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The TaiRox Roadmap for Sage 300 ERP

The TaiRox Roadmap for 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”

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The TaiRox Roadmap for Sage 300 ERP

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  1. The TaiRox RoadmapforSage 300 ERP Don Thomson, CEO

  2. 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

  3. 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

  4. Agenda • TaiRox Products • Selling TaiRox + Sage 300 ERP • What’s Cooking in The Lab

  5. Themes • It’s Just Plain Wrong! • Continuous Improvement

  6. Import/Export Evolves • It’s Just Plain Wrong!

  7. Copy Company Evolves

  8. Copy Company Evolves • There are recipes in the user guide appendices • Copy G/L Integration settings to a live company • Change functional currency

  9. Extended G/L Accounts

  10. Audit Reports Evolve • It’s Just Plain Wrong!

  11. SOX User Management Evolves

  12. Day End Evolves • It’s Just Plain Wrong!

  13. Delete Quotes Evolves

  14. Ship Orders For companies that ship dozens or hundreds of orders at once

  15. Invoice Shipments

  16. Update Orders

  17. Process Flows Evolve • It’s Just Plain Wrong!

  18. Create PO Evolves

  19. Stock Reorder Evolves

  20. Item Finder Evolves

  21. Item Finder Evolves

  22. TaiRox Productivity Tools • TPAC 2013: 8 tools, 10 features • TPAC 2014: 30 tools, 50 features • TPAC 2015: 38 tools, 100 features, translations

  23. TaiRox Productivity Tools

  24. Continuous Improvement Why? How? 141, 59, 37

  25. #1 – The Upgrade Concept

  26. #2 – The Training Concept • 2 Days Training Every 6 Months • $2,000 • Free Updates Included: • Sage PUP • TaiRox Updates

  27. #3 – The Bundle Concept

  28. #3 – The Bundle Concept

  29. 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?

  30. Fast UOM Tools • ICUCOD is right • ICUNIT might be • CI – make the same • CS – diagnose / fix

  31. Wide Order Entry

  32. Translations

  33. Integrity Testing Service

  34. Integrity Testing Service

  35. (Fast) Code Changers

  36. Web Self-Service Under $1,000

  37. Web Self-Service Under $1,000

  38. Web Self-Service Under $1,000

  39. SOX, HIPAA, Etc. Compliance

  40. SOX, HIPAA, Etc. Compliance

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