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SAGE 1000 & Sage CRM Project 2013 Presented By David Patterson Independent Contractor.

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Presentation on theme: "SAGE 1000 & Sage CRM Project 2013 Presented By David Patterson Independent Contractor."— Presentation transcript:

1 SAGE 1000 & Sage CRM Project 2013 Presented By David Patterson Independent Contractor

2 Broadland Wineries Contract Bottling – Major supermarkets & Wine Merchants Branded Products – British Wine – Imported Wine Over 5 million litres per month Turnover : £ 40 million

3 Broadland Wineries Key Customers

4 Contract Pack Despatched Litres (Jul 2012 – Jul 2013) £2,269,120 £280,795 £2,042,361 £1,127,885 7 LitresJul-12Aug-12Sep-12Oct-12Nov-12Dec-12Jan-13Feb-13Mar-13Apr-13May-13Jun-13Jul-13 Awin Barratt Siegel Wines Agenci 19,26956, ,542 75,68625,52425,457 Bottle Green Ltd317,47123,679263,651142,416290,403144,747166,703144,770143,663216,311358,68623,648263,151 D&D Wines International Discovery Wines Ltd Hallgarten Wines Ltd 24,31847,574 IP Limited23,697897,923837,941954,671866,034570,474365,48626,244 98,330 21,803105,973 PLB Group Limited657,707288,682359,199310,741163,83647,736189,630332,27130,94947,43995,040143,298244,107 Stellenbosch Vineyards 651,036375,216164,760 Quantum Wine Oy24,314 22,829 24,642 WhyNot Wines International 23,562 23,69723,82340,059 Total Litres1,023,1881,229,5531,541,8041,478,8601,320,273786,519747,360503,285174,6111,088,801878,163402,788677,932

5 IT Infrastructure Sage Line 200 until 2010 – No manufacturing, stock and planning on Excel Sage Line 500 implemented April 2010 – Stock, MRP, BOMS full system Datalinx Warehouse Manager – Live May 2012 – 140 cases per pallet scanned every 10 minutes Sage 1000 V4 – Sage CRM 7.1 – June 2013

6 Sage 1000 V4 Master File Changes Customer & Supplier Master file Updated – Address lines ( extended to 64 chars ) – County ( char 64 ) – Town / City ( char 64 ) – Iso country code ( char 2 ) – State / Region ( char 64 ) Revised formsets – Order Entry / Invoices / Delivery Addresses

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8 Sage 1000 V4 MBE Excel export from PDF viewer – Data formatting numbers & dates corrected AR/AP re-open items – Allows user selected effective dates rather than posting date BACS – additional check boxes for file extracts MRP – additional Min EOQ ( reorder batching ) – Allows min EOQ + precise qty for shortfalls Enhancements for SOP/Picking

9 Sage CRM 7.1 Loosely integrated: Customers / Suppliers / Products / Prices Quotes can only be entered in CRM – Sales orders raised in CRM appear in Sage ERP New Pricing service – allows up to date prices on quotes / products Customisable Screens / Fields / tabs Wait for 7.2 – smartphone apps ?

10 Sage CRM Project Upgrade to Sage 1000 V4 – Note data dictionary changes ! Install CRM Project : Deliverables – Planning Meetings – set objectives one source of contact information: key objective. – Sage ERP does the work not CRM – bear it in mind – Start with a snap shot of customers / suppliers – Make basic customisation !

11 Sage CRM 7.1 Customisation: – Amend existing dropdowns – Add Fields – Amend Existing Screens – Add TABS – Add views – Add basic reports Basic ability needed: Beware SQL errors – you are exited out of CRM !

12 Sage CRM Demo of Broadland Wineries System Thanks for attending ! Contact David Patterson – – Mobile :


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