REPORTS The Accounts Payable module features powerful expense management capabilities and crucial forms and reports: • 1099 Forms • Accounts Payable Analysis • Aged Invoice Report • AP Expense by GL Account Report • Cash Requirements Report • Check Detailed History Report • Daily Transaction Register • General Ledger Posting Recap • Invoice History Report • Invoice Payment Selection Register • Monthly Purchase Report • Open Invoice by Job Report • Payment History Report • Receivable Clearing • Repetitive Invoice Listing • Sales Tax Report • Trial Balance • Vendor Mailing Labels • Vendor Masterfile Audit Report • Vendor Purchase Analysis • Vendor Purchase History by Period Sage Software offers integrated accounting, e-business, customer relationship management (CRM), distribution, and manufacturing solutions. Our extensive product line offers specialized modules and thousands of industry-specific add-ons. Quick and easy grid entry is efficient and flexible—personalize by moving items between primary and secondary grids. Accounts Payable A Comprehensive Solution The Accounts Payable module for Sage MAS 90 and Sage MAS 200 ERP systems utilizes a revolutionary user interface. It provides a comprehensive solution for managing your expenditures and helps you raise productivity through a dual-grid entry screen and powerful reporting capabilities. Beyond recording transactions and obligations to vendors and creditors, Accounts Payable offers you flexible cash disbursement and check writing capabilities, and takes advantage of discounts offered for invoices paid by the discount due date. The informative financial reports, including payables aging and future cash requirements, give you valuable business insights for more informed decision-making. Flexible and Powerful The many features of the Accounts Payable module allow you to use streamlined, personalized dual-grid entry for accounting by department or division, access multiple bank accounts, and audit changes to the vendor masterfile, use tax and freight allocation. You also gain the ability to add new vendors and codes on the fly, perform automatic payment selection, print checks on standard or custom stock, access detailed invoice history retention, record check reversals, and more. Accounts Payable can be used as a standalone solution, or to expense invoices directly to the Job Cost module. You can post information from invoices entered through the Purchase Order module directly to the Accounts Payable masterfile. From Accounts Payable, you can query all open purchase orders for each vendor. Extensive Features Powerful, yet simple to use, Accounts Payable includes bundled reports and forms that leverage Crystal Reports ® and the ability to create personalized settings. Add user-defined fields (UDFs) to any data file within Accounts Payable, Accounts Receivable, and General Ledger. Accounts Payable smoothly integrates with Microsoft Office to easily generate personalized communications to your vendors.
Transcript
R E P O R T S
The Accounts Payable module features powerful expense management capabilities and crucial forms and reports: • 1099 Forms • Accounts Payable Analysis • Aged Invoice Report • AP Expense by GL Account Report • Cash Requirements Report • Check Detailed History Report • Daily Transaction Register • General Ledger Posting Recap • Invoice History Report • Invoice Payment Selection Register • Monthly Purchase Report • Open Invoice by Job Report • Payment History Report • Receivable Clearing • Repetitive Invoice Listing • Sales Tax Report • Trial Balance • Vendor Mailing Labels • Vendor Masterfile Audit Report • Vendor Purchase Analysis • Vendor Purchase History by Period
Sage Software offers integrated accounting, e-business, customer relationship management (CRM), distribution, and manufacturing solutions. Our extensive product line offers specialized modules and thousands of industry-specific add-ons.
Quick and easy grid entry is efficient and flexible—personalize by moving items between primary and secondary grids.
Accounts Payable
A Comprehensive Solution
The Accounts Payable module for Sage MAS 90 and Sage MAS 200 ERP systems utilizes a
revolutionary user interface. It provides a comprehensive solution for managing your expenditures
and helps you raise productivity through a dual-grid entry screen and powerful reporting
capabilities. Beyond recording transactions and obligations to vendors and creditors, Accounts
Payable offers you flexible cash disbursement and check writing capabilities, and takes advantage
of discounts offered for invoices paid by the discount due date. The informative financial reports,
including payables aging and future cash requirements, give you valuable business insights for
more informed decision-making.
Flexible and Powerful
The many features of the Accounts Payable module allow you to use streamlined, personalized
dual-grid entry for accounting by department or division, access multiple bank accounts, and audit
changes to the vendor masterfile, use tax and freight allocation. You also gain the ability to add
new vendors and codes on the fly, perform automatic payment selection, print checks on standard
or custom stock, access detailed invoice history retention, record check reversals, and more.
Accounts Payable can be used as a standalone solution, or to expense invoices directly to the Job
Cost module. You can post information from invoices entered through the Purchase Order module
directly to the Accounts Payable masterfile. From Accounts Payable, you can query all open
purchase orders for each vendor.
Extensive Features
Powerful, yet simple to use, Accounts Payable includes bundled reports and forms that leverage
Crystal Reports® and the ability to create personalized settings. Add user-defined fields (UDFs)
to any data file within Accounts Payable, Accounts Receivable, and General Ledger. Accounts
Payable smoothly integrates with Microsoft Office to easily generate personalized communications
to your vendors.
A b O u T S A g E S O F T w A R E
Sage Software supports the needs, challenges, and dreams of more than 2.7 million small and midsized business customers in North America through easy-to-use, scalable, and customizable software and services. Our products help manage a complete range of business functions including: accounting, operations, customer relationship management, human resources, time tracking, merchant services and the specialized needs of the construction, distribution, healthcare, manufacturing, nonprofit, and real estate industries.
F E AT u R E S
Streamlined, Personalized grid Entry
Divisional Accounting
Accounts Payable and Accounts Receivable Clearing
Payment History Report
use Tax and Freight Allocation
Credit Card balance Transfer
Automatic Payment Selection
Invoice Entry
Repetitive Invoice Processing
Checks
Extended Stub Report
Manual Checks
Check Reversal
International Address Capability
Memo Manager
Vendor Masterfile Audit
business Alerts
Efficient, streamlined, and user-friendly dual-grid entry screens are throughout the entire core accounting suite in Sage MAS 90 and 200, including Accounts Payable. You’ll be able to work the way you want to, adjust column order, organize your more frequently used fields in a primary grid, and your lesser-used fields in a secondary grid.
Assign separate accounts payable general ledger accounts to each department or division. All reports can provide divisional totals.
Apply invoices automatically or selectively to the vendor’s balance, eliminating the manual matching process of issuing checks and posting payments. This is especially helpful for accounts receivable customers who are also accounts payable vendors.
Access the invoice history file for a detailed record of accounts payable invoices, including detailed distribution of expense amounts to various general ledger accounts. The detailed Check History report provides a complete record of invoices and payments for each check.
Flag the entire document for use tax and specify which general ledger account to expense for freight.
Designate vendors who represent credit card companies. When entering invoices for a credit card vendor, you may classify individual expense lines to alternate vendors for tracking purchase history or for 1099 purposes.
Select invoices for automatic payment based upon the due date, discount due date, or vendor. Select individual invoices for full or partial payment. Place vendors on hold to prevent disbursal of automatic payments.
Automatically calculate due dates, discount due dates and discount amounts, and expense invoices to any number of accounts.
Automatically process repetitive billing such as rent, loan payments, and utility payments. Recurring invoices are automatically prepared without repetitive data entry.
Print Accounts Payable checks on standard or custom check stock, or use blank check stock with MICR encoding. Print two check stubs on a single page to accommodate laser-printed checks.
Print an optional Extended Stub report that can include invoice detail for all checks, or for checks where information does not fit on one stub.
Record handwritten checks, reversals, and voided checks, then print individual checks from the manual check entry program.
When reversing a check, you are asked if the invoice should be recalled. If yes, the entire invoice is put back on file.
