As NetSuite customers look ahead to 2021, they are preparing for new growth opportunities, and a critical part of that is optimizing financial and operational business processes. NetSuite 2021 Release 1 seeks to further help the cause by injecting intelligence…
Adding Fees or Surcharges in Sage X3 Based on Customer/Product Price List
In this blog post, we’ll review how to setup a fuel surcharge at a detail level by product and customer in Sales Price List and print the amount as an additional Invoicing Element on the Invoice Footer. This process applies…
Before You Forget About 1099s Until Next Year
While filing 1099s is still fresh in your mind, have you changed the default on you BP supplier’s 1099 form from MISC/Box 7 to form NEC/Box 1? Yes, that 1099-NEC will be around for the 2021 fillings. It won’t be…
10 Indicators That You’ve Outgrown Your Accounting Software
You were a small business with less than 8 employees providing products and services to less than 30 customers. You spent many hours working, including doing the bookkeeping, and then you start to experience business growth. You transformed from working…
NetSuite CRM Solutions Need a Unified, Multi-touch Experience
Companies using NetSuite invest a lot of time, effort and money acquiring and retaining new customers. However, it takes more than just a great product or service to capture and keep a customer’s loyalty. Developing meaningful relationships with prospects and…
Understanding Customer Credit Limits and Currency in Sage X3
A critical part of managing risk within an organization is managing the credit available to customers. If you give a customer who may not be in the best financial position credit terms, or too much credit, you may have a…
Help When You Need It: Sage X3 Support on YouTube
Need help with your Sage X3 ERP software? Now you can find answers to your Sage X3 questions on the Sage X3 Support YouTube channel. The Sage X3 Support YouTube channel offers short how-to videos that help you with common…
Profit from ERP – Nice Link, Net at Work and Acumatica Cloud ERP (Podcast)
As the Covid-19 pandemic hit in March, Nice Link, a wholesale distributor of furniture began to see a slew of orders cancelled. Nice Link had projects underway to upgrade the backend software of his US based business. Quickbooks couldn’t handle…
Sales Pricing: Managing Fees & Charges with Invoicing Elements
Sage X3 permits the calculation of sales price information based on several factors including product, customer, quantity purchased and discounts. In addition to charging the customer for products & services, it is common to levy additional fees affecting the determination…
Driving Business Results with your HR System – The Case for a Human Capital Management (HCM) Business Process Review
Organizations faced many challenges during the pandemic. For HR, this included managing a remote workforce, providing COVID-19 support to employees and their families, and managing the ever-changing landscape of regulations. These challenges put a strain on processes and systems like…