the tairox roadmap for sage 300 erp don thomson, ceo

The TaiRox Roadmapfor

Sage 300 ERP

Don Thomson, CEO

Areas of Focus

• Multi-Company Support– “I want the same chart of accounts for 20 companies”– “I want the same user permissions in all companies”

• Companies That Ship Lots of Orders– “I want to ship & invoice 300 orders”– “I want to update prices for all outstanding orders”– “I don’t want day-end to take 45 minutes”

• Fast Tools for Resellers and Clients– Copy Company, Fast DBTools, Fast Data Integrity

TaiRox 2015 (so far)• TaiRox Productivity Tools

– Menu Control, Availability by Module– Copy GL & IC Segment Codes and GL Account

Groups– Update Shipments and Orders for a price list– Accounting Status Respects Security– Override Credit Limit When Invoicing Shipments

• Custom Order Entry (XO prefix)– Install, Activation, Security, Menu Control, Versions

• SOX User Management– ADMIN User Proxies

Agenda

• TaiRox Products

• Selling TaiRox + Sage 300 ERP

• What’s Cooking in The Lab

Themes

• It’s Just Plain Wrong!

• Continuous Improvement

• It’s Just Plain Wrong!

Import/Export Evolves

Copy Company Evolves

Copy Company Evolves

• There are recipes in the user guide appendices

– Copy G/L Integration settings to a live company

– Change functional currency

Extended G/L Accounts

Audit Reports Evolve

• It’s Just Plain Wrong!

SOX User Management Evolves

Day End Evolves

• It’s Just Plain Wrong!

Delete Quotes Evolves

Ship Orders

For companies that ship dozens or hundreds of orders at once

Invoice Shipments

Update Orders

Process Flows Evolve

• It’s Just Plain Wrong!

Create PO Evolves

Stock Reorder Evolves

Item Finder Evolves

Item Finder Evolves

TaiRox Productivity Tools

• TPAC 2013: 8 tools, 10 features

• TPAC 2014: 30 tools, 50 features

• TPAC 2015: 38 tools, 100 features, translations

TaiRox Productivity Tools

Continuous Improvement

Why?How?

141, 59, 37

#1 – The Upgrade Concept

#2 – The Training Concept

• 2 Days Training Every 6 Months– $2,000

• Free Updates Included:– Sage PUP– TaiRox Updates

#3 – The Bundle Concept

#3 – The Bundle Concept

Find Out More

• Ask Us About Selling Continuous Improvement

• See Products & Customizations at TaiRox booth

• http://www.tairox.com/products-overview.html

• http://www.tairox.com/

• Questions?

Fast UOM Tools

• ICUCOD is right• ICUNIT might be• CI – make the same• CS – diagnose / fix

Wide Order Entry

Translations

Integrity Testing Service

Integrity Testing Service

(Fast) Code Changers

Web Self-Service Under $1,000

Web Self-Service Under $1,000

Web Self-Service Under $1,000

SOX, HIPAA, Etc. Compliance

SOX, HIPAA, Etc. Compliance