BTerrell Group Blog

How Automating Inventory Re-Ordering in Sage 300 ERP Saves You Time!

Posted by Chris Firra on Wed, Nov 13, 2013

To remain competitive, running thin margins is a fact of life for most distributors. The difference between profitability and loss is the ability to manage low inventory levels. The key is always placing the right inventory order at the right time.

Sage 300 ERP provides three “Create PO” functions, which allows the purchasing manager to maintain the lowest inventory levels possible. These include:

• Create POs from Requisitions
• Create POs from I/C
• Create POs from Order Entry

Sage 300 ERP Create PO Functions

A prerequisite for each of these functions is defining the suppliers for each item established in the Inventory Control Vendor Details section.  Sage 300 ERP allows the set-up of up to 9 vendors with 9 different priority levels and definitions for each item number. 

Sage 300 ERP Inventory Control Vendor Details

Then, purchasing managers can generate POs based directly on sales orders when purchase order to delivery time is relatively short.  This is completed on either a sales order by sales order basis or for all sales orders within a specified delivery window.  Recently, Sage enhanced this function by adding a new Create PO button to the Order Entry user interface, enabling the creation of an inventory replacement PO. This is based on either the sales order or by creating a drop-shipment from the supplier directly to the customer. 

Sage 300 ERP Create PO

However, for many businesses, longer lead times requires purchasing to be completed well in advance of the customer’s order.  In these situations, the purchasing manager relies on the sales forecast and plan inventory balances in advance.  Sage 300 ERP Inventory Control facilitates the building of the inventory requirements forecast via the Inventory Control Re-order Quantities user interface.  This defines each re-order period, a minimum/maximum inventory quantity, projected sales, and the re-order quantity, which is ordered when either the minimum quantity is violated or projected sales are exceeded.

Sage 300 ERP Inventory Control Reorder Quantities


Sage 300 ERP Create Purchase Orders from Inventory Control

The Sage 300 ERP purchasing automations cover a range of distribution models, however the system does not create the sales projections automatically.  The Sage Inventory Advisor, an integrated cloud-based solution, expedites the task of creating forecasts and monitors inventory levels according to the plan.  On average, Sage estimates the Inventory Advisor reduces time invested in inventory planning by 10-15%.

Sage Inventory Advisor

Getting started with Sage’s inventory re-ordering tools not only saves time and effort, it helps prevent lost sales due to stock-outs, while also minimizing your inventory investment.  

Let us know how we can help you get started with these terrific Sage 300 ERP purchasing features today with a free consultation!

Get a FREE ERP Consultation

Tags: Sage 300 ERP, inventory, Sage

Coming Soon: ACCU-DART for Windows Mobile Version

Posted by Meredith Gooch on Fri, Apr 30, 2010

We are happy to announce that the inventory management software that many of you use, ACCU-DART, will soon be compatible with Windows Mobile! The ACCU-DART team has been hard at work developing the new version, and will soon release it for Sage Accpac ERP. ACCU-DART for Windows Mobile opens up a world of options for the hardware best-suited to your business. Let us know if you are interested in learning more about the new version!

- Brian Terrell, CPA and Manging Partner

Tags: Accpac, ACCU-DART, Windows Mobile, inventory

Achieving Effective Inventory Management in Challenging Economic Times

Posted by Meredith Gooch on Mon, Apr 05, 2010

It is critical in challenging times that every dollar you have invested in inventory works as hard as possible to maximize the profitability and productivity of your investment. With that in mind...

...Please JOIN US for a luncheon on April 29, 2010 at Lawry's The Prime Rib to discuss some ideas that you can immediately implement to eliminate the "fat" on your shelves or in your warehouses. As you work to maximize the performance of your inventory now, you will be preparing to take advantage of all of the possible new business opportunities as soon as the business upturn begins. *This is a 3 part don't want to miss any of the 3 sessions!

Who: Anyone involved with inventory management
What: Round Table Luncheon
When: Thursday, April 29, 2010 at 11:30 a.m.
Where: Lawry's The Prime Rib in Addison, Texas
Cost: $15 per person

Contact us to learn more, or RSVP NOW!