Handle international addresses with vendor masterfiles that include three address lines, country codes, international postal codes, and expanded telephone number fields.
Memo attachments flow through the system and you can maintain memos in history. Enter and maintain vendor memos for individual vendors using full text-editing capabilities. Flag selected vendor memos to automatically pop up during data entry programs, enabling you to see your most critical information.
Audit changes, deletions, or additions that are made to the vendor masterfile.
Business Alerts is a separate module that monitors your Sage MAS 90 or 200 database and can send e-mail notifications to appropriate staff, customers, or vendors based on specific business events. Available predefined Accounts Payable alerts include: Invoice exceeds the specified dollar amount, a discount over the specified amount is due to expire, invoices past 90 days due, and check exceeds a specified amount.
The Accounts Receivable module for Sage MAS 90 and Sage MAS 200 ERP systems quickly and easilyaccumulates and presents the information you need for effective cash management in an intuitiveformat. The straightforward implementation and ease of use streamlines daily accounts receivableactivities for optimum efficiency, and the flexible design allows you to turn views and options on or offto suit your requirements.
Powerful, yet simple to use, Accounts Receivable presents information in the familiar Windowsgraphical format. It smoothly integrates with Microsoft Office to easily generate personalized customercommunications.
Full Featured for Maximum Business Insights
Accounts Receivable tracks receivables, plans cash flow, and provides extensive information andreporting features to give you vital business insights to plan for the future. The powerful invoicingfunction allows you to prepare invoices and billings from within the system, and automaticallyprepares customer statements on demand.
The multiple features of the Accounts Receivable module allow divisional accounting, use of multiplebank accounts, audit trails, the ability to add new customers and codes “on the fly,” automaticprocessing of repetitive billing, statement printing on standard or custom forms, advanced sales taxsupport, extensive reporting, and more.
A comprehensive module, Accounts Receivable also integrates with the General Ledger, Sales Order,Inventory Management, Job Cost, Bank Reconciliation, e-Business Manager, and Custom Officemodules. And, of course, the Sage Software award-winning customer and technical support teamsback you 100 percent.
send e-mail notifications to the appropriate staff,
customers, or vendors based on specific business
events. Predefined Accounts Receivable alerts
included are:
■ CustomerNotification of NewInvoices
■ Customers with No Activity in thePast 30 Days
■ Past Due Receivables Over $1,000
■ New CustomerWelcome
■ Customer CreditLimit Change
■ Customer Account on Hold
Sage MAS 90 and Sage MAS 200Accounts Receivable
“Before we had Sage MAS 90, accounts sometimes sat for a year or morebefore we noticed them and targeted them for collection. With Sage MAS 90,we run aged invoice reports on a regular basis and contact customers beforethe situation gets out of hand.”
Tom Zerkel, office ManagerAlton E. Sullivan Construction
FEATURES
Divisional Accounting
Cash Expectation Report
Advanced Sales Tax
Multiple Credit Cards
Balance-Forward or Open-Item Customers
International Address Capability
Credit Card Processing for Cash Receipts
Customer Delete/Renumber/Merge
Invoice Entry
Repetitive Invoice Processing
Invoice History Printing
Cash Receipts Processing
Statement Printing
Customer Masterfile Audit
Cash Receipts
Memos
Sage MAS 90 and 200 offers a progressive series of modules and hundreds of industry-specific add-ons. Our integrated accounting, e-business, customer relationships management (CRM), distribution, and manufacturing software helps you transform data into thebusiness insights your organization needs to prosper. The Accounts Receivable module gives you the data and reporting ability to makesound business decisions for the future, by efficiently managing cash flow today.
Divisional accounting allows you to assign a separate accounts receivable general ledger account to the receivables for each division. All reports can provide divisional subtotals.
Forecast future cash receipts using three user-defined aging categories, and forecast requirements based upon the average-days-to-payinformation for individual customers.
Canadian GST/PST, tax schedules for multiple jurisdictions, and tax-on-tax calculations are all part of this feature.
Store multiple credit cards per vendor, including cardholder name and billing address. Storing this information for each credit card allowsyou to take advantage of AVS (Address Verification Service) and potentially reduce credit card processing charges.
Process all accounts receivable on a balance-forward or open-item basis, and assign the open-item or balance-forward method toindividual customers.
Customer masterfiles include three address lines to handle international numbers: country code, international postal codes, and anexpanded telephone number field.
Posting of credit card payments can be done with or without the Credit Card Processing module. When the module is integrated,functionality is further enhanced through automated authorizations and integration with credit card settlement reports.
Automatically delete, renumber, or merge customer numbers without having to manually renumber or merge customer information.
Automatically calculates due dates, discount due dates, discount amounts, and commission amounts for invoice entries. Use sales codes toobtain price and cost-of-goods-sold information. Enter unlimited sales codes, miscellaneous charges, and comment lines for each invoicein an easy-to-use grid based entry window..
Automatically process repetitive billing, such as membership fees, maintenance contracts, and rent.
Prints history invoices for customer numbers, invoice numbers and invoice dates. Reprint Accounts Receivable, Job Cost, and Sales Orderinvoices separately or all at once using the same form code, or print only unpaid invoices for open-item customers. Reprint individualinvoices from the drill-down screen in invoice history.
Automatically applies cash receipts against the oldest invoices or against specific invoices. It allows you to post miscellaneous cashreceipts directly against general ledger accounts and process any prepayments against invoices not yet recorded.
Print statements for a billing cycle, for example monthly or quarterly, on standard or custom forms for all customers or for a specificgroup of customers. You can also print statements based upon a minimum balance. Statements can be faxed directly from within SageMAS 90 or 200, either individually or in batches.
This feature provides an audit trail of changes made to the Accounts Receivable customer masterfile. Use the Customer Masterfile AuditReport to review any changes, deletions, or additions to the customer masterfile.
Apply checks, cash, or credit card payments simply and accurately.
Assign memos to specific customers and have them automatically display from related data entry points throughout the system includingsales order entry and cash receipts. View attachments associated with the memo in addition establishing expiration dates.
Each month, like clockwork, bank statements and cancelled checks arrive, setting off a tediousreconciliation process. You sort checks, account for deposits, and compare your account balances tothose of the bank. If only it ended there. Discrepancies can initiate an aggravating and time-consuming search for the differences before your statements can be reconciled and filed—then it allbegins again.
The Bank Reconciliation module for Sage MAS 90 and Sage MAS 200 ERP systems automates andsimplifies the monthly reconciliation process, detects unrecorded transactions between books andbanks, locates the errors and differences, records the corrections, and reconciles your books to thebank statements, all in a solution that is easy to use and implement.
Even more important, Bank Reconciliation gives you insights behind the numbers to better manageand direct cash flow, helping you to view and forecast cash flow activities with registers, reports, andanalyses. You can project an estimated cash flow when youlink it to your Accounts Receivable,Accounts Payable, Payroll, and Purchase Order modules.
The many features of the Bank Reconciliation module enable the use of multiple bank accounts,automatic and manual posting of checks, adjustments and deposits, quick and easy accountreconciliation, complete transaction listings and details, and more.
Powerful, yet simple-to-use, Bank Reconciliation gives you the ability to efficiently managereconciliation activities today, and helps you make better business decisions for the future with cashflow analysis and forecasting.
REPORTS
The Bank Reconciliation module featuresstreamlined bank statement reconciliationand insightful reports, including:
■ Bank Reconciliation Register
■ Bank Transaction Recap Report
■ Estimated Cash Flow Analysis
BUSINESS ALERTS
Business Alerts is a separate module thatmonitors your MAS 90 database and cansend e-mail notifications to appropriatestaff, customers or vendors based onspecific business events
BANK RECONCILIATION
Continued ▼
Sage MAS 90 and Sage MAS 200Bank Reconciliation
“We process nearly 1,000 checks every month. By automating the reconciliationtask, we’ve freed up countless hours on each statement for our accountant.”
