The TaiRox Roadmap for Sage 300 ERP Don Thomson, CEO
Areas of Focus Multi-Company Support – “I want the same chart of accounts for 20 companies” – “I want the same user permissions in all companies” Companies That Ship Lots of Orders – “I want to ship & invoice 300 orders” – “I want to update prices for all outstanding orders” – “I don’t want day-end to take 45 minutes” Fast Tools for Resellers and Clients – Copy Company, Fast DBTools, Fast Data Integrity
TaiRox 2015 (so far) TaiRox Productivity Tools – Menu Control, Availability by Module – Copy GL & IC Segment Codes and GL Account Groups – Update Shipments and Orders for a price list – Accounting Status Respects Security – Override Credit Limit When Invoicing Shipments Custom Order Entry (XO prefix) – Install, Activation, Security, Menu Control, Versions SOX User Management – ADMIN User Proxies
Agenda TaiRox Products Selling TaiRox + Sage 300 ERP What’s Cooking in The Lab
Themes It’s Just Plain Wrong! Continuous Improvement
It’s Just Plain Wrong! Import/Export Evolves
Copy Company Evolves
There are recipes in the user guide appendices – Copy G/L Integration settings to a live company – Change functional currency
Extended G/L Accounts
Audit Reports Evolve It’s Just Plain Wrong!
SOX User Management Evolves
Day End Evolves It’s Just Plain Wrong!
Delete Quotes Evolves
Ship Orders For companies that ship dozens or hundreds of orders at once
Invoice Shipments
Update Orders
Process Flows Evolve It’s Just Plain Wrong!
Create PO Evolves
Stock Reorder Evolves
Item Finder Evolves
TaiRox Productivity Tools TPAC 2013: 8 tools, 10 features TPAC 2014: 30 tools, 50 features TPAC 2015: 38 tools, 100 features, translations
TaiRox Productivity Tools
Continuous Improvement Why? How? 141, 59, 37
#1 – The Upgrade Concept
#2 – The Training Concept 2 Days Training Every 6 Months – $2,000 Free Updates Included: – Sage PUP – TaiRox Updates
#3 – The Bundle Concept
Find Out More Ask Us About Selling Continuous Improvement See Products & Customizations at TaiRox booth Questions?
Fast UOM Tools ICUCOD is right ICUNIT might be CI – make the same CS – diagnose / fix
Wide Order Entry
Translations
Integrity Testing Service
(Fast) Code Changers
Web Self-Service Under $1,000
SOX, HIPAA, Etc. Compliance