Schulz Consulting

Sage 100cloud Consulting

10 Ways Mobile Sales for Sage 100 can improve your bottom line

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It’s no secret that empowering your reps to complete sales transactions in the field will help them sell more, thereby increasing revenue. And a Sage-integrated Mobile Sales solution can also save you time (and therefore, money) by automating many of the time-consuming and error-prone tasks associated with the sales cycle.

Keep reading below for 10 ways that Mobile Sales for Sage 100 helps you improve your bottom line by making it easy to sell while streamlining operations.

  1. Allowing your reps to view real-time information such a customer-specific pricing, quantity on hand, and order history will allow them to increase customer satisfaction by ensuring that they are selling the right products at the right price.
  2. Sales tax is hard. With a Mobile Sales tool that’s integrated with Avalara, you don’t have to worry about your reps spending their time trying to calculate sales tax (and still maybe not getting it right). They can get real-time sales tax calculations for accurate invoicing at the point of sale.
  3. Collecting payments on the spot is great for cash flow and AR. Mobile Sales tools that integrate with secure credit card processors like American Payment Solutions let you do just that.
  4. Eliminate the paper chase by capturing signatures in the field digitally and storing them in Sage.
  5. Receipts can be emailed or printed on the spot from the mobile device to close out the transaction.
  6. Buy only the devices you need. A good Mobile Sales tool will work on just about any device – from rugged barcode scanning computers to smart phones, tablets and full-sized laptops.
  7. There’s no need for your reps to learn how to use Sage to complete transactions. They have all the tools they need to close the deal at their fingertips with one easy to use app that optimized for mobility.
  8. Speaking of Sage, you don’t need additional Sage licenses or modules to use most Mobile Sales tools.
  9. You don’t need an internet connection to use Mobile Sales. Solutions like ScanForce Mobile Sales can operate with the latest synced data from Sage. Entries can be synced back to Sage when a connection becomes available.
  10. Mobile Sales isn’t just for field sales reps. Put them at the counter, in the showroom, on the tradeshow floor, wherever your customers are when they’re ready to buy!

There are many options for Mobile Sales tools. ScanForce Mobile Sales is the only Mobile Sales solution for Sage 100 that offers all this functionality and more.

Read: What Makes ScanForce Mobile Sales Different?

To learn more, contact your Sage partner or visit the ScanForce website.

Sage 100 Federal Withholding Tax Tables for 2019 Released (12/27/2018)

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Sage just released the latest payroll tax tables for 2019. This table version 12/27/2018 contains updated federal withholding tables which you can use for the first payroll of 2019.

Generally, you should follow these steps in processing the end-of-year for your Payroll system:

  1. Install the latest IRD
  2. Print W2 and tax forms
  3. Make a backup
  4. Close Payroll for 2018
  5. Install the latest tax table
  6. Process your first payroll for 2019 and double check that correct taxes are withheld

Updated rates include

  • Federal Withholding Tables for 2019
  • Federal Exemption Increase to $4,200
  • Alaska UI wage base increase
  • Hawaii temporary disability wage base increase ( TDI )
  • Hawaii UI wage base increase
  • Illinois personal exemption increase
  • Kentucky standard deductions increase
  • Minnesota withholding tables
  • Missouri withholding tax tables
  • Missouri new filing statuses
  • Missouri standard deductions
  • North Dakota UI wage base change
  • New York withholding tax tables
  • Ohio withholding tax tables
  • Oregon withholding tax tables
  • Oregon standard deduction changes
  • Rhode Island UI wage base change
  • South Carolina withholding tax tables
  • South Carolina dependent exemption increase
  • Utah UI wage base increase

These payroll tax tables are available for the following versions of Sage 100 payroll

  • 2017
  • 2016

For a full list of tax table changes please download this PDF document

 

 

 

Here are The Sage 100 2018 Downloads Needed for Year-End 2018

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Here are links to all the latest file versions needed to update both Sage 100 and Sage 100cloud version 2018.x for year-end 2018 processing.

We recommend payroll users stay on the latest release of Sage 100. If you are still on Sage 100 Payroll 2017.1 or 2016.5 then you should finish the year on that release and upgrade to Payroll 2.x toward the end of Q1 2019.

If you are using 2016.5 please note that this is the last year tax tables and IRD will be available for that release.

Before upgrading your software please ensure that all third-party enhancements are compatible with the upgraded version you are moving to. Please consult your Sage partner for specific questions about the upgrade process.

These downloads include (in the order of use):

Where Required, Install Before the Last Payroll of 2018:

  • Sage 100 2018 Full Product
  • Sage 100 2018.5 – Latest Sage product update
  • Sage 100 Payroll 2.19.0 (if using Payroll 2.x)
  • Sage 100 Interim Release Download for 2018 Year-End

Install After The Last Payroll of 2018 but Before The First Payroll of 2019:

  • Sage 100 2019 Q1 tax table update – install this after printing W-2s and before the first 2019 payroll

Sage 100 2018 Download Portal

 

What Are The Differences – Sage 100 vs Sage 100cloud ( PDF Download)

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What are the key differences between Sage 100 and Sage 100cloud?