Elizabeth Johnson-Stevens, special projects coordinatorSalutary SportsClubs, Inc.
FEATURES
Multiple Bank Accounts
Reconcile Bank Accounts
Bank Reconciliation Register
Cash Flow Analysis
Check and Deposit Entry
Bank Activity Detail
Reconciliation Import Extended Solution
Up to 36 separate bank accounts can be established for a single company. Transactions can be automatically posted from the GeneralLedger, Accounts Receivable, Accounts Payable, and Payroll modules.
Displayed monthly activity enables you to reconcile bank accounts quickly and easily. Transactions can be confirmed as cleared, using asingle keystroke.
All transactions, cleared and outstanding, are listed on this detailed report for each bank account. The Reconciliation Summary showsthe adjusted bank balance, computer-calculated book balance, and any out-of-balance amount.
The Estimated Cash Flow Analysis Report combines information from the Accounts Receivable, Accounts Payable, and Purchase Ordermodules to provide an overall cash flow projection for four consecutive periods.
Transactions not posted automatically through the other integrated modules can be entered manually. Checks, deposits, and adjustmentsfor non-integrated bank accounts can also be entered manually.
Bank transaction detail can be retained indefinitely or cleared each month after each account is reconciled.
Imports, validates and reconciles bank statement. Supports various bank formats. Custom bank formats also available.
Complete fixed asset accounting and depreciation for better business management and compliance
Over 300,000 IRS and GAAP rules built in
Seven books—all visible on one screen: • Internal • Tax • ACE • AMT • State • Two user-definable books
Automatic creation of AMT and ACE schedules and over 50 methods of depreciation, including: • MACRS 150% and 200% (formulas and tables) • ACRS • Straight Line • Modified Straight Line (formulas and tables) • Declining Balance • Sum-of-the-Years-Digits • Customized depreciation methods
Easy to install, customize and use, the FixedAssets module is a comprehensive fixed assetmanagement solution.
Fixed AssetsManage your fixed assets effectively from acquisition to disposal, account for their value, and
reap tax benefits whether you have a fixed asset inventory of 10 or 1,500. Sage MAS 90 and
Sage MAS 200 ERP offers Fixed Assets—designed to meet the needs of small and medium-
sized businesses, providing you with fast, dependable, customizable fixed asset management
to maximize your bottom line. Fixed Assets combines acknowledged depreciation expertise and
user friendliness with the added power, data security, and functionality that your business situation
demands.
Run projection depreciation calculations, create IRS-ready depreciation tax forms, and move fixed
assets between business units with ease. Fixed Assets provides you with the additional ability to
execute partial and whole transfers and disposals, conduct bulk disposals with automatic gain/loss
calculations, and track transfer activity with as little as a single keystroke.
You also get extra security features at the system level, company level, and user-defined menu
levels, such as complete audit histories on all changes made to the fixed asset system. In
addition, SmartLists provide user-defined values for each asset descriptor, ensuring a high level
of consistency throughout the asset system. Easy to install, customize, and use, the Fixed Assets
module is a comprehensive solution within your Sage MAS 90 or 200 system.
a b o u t s a g e s o F t w a r e
Sage Software supports the needs, challenges, and dreams of more than 2.7 million small and midsized business customers in North America through easy-to-use, scalable, and customizable software and services. Our products help manage a complete range of business functions including: accounting, operations, customer relationship management, human resources, time tracking, merchant services and the specialized needs of the construction, distribution, healthcare, manufacturing, nonprofit, and real estate industries.
F e at u r e s
transfers and Disposals
group manager
asset templates
asset views
asset images
asset navigation and history
reporting and tax Forms
online help
extra security
Execute partial and whole asset transfers and disposals individually to user-defined depreciation schedules. For bulk disposals, the system automatically calculates gain/loss on individual assets.
Group Manager lets you define groups of assets as you go. Definitions can be based on any characteristic, including type, location, custodian, and acquisition date.
Templates provide you with an easy way to create a new asset. When a new asset is purchased, the selected template automatically fills out the asset information.
See details of a single asset from all seven books on a single screen using the Asset Detail View. You can also work with and view multiple templates simultaneously through Asset Group View.
Store asset photos, purchase orders, maintenance agreements, warranties, invoices, and other documentation in the asset file and view them on screen at any time. These images provide you with a complete and readily accessible record of all asset data.
In addition to the powerful query capabilities at your fingertips, Fixed Assets provides you with the means to instantly switch between Main and Disposal functions, a complete audit trail of the major events in an asset’s life, and the facility for you to attach notes and record important details.
More than 30 standard reports are available, each allowing user-defined sort and range criteria on all fields. Plus, print ready-to-file IRS tax forms or worksheets, including IRS forms 4562 and 4794.
Instant, context-sensitive online Help is always available to you. Also, customizable Help for online corporate guidelines can be easily added.
Ensure complete security at user, user-defined menu, system, and company levels to protect important or proprietary data from unauthorized access or manipulation.
Fixed Assets utilizes an intuitive interface that’s easy to implement, learn, and use. Asset templates ensure that you can create new assets quickly and accurately.
Choose from more than 50 methods of depreciation to automatically create AMT and ACE schedules or create customized methods in each company.
Simplify Sarbanes-Oxley compliance for your business with custom-tailored security features and an advanced audit trail that red-flags potential compliance issues.
Password security at the user level also includes fully controlled access to user-definable SmartLists for fewer data entry errors.
B E N E F I T S
Reduce audit risk
Automate sales tax calculation , reporting, and returns
Receive completely accurate sales tax charts
Simplify your work with the instant online tax calculator
Experience seamless integration with your Sage MAS 90 and 200 solution
Eliminate the need for manually selecting or assigning a schedule or detail
Set best practices in sales and use tax compliance
Get back to focusing on revenue-generating activities!
Sage MAS 90 and 200 Sales Tax
Take the worries out of sales tax compliance!
Count on Sage MAS 90 and 200 Sales Tax. Powered by AvaTax.
Dealing with sales tax doesn’t have to be time-consuming and error-prone: Simplify it with Sage MAS 90 and 200
Sales Tax.
Your challenge
For companies doing business in a myriad of jurisdictions, sales tax compliance is a complex nightmare. For protection
against the consequences of non-compliance, large corporations with IT and tax departments deploy expensive,
complex software systems.
The alternative—manually researching and maintaining rates—is the worst-case scenario in terms of audit risk.
But what happens when your business can’t afford or staff for such IT-intense enterprise software systems?
Your solution
Sage Software makes automation for any business simple, with Sage MAS 90 and 200 Sales Tax: a hosted,
Web-service-based solution that automatically performs address validation, sales tax jurisdiction research, and
rate calculation—all on the fly within your accounting application, with no change to your existing workflow. Fully
detailed reports are always at your fingertips, and returns are automatically pre-populated and generated. It’s easy:
Sage MAS Sales Tax takes just minutes to download and install. Set up nexus and taxability, and begin accessing
this professionally maintained tax engine over a secure internet connection to apply address, jurisdiction, and rate
information to every transaction—within the same order-entry or customer set-up screen you’ve always used.
The bottom line
With Sage MAS 90 and 200 Sales Tax, you get the big business protection of sales tax automation without breaking
your budget, straining your internal resources, or compromising on functionality. Between the peace of mind of sales tax
compliance—and the cost benefits of dramatically streamlined order-entry and remittance processes—Sage MAS 90
and 200 Sales Tax could be the best technology investment your business makes this year.
