1. Sage Inventory Advisor
Presented by: Debbie Hill
Welcome everybody to our 3rd annual Knowledge Summit
Why we put this on: it’s al about giving back to our clients and delivering value
Thank you for letting DBGC be your partner
How do DBGC’s team deliver value:
- putting on events like this
- compare numbers with Sage Symposium
- seminars & webinars throughout the year
- communicate on a regular basis with clients
- just launching support access level agreements
- always up to par with latest technology and what solutions are available
- participate at Sage Summit every year
- invite guests to attend in Washington this year
Talk about the great lineup we have today & introduce special guests

2. Sage Inventory Advisor
Diagnostics
Forecasting
Management
Helps you reduce:
Stock outs
Excess inventory
Working Capital
Sage Inventory Advisor is your first key.
It is an affordable cloud solution
that integrates with Sage ERP systems
To help you with your inventory, Sage Inventory Advisor helps with diagnostics, forecasting, and inventory management.
to help companies:
reduce - stock outs, excess inventory and working capital.

3. Designed To Address Two Questions
Inventory Advisor
What needs attention today?
What to Order?
Designed around the two simple concepts - “What is Wrong”, and “What to Order”.
After many years of teaching clients the complexities of other systems, we found that ultimately all they wanted to know was which products needed action today, and what order was needed to be placed today. remove the “bells and whistle” features that are often never used offering an affordable cloud based system.
Tools to display inventory levels/stock and non-stock status, and what needs ordering, forecast what is selling and policy tools
By focusing on these two fundamental aspects of inventory management we are able to reduce the complexity and, in order to
To determine what is wrong and What to order, the three fundamental inputs are required: Classification, Forecasting and Policy. Under classification, we need to give the product an identity, thus defining the sku in terms of its stocked and non-stocked status as well as its ranking of importance if it is stocked. Under Forecasting we need to determine what we think we are going sell, and finally under Policy we need to associate management’s stocking policies with our inventory, in other words how much safety stock is needed for each sku.
Forecasts
Product Importance
Investment & Service

4. Sage Inventory Advisor
Diagnostics:
Stock classification
Inventory valuation
Excess inventory
Stock outs
Lost sales
Surplus orders
Supplier Delivery Performance
One of the most important things to consider with inventory is the diagnostics of your inventory.
What do I mean by diagnostics?
- ….lost sales, surplus orders, and supplier delivery performance.
Essentially, you understand the advanced analytics behind your inventory.
Where should I pay my attention today – what do I need to order
Before you can forecast and manage your inventory, you need to know the answers to these questions:
How much is it worth, do I have more than I need,
what sales am I losing because I don’t have enough,
who takes too long to deliver products to me?
an easy to use cloud based interface.
[Pic] We can see here item classification, which takes a look at your items based on
total sales by item and total items sold, giving you your high value, high volume items,
AKA the items that make you the most money and sell best.
ZOOM IN
Advanced analytics behind inventory

5. Sage Inventory Advisor
Forecasting
Sales analysis
Stock availability: risk of stock outs or surplus
Multiple algorithms: seasonality, history and trends
Once we have diagnostics settled Sage Inventory Advisory allows us to take a look at forecasting.
Forecasting helps analyze sales patterns and the desired stock availability
letting you know if there is a risk of stock-outs, a risk of surplus,
or other early warnings and alerts.
Making sure that you’re properly forecasting an item helps to make sure you have the right amount of stock in at all times, reducing the amount of capital tied up in stock.
Sage Inventory Advisor uses multiple algorithms to develop the best forecast for your product
It takes into account seasonality, history, and trends
and allows you to adjust the forecast where you see fit.

6. Management Top 5 stock outs Top 5 potential stock outs Top 5 surplus
Once you have your diagnostics and forecasting, Connects to Sage ERP gather data from multiple modules.
Veiw inventory at a glance - 1 location or central view
FOCUS on your top 5 – you can make major changes and this can pay for the software
Boxes at the bottom represent top 5 actions needed in the respective parts:
tie too much cash up.
Manage your inventory with precision
Being able to easily address these situations
Provides recommendations on:
Optimal replenishments,
ordering schedules,
inventory and supplier management,
exception reporting

7. Demonstration
Now that we’ve gone through the overview and looked at some of the features, let’s take a look at Sage Budgeting and Planning. Keep in mind that what I will show is just one way things can be done. If your organization works differently that’s okay as all the examples shown can be customized to meet the direct needs of your organization.

8. Resources http://go.na.sage.com/ERP_ InventoryAdvisor
You Tube Learning Channel