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Pre-Conference Training Sales Background TaiRox Product Evolution

Join TaiRox's pre-conference training with Don Thomson, the CEO, to explore the evolution of Sage 300 products, background, and sales techniques. Discover the latest developments in product features and learn strategies to enhance your sales approach. Delve into efficient data management tools for large databases to streamline transaction processes. Gain valuable insights on continuous improvement, import/export processes, and best practices. Elevate your sales acumen with innovative tools and techniques provided by industry experts.

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Pre-Conference Training Sales Background TaiRox Product Evolution

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  1. Pre-Conference TrainingSales BackgroundTaiRox Product Evolution Don Thomson, CEO

  2. Areas of Focus – Sage 300 • Lots of Companies • Lots of Transactions • Fast Tools for Large Databases

  3. Themes • Continuous Improvement: Products Evolve • Doing What’s Right

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

  5. Copy Company Evolves

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

  7. Extended G/L Accounts

  8. Extended TPT Functions: Copying • Extended G/L Accounts • Extended G/L Segment Codes • Extended G/L Accounts Groups • Extended Fiscal Calendar • Extended Create New Year • Extended Inventory Items* • Extended I/C Segment Codes • Extended Item Pricing • Extended Customers* • Extended Vendors*

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

  10. SOX User Management

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

  12. Delete Quotes Evolves

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

  14. Invoice Shipments

  15. Update Orders

  16. Finding Information Evolves • It’s Just Plain Wrong!

  17. Item Finder Evolves

  18. Search Engine inside Sage 300

  19. Finding Information - Vendor Inquiry

  20. Development Strategies • “Lean” Development • Fast to market, etc. • Add hundreds of features per year • “Fair” Funding • End users in need pay 20% of development costs • Everybody else gets it for free • A Customization Framework • Install script, logging, permissions, data activation, error recovery • User guide, testing, no forced upgrade, source repository

  21. (Fast) Code Changers

  22. Wide Order Entry

  23. Manage Optional Fields

  24. Manage Pricelists

  25. Select Audit Records

  26. Translations

  27. Integrity Testing Service

  28. Areas of Focus – Sage 300 • Lots of Companies • Lots of Transactions • Fast Tools for Large Databases

  29. Videos – Short Walkthroughs

  30. Handouts - Features

  31. User & Demo Guides – Details

  32. Products Page – Demonstration Data

  33. Find Out More at www.tairox.com

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