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Working Smarter with Orchid Systems Solutions Nancy & Robert Lavery Robert Lavery & Associates

Orchid Systems

About Orchid | Who we are and why that may be relevant to you …. Developer of add-on solutions to enhance Sage 300 Based in Sydney, Australia and in business since 1993 Over 5,000 Sage 300 sites worldwide Over 5,000 companies worldwide rely on Orchid to improve their efficiency, productivity and insight. With the average site running two Orchid Modules All solutions developed with the Sage 300 SDK Learning and supporting Orchid modules is easy, they look and feel like any other Sage 300 module Close working relationship with Sage’s Development Team Developed both OEM and Gold Certified modules for Sage 300 Make a point of finding out why so many Sage 300 users worldwide rely on Orchid’s solutions every day.

Orchid’s Modules | Where do they fit in? Collaboration and Intelligence Automation and Productivity Tailor your system and Integration Streamlining Financial Processes Operations Management Document Management Link Notes Info Explorer Process Scheduler Report Runner Extender Optional Tables Data Views EFT Processing Inter Entity Transactions Inter Entity Trade Bin Tracking Return Material Authorizations

Orchid’s Modules | On the Sage 300 Desktop

Document Management Link | Orchid’s fastest growth module Do your employees need to file, locate and refer to various documents (POs, Invoices, Contracts etc.) when processing transactions in Sage 300 or answering customer queries? Are your aspirations to support staff mobility, remote working or multiple office locations being held back by a reliance on physical documents? Does the prospect of a paperless office, with seamless integration between Sage 300 and your document management or file sharing system, (e.g. SharePoint, OneDrive, Dropbox, Google Drive), sound appealing? Document Management Link presents the right documents in the right place Drag & drop and view from within Sage 300

Document Management Link | Orchid’s fastest growth module Context Sensitive link to documents supporting any Sage 300 Screen Cost effective, simple to setup and use with powerful configuration options Essential documents easily accessed Documents always available linked to multiple screens and companies Presented to users the way they need to see them Drag and drop functionality to link and store documents Documents linked to right records and screens Reduced costs and reduced paper storage Works system wide Works with many file and document management systems including SharePoint OneDrive Google Drive Dropbox Network file share …. and more …. Document Management Link presents the right documents in the right place Drag & drop and view from within Sage 300

Document Management Link | in action

Notes | Context sensitive pop up notes Do your staff regularly refer to information outside Sage 300, such as post-it notes and other documentation, to help them with their tasks? Are your efforts to increase collaboration being stifled by having key information held in ways that don’t facilitate sharing of knowledge? Would you like to have relevant and contextual alerts, procedural instructions or other information presented where and when it’s needed, flexible enough to include images and hyperlinks, and all stored and managed within Sage 300? Attach context sensitive pop up notes to any screen. Fine tune presentation of the Notes …. who receives them and what they look like

Notes | Context sensitive pop up notes Context Sensitive Notes available throughout the system Available on ALL Sage and 3rd Party Developer screens developed using the Sage 300 SDK Key Information delivered to the right users at the right time Essential information delivered where and when needed. Flexibility and ease of use Configure for different user roles, in different colours and multiple screens Platform for customization with Orchid’s Extender Accelerated access to data with email alerts with Collaborative Drilldown Attach context sensitive pop up notes to any screen. Fine tune presentation of the Notes …. who receives them and what they look like

Notes | in action

Info Explorer | Affordable Business Intelligence Do you have to make do with static, two-dimensional extracts and reports when analysing business data, and spreadsheets when producing budgets and forecasts? Are you frustrated by having to wait for up-to-date data to answer urgent questions, or by using reports that don’t give you the right detail to make fully informed decisions? Do you love the idea of a powerful Business Intelligence tool with real-time ‘slice and dice’ capability, plus integrated budgeting and forecasting, but assume this would be out of reach for a business your size? Affordable, intuitive Business Intelligence. Use it for analytics and to prepare budgets and forecasts. Try the LITE version free of charge.

Info Explorer | Affordable Business Intelligence Improved Decision Making with access to timely and relevant information Business Intelligence for everyone Save time and improve Budgeting and Forecasting processes Budget and Forecast in the environment in which you analyse your data Replace many Crystal Reports with a single Data Cube A single query can be viewed in countless ways Analyse and drill into your data in real time No need to wait for new reports to be run and lose your train of thought. Drill into your underlying Sage 300 screens and update Sage with your new budgets and forecasts Try before you buy with LITE Affordable, intuitive Business Intelligence. Use it for analytics and to prepare budgets and forecasts. Try the LITE version free of charge.

