Oates and Company Blog


Sage Inventory Advisor to the Rescue

Posted by John Shepperson | Jan 3, 2014 2:26:03 PM

Inventory is the lifeblood of your business; it probably represents the biggest number on your balance sheet. Managing your inventory is possible through a number of different methods – you can use anything from top-notch software to Excel spreadsheets to paper-based documentation. And while of course each business must make their own decision about how to manage their inventory, we at Oates & Company recommend Sage’s Inventory Advisor. Not only does it make your inventory management easier and more effective, Sage’s products offer stellar customer service as well.

boxesSage’s Inventory Advisor software is a warehouse-centric system that enables you to track costs and sales histories by warehouse and to set up multiple price lists in multiple currencies and multiple warehouses – so the size of your company is not a boundary with this system. It supports assemble-to-order as well as build-to-order kits, includes lot and serial number tracking, and supports first in first out, last in last out, average, actual, standard, and warehouse-specific costing.

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Topics: ERP, oates and co, Sage, inventory control system, enterprise resource planning, inventory management, inventory, john shepperson, inventory advisor, sage's inventory advisor



Facing Off: ERP Versus Industry Specific Software

Posted by John Shepperson | Dec 20, 2013 12:46:00 PM

We talk A LOT about enterprise resource planning (ERP) systems on our blog, and for good reason: they are the best bet for your business. If you follow along with us, you've read about how ERP systems work, and what kind of mistakes you should avoid if you implement one, and what stages you'll go through to do so. Et cetera.

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Topics: ERP, oates and co, enterprise resource planning, software, john shepperson, software choices, generic software, industry specific software, disadvantages, EMR, advantages, POS, CAD, positives, negatives



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



Are You Prepared to Weather the Weather?

Posted by John Shepperson | Dec 15, 2013 10:00:00 AM

What a company must remember in the event of a catastrophe is that more than just the physical location of the business will be lost. Customer information, sales data, and employee expertise are also at risk in the event of a disaster, and a smart business will have kept this in mind when assessing and planning for risks. They must have insurance, yes, to replace the building(s) and their physical inventory, but they should also have a plan as to how to recover their data as well.

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Topics: oates and co, cloud services, john shepperson, data backup, catastrophe, data recovery, disaster, weather



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



ERP Implementation Stage #5: Going Live

Posted by John Shepperson | Dec 10, 2013 5:08:00 PM

After a brief hiatus from The 6 Stages of ERP Implementation, we are back to discuss the next stage. 

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Topics: ERP, oates and co, erp implementation phase, go live, john shepperson, implementation stage, erp configuration, user training



Wireless Inventory Management is the Answer

Posted by John Shepperson | Dec 7, 2013 1:17:00 PM

We all know that time is money. And if you’re losing stock or sales because you’re having inventory issues, you’re losing money by the minute.

If this is happening to you, you want to start saving money right away – which means it’s time to start using wireless inventory management.

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Topics: oates and co, RFID, radio frequency, inventory management, inventory, john shepperson, data transfer, wireless inventory, wireless inventory management



The More Things Change, the More They Stay the Same

Posted by John Shepperson | Dec 4, 2013 3:00:00 PM

At Oates & Company, we are proud to work with Sage products, whether that means their enterprise resource planning systems, their customer relationship management solutions, their cloud services, their business intelligence modules, or any combination of them.

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Topics: ERP, oates and co, Sage Software, enterprise resource planning, business management, john shepperson, the sage group, sage changes



Lagos, Africa Welcomes The Sage Group

Posted by John Shepperson | Nov 27, 2013 8:00:00 AM

The Sage Group, as we’ve discussed before, offers many useful business products, including enterprise resource planning systems (Sage 100 ERP and Sage ERP X3, for example) and customer relationship management software (SageCRM, for example). While The Sage Group already has a global presence with more than 6 million customers and 13,000 employees, they are now expanding yet again – this time further into Africa. 

Screenshot_2013-11-26_15.19.42

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Topics: oates and co, sage erp x3, 100 ERP, sage africa, john shepperson, africa, the sage group, sage pastel accounting, lagos, lagos africa, Ivan Epstein, hr africa



Why Aren't YOU Using Sage 100 ERP Yet?

Posted by John Shepperson | Nov 25, 2013 7:30:00 AM

Enterprise resource planning (ERP) systems are the next big thing for companies looking to integrate and streamline their business processes, and products by The Sage Group are the way to go for small to mid-sized businesses.

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Topics: ERP, oates and co, Sage, business integration, enterprise resource planning, software, Sage 100 ERP, business solutions, john shepperson



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