Sage summit presentation iigservices

Expert Solutions for Business

Information Integration Group, Inc.

Presentation by:

Alec Baghdasaryan ERP Product [email protected] Sosbee Senior Implementation [email protected] Haywood Channel Sales and Marketing [email protected]

Product Lifecycle ManagementDeveloping Solutions for Sage Software

Products since 1991(For Sage 100 ERP and Sage 500 ERP)

www.iigservices.com(877) 475-4092


Introduction to IIG Founded in 1991 Leading Sage 100 VAR, implementer, and developer in SoCal 40+ employees, 80% technical Specialize in providing fully integrated solutions Publisher of Maestro Suite of Products for Sage100 ERP

Material Planning & Production, WO & MRP modules in Sage100 SQL Warehouse Automation & Advanced Distribution Features for Sage 100 Field Services Automation for Sage100 and Sage 500 ERP Rental Management for Sage100 and Sage500 ERP Apparel – Product Life Cycle Management

Supporting 1000+ customers across N. America Supporting 100+ resellers across North America Sage Software Development Partner


Procurement / Production

Distribution / Order Fulfilment /

Planning

Service & Warranty

Product Lifecycle Management


Material Planning & Production Ability to view Material Requirements by item or for an entered ship-date.

Requirements displayed include: Quantity to produce (FG & WIP / Sub-Assembly) based on MRP run data Items to purchase for all levels Min/Max/EOQ entries are included in calculated requirements

Ability to auto-generate Purchase Orders: Based on the purchasing requirements of the MRP run Components required for the manufacturing work orders

Ability to maintain requirements and generate Work Orders: Based on demand generated for an entered ship-date For finished good requirements of the MRP run Sub-assemblies required to manufacture requirements

Ability to auto schedule Work Orders based on preferred machine and calculated run time

Ability to create Work Orders from the Sales Order Entry program


Material Planning & Production

Selection filters are used to manage the MRP runs

Requirements calculated are loaded into a grid. Users have the option to manually adjust the demand calculated

Purchase and work orders can be auto generated for the selected items



Work orders can be generated by dragging and dropping the items into machine/work center columns.

Items selected by the Production Requirements Calculation program

are loaded into a panel on the board.



Work Orders generated can be viewed and re-scheduled by dragging and dropping them from one day to another or from

one machine/work center to another




Planning

Service & Warranty



Logistics – Container Tracking Created Landed Cost transaction based on vessel's

bill of lading Load all or selected items in full or partially into

created Landed Cost transaction Allocate expenses entered for each container to

items in the container (as received). Create AP Invoices for entered invoices

Receive inventory into in-transit warehouse for FOB Foreign Dock purchase orders

Duty classification entry by item. Auto loading of entered duty into Landed Cost transactions

Enter orders against inventory in transit




Planning

Service & Warranty



Comprehensive end-to-end Solutions Solutions based on SData Mobility Platforms

100% use of Business Objects Technology Client Agnostic Solutions (iPad, iPhone, Android, Surface)

Solutions using IIG Bus Obj link w/Magento or working w/Website Pipelines Shipping Solutions based on HighJump True Commerce, or SWK’s

MAPADOC EDI products Advanced CC, POS - Sage Payment Solutions, VeriFone & Cybersource Solutions based on Sage CRM Sage Inventory Advisor (Inventory Forecasting & Planning) – link to MPP Sage Intelligence (Financial Reporting) Sage Sales Tax by Avalara (AvaTax) Sage Fixed Assets Sage Alerts & Workflow by Vineyardsoft (KnowledgeSync) Sage HRMS – HR, Payroll, Time & Attendance Mgmt


Advanced Distribution Functionalities Inventory Allocation to Orders / Release Back Order Processing Multiple Bin Locations per item in a Warehouse Container Tracking / Advanced Landed Cost Palletized Shipping UPC Processing with ITF-14 functions Master & VICS Bill of Ladings Order Process Tracking / Pick Ticket Spooler Multi-Currency Processing Multi Warehouse Functionality

Inter-Warehouse Transfer Processing – Sales Orders or Inventory Transfer Transactions

Counters and Pricing by Warehouse Centralized Purchasing for Locations

Lot Tracking / Inventory Recall Processing Royalty / Rebate / Consignment / Core Processing




Planning

Service & Warranty



Warehouse RF Automation IIG RF Warehouse Automation brings advanced warehouse

management to Sage 100 ERP Automate your:

Shipping Data Entry Receipt of Good Entry Inventory Cycles Counts Inventory Transfers

User friendly – Sage100 user interface Integrates with

Shipping System Integration Apparel Management Multiple Bin Location for each item in a warehouse




