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How to Use Sage 100 Software: A Beginner’s Step-by-Step Guide

Sage 100 is one of the most trusted enterprise resource planning (ERP) solutions for small to mid-sized businesses.

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How to Use Sage 100 Software: A Beginner’s Step-by-Step Guide

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  1. Welcome to Sagenext Infotech www.thesagenext.com 1-855-922-7243

  2. How to Use Sage 100 Software: How to Use Sage 100 Software: A Beginner’s Step-by-Step Guide A Beginner’s Step-by-Step Guide Sage 100 is one of the most trusted enterprise resource planning (ERP) solutions for small to mid-sized businesses. It offers robust tools for everything from accounting to inventory management, helping streamline critical business processes. While Sage 300 Hosting is also a popular choice - especially for businesses with more complex, multi-entity needs - Sage 100 is ideal for companies looking for a powerful yet approachable ERP solution. If you're new to Sage 100 and wondering where to begin, this beginner-friendly guide will walk you through the essential steps of getting started. www.thesagenext.com 1-855-922-7243

  3. Before diving into the software, it’s important to understand what Sage 100 offers: Steps 1: Modules: Accounts Payable, Accounts Receivable, Inventory, Payroll, and more. Customization: Flexible features tailored for manufacturing, distribution, and service-based industries. Understanding What is Sage 100 Software Scalability: Grows with your business and integrates with third-party tools. www.thesagenext.com 1-855-922-7243

  4. To use Sage 100 effectively: Steps 2: Check system requirements: Ensure your system meets the minimum hardware/software specifications. Choose between on-premise and hosted System Requirements and Installation Many businesses opt for Sage 100 Cloud Hosting for remote access and better security. Install the software: Follow the installation wizard or seek assistance from a certified Sage partner. www.thesagenext.com 1-855-922-7243

  5. After installation: Steps 3: Launch Sage 100 and log in as the administrator. Navigate to Library Master > Company Maintenance. Initial Setup and Company Creation Click Create New and enter basic details like: Company name Address Fiscal year start Accounting method (cash/accrual) Save your changes to finalize the setup. www.thesagenext.com 1-855-922-7243

  6. The Chart of Accounts is the foundation of your financial data. Steps 4: Go to General Ledger > Main > Account Maintenance. Setting Up the Chart of Accounts Add accounts for assets, liabilities, income, expenses, etc. Use templates or copy from a sample company to simplify the process. www.thesagenext.com 1-855-922-7243

  7. Steps 5: Vendors: Go to Accounts Payable > Main > Vendor Maintenance. Enter vendor details including payment terms, tax ID, and contact info. Adding Vendors and Customers Customers: Navigate to Accounts Receivable > Main > Customer Maintenance. Add customer data, credit limits, and billing preferences. www.thesagenext.com 1-855-922-7243

  8. Sage 100 makes it easy to record day-to-day transactions: Steps 6: Sales Orders: Create and manage orders under Sales Order module. Invoices: Use the Accounts Receivable module to create and send invoices. Entering Transactions Purchase Orders: Use the Purchase Order module to track and approve supplier purchases. www.thesagenext.com 1-855-922-7243

  9. If you handle physical products: Steps 7: Go to Inventory Management > Main > Item Maintenance. Managing Inventory Add items with SKU numbers, descriptions, and unit costs. Track stock levels, locations, and reorder points. www.thesagenext.com 1-855-922-7243

  10. If you handle physical products: Steps 8: Go to Payroll Module > Employee Maintenance to add employee details. Set up pay schedules, deductions, and taxes. Processing Payroll Run payroll, generate pay stubs, and file reports as needed. www.thesagenext.com 1-855-922-7243

  11. Stay informed with Sage 100's built-in reporting tools: Steps 9: Go to General Ledger > Reports. Running Reports Generate financial statements, sales reports, inventory summaries, and more. Customize reports with filters and export them to Excel or PDF. www.thesagenext.com 1-855-922-7243

  12. Sage 100 makes it easy to record day-to-day transactions: Steps 10: Help Center: Built-in help menu and tooltips. Getting Help and Training Sage University: Offers free and paid training for new users. Community Forums & Support: Access peer advice and certified consultants when needed. www.thesagenext.com 1-855-922-7243

  13. Conclusion Conclusion Sage 100 may seem overwhelming at first, but once you grasp the basics, it becomes a powerful, all-in-one tool for managing your business. From accounting and payroll to inventory and reporting, Sage 100 helps streamline your operations and boost overall productivity. And when paired with Sage 100 Hosting, you gain the added benefits of remote access, enhanced security, and real-time collaboration - perfect for growing, modern businesses. Ready to get started? Take it one module at a time, and don’t hesitate to explore Sage’s training resources and cloud hosting options for a smoother, more flexible experience. www.thesagenext.com 1-855-922-7243

  14. Thank You Thank You www.thesagenext.com 1-855-922-7243

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