Sage Software supports the needs, challenges, and dreams of 2.7 million small and mid-sized business customers in North America through easy-to-use, scalable and customizable software and services. Sage Software is a subsidiary of The Sage Group plc, a leading international supplier of business management software and services formed in 1981 and listed on the London Stock Exchange since 1989.
Experience always-on, real-time access with no maintenance and no upgrade fees. You’ll get scalable printing, unlimited user licenses, and a professionally managed repository for addresses and taxes. Never worry about needing to dedicate an IT resource for implementation.
Integrate this system easily and seamlessly with your Sage MAS 90 and 200 solution, with no risk to your data integrity or your accounting system. This non-invasive integration is transparent to the end-user, experiencing no changes to the internal process of the ERP. Integration includes: customer file, vendor file, inventory file, line item detail and more.
Decrease data entry time and reduce shipping rates with the best source of address data in the country. The AutoAddress+ coding accuracy support system corrects, standardizes, and validates—with a millisecond response time. No update process is required.
Never research or maintain a tax rate or tax schedule again. Never make a rate decision again. Never make a mistake. AutoJurisdiction works to return correct jurisdiction and rate for each transaction. Automatically receive rate research and validation on every line item of every transaction. Collect correct amounts and eliminate the need for manual selecting/assigning.
Reduce audit risk and ensure that you are charging the correct amounts. Get coverage of over 8,000 jurisdictions in North America, with consideration to all sourcing rules in every line item. Automatically calculate taxability based on point of origin, point of acceptance, exceptions, exemptions and more. Get best practices in sales tax compliance and never make a mistake.
Automatically calculate use tax based on jurisdiction. Easily handle single/multiple locations, centralized purchasing, and home rule/self administered states. Create use tax accrual and allocate to appropriate purchasing accounts automatically.
Access all data securely online with ease, and get best practices in sales and use tax compliance. Consolidate data on multiple companies, export in standard data format, and reduce audit risk. Get a monthly remittance report in minutes and access line item details, taxable/non-taxable items, reason codes, and location codes. Revenue and cost account reconciliation has never been this easy.
Automate the entire returns process and collect sales tax information from various internal and external sources. Your tax data is automatically populated onto the form, from information supplied by your accounting application. Decrease errors while reducing data entry time.
Sage MAS 90 and 200 | Sage MAS 90 and 200 Sales Tax
Enterprise-class capabilities at a price any business can afford.
Comprehensive, accurate calculation
A correct sales tax calculation starts with identification of all applicable taxing jurisdictions to a street address. For every calculation, Sage MAS Sales Tax performs
address verification, and then locates the exact street address within a jurisdiction using a geocoding mapping system. The calculation is made, referring to pre-set user
configurations including nexus, tax jurisdictional issues, exception processing, product taxability rules, sourcing rules, split rates, and maximum tax. All of this happens
transparently in the background, automatically updating your accounting application.
Automated reporting and returns generation
Easily-accessible user interface and reporting platform provides detailed, summary, and exception reports to exceed statutory tax return requirements. Views and drill-downs
encompass customer/invoice, product, reason for exemptions, jurisdictional information, and a detailed breakout of rates and taxes by jurisdiction. An incorporated returns
platform provides sophisticated selection of required forms, pre-population of tax data for a specified filing period, and intelligent calculations within the form. A revision
/approval process is included, permitting Sage MAS Sales Tax to maintain records of adjustments.
The Internal Revenue Service Government Regulations outline the procedure for submitting year-endW-2 and 1099 information on computer-based magnetic media. According to these regulations,companies reporting 250 or more W-2 or 1099 forms must file this information using magneticmedia. The simple, easy-to-use Magnetic Media Reporting module for the Sage MAS 90 and SageMAS 200 ERP systems is designed to assist you in complying with these regulations.
The Magnetic Media Reporting module provides the capabilities for reporting wage and paymentinformation from the Payroll and Accounts Payable modules and 1099-INT, 1099-DIV, and 1099-MISCinformation on electronic media required by the federal government.
Several states have also adopted magnetic media reporting regulations, using the federal reportingrequirements as guidelines. Sage MAS 90 and 200 users who file W-2s for employees or 1099s forvendors who work or live in the states that comply with either the current federal MMREF-1 format orthe TIB-4 format can file their state information using the Magnetic Media Reporting module. Thismodule, integrated with the Payroll and Accounts Payable modules, makes complying with taxregulations easy and fast.
REPORTS
■ Payroll Tax Reporting
■ Accounts Payable Tax Reporting
■ State Specific Reporting
■ Test Runs
MAGNETIC MEDIA REPORTING
Continued ▼
Sage MAS 90 and Sage MAS 200Magnetic Media Reporting
“We were much smaller when we did taxes manually. “Even so, it took usmost of a day every time we had to do a report. Now it takes as little as 30 minutes.”
Elizabeth Johnson-Stevens, special projects coordinatorSalutary SportsClubs, Inc.
FEATURES
Integration with Payroll
Integration with Accounts Payable
State-Specific Reporting
Test Runs
Magnetic Media Reporting automatically retrieves and copies W-2 information from the Payroll module, eliminating duplication oftedious data entry.
Accounts Payable integration allows automatic retrieval of 1099-INT, 1099-DIV, and 1099-MISC information, providing an easy methodfor companies to comply with government filing regulations.
Specific reporting information for each state varies depending upon each state's requirements. The Magnetic Media Reporting modulesupports the states that comply with the federal filing format, as well as a selected list of additional states. The module will create anappropriate file format for these selected states. This ensures that your system generates accurate filings and minimizes rejections fromgovernment agencies. For a current list of supported states, please e-mail your request to: [email protected]
Some government agencies require you to submit a test file along with an application to file on magnetic media. The Sage MAS 90 and200 Magnetic Media Reporting module provides test runs of federal and state W-2s and 1099s, giving you the ability to comply with thisrequirement.
Every time you order goods from your vendors, contracts to buy and contracts to sell are created. ThePurchase Order module for Sage MAS 90 and Sage MAS 200 ERP systems helps you keep accuraterecords of these very important transactions. With every order, you need to specify (and keep track of)shipping method, date required, and the name of the person with whom the order was placed. Inaddition, you need to confirm the quantities ordered and price per item. This module streamlines andorganizes the entire purchasing process.
When your on-hand quantity falls below a specified minimum level, purchase orders can beautomatically generated to ensure that you never run out of key items. You can process partialreceipts, update your inventory records when goods are received, and monitor cost variances betweengoods received and goods invoiced.
When this module is integrated with the Accounts Payable, Inventory Management, and Sales Ordermodules, you will have a comprehensive, fully integrated purchasing system. Receipt of goods willautomatically adjust inventory quantities and produce a Back Order Fill Report. Furthermore, invoicesreceived will automatically update Accounts Payable records. With the implementation of the PurchaseOrder module, you will be able to make more informed purchasing decisions, and all of yourpurchasing and receiving information will be readily available as needed.
