512.892.8990 info@121-business.com
Sage to Present a Free, Live, Online Group Demo/Q&A on Sage 50 Quantum

Sage to Present a Free, Live, Online Group Demo/Q&A on Sage 50 Quantum

 

  • Looking for a more advanced accounting/business management solution for your growing organization?
  • Considering a move to a higher end ERP system, but need an affordable solution?
  • Want to take a closer look at Sage 50 Quantum, but haven’t had the time?


Mark your calendar, because
here is your chance!

In just a short time, you can learn firsthand how Sage 50 Quantum can provide features you may be missing in your current accounting/business management solution. This exclusive, informative webcast will be presented by the software manufacturer, Sage.

Attend this Session and
Receive Two Free Gifts (see end of announcement)

Are you missing any of these advanced features in your current accounting/business management solution? Sage 50 Quantum has:

True FIFO Costing
Bill of Materials Revisions
Serialized Inventory
Multi Units of Measure
Workflow Process for Instant Visibility for Your Team
Advanced Job Tracking/Reporting
Customizable User Dashboards
Advanced Cash Flow Analysis
Sage Intelligence Reporting Tool for Advanced Reports, Scorecards, Dashboards
High Performance
Up to 40 Users
Easy to Deploy Add-on that Allows Secured Access to Key Info from Anywhere
And More!

 

Enroll today in this complimentary webcast to find out how Sage 50 Quantum can help you better manage your business with its vast functionality and affordability.  Sage 50 Quantum is a total business management solution that provides guidance, insights, and tools to help you achieve your business ambitions.

Are there others in your organization that would benefit by attending this webcast? Please feel free to forward this invite to others within your company to participate in this online overview.

This will be an informative presentation covering several topics.  Time will be allotted at the end of the presentation for Q&A.

Attend this Session and Get 2 Free Gifts!

Free One Hour Consultation*
Ebook-50 Excel Tips, Tricks

To get the free gifts, please reference 121 Business Software Consulting as the referring party when registering for the web event. (You must register and participate in the entire session.)

Thanks and hope you can join me for this exciting live web event!

Suzy

*Free One Hour Consultation for new clients who attend the entire session.

See Professional Profile

Suzy Payne Rabb
Your Live, Online Guide to Sage 50 Success
Sage 50 Certified Consultant
Sage 50 Intelligence Report Developer
BBA/Accounting
512.892.8990
suzy@121-business.com
www.121-business.com

See Our Sage Intelligence Stock Report Library 

Join my professional network at Linkedin and follow me on Twitter.

 

Sage 50 Quantum, Quantum Demo, Peachtree Quantum, Advanced Accounting, Manufacturing, Job Cost, Distribution, Accountants, Free Quantum Demo, Sage 50 Quantum Training

Sage 50 How-to: Restrict Access to Customer Credit Card Information

Sage 50 How-to: Restrict Access to Customer Credit Card Information

From “Sage 50 How-to: Restrict Access to Customer Credit Card Information” and Sage 50 Insider, May 2013

In Sage 50 Accounting, customer credit card information is password protected through Sage Exchange. To add an extra layer of security for your customer credit card information, you can customize the access privileges of your Sage 50 user accounts so that only approved users can view the area on Maintain Customers/Prospects window that provides access to Sage Exchange.

Follow these steps to restrict this area from unapproved users:

More from “Sage 50 How-to: Restrict Access to Customer Credit Card Information” and Sage 50 Insider, May 2013

 

Suzy Payne Rabb
Sage 50 Solution Provider
Your Live, Online Guide to Sage 50 Success
512.892.8990

 
Send email to suzy@121-business.com
Website: www.121-business.com
Join my professional network at Linkedin and follow me on Twitter.
What is a Performance Scorecard?

What is a Performance Scorecard?

From “Performance Scorecard” by Margaret Rouse and TechTarget

 

Performance scorecards are often said to be a visual answer to the question, “How are we doing?”

A performance scorecard is a visual representation of the progress over time of some entity, such as an enterprise, an employee or a business unit, toward some specified goal or goals. Performance scorecards are widely used in many industries throughout both the public and private sectors. The performance scorecard is an essential component of the balanced scorecard methodology.

Performance scorecards are also used independently of the balanced scorecard methodology to monitor the progress of any organizational goal. The integral concepts of scorecards are targets and key performance indicators (KPIs). KPIs are metrics used to evaluate factors that are crucial to the success of an organization; targets are specific goals for those indicators.

KPIs differ from one organization to another. Net revenue is a typical enterprise KPI; unemployment rate is a typical government KPI. In the scorecard, KPIs are represented by icons. For example, the vice president of manufacturing might be interested in such items as:

  • The number of units produced
  • The number items that fail quality control
  • The amount of byproduct generated
  • Inventory levels
  • Raw materials inventory levels
  • The current price of raw materials

Each KPI is typically displayed as a symbol indicating the health of that particular number. For example, the number of items failing quality control might be 50. If the company is making two million items a day, this is a low percentage and might be acceptable. If, on the other hand, the company is producing only 75 expensive products a day, 50 failed products probably indicate a serious issue that must be addressed. A KPI icon may use colored indicators (green/yellow/red), smiley faces, gauges, dials, and so forth. This way, at a glance, an individual can determine whether things are good for each particular KPI without having to see the exact number or translate a number into an indicator of overall health.

 

Here’s one example of a scorecard created in Microsoft PerformancePoint Server:

 

The performance scorecard is often confused with the dashboard. The main difference between the two is that a dashboard, like the dashboard of a car, indicates the status at a specific point in time; a scorecard, on the other hand, displays progress over time.

