Sage 100 Scripting Classes: Save the Dates

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Save the dates for these two upcoming Sage 100 scripting classes by Alnoor Cassim of xkzero!

  • Basics of Scripting for Sage 100
    2-day class, April 7 and 8
  • Intermediate Scripting for Sage 100
    2-day class, July 23 and 24 (pre-Sage Summit 2016 training)

Early bird alert!
Register for the intermediate class by April 30 to save $300. 
By popular demand, we extended this offer from the original March 1 date.

Email us now to save your spot (and a few hundred bucks)! 

Classes will be held at xkzero’s office, a 10-minute drive from Chicago’s O’Hare International Airport. For your convenience, the Intermediate class is being offered the two days immediately prior to the start of Sage Summit 2016 in Chicago.

Learn from Alnoor Cassim, one of the masters of customizing Sage 100 using Alnoor-LinkedInImageVB scripting. You won’t want to miss these classes.

The cost for each Sage 100 scripting class is $1,199.

Early bird price for Intermediate Scripting class registrations received by April 30, 2016 is $899.

Course registration fees include:

  • 2-day course attendance
  • 40+ page course curriculum
  • 75+ actual scripts of real-life projects
  • Continental breakfast, plus lunch (both days)

Email Santos Rodriguez now at srodriguez@xkzero.com to save your spot!
Space is limited, so contact us right away, and you will be placed into the queue in the order requests are received. A formal invitation with links for official registration and details on payment remittance will follow.

Don’t delay registration. Prior versions of these classes have sold out quickly.

We hope to see you at one or both of Alnoor’s scripting classes!

About Basics of Scripting for Sage 100 Class

The basic level Sage 100 scripting class will be a 2-day, fairly intense on-premise instructor-led classroom training at xkzero’s Chicago training facility. On Day 1, from the morning through lunchtime, Alnoor will lead a review and discussion of scripting concepts, and provide an overview of Sage 100 business objects, and an explanation of the ways Custom Office plays a major role in User-Defined Scripting. After lunch on Day 1, and all of Day 2, participants will have a heavy hands-on experience, with the vast majority of time spent working on labs and activities based on real-life Sage 100 scripting projects. Take-home materials included with the course: 40+ page curriculum, scripting reference guide, and 60+ actual scripts from real-life projects.

About Intermediate Scripting for Sage 100 Class

The intermediate-level Sage 100 scripting class will be a 2-day intense on-premise instructor-led classroom training at xzkero’s Chicago training facility. We have scheduled this class to accommodate those attending Sage Summit 2016 in Chicago, which begins July 25. This is a follow-up class that continues where the basics-level lessons left off. We will emphasize advanced concepts and user-interface (UI) scripts. It is designed for those who have been designing scripts for clients or for their own company projects, and now want to take scripting to the next level. Like the basics class, the majority of time will be spent working on labs and activities. Take-home materials included with the course: 40+ page curriculum, scripting reference guide, and 75+ actual scripts from real-life projects.

Prerequisite: Attendance of the Sage 100 Basics of Scripting course or permission from the instructor.

Early bird alert! Register for Intermediate Scripting by April 30 to save $300. Email us now to save your spot! 

 

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A new fountain of youth (Webinar)

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“Like a kid on Christmas morning I tried it last night.  This solves everything I didn’t like about Sage 100″

Sage 100 discovers the fountain of youth?

Sage 100 discovers the fountain of youth?

Whether you’re old enough to remember navigating the internet before Google and Yahoo or not, you’re certainly young enough to imagine how much better Sage 100 could be with the power of total search-ability.

That time is now.

xkzero cordially invites you to join us to learn how one simple add-on to Sage 100 will change the experience for every single user, forever.

Search virtually everything and anything – across companies and across modules – using words, numbers, phrases, combinations, wildcards, date ranges, right within Sage 100. Click and browse straight to what you’re looking for.

Guaranteed to improve customer service, resolve disputes, improve workflow – and reduce training costs.

Who benefits most? Those who use it most.  REGISTER FOR THE WEBINAR NOW

GetX – Universal search for Sage 100 by xkzero installs in 15 minutes, works with versions 2016 back to version 4.5, and won’t break any customizations. GetX even searches User Defined Fields (UDFs), Extended Item Descriptions, transaction details lines, Memos and much much more.

Controllers love it. AP clerks love it. Receptionists love it. Executives love it. Sales reps love it. Managers love it. Operations love it. Newbies love it. Power users love it.

Join our webinar Wednesday March 2 at 11 am CST to see for yourself – and to learn how to claim your FREE 30-day, no obligation trial copy of GetX by xkzero. It’s the single most powerful button in Sage 100. Ever.