REPORTS
■ Automatic Reorder Register
■ Open Purchase Order Report
■ Purchase Orders
■ Open PO by Item Report
■ Receipt of Goods Register
■ Open PO by Job Report
■ Receipt of Invoice Register
■ Expected Delivery Report
■ Daily Purchases Journal
■ Expected Delivery Recap Report
■ Purchase Order Back Order Fill Report
■ Cash Requirements Report
■ Variance Register
■ Purchase Order Recap
■ Daily Transaction Register
■ Receipt History Report
■ Return Orders
■ Purchase History Report
■ Return of Goods Register
■ General Ledger Posting Recap
■ Return Debit Memo Journal
■ Purchase Clearing Reports
■ Material Requisition Register
BUSINESS ALERTS
Business Alerts is an additional module thatmonitors your Sage MAS 90 or 200database and can send e-mail notificationsto appropriate staff, customers, or vendorsbased on specific business events. Availablepredefined Purchase Order alerts are:
■ Returned merchandise
■ Purchase Order approval
■ Purchase Order not received by required date
PURCHASE ORDER
Continued ▼
Sage MAS 90 and Sage MAS 200Purchase Order
“The Purchase Order module is the greatest thing I've ever seen. It hasautomated everything for us. ...I expect the system to save more than half ofthe time previously spent in PO management.”
Judy Pollard, Office ManagerPacific Coast Door and Millwork
FEATURES
Automatic Reordering
Drop Ship Orders orBlanket Orders
Repeating OrdersMaterial Requisition
Landed Cost Calculation
Auto Generation of Purchase Orders from Sales Orders
Receipt Labels
Powerful Reports
Alias Item Numbers
Use Tax
Non-Stock Items
Vendor Price Levels
Expected Delivery Report
Back Order Fill Report
Drill Down
Cost Override
User-Defined Fields for Line Items
Memo Pop-Up
Purchase orders can be automatically generated for inventory items when on-hand quantities fall below specified reorder levels.
Purchase orders can be created for items shipped directly from the vendor to the customer. When Purchase Order is integrated with theSales Order module, the customer number and address information can be automatically retrieved.
Requests for goods for internal use can be processed with purchase orders, and material requisition orders can be printed.
Landed cost information is entered in receipt of goods with an unlimited number of user-definable costs for each general ledger clearingaccount. You can select any allocation method for each type of cost, including freight allocation. You can calculate landed costs usingthe same method you currently employ or based on the volume field in the item file.
Purchase orders can be automatically generated for a selected range of sales orders. You can control how the ordered items appear onthe purchase order—either individually or summarized.
Receipt labels with bar codes can be printed for inventory items as part of the Daily Receipt Registers Update, once Purchase Order hasbeen integrated with the Inventory Management module.
There are a variety of reporting options available in the Purchase Order module that allow you to analyze variance information, cashrequirements, month-end reconciliation, and more.
Inventory alias item numbers can be accessed during Purchase Order Entry. When you select an alias item number, the correspondingpart number from your inventory list is automatically selected.
Purchase Order allows you to flag individual lines as Use Tax, track the tax to pay on items purchased, then specify to expense the tax toinventory items.
Items that are not stocked in your inventory can be entered on purchase orders. Charges, such as service fees, can also be entered formiscellaneous non-inventory items.
Price schedules for specific vendors, product lines, or inventory items can be set up based on the standard cost or a specified discountmethod.
All deliveries expected within a range of dates are listed on this report.
All Sales Order back orders, which can be filled as a result of goods received, are listed on this report.
When viewing an inventory item, you can drill down to lot and serial information from the receipt history inquiry.
A cost override flag may be set in inventory for each product line and item, thus enabling changes to costs of certain items duringreceipt of goods to be controlled. This feature can be password protected for added security.
User-defined fields can flow from inventory items to sales order and purchase order lines and can be printed on reports and forms. Theycan also be stored in history files.
Selected vendor memos can be set to automatically pop up critical information that the operator can view during Purchase Order Entry.
To stay competitive, virtually every company needs to process customer returns. As today’s customersdemand a more specialized level of service, tracking and resolving these returns can be an increasingchallenge. With the Sage MAS 90 and Sage MAS 200 ERP Return Merchandise Authorization module(RMA), returns and replacements can be handled with ease.
Does your customer want credit, a replacement, a substitution, or a repair? The RMA module makes iteasy to handle all of this. And when a customer has an urgent replacement need, RMA even lets youeasily create a cross-shipment entry. This gives you an accurate record of items shipped before returnsare received, and one more opportunity to build 100 percent customer satisfaction.
With the RMA module, you can easily print or fax notifications to customers and print receivingdocuments to alert warehouse personnel of pending returns. After the goods are received andinspected, they can be returned to inventory, identified as items for repair, or scrapped. Then, SageMAS 90 and 200 automatically generate all the appropriate transactions, including credit memos,replacement orders, purchase orders, and vendor returns. This complete, end-to-end solution saveshours of data entry and eliminates the need to search through file drawers for supporting historicaldocuments.
The RMA inquiry program makes it easy to determine the status of a return—whether or not it hasbeen received. And the Return Reason Report shows you which items have been returned, who’sreturning them, and why—so you can quickly identify possible problems.
Combining the RMA module with the required Sales Order and Inventory Management modules letsyou offer unparalleled customer service. The optional integration of Purchase Order can maximizeefficiency by automating vendor returns and new purchase orders. Working together, these modulescreate a completely integrated return management solution that saves time, boosts customersatisfaction, and gives you a real competitive advantage.
REPORTS
■ Open Return Merchandise Authorization (RMA) Report
■ RMA Receipts History Report
■ Return Reason Report
■ Daily Repair Report
RETURN MERCHANDISE AUTHORIZATION
Continued ▼
Sage MAS 90 and Sage MAS 200Return Merchandise Authorization
“With the RMA module, we have a smooth process flow and are moreaccountable to our customers. We’ve greatly improved our turnover andconversion rate.”
Andrew Levy, CFOMonarch Computer Systems, Inc.
FEATURES
Customer Actions
Item Actions
Vendor Actions
Xpress Order Entry
Calculate Restocking Fees
Warranty Tracking
Unannounced Returns
Scrap and Repair Warehouses
RMA Inquiry
Generate Transactions
Return Reason Tracking
Receipts History
CRM Integration
Integration
Customers have their choice of returning items for credit, replacement, or repair. You can credit the customer’s account, or apply it to acredit card. Replacement returns can be exchanged for the same item or an alternate item. A single entry marks an item for repair, andprovides customer return instructions.
Actions can be assigned to each item after it is received and inspected. Items returned to stock can be sent to a return warehouse or theoriginal selling warehouse. Unusable items can be returned to a scrap warehouse. Repair items are returned to a repair warehouse, fixed,and returned to the customer.
When the Purchase Order module is integrated with RMA, vendor actions of return for credit or return for replacement can be assignedto each item. Selecting these actions in RMA Receipts Entry causes the appropriate documents to be automatically created during theRMA transaction generation process.
If a customer can’t wait for you to receive the return before you ship the replacement, cross shipments can be originated by clicking onthe Xpress Order Entry button from within RMA Data Entry. This activates Sales Order Entry, and populates a new order with the urgentlyrequested item.
Restocking fees can be assigned by inventory product line or by individual item. You can even waive restocking fees for selectedcustomers at the time of RMA entry, giving you the utmost in flexibility.
RMA automatically calculates warranty expiration dates based on Inventory Management options and warranty codes. When processingreturns, the operator is alerted to any expired warranties and can opt to extend the warranty on any item.
Returns may arrive at your warehouse without prior approval, on occasion. Warehouse personnel can enter these unannounced returnsafter inspection and easily process them through the system.
Easily track each type of return by identifying specific (actual or virtual) warehouses for returns, scrap, and repair items.
You don’t need to know whether an RMA is still pending or has been received in order to find it. After entering an RMA number, theprogram automatically determines if the RMA is open or received, and displays the requested record.
This powerful program uses the information entered in RMA Receipts Entry, along with historical and customer information, to create allnecessary documents, including sales orders, credit memos, vendor return orders, and purchase orders.
