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SAGE 1000 & Sage CRM Project 2013 Presented By David Patterson Independent Contractor

SAGE 1000 & Sage CRM Project 2013 Presented By David Patterson Independent Contractor. Broadland Wineries. Contract Bottling Major supermarkets & Wine Merchants Branded Products British Wine Imported Wine Over 5 million litres per month Turnover : £ 40 million.

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SAGE 1000 & Sage CRM Project 2013 Presented By David Patterson Independent Contractor

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  1. SAGE 1000 & Sage CRM Project 2013 Presented By David Patterson Independent Contractor

  2. Broadland Wineries • Contract Bottling • Major supermarkets & Wine Merchants • Branded Products • British Wine • Imported Wine • Over 5 million litres per month • Turnover : £ 40 million

  3. Broadland Wineries Key Customers

  4. Contract Pack Despatched Litres (Jul 2012 – Jul 2013) 7

  5. IT Infrastructure • Sage Line 200 until 2010 • No manufacturing, stock and planning on Excel • Sage Line 500 implemented April 2010 • Stock, MRP, BOMS full system • Datalinx Warehouse Manager • Live May 2012 • 140 cases per pallet scanned every 10 minutes • Sage 1000 V4 – Sage CRM 7.1 – June 2013

  6. Sage 1000 V4 Master File Changes • Customer & Supplier Master file Updated • Address lines ( extended to 64 chars ) • County ( char 64 ) • Town / City ( char 64 ) • Iso country code ( char 2 ) • State / Region ( char 64 ) • Revised formsets • Order Entry / Invoices / Delivery Addresses

  7. Sage 1000 V4 MBE • Excel export from PDF viewer • Data formatting numbers & dates corrected • AR/AP re-open items • Allows user selected effective dates rather than posting date • BACS – additional check boxes for file extracts • MRP – additional Min EOQ ( reorder batching ) • Allows min EOQ + precise qty for shortfalls • Enhancements for SOP/Picking

  8. Sage CRM 7.1 • “Loosely” integrated: Customers / Suppliers / Products / Prices • Quotes can only be entered in CRM • Sales orders raised in CRM appear in Sage ERP • New Pricing service – allows up to date prices on quotes / products • Customisable Screens / Fields / tabs • Wait for 7.2 – smartphone apps ?

  9. Sage CRM Project • Upgrade to Sage 1000 V4 • Note data dictionary changes ! • Install CRM • Project : Deliverables • Planning Meetings – set objectives “one source” of contact information: key objective. • Sage ERP does the work not CRM – bear it in mind • Start with a snap shot of customers / suppliers • Make basic customisation !

  10. Sage CRM 7.1 • Customisation: • Amend existing dropdowns • Add Fields • Amend Existing Screens • Add TABS • Add views • Add basic reports • Basic “ability” needed: • Beware SQL errors – you are exited out of CRM !

  11. Sage CRM • Demo of Broadland Wineries System • Thanks for attending ! • Contact David Patterson • davidpatterson@broadlandwinery.com • Mobile : 07793 819486

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