Planning

Service & Warranty



Apparel Processing Size and color tracking functionality by style in:

Sales Order Processing Purchase Order Processing Inventory Management RMA BOM

Ship items by scanning bar codes assigned to specific size and color Product Lifecycle Management Process pre-packs by item or specific customer Inventory replenishment and sales tracking by style and size and color Inventory allocation by order ship date and customer priority. Ability to process

future orders Optional features:

Container Tracking – duty and advanced landed cost calculations Sample / Design Pack production management EDI interface using UPC codes eCommerce – interface with Website Pipeline




Planning

Service & Warranty



Rental Order Processing

Time based inventory availability display. Ability to drill down into rental orders for a given date range

User Defined Billing Periods - day, week, or month Ability to generate invoices in advance, upon return or

periodically Ability to enter rental billing information for each line item on

rental order Ability to sale and rent on the same rental order Ability to process early returns, partial returns or late returns Ability to rent kits, packages (rents with) or optional

configuration of products Ability to track history of serialized items Ability to process product swaps Sub Rental Processing Full Integration with IIG Crewing and POS modules

“MAS 200 with IIG’s Rental, Advanced Credit Card Processing, and Service solutions made it possible for us to triple in size in three years. It’s the best business decision we ever made.”

- Bob Moayeri, Vision Communications


Point of Sale / Enhanced Credit Card Processing

Replacement for PC Charge using IIG’s PayWare Connect Integration Fast Sale feature for POS allows for quick generation of invoices Process high volume transactions Integration with Bank Reconciliation Deposit Processing - apply payments to one or many sales orders, invoices or on-account Cash Drawer Reconciliation Post deposits to GL Liab Account Cashier Functions Multi-location (store) processing Debit and Gift Card processing PCI 3.0 compliant Card Terminal integration Can have 1,000’s of deposits

per order. Full logging of all activity


IIG Credit Card Features

Uses VeriFone PAYware Connect which links to over a dozen card processor networks.

Multiple simultaneous transactions at the same time. Secure vault for cards which can be used on any of the card processor

networks. No card data is stored in the customer’s system. Support for chip and pin processing terminals using the VeriFone POINT

system for ease of set up and maintenance. The POINT system does secure encryption of card data which never enters

the merchant’s system. PCI 3.0 compliant. For resellers, works with Sage Payments through the TSYS portal & directly. Support for ACH payments and refunds. Support for Gift Card processing.


POINT System Terminal




Planning

Service & Warranty



Inventory Allocation / Release BO Manual allocation of inventory to orders (in addition to

quantity committed managed by Sage 100 ERP) Process future orders – no inventory is allocated to the

order – set flag at header level or auto set based on ship date

Auto nightly allocation of inventory based on ship date & customer priority

Allocate inventory received to orders based on customer priority or scheduled ship date

Print pick tickets based on inventory allocated to orders Processing orders based on quantity allocated – Shipping

Data Entry


IIG Shipping Enhancements Item level tracking of

Item Tare for rating Freight Class and NMFC codes HAZMAT information International commodity codes and NAFTA required fields.

Auto selection of shipping date based on business dates Detailed tracking of all parcels and pallets, with multiple inquiries Tracking of cancelled shipments with reason codes. Duplicate shipment tracking by carrier tracking or PRO number Optimized for high volume shipping Links to the IIG UPC to speed processing of cases and pallets. Ability to do on the fly rating and freight estimating from sales order entry ASN tracking of products from the point of shipping (True

Commerce/Mapadoc). Links with most shipping software (Malvern/Clippership/Purolator/etc)


UPS / USPS / FedEx Integration - Rate Shopping / Manifesting

Sales Order Entry program will allow for rate shopping.Item, quantity and ship-via Information from the Sales Order will be used to obtain the shipping rate for the order.

The desired shipping rate can be selected from the available shipping methods.


Field Service Management User configurable Dispatch Board Quick entry and dispatching of tasks Management of installation process Auto task generation for preventive

maintenance contracts Tracking inventory at customer site Skill matching – task’s requirements against

technician’s skill Field Data collection using handheld devices

(iPad, iPhone, Android, MS Surface, other tablet PCs)

Customer signature capture in the field Auto creation of tasks based on Bill of

Material and linked routing settings Historical repair display and tracking of

warranty coverage for equipment on site Listing of parts needed for the service call Integration with MapQuest and GPS Devices


Questions and Answers

Thank you

www.iigservices.com(877) 475-4092

Presentation by:

Alec Baghdasaryan ERP Product [email protected] Sosbee Senior Implementation [email protected] Haywood Channel Sales and Marketing [email protected]




Planning

Service & Warranty