During RMA Entry, a return reason is assigned to each line. The reasons print on the Return Reason Report to help you identify potentialquality or other customer satisfaction issues.
Full receipts history is tracked and all returns can be reviewed on the Receipts History Report. You can drill down to RMA informationthroughout the Sales Order and Accounts Receivable modules.
Empower your salespeople by giving them access to Sage MAS 90 and 200 RMA Inquiry directly from your integrated CRM application.They can perform status checks for customers, ensuring that everyone who speaks with a customer has instant access to all theinformation they need.
The Sales Order and Inventory Management modules are required for RMA processing, with optional integration with Purchase Order.
The Bar Code module coupled with Scanco’s Bar Code suite, allows Sage MAS 90 and Sage MAS 200ERP customers to automate their supply chain operations. You can collect data more quickly than everbefore, and warehouse and shipping and receiving staff can record bar coded items using completelyportable radio frequency (RF) devices.
You can gather, validate, and verify an array of data in this way—not only inventory counts, but alsoquantities, item numbers, and lot and serial numbers of goods shipped and goods received.
Instead of time-consuming manual data entry, the data can be easily imported from the bar codehardware and brought into your Sage MAS 90 or 200 database for processing. The advanced featuresin Bar Code can virtually eliminate data entry errors, such as shipping the wrong product tocustomers. In addition, the Bar Code module can automate procedures for dozens of employees, andmany businesses discover that bar coding pays for itself with the very first use.
REPORTS
■ Bar Code Lot/Serial Labels
■ Bar Code Inventory Receipt Labels
■ Bar Code Purchase Order Receipt Labels
■ Bar Code Purchase Order Receiver Printing
■ Bar Code Sales Order Printing
■ Bar Code Sales Order Picking Sheet
■ Bar Code Bill of Materials Picking Sheet
■ Bar Code Production Labels
■ Import Transactions Error Log
BAR CODE
Continued ▼
Sage MAS 90 and Sage MAS 200Bar Code
“Currently only the serial numbers of each boat are bar coded in the system.In the near future, all parts will have bar codes, which will enable us toprocess more orders with the same staff.”
Bill Baldwin, Vice PresidentHobie Cat Company
FEATURES
Bar Code Printing
Unattended Data Import
Import Inventory Transactions
Import PurchaseOrder Transactions
Import Sales Order Transactions
Inventory, Purchase Order, Sales Order Inquiry
Receipt/Invoice History Inquiry
Customer or Vendor Inquiry
Label Printing
Purchase Order Receiver Printing
Sales Order Printing
Picking Sheet Printing
Automatic Accumulationof Counts
Job Cost Integration
Accounts PayableInvoice Numbers
Alias Item Support
Automatic Bill ofMaterials Import
Bar codes can be printed in either Bar Code 39 or Bar Code 128 format, and can be set up to print to as many as 10 separate printers.
With the click of a button, data transactions are automatically imported to the Sage MAS 90 or 200 database from the RF unit. Onceimported, inventory, purchase order receipts, sales order invoice, bill of material assembly/disassembly, and other transactions areprocessed using standard Sage MAS 90 and 200 procedures.
Inventory sales, issues, transfer, and receipt information is imported into Inventory Transaction Entry. Physical count information isimported into Physical Count Entry. Once imported, transactions can be edited and updated.
Receiving information is imported into Receipt of Goods/Invoice Entry. Once imported, transactions can be edited and updated.
Shipping information is imported into either Sales Order Invoice Data Entry or Shipping Data Entry. Once imported, invoices can bemodified and printed prior to updating. And using Shipping Data Entry, integration with StarShip is just a click away.
You can inquire at any time regarding the status of all inventory items, open purchase orders, and sales orders.
View summary and detailed receipt/invoice information, including header information and line item detail.
Vital information for any specific customer or vendor can be quickly reviewed.
Bar code printing is available for lot and serial, inventory receipt, purchase order receipt labels, and BOM production labels.
A bar coded purchase order (receiver) can be printed for use during receipt of goods. Bar coded purchase order numbers, item numbers,and quantities are printed to be scanned as goods are received. The bar coded receiver makes it possible to receive items that have notpreviously been bar coded.
A bar coded sales order can be printed for use during shipping. Bar coded sales order numbers, item numbers, and quantities are printedand can be scanned as goods are shipped. When used in conjunction with a bar code label, you can verify that the item shippedmatches the item number on the sales order.
A bar coded picking sheet can be generated for use during shipping. Bar coded sales order numbers, item numbers, and quantities areprinted and can be scanned as goods are shipped.
If you scan additional quantities of an item previously scanned, the Inventory Physical Count quantity will be accumulated rather thanoverridden.
Job numbers and cost codes can be entered on the handheld computer for inventory issue transactions and imported into InventoryTransaction Entry.
Accounts payable invoice numbers can be entered on the handheld computer for purchase order receipts and imported into Receipt ofGoods/Invoice Entry.
When information is imported into Receipt of Goods/Invoice Entry from Import Purchase Order Transactions and the item number is notfound in the inventory file, the Alias Item number file in inventory is searched.
Eliminate tedious entry of serial or lot numbers into Bill of Materials Production Entry and Disassembly Entry by scanning the informationfrom bar code labels.
C R E D I T C A R D P R O C E S S I N G F U N C T I O N S
Automatically connects to your financial network for credit card authorizations and settlements
Uses Sage Payment Services for your Merchant Account with your existing Bank Account
Integrates with Sales Order, Accounts Receivable, and e-Business Manager
Support for dial-up (modem) connections or secure Internet connections through TCP/IP and SSL
Stored credit card numbers are encrypted within Sage MAS 90 or Sage MAS 200, and PCCharge
Credit Verification Version 2 (CVV2) is fully supported
Compliant with Visa and MasterCard Electronic Commerce Indicator (ECI) regulations
Multiple address verification options
Credit Card ProcessingThe Credit Card Processing module is powered by PCCharge Payment Server, an open
architecture system designed to integrate electronic credit card transaction processing into
existing Enterprise Resource Planning (ERP), distribution, and accounting systems. Whether
you’re a small wholesaler, a medium-sized distributor, or a large Internet service provider of
e-commerce and virtual shopping services, this robust engine is the ideal solution for automated
payment processing.
The PCCharge Payment Server is integrated into Sage MAS 90 and Sage MAS 200 ERP,
allowing you to accept credit card payments through the Sales Order and Accounts Receivable
modules, as well as the .store and .order e-Business Manager applets. Credit card payments
are authorized and processed directly from within the Sage MAS 90 and 200 applications.
All transactional information, such as authorization codes, is captured and stored within the
appropriate application database for historical and reconciliation purposes.
The powerful processing features of PCCharge Payment Server with Sage MAS 90 or 200
integration give you the ability to process credit card transactions quickly, efficiently, and
cost effectively, while providing superior service to your customers. And the system’s fraud-
prevention features protect both you and your customers from unauthorized credit card usage.
Sage Software supports the needs, challenges, and dreams of 2.7 million small and mid-sized business customers in North America through easy-to-use, scalable and customizable software and services. Sage Software is a subsidiary of The Sage Group plc, a leading international supplier of business management software and services formed in 1981 and listed on the London Stock Exchange since 1989.
Sales Order Entry and Invoice Entry. Accounts Receivable Cash Receipt, e-Business Manager .order and .store Shopping Cart.
CVV2 helps verify card authenticity by validating that purchasers do, in fact, have the card in their possession, which helps reduce chargebacks for e-commerce and mail order purchases.
Address verification services add another layer of credit card authentication by comparing the purchaser’s billing address with the billing address on record.
The system’s multiple password layers increase the security of customer card numbers and information by reducing the possibility of unauthorized access into database content and functions.
