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Compare 3 Top
Accounting and
Operational Systems Webinar 2:
Distribution Capabilities Across 3 Solutions
Agenda
Intros
Why compare?
Solutions at a glance
Inventory capabilities
Purchasing capabilities
Sales Order capabilities
Where do they fit?
Audience Poll*
Q&A*
Next Steps and resources for today
* All poll responders and Q&A participants get a $5 Yiftee to use at your
local shops and restaurants!
Introductions
Alicia Anderson
Strategic Marketing
Atlanta, GA-based
19 years in ERP/CRM sales, service and marketing
Finance and Reporting Capabilities across 3 Major Solutions – now
available on-demand
Distribution Capabilities across 3 Major Solutions – TODAY
Manufacturing Capabilities across 3 Major Solutions – November 11
The Series
There are hundreds of solutions
Most of the buying process takes place online
It’s not so much about features – it’s more FIT
Why compare solutions?
Sage 100 MS Dynamics GP QuickBooks
Background Developed by/for CPAs Great Plains architecture, acquired by Microsoft
Single-office/home-office orientation
Typical user count 10-50 25-500 1-10
Database Embedded database or SQL SQL Server Database Embedded database
Payment options One-time license, subscription, leasing/financing
One-time license, subscription, leasing/financing
License or online
Software costs $5k - $75k $25k - $250k $250 - $1000
Solution Expansion (CRM, Distribution, Manufacturing)
Yes Yes Limited
Mobile access Yes No No
Vendor focus Sage provides business technology offered through
partner network
Microsoft offers consumer and business products
Intuit offers personal finance and small business products
Solutions at a Glance
Inventory Control
Analysis
Replenishment
Inventory Capabilities
Inventory Control
Sage 100 MS Dynamics GP QuickBooks
Inventory control is the effective management of supply, demand, and
storage of products in order to ensure adequate availability in the
warehouse. It deals with the physical aspects of receiving, packing, and
shipping rather than planning.
QuickBooks
Lot/Serial Tracking
Warranty Tracking
Flexible Pricing and
Costing
Bar-code enabled
Landed Costs
Multiple warehouses
Kit processing
Fully integrated
Inventory Control
Sage 100 MS Dynamics GP
Lot/Serial Tracking
Multiple costing
methods
Tiered pricing by
customer
Multiple locations and
bins
Landed Cost
Stock count tracking
Assemblies/Kits
Average cost only
Advanced functionality
available as an add-on
Inventory management is a complex subject, which requires
sophisticated analysis in order to achieve targeted results. Inventory
analysis provides the knowledge to determine the optimal inventory
levels or the right mix of products in the warehouse.
Inventory Analysis
Sage 100 MS Dynamics GP QuickBooks
QuickBooks
Sage Inventory Advisor
available as additional
subscription.
Dashboards provide
early warning for stock-
outs, item
classification, order
schedules, supplier
performance, more.
Inventory Analysis
Sage 100 MS Dynamics GP
Stock analysis tools
included.
Add-ons available for
dashboard and
planning.
Dashboards and
analytics available as
add-ons.
Inventory replenishment is the process of buying the product on a
recurring basis to support anticipated needs. It occurs regularly and
involves knowing what product to order and when to order it.
Inventory Replenishment
Sage 100 MS Dynamics GP QuickBooks
QuickBooks
Classification and forecasting reports provide recommendations for the most important orders to place.
Graphical forecast engine assists user in forecasting and planning for future replenishment orders. Lists top under- and over-forecasted items for further analysis and action.
Inventory Replenishment
Sage 100 MS Dynamics GP
Available to Promise.
Several add-on
solutions available.
Available as add-on
Purchase Management
Automated Procurement
Purchase Order Capabilities
Control of your purchase process can improve accuracy and increase
employee productivity by automating routine purchasing tasks.
