Sage 300 ERP 2012Release Highlights

SAGE 300 ERP 2012 – Release Highlights• Simplify update processes

(Sage Advisor Update)• Reduced time navigating

(Visual Process Flow)• Improved productivity

(SO-PO link)• Enhance usability

(Improved Finder & en-user documentation)• Save time when processing payments

(Pre-authorized payments)

The NEW SAGE 300ERP

• Formerly known as Sage ERP Accpac• Completely Integrated, multinational & multilingual

business management solution• Providing: Financials, CRM, Operations &

Business Intelligence• Cost-effective & Quick to implement &

simple to use• Released in September 2012

The NEW way to deliver added value

1. NEW ADVISOR FUNCTIONALITY:

Designed to perform:•Software updates more efficiently•Gather info on how users interact with their solution •To develop future enhancements ie: personalised dashboards & “show me how” videos

The NEW way to deliver added value

2. NEW VISUAL PROCESS FLOWS:

•Graphical Process-orientated interface for end-users•Predefined process provide clear view of the steps & tools required to complete a task•GL, AP, AR, PO & OE transactions•Bank reconciliation•IC transactions & Inventory

NEW VISUAL PROCESS FLOWS

The NEW way to deliver added value

3. NEW OPERATIONS MODULE FUNCTIONALITY:

•Personalized Inquiry Functionality that provides greater business visibility & insight•Designed to improve business performance•Minimize the need to modify Crystal Reports to access information •Reduce cost of ownership•Minimizing customization requirements

INQUIRY FUNCTIONALITY

The NEW way to deliver added value

4. ORDER ENTRY ENHANCEMENTS:

•Easily create a PO directly from Order Entry •Save time by creating a copy of current Order•‘Entered By’ Fields display person responsible for taking the order

ORDER ENTRY ENHANCEMENTS

The NEW way to deliver added value

5. BATCH PROCESSING ENHANCEMENTS:

•Reversing entire GL batches quickly

The NEW way to deliver added value

6. BETTER INVENTORY REPORTING:

•Inactive items can be excluded

The NEW way to deliver added value

7. GL TRANSACTION LISTING REPORT:

•Print transactions across fiscal years

The NEW way to deliver added value

8. PAYMENT PROCESSING ENHANCEMENTS:

•Credit Card Pre-authorizations to be processed during SO entry & captured when goods are shipped•Credit Card network verify that the customer has an open credit balance to satisfy the pending purchase & reserves the pre-authorized amount for that invoice•New Capture payments with invoice screen

PAYMENT PROCESSING

CREDIT CARD INFORMATION

MOBILE PAYMENTS

The NEW way to deliver added value

9. USER INTERFACE ENHANCEMENTS:

•Alternate Line Shading •Color Identification for Difference companies•Multiple companies can be accessed on the same computer, with ONE user license

UI ENHANCEMENTSAlternate Line Shading Color Identification

The NEW way to deliver added value

10. ENHANCED INTELLIGENCE REPORTING:

•New Report Designer with graphical interface•Reporting Trees, modeling reporting structures•Reporting Distribution by automating report delivery by FTP, File or email.•Ability to customize each email format, utilizing existing outlook profiles or Exchange server

REPORT DISTRIBUTION

EDIT INSTRUCTIONS

Sage CRMIncluded in Sage 300 ERP

SAGE CRM– Included in Sage 300 ERP• Sage CRM 7.1 SP2 includes new functionality• CRM for iPhones & Tablets• Sage E-Marketing for CRM• Mail Merge Enhancements• Document Attachment Enhancements• Quote to Order Enhancements

(Sales person split functionality)

Chris MillerChief ExecutiveBased in Auckland, Chris has over 30 years experience in the Business software industry.

•Passionate about meeting customer needs

•Comes from a background originally

•Responsible for development of strategy for the business

Tim Ryley - DirectorBusiness DevelopmentBased in Christchurch, Tim has over 25 years experience in the Business software industry.

•Passionate about efficiency through the use of systems.

•Comes from a business consulting background.

•Responsible for the Growth of the business.

Peter Hooker - DirectorServicesBased in Christchurch, Peter has over 25 years experience in the Business software industry.

•Passionate about maximising the use of business software.

•Comes from an accounting and services background.

•Responsible for the quality of services to our clients.