Register now – space is limited and filling up fast!  https://attendee.gotowebinar.com/register/5593314978910234881

 

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Former Sage Mobile Sales Specialist Joins xkzero

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reposted for original publication via PR Web

 

Mobile sales app developer xkzero today announced the addition of Karen Foreman as mobile sales specialist. Foreman comes to xkzero from Sage where she served in a similar capacity selling Sage Mobile Solutions and CRM.  Karen Foreman

“We are very fortunate to have Karen join our team,” xkzero co-founder, Paul Ziliak said. “Her knowledge of the Sage channel and understanding of the unique needs of Sage customers alone brings us great value, but what really sets Karen apart is her passion for mobile as the next generation technology for business. xkzero continues to invest in its products to help small and mid-sized distributors and manufacturers grow. Adding Karen to our team will only accelerate the number of companies benefiting from the larger orders, new revenue streams and reduced administrative burden delivered through mobile.”

Regarding her decision to join xkzero, Foreman expressed enthusiasm about the company’s offerings. She said, “xkzero continues to make major investments in the evolution of its products. iSales 100 provides advanced mobile selling capabilities that can not only satisfy very unique requirements, but it is also incredibly easy to set up and use. xkzero Mobile Commerce (XMC) offers enterprise caliber functionality out-of-the box for companies using Direct Store Delivery (DSD), and Route Selling as a business growth strategy. Food and beverage producers and distributors are a natural fit for XMC, and its pre-built integrations to Sage 100 and Sage X3 create significant business advantages for growing companies.”

About xkzero:

xkzero specializes in mobile sales, route sales and direct store delivery automation for small and mid-sized manufacturers and wholesale distribution companies.  xkzero is also a certified developer for Sage X3, Sage 100 and Sage 500, creating integrated and embedded mobile solutions into some of North America’s most popular and powerful ERP and accounting systems for the mid-market.

For more information about xkzero or to contact Karen, please visit our website, email us at info@xkzero.com, or call 847-416-2009.
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Apollo Oil Selects xkzero for New Direct Store Delivery Mobile Software

Apollo Oil

xkzero is pleased to announce that major automotive lubricant distributor, Apollo Oil, has selected xkzero Mobile Commerce software to automate its distribution processes for Direct Store Delivery and Route Sales.

Click here for full press release

Apollo Oil, headquartered in Henderson, Kentucky, sells and distributes major brands such as Valvoline, Shell and Castorl throughout the Ohio Valley to car dealerships, quick lubes and automotive service centers.  From their fleet of over 30 trucks, and from multiple warehouses, they also sell and service municipalities, trucking facilities and farming operations, as well as to industrial manufacturers.

In tandem with this project, Apollo is also implementing Sage X3, purchased from leading Sage North American business partner, WAC Consulting.

“Together with Apollo we began evaluating xkzero at Sage Summit 2015 in New Orleans, as an initiative to replace the existing custom built mobile solution”, said Steve Schaefer, Partner of WAC. “XMC will be relied upon to satisfy mission critical processes such as truck loading for both bulk and packaged orders, route selling and direct store delivery automation. Apollo also expects to create improved workflow and accounting for inventory control, route planning and payment handling.”

“Apollo was searching for a system to allow anytime, anywhere processing to better serve our customers with each and every interaction”, said Ed Dotson, Chief Financial Officer of Apollo Oil. “We discovered xkzero at Sage Summit 2015 in New Orleans and their combination of modern mobile technology along with their expertise as Sage X3 developers gives us a very high level of confidence for this project.”

For more information about xkzero Mobile Commerce and direct store delivery and route sales automation, please visit our website or contact us at info@xkzero.com or 847-416-2009.

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Sage Mobile Sales Retirement Announcement and xkzero Promotion

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Often in life just as one door closes, another one opens.

With the announcement of the retirement of Sage Mobile Sales  xkzero is happy to offer a special promotion exclusively for Sage 100 businesses.

There is no mobile sales app on the market today that is as easy to install and use that will meet the exact needs of your distribution or manufacturing sales team, than iSales 100.  In fact, we believe that iSales is the most powerful, flexible – useful – mobile sales app for mid-sized and growing small businesses.

Selling from a Trade Show, the showroom floor, or a customer location?  You’ll love how quickly and easily iSales will produce powerful results and have you standing out from the competition.

For those of you who purchased Sage Mobile Sales, we have special savings for you: switch to iSales 100 – Advanced Mobile Sales for Sage 100  between now and January 31, 2016 and receive these additional incentives:

        • 10% off the initial purchase price of iSales 100
        • Plus, a 30 day full money back guarantee!