Info Explorer | in action Write back budgets Read and analyse

Process Scheduler | Automate repetitive tasks Do you rely on operations staff to manually kick off recurring processes (e.g. data integrity checks, backups, day end processing), and to ensure they complete without incident? Is your business being exposed to human error, performance degradation, resource conflicts and staff down time due to critical processes being manually executed during working hours? Would you appreciate the peace of mind and convenience of having key processes automatically scheduled, and the efficiency of having them run unattended during off-peak hours, while still being notified if something goes wrong? Automate data integrity checks, backups, day end, posting, custom processes and more

Process Scheduler | Automate repetitive tasks Important repetitive tasks automated within one or across companies One less thing to worry about, peace of mind Save time and have key processes run unattended Configurable email notifications. If there is an issue you will be notified. Detailed logs maintained. Effective utilization of people and resources, schedule tasks to off peak hours Different levels of functionality so you only get what you need. Three levels to choose from Level 1: Data Integrity, Crystal Reports, Cubes and Active Modules, Update Notifications Level 2: Level 1 plus Day End and Posting Level 3: Level 2 plus advanced actions including running custom processes Automate data integrity checks, backups, day end, posting, custom processes and more

Process Scheduler | in action Run Process Post Batches Integrity Check

Report Runner | Manage your Crystal and FR Reports Do you or your staff regularly spend time setting up, running and distributing recurring Crystal or Sage 300 Financial Reports? Is time being wasted, or are poor decisions being made, by staff who struggle to access the reports they need, when they need them? Would you like to improve both efficiency and data security by ensuring staff can easily launch and access reports that are relevant to their role, without being distracted by or having unauthorized access to those that aren’t? Automate Report production and distribution

Report Runner | Manage your Crystal and FR Reports Automatically run and distribute suites of Crystal and Financial Reports Save time and streamline report production Reduce Complexity when running reports Management of parameters in the background with customizable menus Tailored views for different users enhancing productivity and security Users see only what they need Improve decision making through providing users with easier access to key reports Automate Report production and distribution

Report Runner | in action

Extender | Tailor Sage 300 to your exact requirements Do you have business or integration requirements that can’t be met by ‘out of the box’ Sage 300 functionality? Are you shocked by high costs associated with software development and upgrades, or worried about adding complexity and risk by introducing solutions that sit outside your ERP system? Did you know there is now a cost-effective way to introduce bespoke business logic, from simple validations and alerts through to custom screens and tables, or integration with external applications, all held within your Sage 300 database? Get Sage 300 working YOUR way

Extender | What is Extender?

Extender | Extender’s home on the desktop ….

Extender | Extender’s home on the web ….

Extender | Your Swiss Army Knife for Sage 300 Simple and powerful!

Optional Tables| Custom data structures in Sage 300 Do you store and maintain extra data outside of Sage 300 (e.g. KPIs, budgets)? Are you compromising decision making by holding key data externally, where it can’t be readily shared or included in reports? Wouldn’t you rather have custom, multi-dimensional data structures within your Sage 300 database, enabling better control and visibility, while also allowing you to view and manipulate data in Excel then write it back to Sage 300? Create your own structures to store information normally held outside Sage 300. Manual entry, data import or use the included Spreadsheet Add-In, with write-back direct to your optional tables in Sage 300.

Optional Tables| Custom data structures in Sage 300 Create your own data structures to store information normally held outside Sage 300 Shared data produces better information and leads to better decisions Data is secured by Sage 300 and can be backed up with your Sage 300 data Ideal for Budgeting and forecasting with the included Microsoft Excel Add-in Read data from and write budget and forecast data back to Sage 300 Time saving and efficient For example you may need to …. Budget by Item, Customer and Salesperson Store technical data for items at the Inventory location level Budget and report at the GL Account and Optional Field Level Data Views Flatten Sage 300’s Optional Fields data structure Simplify Reporting Create your own structures to store information normally held outside Sage 300. Manual entry, data import or use the included Spreadsheet Add-In, with write-back direct to your optional tables in Sage 300.

Optional Tables | in action Setup Data capture

EFT Processing| Automated payments and receipts for Sage 300 Do you need to send payments electronically to vendors, collect receipts from your customers via direct debit, or send positive pay files to your bank? How confident are you that all your cash movements are secure, and would stand up to an audit? Would you like to cut costs and improve efficiency through increased automation, enhance auditability, and reduce exposure to fraud by moving away from paper cheques or streamlining positive pay file processing? EFT Processing transfers Sage 300 ERP (Accpac) receipts and payments through to the electronic funds transfer functionality of your banking software. Streamlines payment and collection processes, tightens control over bank transfers. Create EFT files in a variety of standard formats along with your own user definable formats. Operates on both receipts (AR) and payments (AP).

EFT Processing | Automated payments and receipts for Sage 300 Automatically creates EFT files required by banks Reduced costs and processing time. Lower Bank Fees, no expensive cheque stationery or postage costs Save time and eliminate errors No duplicated data entry, email remittance advices Improved security Extensive Audit trails, sensitive information is encrypted and nothing lost in the post! Operates with Receipts and Refunds as well as Payments Works with Accounts Receivable and Accounts Payable Hundreds of standard and user definable formats Encryption of Bank Branch Code and Account Number EFT Processing transfers Sage 300 ERP (Accpac) receipts and payments through to the electronic funds transfer functionality of your banking software. Streamlines payment and collection processes, tightens control over bank transfers. Create EFT files in a variety of standard formats along with your own user definable formats. Operates on both receipts (AR) and payments (AP).