About the Moderator:
Jon Schreibfeder is President of Effective Inventory Management, Inc., a firm dedicated to helping manufacturers, distributors, and large retailers get the most out of their investment in stock inventory. Over the past 29 years, Jon has helped over two thousand firms improve their productivity and profitability through better inventory management. He is the author of numerous articles and a series of books on effective inventory management including the recently published Achieving Effective Inventory Management - Fifth Edition and the National Association of Wholesale Distributor's Guess Right - Best Practices in Demand Forecasting for Distributors.

Tags: event, Lawry's, luncheon, inventory

Sage Accpac ERP 6.0 Product Roadmap

Posted by Meredith Gooch on Mon, Mar 01, 2010

In an earlier post, we mentioned some of the features included in the newest version of Sage Accpac ERP 5.6 such as:

  • New serialized inventory and lot tracking
  • Improved bank reconciliation
  • Sage Accpac Intelligence
  • Simplified installation and data activation
  • Free training
  • Built-in A/R inquiry tool

On his blog, Stephen Smith, the Chief Architect of the Sage Accpac product, gives us insight into what we may expect in the future from Sage Accpac ERP 6.0. He states that the main goal of version 6.0 is to solve customer requests with Web technology in 3 main areas:

*Usability: Improve Productivity

  • role-based, personalized portal
  • task-oriented navigation
  • contextual user assistance

*Reporting: Faster Information Access

  • integrated dashboards/KPI's
  • ad-hoc inquiry tool - quick information lists

*Integration: Streamline Processes

  • enhanced quote-to-order workflow for SageCRM users
  • elimination of Lanpak requirement for SageCRM users for Order Entry
  • SageCRM 7.0 support

Read More From Stephen Smith's Blog

- Brian Terrell, CPA and Managing Partner

Source: Smith, Stephen. "SageERP Accpac 6.x Product Roadmap." February 19, 2010. <>/2010/02/

Tags: Sage Accpac ERP, SageCRM, bank reconciliation, version 6.0, KPI, 5.6, lot tracking, serialized inventory, LanPak, dashboard, inventory, Sage Accpac Intelligence, Stephen Smith

Live Webcast: Orchid Systems' Bin Tracking, Process Scheduler

Posted by Chuck Reeves on Wed, Oct 28, 2009

Join us today for a live Webcast on Orchid Systems’ Bin Tracking and Process Scheduler!

Developed by Orchid Systems, Bin Tracking allows Sage Accpac ERP users to track inventory items stored in multiple bins within a warehouse or Sage Accpac ERP Inventory Control location.
Benefits include:
- Improved management of your warehouse with less work and complexity
- Pinpointing exactly where your inventory is at any point in time
- Processing warehouse activity more efficiently, resulting in faster turnaround times, improved customer satisfaction, lower inventory write-off, and lower costs
- All information contained within your Accpac database so there is no need to maintain and reconcile multiple applications and databases

Developed by Orchid Systems, Process Scheduler allows you to automate repetitive Accpac tasks such as:
- Data Integrity
- Data Dumps
- Day End Processing
- Batch Posting
- Scheduling Crystal and Financial Reports - in conjunction with Information Manager
- Scheduling refresh of data cubes in Info Explorer
- Loading databases
- And much more!

Join us for the live Webcast on Wednesday, October 28, 2009 as we show you how Bin Tracking and Process Scheduler from Orchid Systems can help your firm.

Title: Orchid Systems’ Bin Tracking and Process Scheduler
Date: Wednesday, October 28, 2009
Time: 4:00 pm - 5:00 pm CST

After registering, you will receive a confirmation email containing information about joining the Webcast.

System Requirements:
PC-based attendees:
Required: Windows 2000, XP Home, XP Pro, 2003 Server, Vista

Macintosh-based attendees:
Required: Mac OS x 10.4 (Tiger) or newer

- Brian Terrell, CPA and Managing Partner

Tags: Sage Accpac ERP, automate Accpac tasks, Bin Tracking, customization, data dumps, data integrity, inventory, inventory control, Orchid Systems, process scheduler, warehouse, webcast