Enterprise resource planning (ERP) software and customer relationship management (CRM) software usage has become common across businesses of all sizes. The new idea is to take the ERP software and the CRM software and integrate them.

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Topics: ERP, oates and co, customer relationship management, enterprise resource planning, crm, integration, john shepperson, back end, front end



Use a Consultant for a Better Software Integration Experience

Posted by John Shepperson | Aug 1, 2013 7:40:00 AM

Every medical practice has its own method of keeping records. Currently, the majority of practices are keeping their medical and business data separate – despite the fact that maintaining two different systems for record keeping is costly, time consuming, and far less effective.

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Topics: medical software, medical records, integration software, transition, record keeping, software integration, consultant, integration, john shepperson



Medical Billing Integration: Fewer Headaches, Better Revenue

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

With the overhead costs of running a medical practice continuing to rise, having the right services and partners in place is more important than ever. When every dollar counts and the days are packed with patients waiting to be seen, physicians find themselves searching for ways to improve their business practices without adding more tedium. Adding medical billing integration to a practice's record system substantially cuts down on redundant tasks, increases access to important patient information, eliminates unnecessary paperwork, improves the flow of information, and allows employees use their time more effectively. 

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Topics: oates and co, medical software, integration software, medical billing, revenue, record keeping, billing, software, integration, john shepperson



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