Purchase Management
Sage 100 MS Dynamics GP QuickBooks
QuickBooks
Blanket/repeating
orders
Bar coding for receipt
labels
Integrate with AP,
Inventory, SO
Purchase Management
Sage 100 MS Dynamics GP
Workflow/approvals
Blanket POs for regular
purchases
Integrate with SO, AP,
Inventory
Integration with Billing
and Inventory
Allows PO entry without
a vendor specified
The ability to set parameters by which the system will automatically
generate Purchase Orders keeps you prepared for future sales and
able to keep customer service levels high.
Automated Procurement
Sage 100 MS Dynamics GP QuickBooks
QuickBooks
Autogenerate orders
based on your reorder
criteria
Ensure just-in-time
fulfillment with by
automatically
generating purchase
orders for select groups
of sales orders
Automated Procurement
Sage 100 MS Dynamics GP
Automate purchasing
through order point or
min/max settings
Automatically create
purchase orders in
response to quantity
shortages on customer
orders
Available through many
third-party providers.
Sales order processing
Shipping
Sales Order Capabilities
Sales Order Processing can help you build strong customer
relationships by enabling you to monitor fulfillment and invoicing more
precisely. Optimized invoicing and distribution capabilities reduce errors
and expedite inquiries and order deliveries, all while minimizing costs.
Sales Order Processing
Sage 100 MS Dynamics GP QuickBooks
QuickBooks
Returns module available
Mobile Sales enables order entry, sales history, available stock, item catalog across devices
Integrates with Job Cost as well as AR, Inventory
EDI available as add-on
Sales Order Processing
Sage 100 MS Dynamics GP
Customer priority
ranking.
Flexible returns
management.
Consolidated fulfillment
orders
Suggested items and
substitutions for items
that out of stock.
EDI available as add-
on
RMA available in
industry editions.
Shipping helps you get your products into your customers’ hands
quickly and economically by facilitating all forms of shipping, including
Small Parcel Shipping, LTL, full Truck Loads, Company Vehicle, or a
combination of them all, utilizing any carrier.
Shipping
Sage 100 MS Dynamics GP QuickBooks
QuickBooks
Address validation
Rate shopping
Label printing
FedEx, UPS®, USPS, DHL, CanPar, Canadian Post, and Purolator
Generic and regional carriers for Small Parcel, LTL, TL, and Air modes.
Unlimited number of company vehicles to track your personal delivery methods.
Shipping
Sage 100 MS Dynamics GP
Rate shop between
parcel or freight
shipments
All major shippers
Late Delivery Report –
simplifies the task of
refund processing by
reporting shipments
that a carrier fails to
deliver by the
guaranteed date/time.
Consolidate multiple
orders on one shipment
Shipping Manager built
in to QuickBooks free
Process shipments and
print FedEx, UPS, and
USPS labels
No international, no
trucking/LTL
Sage 100 MS Dynamics GP QuickBooks
Industry concentrations Distribution, Manufacturing
Services, Distribution Services, Retail
Technology orientation Stable platform, integration-ready, easily customized
Microsoft shop No integration or customization
Pre/Post-sales support and service
Support and upgrades provided
Support and upgrades provided
Some tech support included with purchase
Implementation assistance
Extensive partner network focused on business needs
Extensive developer-heavy partner network with Microsoft
Consultants are available
Solution emphasis Value and stability Ease of use and Microsoft-friendly
Cost-effective basic accounting
Where do they fit?
Capabilities are similar among many solutions
Understand the priorities for your business
Work with a partner who has many tools in the toolbox
In summary…
Resources for today’s class
Available on http://info.blytheco.com/compare-erp-resources
Copy of this presentation
Preparing for a change – “Are You Ready for Replatforming?” series
Build a Business Case
Evaluation Criteria tools
Cloud vs. On-Premise
More
How to know if you have outgrown Quickbooks?
Next Class…
• Manufacturing Capabilities across Four Major Solutions –
November 11
• Sign up here: http://info.blytheco.com/compare-erp-webinars