Oates and Company Blog


Integrating JobOps with Sage ERP

Posted by John Shepperson | Apr 22, 2014 2:49:00 PM

As they say, time is money. But the adage leaves out raw materials, labor, and wear and tear on your company’s assets. By the time a manufactured product has come off the line, it has incurred a variety of costs that are frequently kept track of using disparate software systems. When inventory systems, enterprise resource planning (ERP) systems, and job costing systems are all disconnected from each other, it can be a hassle calculating the true cost of a product.

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Topics: ERP, Sage, jobops, job costing, enterprise resource planning, john shepperson, oates co, total cost, cost tracking



Have a Discovery Session with Oates & Company

Posted by John Shepperson | Apr 15, 2014 2:13:00 PM

Let’s talk about YOU. Oates & Company is in business because we want to know what you do, why you do it, and how we can help you do it better.

We call our consultations “discovery sessions” because they’re a journey we take with our clients to learn about them – and maybe help them learn a little bit about themselves.

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Topics: Sage, sage erp x3, enterprise resource planning, Sage 100 ERP, john shepperson, oates co, frx, master developer, discovery session, crystal reports



FAS Software is the Answer to Your Fixed Assets Questions

Posted by John Shepperson | Apr 8, 2014 9:27:00 AM

At first glance, keeping track of the value of your company's fixed assets looks like a simple task. Dig a little deeper, however, over a longer period of time, and you will notice how much your fixed asset values fluctuate. There are a host of factors that contribute to this fluctuation, and you’ll see that sometimes they’re a bit arbitrary – no two categories of assets depreciates at the same rate and even assets in the same categories can depreciate at different rates.

To simplify thlife_cyclee process of fixed asset valuation, many managers think about assets as having a life cycle, much like that of a frog or a fish. Just like animals have unique life cycles that are shaped by their environments, assets have unique patterns of value and depreciation that are also shaped by their environments.

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Topics: Sage, depreciation calculations, fixed assets, sage fas, john shepperson, oates co, life cycle, asset valuation



Sage Summit 2014 is Going Big - Las Vegas Big!

Posted by John Shepperson | Mar 5, 2014 10:00:00 AM

Las Vegas, NV.

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Topics: Sage, john shepperson, oates co, sage summit, las vegas, summit, conference



Sage 100 ERP 2014 - New and Improved

Posted by John Shepperson | Feb 28, 2014 12:51:42 PM

newideabrain_zpsc2e67cc8Sage 100 ERP’s upgrade to the 2014 version is projected to be available in March 2014. This release connects businesses to the cloud, providing them with better web access and stronger mobile capabilities. Sales and service professionals will now be able to access customer information, send invoices, and collect payments – all while in the field. Inventory management has been upgraded with a feature that provides more in-depth visibility, and things like invoicing are now electronic, with only problems and special circumstances requiring manual attention.

Some of the enhanced features of Sage 100 ERP 2014 include:

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Topics: Sage, enterprise resource planning, Sage 100, Sage 100 ERP, john shepperson, oates co, sage 100 erp 2014, enhanced features, ugrade



Sage Fixed Assets Can Help

Posted by John Shepperson | Feb 26, 2014 4:36:58 PM

What do you know about your fixed assets?

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Topics: Sage, fixed assets, tax compliance, john shepperson, oates co, sage fixed assets, invoices, insurance



Sage 500 ERP Version 2014 is NOW AVAILABLE!

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

Sage’s latest version of its 500 ERP software is full of new features and has been designed to improve your productivity and simplify your business processes even more.

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Topics: oates, Sage, Sage 500, inventory management, cloud services, john shepperson, sage inventory advisor, reverse applications, expanded fields, payment solutions, sage 500 erp, 2014 version, electronic funds transfer, ach network



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



Just How Easy Is It To Use Sage ERP X3?

Posted by John Shepperson | Feb 3, 2014 3:56:00 PM

If you read our blog, we’re sure you’ve noticed that we really like Sage products, especially Sage ERP X3. We talk about how it fits like a glove to make your business smarter, better, and faster, why it’s better than QuickBooks, and many other things to promote this great software.

But you shouldn’t just take our word for it! See how many other companies agree with us:superhero

  • Cerrex Consulting notes that Sage ERP X3 has “user-friendly ergonomics ensuring fast start-up for all users.”
  • Acc Tech calls Sage ERP X3 a “user oriented and cost-effective solution” and “intuitive and user friendly.”
  • NexTec says “Robust yet easy to use, Sage ERP X3 boasts full functionality out of the box, easy deployment, and a user friendly experience.”
  • Software Advice, whose tagline is “The Authority on Software Selection,” offers 10 reviews on Sage ERP X3 – all of which are positive.
  • DMC Software Solutions says that “Sage ERP X3 is very user friendly and therefore it does not require a large IT team to operate and users do not require intensive training to master the product. In the design process particular attention was paid to the way Sage ERP X3 works to ensure that users are comfortable with functionality and are therefore more productive.”
  • Data Guidance Group recommends Sage ERP X3 because you’ll “get the most from your information with end-user friendly decision support tools.”
  • Sage (of course!) offers a large number of customer success stories and testimonials as well.
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Topics: ERP, Sage, sage erp x3, testimonials, enterprise resource planning, Sage 100, john shepperson, quickbooks, dmc software solutions, user friendly, sage 300, data guidance group, nextec, software advice, reviews, cerrex consulting, acc tech



How Sage Makes It Easy For You

Posted by John Shepperson | Jan 31, 2014 7:33:00 AM

Do you have a Sage enterprise resource planning (ERP) system and need some help learning about it? Obviously you could go to your Sage consultant for help, but if that’s not an option, you should consider going to the source: Sage itself. Sage has a whole section of their website dedicated to teaching Sage; known as Sage University, it allows you to participate in trainings of your choice at any time. Working in a business, you’re busy – training is important, but you can’t leave your other tasks unfinished. With Sage University, you have the option to use real-time webcasts in virtual classrooms, but you can also watch pre-recorded training sessions whenever it fits your schedule.

Sage University offers training on 19 of their products, including (but not limited to):

  • Sage 100 ERP (formerly Sage MAS 90 and Sage MAS 200)stackofbooksampcomputermouse_zps8da68747
  • Sage 300 ERP (formerly Sage Accpac)
  • Sage 500 ERP (formerly Sage MAS 500)
  • Sage Accounting
  • Sage ERP X3
  • Sage CRM
  • Sage Fixed Assets
  • Sage HRMS
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Topics: ERP, Sage, MAS 500, fixed assets, Sage 500, MAS 90, MAS 200, accounting, oates and company, enterprise resource planning, software, crm, Sage 100, X3, john shepperson, Accpac, sage university, networking, sage summit, sage 300, hrms



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