The system’s data file encryption capabilities further increase the security of customer data by enabling you to encrypt credit card account numbers in the database.
Merchant Account provided by Sage Payment Solutions
Or: Alliance Data Systems, Inc. First Hawaiian American Express First Horizon (formerly First Tennessee Merchant Services) Buypass, Inc. Global Payments–Central (formerly MAPP) CardSystems (formerly Maverick Processing Systems) Heartland Payment Systems Concord/EFS Lynk Systems, Inc. ECHO (aka Electronic Clearing House) NOVA (aka Nova Information Systems) FDMS Nashville/Envoy NPC (aka National Processing Company) FDMS North/CardNet (formerly Card Establishment Services) Paymentech (formerly Gensar, Transnet) FDMS Omaha/FDR Royal Bank of Canada FDMS South/NaBanco Vital (aka VisaNet) Fifth-Third Bank-St. Pete • PC with Windows 98, Windows 2000, Windows XP or Windows Server 2003 • 64 MB minimum of RAM • 15–30 MB free space of hard drive recommended • Hayes-compatible modem (capable of 1200 BPS or less) for modem communications or broadband Internet connection (for TCP/IP communication). • CD-ROM drive • Pentium II or better processor
Note: PCCharge Payment Server includes many additional features that are not implemented directly in the Sage MAS 90 and 200 applications. Please refer to the appropriate Sage MAS 90 or 200 documentation for more information.
To achieve and maintain strong customer loyalty, it’s essential to get your inventory in the hands ofyour paying customers as quickly and economically as possible. Sage MAS 90 ERP products allow youto do just that with StarShip, an innovative add-on module.
StarShip, built by V-Technologies, integrates tightly with both Sage MAS 90 and Sage MAS 200 ERPsystems and makes the entire shipping process more fluid. Plus, when combined with the pick, pack,and ship feature built into the Sales Order module, StarShip helps your company become a morecompetitive business and even has the potential to reduce shipping and shipping-related expenses.
StarShip automates the shipping process by:
• Calculating freight charges through the use of an optional integrated scale.
• Rate shopping between carriers to find cost-reduction opportunities.
• Supporting third-party parcel insurance to cut parcel insurance costs.
• Printing carrier-approved, bar-coded shipping labels and COD tags at the warehouse workstationfor convenience and speedy processing.
The unique bi-directional Sage MAS 90 and 200 StarShip Link is easy to use. Turn the page to see howit can maximize productivity in your busy warehouse.
REPORTS
■ Daily Shipment by Customer
■ Shipment History by Customer
■ COD Remittance
■ Insurance Report
■ Late Delivery Report
STARSHIP
Continued ▼
Sage MAS 90 and Sage MAS 200StarShip
“Sage MAS 90 and StarShip have allowed us to do a much better job runningour business. I don’t see how it could get any smoother than this.”
Becky Rogers, Office ManagerAmfit Incorporated
FEATURES
How StarShip Works with Sage MAS 90 and 200
Multiple Carriers Supported
Standard Carrier
Optional Carrier
Optional Interfaces
1. When your warehouse workers finish filling in the Sage MAS 90 or 200 Shipping Data Entry screens within Sales Order, they click the StarShip button.
2. The StarShip entry screen automatically appears, populated with all the necessary customer, shipping, and pricing fields.
3. If a scale is integrated, the worker places the package on the scale and freight charges are automatically calculated based on the shipping method.
4. Optionally, the warehouse worker can select different carriers to shop for the best rate.
5. When data entry is complete, the shipping label prints from StarShip, it’s affixed to the package, and your shipment is on its way. Shipment trackingnumbers can be automatically stored within Sage MAS 90 and 200.
6. Pressing the Save button triggers StarShip to write all the appropriate customer, shipping, and pricing information back into Sage MAS 90 or 200 forfollow up and rapid response to customer inquiries.
The standard StarShip module processes shipments using UPS® and FedEx. Additionally, you can purchase functionality for processing shipments for theU.S. Postal Service, DHL (formerly Airborne Express), Spee-Dee Delivery Service, and a user-definable carrier.
UPS• StarShip is UPS Online certified, so you can rest assured the software is fit to electronically upload shipment files and reference data to the UPS Data
Center. This allows your customers to track their packages without calling your busy customer service staff.
• Easily print UPS Maxicode labels and COD tags on thermal label printers for high-quality, scanable labels.
• Print the return label so it can be included in the package or e-mail a return label to the customer.
FedEx Basic • Ship and track your domestic Express, Ground, and Home Delivery packages in real-time using the Internet.
• Calculated freight charges are based on published or custom rates to provide billing flexibility.
• Print bar coded shipping labels on thermal or laser printers. Also supports printing of dangerous goods certificates.
• StarShip is a certified Fed Ex API Solution.
United States Postal Service (USPS) Including Delivery Confirmation • Manifest your mail by printing permit labels, manifest reports, and postage statements.
• Delivery confirmation barcoded labels have been tested for accuracy and approved on a national level, ensuring that StarShip is deliveryconfirmationcertified.
• Automatically upload shipment detail to the USPS so delivery confirmation of Priority and Standard Mail (B) shipments can be sent.
DHL (Formerly Airborne Express)• Support for DHL Linkage gives you the flexibility of using your custom rates, printing bar coded shipping labels, and uploading via the Internet at the
end of the day.
Spee-Dee Delivery Service• Calculates zone and freight charges and prints shipping labels, COD tags, and manifests.
• Supports Shipment Weight and Metro service.
User-Defined Carrier• Use the module to define up to 10 parcel carriers or keep track of shipments going out through your internal fleet.
• Supports one service (Ground) with up to 100 zones and rates for 1 to 200 lbs. per zone.
• Prints shipping labels, COD tags, and manifests.
FedEx High Volume• Shipment transactions are sent through the FedEx Ship Manager Server allowing for faster processing time.
• Supports domestic and International Express, Ground, and Home Delivery.
Provide a seamless user experience to front- office employees as they access critical back-office data to better manage their customer relationships
Improve customer service by providing immediate access to critical customer data
Build long-term customer loyalty by empowering front-office personnel with the information they need
Increase productivity with real-time data sharing between front- and back-office systems
Reduce overall operational costs by improving data integrity and eliminating costly back-office order processing errors
A C T ! B Y S A G E H E L P S C O M PA N I E S :
Centralize critical contact and customer information and stay organized
Manage and grow business relationships through top-notch communications
Prioritize day-to-day activities to stay on top of appointments and tasks
Forecast and track sales opportunities for an improved bottom line
Access and report on information quickly for a complete view of customer interactions
Stay productive by taking critical information on the go
Sage MAS 90 and 200 integration with ACT! empowers ACT! users with seamless access to Sage MAS 90 and 200 information.
ACT! by SageFocus on your most valuable asset—your customers. Use ACT! by Sage with your Sage MAS 90 or
Sage MAS 200 ERP system to provide superior service to your current customers and to convert
prospects to new customers. Seamlessly integrate your ACT! contact management solution
with your Sage MAS 90 or 200 ERP system to raise your customer service levels, improve your
customer retention rate, and increase sales.
By leveraging the strengths of two industry-leading business software solutions from Sage
Software, your company can improve information sharing and gain efficiencies. For instance, a
salesperson using ACT! can issue sales orders, perform customer inquiries, or view detailed orders
and invoices from Sage MAS 90 or 200 without leaving their ACT! desktop. In effect, the two
products allow you to connect the two halves of your business—your front office, which includes
your sales force, and your back-office accounting system.