EFT Processing | in action

Inter Entity Transactions | Automate loan account entries Do you allocate expenses and/or revenue across multiple funds or companies, balance inter-company loan accounts, or process cash between companies? Are you wasting hours or days each month manually reconciling those accounts and creating balancing transactions? What if you could keep those entities in balance at all times, with offsetting entries being automatically generated in each company based on highly configurable rules, and with an extensive audit trail?

Inter Entity Transactions| Automate loan account entries Automate expense, revenue and cash allocation entries with offsetting loan account entries Streamlines processes Creates loan account entries both within one company database and across multiple databases with user definable routes and extensive audit trail Increase accuracy of financial data Operates on any transaction at the GL Level, and therefore works across all sub ledgers and entries from external systems Provides a consolidated AP Aged Trial Balance and AR Aged Trial Balance across multiple company databases Tight control of financial data spanning databases Keep Entities in balance at all times Saves at least a day or two of manual reconciliation at month end Keep inter-company loan accounts in balance across single or multiple Sage 300 databases. Increases the accuracy of your financial data, streamlines business processes and provides tight control over transactions spanning multiple entities.

Inter Entity Transactions | in action

Inter Entity Trade | Automate buy/sell processes between entities Do you manage multiple entities that trade goods or services with each other? Are you at risk of being overwhelmed by the volume of inter entity transactions that flow from ever more complex trading environments and organizational structures? How much time would you save if reciprocal documents could be automatically generated, removing the need for duplicate entries to be manually created and checked, while also improving accuracy and auditability? Automates buy/sell processes of entities trading with each other. Initiate a transaction in one company, and the corresponding entries in the other company are generated, based on business rules you setup. No more duplication.

Inter Entity Trade | Automate buy/sell processes between entities Automate Buy and Sell transactions within and across companies time savings from eliminating the need to create and check duplicate entries Automates and streamlines business processes with Increased Accuracy Enhance productivity and efficiency Comprehensive Audit Trail and highlighting of Inter Company Transactions Simplifies transaction flow in complex organizations Bi directional processing across OE / PO and AR / AP Automates buy/sell processes of entities trading with each other. Initiate a transaction in one company, and the corresponding entries in the other company are generated, based on business rules you setup. No more duplication.

Inter Entity Trade | in action

Bin Tracking| Track Inventory Accurately Do you need to track individual items against multiple bins within a Sage 300 Inventory Control location? How does it impact your customers when you can’t locate an item to fulfil their order because you’ve lost track of exactly where all your inventory is? Rather than having to purchase, learn, maintain and reconcile a separate warehouse management system just to track multiple bins, wouldn’t you like to do this from within Sage 300, while also supporting the use of handheld barcode scanners? Track inventory in multiple bins per location, all held within your Sage 300 database. Can integrate with third party hand held data collection devices for real time inventory and efficiency

Bin Tracking| Track Inventory Accurately Track individual inventory items in multiple bins per Sage 300 IC location Improved management of your warehouse without more work and complexity Pinpoint exactly where your inventory is at any point in time Warehouse tracking within Sage 300 so there is no need to learn how to use new software Process warehouse activity more efficiently, resulting in faster turnaround times, improved customer satisfaction, lower inventory write-offs and lower costs All information is contained within your Sage 300 database so there is no need to maintain and reconcile multiple applications and databases Track inventory in multiple bins per location, all held within your Sage 300 database. Can integrate with third party hand held data collection devices for real time inventory and efficiency

Bin Tracking | in action

RMA| Improved Customer Service with visibility on RMAs Do you need to manage the return and/or repair of physical products? Are your customers suffering from poor service, and are you losing money through excessive stock write-offs or unrecovered repair costs, due to poor item tracking and error-prone manual processes? What if you could track returns and repairs accurately, while improving customer service through consistent processes supported by configurable workflows, all from within Sage 300? Automates and simplifies the management of product returns and repairs within Sage 300. Updates financial and inventory records, while also managing customer facing processes.

RMA| Improved Customer Service with visibility on RMAs Automates and simplifies the management of product returns and repairs Improved customer satisfaction Reduced turnaround times on returns Increased accuracy of inventory Ensure cost recovery and minimize losses by accurately tracking and billing repairs Improved cash flow, stock turnover and focus on quality with fewer write offs Avoid data redundancy, duplication, re-keying and checking Save time and reduce errors Minimize the cost of the returns handling process within Sage 300. Updates financial and inventory records, while also managing customer facing processes.

Return Material Authorizations | in action

Thank You Presenter Information Nancy & Robert Lavery Robert Lavery & Associates NLavery@cogeco.ca Robert.Lavery@sympatico.ca