Here are some of the feature benefits of iSales (feature set varies depending on Edition purchased):

Transaction Processing – Create the Ideal User Experience

  • Process new sales orders, quotes, invoices and credit memos
  • Transaction restrictions by user
  • Add new customers and contacts on the fly
  • Signature capture
  • Receipt printing and emailing
  • Create Sales Order Memos
  • Edit ‘Bill to’, ‘Ship to’, ‘Ship Via’ during transaction entry
  • Reprint open orders and invoices
  • Select multiple items at once for rapid data entry
  • Lot / serial number support
  • Barcode scanning (also supports Alias item numbers)
  • LTL freight calculation
  • Sales tax calculation
  • And more!

Pocket Intelligence:

  • View open sales orders
  • View open invoices
  • View customer memos
  • Item Quantity On Hand, On Sales Order, On Purchase Order, Available
  • Hide / display price – cost – quantity options
  • Customer last purchase history by item
  • Select one or several or all warehouse codes for access

Smart Device Productivity:

  • Spanish language enabled
  • View inventory images from Sage 100 item masterfile
  • Hot lists (favorites)
  • Alert badges for new customers, contacts and items
  • Refined, easy to use data management
  • Phone, email, map, calendar integration

Technology:

  • Native iOS (Apple mobile devices – iPhone, iPad, iPod Touch
  • Exclusive / native integration to Sage 100
  • Offline synchronization via xkzero Web Services
  • iOS 7 and up
  • Sage 100 version 4.5 and up (2016 coming soon!)

Licensing:

  • Unlimited Device License pricing model
  • Unlimited Users – Unlimited Companies
  • Pricing based on choice of three versions – Inquiry Edition – Business Edition – Enterprise Edition
  • Private label option – enhanced modern B2B sales app

Try before you buy:

We might not be able to solve every mobile sales need with iSales 100, but we’ve built it in a way that let’s us satisfy most.  Care to try it before you buy it?  Just visit our website from your iPhone or iPad at www.xkzero.com/mobility and click on Download.

You’ll be redirected to the Apple App store where you can download the app, log in using the User: demo and Password: password.

Synchronize the data and give it a whirl.

Then if you have questions, contact us at info@xkzero.com or call 847-416-2009 and we’ll answer all of your questions and provide you a demo of the back end.

More iSales 100 resources here.

iSales for Sage 100: Try it before you buy it!

iSales for Sage 100: Try it before you buy it!

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iSales 100 Resources for Mobile Distributor Sales Automation

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Advanced Mobile Sales Apps for Distribution – Resource Guide

This resource page is designed to provide you a one-stop location to learn how to use iSales 100 (advanced mobile sales automation for distributor needs) to not only improve customer service and establish your distribution business as the most modern in your industry, but also to grow your business and your profits.

A great mobile sales solution starts when you and your team are confident that your solution will 1) meet and exceed your business objectives 2) create a great user and customer experience and 3) provide a high level of reliability and supportability.

Need additional resources or looking for more information on how iSales 100 can help your business?  Contact us at info@xkzero.com, call 847-416-2009 or visit www.xkzero.com.

Useful iSales 100 (Advanced Mobile Sales for Sage 100) Resources:

Need additional resources or looking for more information on how iSales 100 can help your business?  Contact us at info@xkzero.com, call 847-416-2009 or visit www.xkzero.com.

iSales 100

Create and maintain receipt formats: iSales for Sage 100

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Now with iSales 100 version 4.1 individual receipt formats can be created for each Sage 100 company / user / and transaction type.  HTML skills are required, and we’ve documented here what you’ll need to know to self serve this feature.

The HTML is on the Sage 100 server and can be edited by anyone with basic HTML knowledge.   Upon request, xkzero can do this for a fee (contact us at info@xkzero.com).

We designed the receipt as an HTML file and use standard web technology to create the page, allowing the form to be previewed in a web browser. We use a template engine, which allows us to merge the data from the transaction into the page. It’s called Mustache – because the variables are bracketed with {{ and }} so they look like mustaches.

The HTML form is found on the Sage 100 server at:

…\MAS90\XS\Content\SalesOrderReceipt.html

Individual receipts may be setup for each specific Sage 100 company as well as specific Remote User (within a company).  This can be done by adding directories under ‘Content’.  For example, to add a receipt just for ABC company it would be:

…\MAS90\XS\Content\ABC\SalesOrderReceipt.html

And for Remote User ‘JEFF123’ in XYZ Company: 

…\MAS90\XS\Content\XYZ\JEFF123\SalesOrderReceipt.html

In addition, in the 4.1.0 version we added the ability to setup different receipts for other transaction type. This is done by making an HTML file named by the transaction type as follows:

  • QuoteReceipt.hmtl
  • InvoiceReceipt.html
  • CreditMemoReceipt.html

Below is a list of Variables (labeled ‘MustacheVariables’) that are available. There are 2 parts of the page. There is the main page level and then there is the line level. The template will hit the line level and repeat the section for every line. So, in the variables file there are Line specific data elements.

