SAGE 300 ERP ADD-ONS. GreyMatrix. Salesforce. Integration. Auto Revise Quote. ecommerce Magento. Integration. Document.

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1 Auto Revise Quote Bulk Invoicing Salesforce Integration 3 way PO ecommerce Magento Integration GL Utilites Drop Shipment GreyMatrix Document Attachment Purchase Process Module Document Numbering NON ARTIFICIAL INTELLIGENCE SAGE 300 ERP ADD-ONS

2 about us Greytrix- Sage Premier Gold Development Partner is a one stop provider for all your Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for you pre-sales technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise. Page 0 ecommerce Magento Integration 0 GreyMatrix 03 Document Numbering 04 Document Attachment 05 Purchase Process Module 08 Sales and Distribution Process Module 0 General Ledger Utilities Sage 300 ERP Salesforce Integration 3 Sage 300 ERP Services

3 Ecommerce Magento Integration Greytrix offers integrated ecommerce Magento and Sage 300 ERP Solution. It is designed to assist businesses to manage and seamlessly integrate their ecommerce website and marketplace with back office ERP systems. This highly effective business system provides a link between online stores/ ecommerce portals and backend ERP systems performing bi-directional data synchronization in a fully automatic manner. Bi-Directional Data Integration Scheduling Processes Updates inventory in Real time from ERP to Magento Different tiered pricing for various BB Customers Reduces time- to- shipping with faster order processing Eliminates redundant data entry tasks from Magento to Sage 300 ERP 3 Multi Store/ Company Integration

4 GreyMatrix Apparel, Footwear and Accessories Distributors/ Retailers are in a highly competitive, trend driven industry. The inventories have to be managed timely in order to achieve rapid time-to-market. Greytrix offers GreyMatrix which provides comprehensive software solution to the Distributors/ Retailers to achieve transparency, traceability, accountability in their business which ultimately results into increased revenues. Manage inventory according to style, size, color & product image of the items Captures unlimited style, size and colours Simplified Procurement, sales & distribution Generates reports along with style images Grid based inventory system 3 GreyMatrix Report format

5 Document Numbering With an organization s footprint now spanning multiple lines of business, functions, accounting calendars, and geographical locations, enterprise software needs to have the flexibility to meet several unique requirements. One such special need is the one to have distinct document numbering series. Greytrix Document Numbering Add-on for Sage 300 ERP provides enterprise with a simple and cost-effective way to work around Sage 300 ERP s out of the-box document numbering system so that documents become easier to use, manage and secure. Document Number Mapping User defined document numbering User defined distinct document numbering Transaction numbers based on - Location - Account Set - Account Set/ Location - Bank Code 3 Transaction numbers based on Location, Account set, Location Account set, bank code 3

6 Doc Attach While transactions can be recorded easily in a comprehensive ERP like Sage 300, there is often a need to streamline processes, go paperless, and bring all documentation onto a single platform to maintain data integrity. The Greytrix Document Attachment Add-On for Sage 300 ERP helps enterprises to do just that. It is a comprehensive add-on that enables users to attach, refer, and view documents related to transactions entered into Sage 300 ERP. Integrated with Sage 300 ERP Simplifies document tracking and enables viewing of Historic transactions Document delete authorization Document override authorization Document overwrite/ deletion authorization 3 Historic transaction posted 4

7 Purchase Process Modules Back to Back PO: Most of the companies today work towards maintaining optimum inventory levels. They prefer specific supply order linked to each customer order and they want these supply order created as soon as the customer orders have been booked. With Greytrix Back to Back PO add-on tool this can be achieved. Companies can also attain transparency about their Sales Order line up, so that they can answer customer service inquiries anytime. The process is called Backto-back orders, indicating that the Sales Order and the supplying Purchase Order are very closely linked, often where one PO is tied to one Sales Order. Eliminates risk of received items being allocated to another SO Restricts users to commit Quantity > SO Commits the received quantity as per the Sales Order Order Entry Screen 5

8 Purchase Process Modules Auto Revise Quote Number: Businesses needs to prepare Quotation in response to the RFP- request for proposal for product or services the customer intends to purchase. During the negotiation stage with the customer multiple revisions take place on the previous quotation. Preparing multiple quota- tions for number of RFP s with same specifications is a tedious task. With Auto Revise Quote Numbering add-on, multiple sub-quotes can be revised and created from the original quote and sent across to different prospect customers. Original Quote with Sub quote created The quote can be revised as a sub-quote of the original quote User can trace the parent quote with its revised quote Sub Quote List 6

9 Purchase Process Modules Three way PO matching: In all the organizations, accounts department records the financial transaction of the amount it owes to its vendors and processes payments for those purchases. This payment to the vendors is executed only after verifying, that no discrepancies exist among the supplier invoice, the purchase order, and the PO receipt-which is called three-way matching-accounts Payable and then approves the voucher for payment. The same accounting functionality is incorporated by Greytrix in its 3 way PO matching Add-on. It restricts the user from receiving a PO Receipt in which, received quantity is more than that entered in PO for a specific item. The Add-on will cross-check the item order quantity with receipt quantity and if the latter is more than the former it will react with a pop-up message, Quantity receipt cannot be greater than Quantity on PO. Verification of item orderquantity with receipt quantity Cross-checks the item order quantity with receipt quantity Easily configurable validation rule Generates automated alerts in case of discrepancies detected in Quantity Alerts on discrepancy in Quantity 7