Bi-directional data transfer is available throughout and can be used to maximize efficiency within
numerous aspects of your company. It’s a complete front- to back-office solution that can boost
your company to the next level of profitability.
A B O u T S A G E S O f T w A r E
Sage Software supports the needs, challenges, and dreams of more than 2.7 million small and midsized business customers in North America through easy-to-use, scalable, and customizable software and services. Our products help manage a complete range of business functions including: accounting, operations, customer relationship management, human resources, time tracking, merchant services and the specialized needs of the construction, distribution, healthcare, manufacturing, nonprofit, and real estate industries.
f E AT u r E S
Quick Data Access
Accurate Inventory Access
Special Order
Seamless workflow
Interapplication Access
Configurable Solution
Gain immediate access from within ACT! to critical contact and customer information, plus customer details on invoice, sales, and order history.
Quickly enter opportunities from within ACT! using Sage MAS 90 and 200 inventory item details.
Get support for special-order items that are not in the Sage MAS 90 and 200 inventory system.
Quickly promote opportunities into accurate orders that are based on the Sage MAS 90 and 200 pricing engine.
ACT! users with a Sage MAS 90 or 200 license can launch standard Sage MAS operations directly from within ACT!, including Customer Maintenance, Sales Order Entry, Sales Quote Entry, and Inventory Inquiry.
Customize the data mapping between ACT! and Sage MAS 90 and 200.
Put important customer information at your fingertips with ACT! and Sage MAS 90 and 200. You’ll be able to keep track of every customer conversation, activity, invoice, order, and more. By knowing the fine details of your business relationships, you can improve customer service and build long-term customer loyalty.
Get an overall view of your company—sales processes, operational efficiencies, and financial performance—within a single solution. Powerful financial reporting and analysis tools provide you with immediate access to your key performance indicators.
Renowned for ease of use as individual products, the Sage MAS 90 and 200 and ACT! integration was designed in the same fashion, providing a seamless user experience for front-office employees as they access critical back-office accounting data regarding customers directly from their ACT! desktop.
Configure Sage MAS 90 and 200 ACT! integration to meet your specific business needs. It’s easy to set up rules on how the data will be synchronized between ACT! and the Sage MAS 90 or 200 database.
Ensure that key customer information is bi-directionally synchronized—saving your people valuable time that can be better spent helping customers.
Both ACT! and Sage MAS 90 or 200 offer a broad, feature-rich solution at the lowest total cost of ownership. Link these two industry-leading products together to achieve a seamless and complete front- to back-office solution that can help boost your company to a higher level of profitability.
B E N E F I T S
Build long-lasting customer loyalty and generate repeat sales from your best customers
Analyze, forecast, and report on key sales data
Quickly analyze, manage, and synchronize your sales, marketing, and customer care activities across all points of contact
Easily identify, execute, and replicate effective marketing initiatives across your sales channels
Assign, schedule, and track marketing campaign activities, and measure performance
Access relevant customer data in real time, including purchases, call and escalation history, interactions, multiple contacts, support cases, e-mail, and attachments
S A G E B U S I N E S S I N S I G H T S E X P L O R E R M A K E S S E N S E O F T H E N U M B E R S
Get timely access to key business information across your system in a format that is easy to read and understand. Easily apply query, reporting, and statistical analysis to make faster and better decisions for your future. Quickly assess the state of your business, monitor sales, and share information with others in your organization in a meaningful way.
SageCRM
A Complete View of Your Organization’s Customer Interactions
SageCRM is an easy-to-use, fast-to-deploy, feature-rich Customer Relationship Management solution
that you can configure and personalize. Combining SageCRM with Sage MAS 90 and Sage MAS 200
ERP systems provides you with a way to quickly analyze, manage, and synchronize sales, marketing,
and customer care activities across all points of contact. Use Business Insights Explorer to give you true
visibility across your business and up-to-date sales results. Seamlessly convert SageCRM prospects to
Sage MAS 90 or 200 customers and provide real-time quotes to orders.
SageCRM integrates with Sage MAS 90 and 200 through a seamless interface that delivers real business
management advantages to your organization. Designed to improve business relationships with every
interaction, SageCRM and Sage MAS 90 or 200 provide a complete customer solution. For example,
real-time availability and pricing allows you to generate an accurate proposal with no hidden charges.
Then, send the quote by e-mail directly from SageCRM and set reminder follow-ups. This increases your
forecasting accuracy and productivity, and strengthens your customer relationships.
With a full suite of integrated applications—including Sales, Marketing, Customer Service, Mobile
Solutions, Accounting, Distribution, and Manufacturing—your people get the tools they need to find
new customers, close sales faster, access transaction history, accounting data, and build lasting,
more profitable relationships across all channels. SageCRM’s powerful workflow engine delivers better
business process automation, making your organization more effective and efficient. Regardless of
how, when, or where customers, partners, and prospects choose to interact with your organization,
SageCRM offers a comprehensive, easy-to-use solution to successfully manage relationships.
*Please note that SageCRM is available for Sage MAS 90 and 200 v4.2 and later.
Look up contact information, enter a sales order, perform customer maintenance, and access Sage MAS 90 and 200 information directly from SageCRM.
A B O U T S A G E S O F T w A R E
Sage Software supports the needs, challenges, and dreams of more than 2.7 million small and midsized business customers in North America through easy-to-use, scalable, and customizable software and services. Our products help manage a complete range of business functions including: accounting, operations, customer relationship management, human resources, time tracking, merchant services and the specialized needs of the construction, distribution, healthcare, manufacturing, nonprofit, and real estate industries.
F E AT U R E S
Seamless Integration
Automated workflow
Training and Coaching
Sales Force Automation
Marketing Automation
Customer Care Automation
web Self Service
web Services
Microsoft Outlook Integration
Computer Telephony Integration (CTI)
Use the power of Sage MAS 90 and 200 with SageCRM for a complete view of your customer interactions, orders, payments, communications, marketing campaigns, customer care, sales results, and forecasts.
Integrating business processes and rules across all channels, departments, and employees is easy with automated and customizable workflows throughout SageCRM and Sage MAS 90 or 200.
Providing step-by-step instructions, the innovative Training and Coaching tool assists users in getting started with SageCRM very quickly. User-friendly and intuitive, Training and Coaching includes quick tips, videos and wizards.
Gain easy access and manage all of your current and historical account details, activities, and opportunities and automatically distributes leads to sales professionals around the world. Point-and-click reporting and graphs offer sales teams access to real-time data for on-the-spot analysis and evaluation.
SageCRM Marketing Automation enables you to schedule and track marketing activities within a campaign. Make every detail of each campaign visible, providing a single source of customer information that eliminates guesswork and ensures the best use of your marketing resources.
SageCRM Customer Care Automation makes it easier for you and your staff to effectively build and manage lasting customer relationships. You gain real-time access to relevant customer data, including purchase, call, and escalation history, interactions, multiple contacts, support cases, e-mail and documents sent and received, sales opportunities, and the ability to automate your escalation processes using SageCRM workflows.
Web Self Service allows your customers and partners to access information, log cases, and request services and support over the Web at any time. Your customers receive information based on their preferences, requests, and history through customized customer and partner portals.
Create applications that securely access data in your SageCRM system with the SageCRM Web Services interface. The interface allows you to exchange information between your SageCRM system and other corporate applications.
SageCRM offers instant integration with the most popular e-mail and calendar management system, Microsoft Outlook.
CTI links your SageCRM system to phone switches, enables click-to-dial functionality, and offers inbound caller recognition.
Use Business Insights Explorer, directly from SageCRM, to access Sage MAS 90 and 200 information, answer those what-if questions, and track down any entry in your customer transactions throughout the system.