 More from “Performance Scorecard” by Margaret Rouse and TechTarget

 

Suzy Payne Rabb
Sage 50 Solution Provider
Your Live, Online Guide to Sage 50 Success
512.892.8990
 
Send email to suzy@121-business.com
Website: www.121-business.com
Join my professional network at Linkedin and follow me on Twitter.
Performance Management Scorecards Straight from Sage 50 (Peachtree)

Performance Management Scorecards Straight from Sage 50 (Peachtree)

By Suzy Payne Rabb
 
Performance Management Scorecards

Sage 50 Scorecard, Sage 50 Dashboard, Business Intelligence

 

Stay on track with the key performance indicators that can mean more success for your business. We create custom scorecards to inform, motivate, challenge and incentivize managers to build more profit into your bottom line.

-Use the Metrics that Drive Your Particular Business
-Can Work with Your Existing Sage 50 Chart of Accounts
-Works with Versions 2012 and Beyond
-No More Excel Editing, Copying, Pasting to Get What You Need

Contact us for more information.

This scorecard produced directly from Sage 50 via Sage Intelligence reporting tool. Entire scorecard below.

Suzy Payne Rabb
Sage 50 Solution Provider
Your Live, Online Guide to Sage 50 Success
512.892.8990
 
Send email to suzy@121-business.com
Website: www.121-business.com
Join my professional network at Linkedin and follow me on Twitter.

 

 

 

Tracking Sales Orders with Sage 50 Quantum

Tracking Sales Orders with Sage 50 Quantum


by Suzy Payne Rabb
121 Business Software Consulting

 

Where’s the Order?

What if everyone on your team could have real time access to the latest status and up-to-the minute notes on your company’s open sales orders?  Imagine how much more smoothly your operation could work. No one would have to wonder, ask or spend time tracking down what’s happened or what needs to happen next. With just a couple key strokes, a user could see a birdseye view of the total sales order process or drill down to immediately answer questions about the most detailed aspects of a specific order.

With minimal setup, your Sage 50 Quantum system can be setup to provide a dashboard with the following views.

And you can arrange these views on your own dashboard in a number of meaningful ways.

So, how is it done? Sage 50 Quantum Order Process Workflow is the key. Order Process Workflow is built into the Sage 50 Quantum system. You just need to set it up and start using it.

 
 
 
 
 
Update:  New Sage 50 Business Intelligence Report, Sales Orders by Status w/Trackit Note, is now available.  Click here for report details.
 
 
 
 

 

 

 

 

Sage 50 Order Process Workflow

The Order Process Workflow system in Sage 50 (Peachtree) Quantum Accounting keeps everyone informed in real time of all the details related to your sales orders, so that anyone with approved access can instantly know where the order is, when it’s due, who’s handling it, or what the problem with it is. You can customize the triggers, steps and statuses that are crucial to your particular company.

  • Keep track of all the moving parts of your order process so nothing gets missed and everything moves along as planned.
  • Notify the next person in the process with a status and specific notes as needed.
  • Have one centralized place to keep track of all the work involved in the process, or see just your own tasks.
  • Automatically send notifications to designated employees once a task is completed.
  • My Inbox on My Dashboard monitors the status of a user’s processes and transactions, and allows them to take action.

Interested in learning more?  Contact a Sage 50 Certified Consultant or email me at suzy@121-business.com to setup a free consultation.  I’ll share the steps to get this functionality setup and working for your company.

Suzy Payne Rabb
Sage 50 Peachtree Certified Consultant
Sage 50 Solution Provider
Your Live, Online Guide to Sage 50 Success
512.892.8990

 

See Professional Profile

 
Send email to suzy@121-business.com
Website: www.121-business.com
Join my professional network at Linkedin and follow me on Twitter.
 
Sage 50 Quantum, Sage 50 Consultant, Sage 50 Help, Sage 50 Training, Order Entry, Order Processing, Sales Orders, Open Orders, Peachtree Quantum, Peachtree Consultant, Peachtree Help, Peachtree Training
Gross Profit by Invoice

Gross Profit by Invoice

By Suzy Payne Rabb

 
Do You Know Your Gross Profit by Invoice?

 

Click here for the printable PDF of the entire report.

 **Note:  This new stock Sage 50 Business Intelligence report works for both stock and assembly items.
 

If you use Sage 50 (Peachtree) for inventory and manufacturing, the data is definitely there.  Here is a solution to present this information in a more concise and meaningful way than can be done from Sage 50 alone.

Introducing our new Sage 50 Business Intelligence Report, Gross Profit by Invoice, Item Report.  Finally, concise, to-the-point, easy-to-read reporting of your gross profit per invoice.  This functionality can now be easily added to your own Sage 50 system as early as today.  It’s just one example of the type of reporting now available with Sage 50 Business Intelligence.

Stay tuned for announcements of additional reports to be added to our Sage 50 Business Intelligence Stock Library.  Also, would love to know what others are doing today with Business Intelligence.

Interested in this report?  Email me today for the details of how to add this report to your own Sage 50 system.

Suzy Payne Rabb
Sage 50 Peachtree Certified Consultant
Sage 50 Solution Provider
Your Live, Online Guide to Sage 50 Success
512.892.8990
 

See Professional Profile

 
Send email to suzy@121-business.com
Website: www.121-business.com
Join my professional network at Linkedin and follow me on Twitter.