10 Sales and Distribution Process Module Bulk Invoicing for Sage 300 ERP: Every organization has dedicated person assigned to process invoices. Earlier, at a point of time only single invoice could be processed. However with advent of Bulk Invoicing Component tool for Sage 300 ERP the process of generating invoice is automated and bulk invoices can be generated from multiple shipments for multiple customers at the same time. With this component, the Account person in the organization can list out all open shipments for which invoices need to be generated in Sage 300 ERP and on the single click user can generate OE invoices for multiple shipment in a timely manner. Feature Automates invoice generation from multiple shipments for multiple customers at same time Console to view and send Invoices to multiple customers Benefits Accurate book keeping User friendly Saves the time spent on processing individual invoices 8

11 Sales and Distribution Process Module Drop Shipment for Sage 300 ERP: Most of the retail businesses and online shopping today are deploying in Drop shipment process thereby customer order & shipment details are directly forwarded to the Supplier. This process significantly benefits the retailer by eliminating upfront inventory and brings in positive cash flow. Greytrix Drop Shipment Add-on tool works in tandem with Sage 300 ERP to automate the entire Drop shipment process. User can generate Purchase Order from Sales Order and also create automatic Drop Shipment on PO Receipt posting Purchase created for Drop Shipment can be printed from Sales Order screen. Console to select Drop shipment on PO receipt posting Benefits Reduces inventory management Reduces shipping costs. 9

12 General Ledger Utilities Greytrix adds value to the General Ledger module of Sage 300 ERP by providing it with various productivity tools that automates financial processing and real-time visibility to financial transactions. It provides everything you need to enhance financial transparency, traceability and accountability to improve your bottom line. a) GL Batch Creation in database simultaneously Concurrent updation in Source & Target database { Automates concurrent updation of GL Batches in Source & Target database as per Target database fiscal calendar setting. Benefits Accounting accuracy ensured. Saves time and reduces manual efforts. b) GL Drill Up Automates Drill up from sub ledger transactions to GL. Automates reconciliation of AP/ AR invoice with GL. Journal details can be viewed from particular document itself. Verification of Journal entries Benefits } Automates tracking transaction for GL entry in single click. Verification of the Journal entry. 0

13 General Ledger Utilities c) Date wise GL Trial Balance Organization s resort to trial balance reports to verify whether the GL entries are correct and balanced. Sage 300 ERP gives users option to extract trial balance reports only for specified fiscal period however with Greytrix Date wise GL Utility you can extract trial balance report for specific dates. User defined date range for report extraction Benefits Report extracted in pdf format Reports extraction for Opening balance, Net Change and closing balance possible for user defined date range. Report can be exported in Excel or PDF format.

14 Sage 300 ERP Salesforce Integration Greytrix offers a gamut of in-house developed GUMU integration solutions which helps Partners and Customers in cloud based and on-premises integration of CRM and Sage ERP products so you can have the best of both worlds. With Sage 300 ERP and Salesforce Cloud CRM integration your sales representatives would no longer struggle to have single console view of the customers as their details are exchanged between ERP and CRM in real-time. They can now promote sales order to the ERP and also view transactions i.e. sales order and invoice related to the customer on the go and on real-time basis. Sales representatives have access to clients purchase details and financial history. Thereby optimizing your investments in Sage 300 ERP and Salesforce.com cloud based CRM. Real-Time Information Authorization control for different users Linking Existing Customers Flexibility to configure custom fields Easy to promote Customers and Sales Order Compatible with Portable device Important Quote, Sales Order, Shipment, Invoices, Credit Note, Payments Receipts against Invoices and Sales summary can be viewed on user-friendly Salesforce tabs for particular customer. Benefits Portable Device Compatibility Cross device integration, critical information regarding leads, customers, and orders can be accessed across devices Sales Order created, can be promoted to the ERP on the go. Based on real-time data, Management can make informed decisions & identify business opportunities. Sales person can extract client information in Realtime and on the go. Enhanced client experience due to faster resolution of queries and personalized responses. Increased employee productivity due to data consistency and no efforts to correct duplication.

15 Sage 300 ERP Services Greytrix solution and services for Sage 300 ERP: Greytrix offers best-in-class Sage 300 ERP customizations and development services to Sage 300 ERP business partners and Sage PSG worldwide. Greytrix s team of highly experienced and certified Sage 300 ERP Techno-functional consultants ensures that Customer requirements are always met. With such expertise in Sage 300 ERP, we don t limit ourselves to development alone but provide you with variety of choices from development to consulting to implementation. So for any of your Sage 300 ERP related needs, Greytrix is the one-stop-shop for you.???? Key Offerings? Why Greytrix? Greytrix is 5+ years old Sage Premier Gold Development Partner which is a one stop provider for all your Sage ERP and Sage CRM needs. Greytrix with 000+ man years of experience in Sage 300 ERP Development and Consulting Services Team of experienced Techno-functional engineers and consultants having worked with 500+ unique Customers across 5+ different countries 50+ consultants out of which, 30+ work exclusively on Sage 300 ERP Development Bespoke Customizations in Sage 300 ERP Upgrading to higher versions Dedicated migration team to migrate data from any ERP to Sage 300 ERP Technical Expertise Onsite Development Techno-functional support (Both On-site and Off-site) Installation and Configuration Third party product development and integration Technical Expertise: Our Technical Expertise include but is not limited to,»» Sage 300 SDK and Views Development»» Crystal Report»» Sage 300 SDATA»» Sage Business Intelligence Reporting»» Sage 300 Screen Customization»».NET API»» Sage 300 Macro Development»» SOAP Based Web Services 3

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