If you’re like most distributors, you’re continually striving to increase sales, deliver on time, retain customers and minimize overhead. And in your “free time”, you’re focused on strategically managing supply chain and keeping your operating costs down. It’s a challenging proposition under the best conditions. This ERP accounting software system is powerful and has flexible tools designed specifically to help you meet these and other challenges involved with your distribution operations.
Fexible pricing, inventory, customer and vendor management, with the core accounting features that have made this software the solution of choice for hundreds of thousands of small businesses. The result: an accounting solution specifically designed to help you tackle the challenges of operating a profitable distribution business.
Pricing Management Features:
Enhanced Item Pricing
Ensure bottom-line profitability with flexible, user-defined, formula-based pricing calculations, such as basing a price level on a percentage above average cost, and store them for use across all your inventory items. There are 10 Item Price Levels, and you have the ability to custom-name each level, which show on reports and data entry windows. The Item Price Levels can be stored at the customer and item level.
Easily specify up to 5 quantity ranges (per item) that will automatically trigger a percentage or dollar amount discount. Applying quantity discounts on the most commonly used forms is a seamless, behind-the-scenes process. When combined with Price Levels, you can create a matrix of up to 50 prices per item!
Item Price Changer
Because your business’ costs rise and fall constantly, we make it easy to update pricing. You can update prices by an amount or percent for all or part of your inventory. With a simple point and click, you can globally increase or decrease prices, rounding.
Inventory Management Features:
Track Item Detail
Track extensive detail on each of your inventory items, such as price levels, tax types, weight, cost method, item type, and more!
Serialized Inventory Tracking
Assign serial numbers to specific individual inventory items when creating transactions and maintain detailed records for tracking, recall, and warranty purposes. You can also track actual cost of each serialized item for more accurate profit measure.
Item Attribute Sets
Easily create and track inventory items in a product line by defining attributes such as size, color or any other attributes you define. With this functionality, you can automatically create and maintain Item Attribute sets, and your reports and lookups will reflect this for easy cross-selling, tracking and maintaining.
Auto-Creation of Purchase Orders based on Stocking Levels
You can automatically create purchase orders based on minimum stock levels, re-order quantities and quantities on sales order. You no longer have to manually fill out purchase orders every time your inventory gets low!
Inventory Trend Analysis with the New Inventory Section in Sage 50 Today®
This feature allows you to see information on inventory without running multiple reports. You will have the ability to see fastest/slowest selling items as well as an inventory cost trend graph which displays revenue, cost and gross profit percent by period.
Buy and Sell in Multi-Quantity Units
You can buy and sell inventory in units other than 1. When it comes time to purchase components or ship finished goods, you can now set up shipping units that match the way you do business, which can save time and improve the accuracy of your inventory counts.
Multiple Costing Methods
You have the flexibility of tracking your inventory with a choice of various costing methods including Average LIFO (last in, first out) and FIFO (first in, first out) costing as well as specific unit costs for serialized items and standard costing.
Stock Status by Location Report
This more-detailed report shows the current quantities on hand, current quantities on sales orders and purchase orders, and a history of the item.
Item Sales by Customer and Purchase Order Number Report
This report displays item sales by purchase order number.
On-Hand Detail Report
Details purchase information for inventory items.
Customer and Vendor Management Features:
Create a Purchase Order from Sales Order
Purchase orders are automatically created right from the sales order screen while placing new customer orders so that you can eliminate double-entry and fill customer orders faster!
Integration with UPS®
This new feature allows you to manage key aspects for shipping directly within Sage 50software! You can print shipping labels, estimate shipping costs, and track packages all from within the product.
*UPS functionality subject to UPS terms and conditions. Internet access required.
Print Customer Balances on Invoices
This new option allows you to print your customer’s current balance right onto the invoice, packing slip, receipt and more as a quick reminder to the what they currently owe.
Using predefined settings that you select, this feature notifies you, however you choose, at the time of sale that a customer is on hold and optionally prevents selling to a delinquent customer.
Display Customer Balance on Invoices
View your customer’s current balance, credit status and current credit limit on the quote, sales order invoicing and credit memo screens. You can easily run a report of invoices and payments received and print out balances for improved customer service.
Display Vendor Balance
See what you owe vendors directly on purchasing screens and drill down to the detail–providing you with easy access to balance information and prior history.
Kitting and Assembly Tools:
Advanced Kitting and Assembly
You can build pre-assembled kits to maintain in stock for rapid sales delivery. If you need to use components for another order, you can disassemble finished kits and restock the components.
Also, for distributors that require light manufacturing, you can set up advanced BOMs of up to 300 components that even let you enter labor or outside services as a BOM component. If a component change occurs, you can easily revise the BOM and automatically log changes to a revision history.
Allows for detailed tracking of the labor and materials needed to complete kitting and assembly jobs. Track due dates, completion times and avoid over committing components by removing in-process components from inventory.
Assembly Planning Report
Displays bill of materials components for a selected kit assembly item and a specified number of units to build.
Production Schedule Report
Helps prioritize build jobs by detailing kit assembly items on open sales orders.
Deficient Components List for Assemblies Report
Displays deficient bill of material components for a selected kit assembly and a specified number of units to build.
Component Pick List Report
Details bill of materials information for a selected kit assembly.
Assembly Item UPC/SKU Labels
Print assembly item inventory labels for warehouse organization.
Core Accounting Features:
Easy Startup, Easy to Learn
Standard Accounting GAP compliant
Stable and scale able
Analysis and Reporting using the Sage Intelligence and Crystal Reports