This is a question you probably have asked as you contemplate whether to change licensing to Sage 100cloud.

Sage has just published a handy PDF ( Sage 100 vs Sage 100 Cloud PDF ) which outlines what they believe are the key differences between their traditionally on-premises Sage 100 product and their subscription license based Sage 100cloud product.

Some key takeaways from our experience working with both Sage 100 and Sage 100cloud:

  • Sage 100cloud doesn’t natively run in the cloud – although you can have it hosted (for an additional fee) which is a popular option that tends to be attractive based on the ROI of hosting vs on-premises servers
  • Sage 100cloud allows you to select from the traditional Providex (Standard), Providex Client Server (Advanced) or SQL (Premium) versions with no additional charge (this is one of the most valuable benefits for many customers since previously the ability to use Sage 100 on SQL carried a hefty additional cost – which is no longer charged for Sage 100cloud subscribers).
  • Both Sage 100 and Sage 100cloud are compatible with the same product updates and generally the same enhancements/add-ons (unless listed below as Sage 100cloud specific)
  • No added complexity to install Sage 100 vs Sage 100cloud
  • Subscribing to Sage 100cloud usually doesn’t require an immediate version upgrade
  • Sage 100cloud EULA limits subscription increases to 10% annually
  • Although Sage 100 continues to be supported, future development efforts from Sage will likely focus on Sage 100cloud
  • All prior versions of Sage 100 data are upward compatible with Sage 100cloud (in most cases no data conversion/migration is needed)

 

 

 

Sage 100cloud is sold in three bundles as well as various optional add-ons as noted below:

 

 

For additional information or to request assistance with either a new or existing implementation (including migration) of Sage 100cloud please contact us 833-SAGE-100 (724-3100) or email wayne@s-consult.com.

 

 

 

 

Sage 100cloud – Providex ( PVX ) vs SQL – Pros And Cons

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As Sage 100 users migrate to  Sage 100cloud we are often advising them to consider whether a move to a SQL database may be of benefit to their operations.

One of the key benefits of the Sage 100cloud subscription is the ability to use any of the following flavors of Sage 100cloud with no additional charge for changing the underlying database driving Sage 100cloud:

  1. Sage 100cloud Standard  – Providex based
  2. Sage 100cloud Advanced – Providex based – runs in a client-server type environments
  3. Sage 100cloud Premium – SQL backend – runs on Microsoft SQL server

What’s The Best Option For Sage 100cloud: Providex or SQL?

Below is a condensed version of the pros and cons of changing your Sage 100cloud to a back-end SQL database. Typically we recommend considering this switch when you:

  1. Have significant database sizes (> 500 MB) and expecting to continue growing
  2. Noticeably slow reporting – especially with externally connected reports/queries
  3. 10+ users on the system concurrently (now or expected in the future)

Your end users don’t need to know anything about SQL. About the only thing they’ll notice is if they use the SOTAMAS90 for external reporting they will have to change drivers in favor of a connection to the SQL tables.

Benefits of SQL for Sage 100 and Sage 100cloud

  • No premium for premium (a true benefit of Sage 100cloud subscription)
  • External reports based on SOTAMAS90 pretty easy to convert to Premium
  • Customers notice a speed increase in external reporting (true value added)
  • Virtually all 3rd party ISV solutions work with Premium
  • Reporting via external tools/connections can be significantly faster
  • Straightforward to set up Sage 100cloud on Premium
  • The prior penalty for SQL speeds in native Sage screens seems mostly gone
  • Data File Display & Maintenance (DFDM) goes away but you can download a free DSD SQL DFDM
  • Skilled users can use SQL tools for query/changes (recommend locking users out of write capabilities)

Disadvantages of SQL for Sage 100 and Sage 100cloud

  • Need to be comfortable setting up a SQL server
  • Some customers reluctant to invest in a new server to maintain (especially if they don’t have on-staff IT person)
  • Sage has limited info about how to configure the SQL server
  • Easy to use SQL tools to change data without Sage 100cloud which could result in lost data if not performed by a qualified person
  • WO, MRP users can’t use Premium as of December 2018 (due Q1 2019)
  • Tricks you may do with Providex such as swapping in or out single data files are difficult/impossible with Premium
  • Cannot simply insert a new license key – a system upgrade will be required which involves migrating existing data to a new installation of Sage 100cloud Premium

 

If you are considering a move to Sage 100cloud Premium ( aka SQL ) then consult our summarized guide to selecting and configuring Microsoft SQL for Sage 100 Premium.

The use of SQL is a popular selection for growing Sage 100cloud customers with significant reporting requirements now or in the future.

For more information contacts us or give your Sage 100cloud partner a call.

Contact Us

Schulz Consulting
Glastonbury, CT 06033
Phone: 833.724.3100
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Locally serving all of Connecticut, Massachusetts, Rhode Island, Vermont,
New York, New Jersey. Available remotely nationwide.
We are a local branch of DSD Business Systems Connecticut.