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Oasis Solutions Group Business Blog

[fa icon="calendar'] Dec 15, 2014 4:08:45 PM / by Annette Manias

In thinking about my 2015 initiatives, I am looking more toward my employees and wondering if I am setting the correct expectations for their behavior and performance.


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Using the CHOOSE function to assist in Creating Dynamic BizInsight Column Headers for the Month

[fa icon="calendar'] Dec 9, 2014 10:09:00 AM / by Oasis Solutions Group

1.      Enter your company, fiscal year and fiscal period into your worksheet, as required.  For this example, our fiscal period reference is located in cell B3


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Going Paperless for Sage 100 ERP

[fa icon="calendar'] Dec 1, 2014 12:54:00 PM / by Annette Manias

“Going paperless”’ is a growing initiative for many businesses and Oasis customers are definitely jumping on the paperless bandwagon. Our Sage 100 ERP clients have enjoyed the convenience and cost savings introduced with Paperless Office in MAS 90/200 version 4.3. Now, we can take paperless one step further with InstaDocs.

InstaDocs is a document management solution embedded within Sage 100 ERP, allowing documents to be stored, viewed, and accessed directly from within Sage 100 ERP. Users simply drag and drop documents onto the InstaDocs panel, which is accessible in Maintenance, Inquiry, and Data entry programs. InstaDocs automatically associates the document with the appropriate vendor, customer, or invoice number.


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Know What You Own and Why You Own It!

[fa icon="calendar'] Nov 19, 2014 6:06:46 AM / by Annette Manias

All companies start out using spreadsheets to track everything, even their fixed assets, but as your company grows and expands, spreadsheets cannot handle the complexity of the details needed to manage a larger company. You are likely to be losing around 35% of possible revenue, as well as being subject to investigations, audits and lawsuits by mistakes rendered from spreadsheets. Are you are ready to take the next step in growing your company by removing spreadsheets as your fixed asset manager?


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Choosing Business Management Software at the Kentucky CPA Society Conference

[fa icon="calendar'] Nov 8, 2014 4:18:00 AM / by Annette Manias

I had the good fortune of speaking at the recent Kentucky CPA Society conference on the topic of Choosing Business Management Software. Business Management Software encompasses the accounting, inventory, manufacturing, sales and HR functions.

During the presentation, we reviewed various deployment options (cloud, on-premises, co-location and SAAS) and looked at the specifics of the software selection and review process – how to establish a companies needs and wants; and how to evaluate the products that may satisfy those needs.

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Discover Human Resources That Finally Adds To Your Bottom Line

[fa icon="calendar'] Oct 3, 2014 11:51:00 AM / by Amy

Integrity HR offers small business HR solutions that are customized to fit your exact needs.

http://www.youtube.com/watch?v=0szBpbFB1U4#action=share

Small business Human Resources solutions should not be one size fits all. At Integrity HR, we recognize that your business is unique. You have certain HR issues and employee challenges that your next door neighbor might not ever have to deal with. That is why you deserve a strategic HR partner – not an “HR Services” fee added on to your monthly payroll services bill.

What does that even mean exactly?


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Must Read For 2014 Year-End

[fa icon="calendar'] Oct 2, 2014 11:34:00 AM / by Amy

In earlier versions of Sage 100 it was standard practice to print 1099, W2 and 941 forms by going through the reports or period end folder. The forms were available to print by selecting them on the appropriate task. However, Sage has developed a more streamlined method for 941 reporting and yearend tax processing using e-Filing and Reporting. E-Filing and Reporting became available in Sage 100 version 4.3 and many users have already begun to use it. It is important to note though that as of 2014, the e-Filing and Reporting will be the only method available for printing and filing 1099s, W2s and 941 forms. Additional FAQs will follow, but here are some important tips.


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The Key to CRM Success is All About Business Process

[fa icon="calendar'] Oct 1, 2014 8:00:00 AM / by Amy

In prior articles I had provided many considerations and reasons why any business should consider implementing a CRM system. Many of these reasons were based features or their benefits of the CRM application itself. Example: Leveraging the Sales Forecasts Module is a great tool to manage your sales pipeline. However, the true value in a successful CRM implementation is the ability of that CRM system to provide data to processes across other systems, both internal and external. An example of this would be that of a salesperson who is asked to create Quote in the CRM system. One key step in the Quoting process for that salesperson is to check the available inventory for the item he/she wishes to sell. If that key point in the sales process is not part of your CRM implementation strategy then you are already asking for user adoption issues to arise. That salesperson user now either has to leverage two systems to create a quote or make frequent inquires to your warehouse manager asking for inventory availability.

What's the best way?


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Using the Zoom on Look Ups in Sage 100

[fa icon="calendar'] Oct 1, 2014 6:04:00 AM / by Amy

Customer, Vendor, and Item lookups have an extra “Zoom” feature.

Here's how to use them:


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Making a Screen Entry Field Mandatory

[fa icon="calendar'] Oct 1, 2014 5:30:00 AM / by Amy

Often a business process for an organization depends on certain information to be recorded and acted upon. When the needed information is not available business processes can be hindered or not executed at all; leaving a dissatisfied customer or a need to speed a lot of money to fix. Out of the box, only a few items on each Sage 100 screen of data entry are required to be completed. Terms Codes in the Vendor Maintenance and Customer Maintenance screens are the only required field to establish a new record. To create a new item number in the Inventory Management, Item Maintenance screen, one must only need to assign a Product Line code.


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