In the file there are indented sections under Customer. This is a sub section. So, for each order we can get to the Customer information using ‘dot’ notation. For example:

{{Customer.SalespersonName}}

Similar for Item information in the lines section.

Any information not in the list of variables is not available. So, UDF’s that are not one of the 8 UDF’s on Customers and Items (setup in Remote User Maint) are not available.

Limitations:

- Because it’s basically a web page, it is one big page without breaks. We are investigating ways to make it print like a standard form where the header will print at top of every page and a

footer at the bottom. But, for the time being it simply breaks wherever the page ends and continues printing on the next page.

MustacheVariables

{
  PrintedDate
  OrderID
  OrderType
  OrderTypeDesc
  OrderDate
  ShipExpireDate
  CustomerPONumber
  ConfirmTo
  EmailAddress
  Comment
  ISalesCommentLabel
  ISalesComment
  SalespersonDivisionNo
  SalespersonNo
  SalespersonName
  CustomerName
  AddressLine1
  AddressLine2
  AddressLine3
  AddressLine4
  City
  State
  Zip
  Email
  Phone
  Fax
  ShipToCode
  ShipToName
  ShipToAddress1
  ShipToAddress2
  ShipToAddress3
  ShipToAddress4
  ShipToCity
  ShipToState
  ShipToZipCode
  SubTotalAmt
  TaxableAmt
  NonTaxableAmt
  SalesTaxAmt
  TotalSubjectToDiscount
  DiscountRate
  DiscountAmt
  FreightAmt
  OrderTotalAmt
  ShipVia
  Customer {
    ARDivisionNo
    CustomerNo
    CustomerName
    AddressLine1
    AddressLine2
    AddressLine3
    AddressLine4
    City
    State
    ZipCode
    EmailAddress
    CountryCode
    TelephoneNo
    TelephoneExt
    FaxNo
    Comment
    ContactName
    ContactTitle
    SalespersonDivisionNo
    SalespersonNo
    SalespersonName
    PriceLevel
    CustomerType
    URLAddress
    CreditHold
    PrimaryShipToCode
    TermsCode
    TermsCodeDesc
    DateLastActivity
    DateLastPayment
    DateLastStatement
    DateLastFinanceChrg
    DateLastAging
    DateEstablished
    LastPaymentAmt
    OpenOrderAmt
    CurrentBalance
    AgingCategory1
    AgingCategory2
    AgingCategory3
    AgingCategory4
    UserFld1
    UserFld2
    UserFld3
    UserFld4
    UserFld5
    UserFld6
    UserFld7
    UserFld8
  }
  Lines[] {
    SeqNo
    ItemCode
    ItemType
    ItemDesc
    WarehouseCode
    UnitOfMeasure
    Comment
    UMConvFactor
    OrderQty
    UnitPrice
    Extension
    LineDiscountPercent
    Item {
      ItemCode
      ItemType
      Description
      ProductLine
      PriceCode
      CommentText
      DefaultWarehouseCode
      SalesUnitOfMeasure
      PurchaseUnitOfMeasure
      StandardUnitOfMeasure
      PurchaseUMConvFctr
      SalesUMConvFctr
      StandardUnitPrice
      UserFld1
      UserFld2
      UserFld3
      UserFld4
      UserFld5
      UserFld6
      UserFld7
      UserFld8
    }
    Warehouse {
      WarehouseCode
      WarehouseDesc
    }
  }
}

Any questions or comments?  Customers current on xkzero maintenance and support plans should contact us at info@xkzero.com.

 

 

More iSales 100 resources from xkzero.  http://erpappsblog.com/isales-100-advanced-mobile-sales-for-sage-100-resources/

 

 

 

 

 

 

iSales (mobile sales) for Sage 100 and iOS 9

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Apple will be depositing iOS 9 onto your iPhone and iPad any day (any hour?) now, so you should know that xkzero has you covered – iSales 100 is compatible with iOS 9.  But in order to be compatible with iOS 9 you’ll need to download and install the newly released version 4.1 from the Apple app store.

iOS 9 is filled with great new features, so we figured we’d add some great new features to iSales 100 too.  Read about our new release here!

In order to take advantage of the new features in iSales 100 version 4.1 please contact your xkzero account executive at info@xkzero.com for details about installing the necessary components on your back end Sage 100 server.

To learn more about iSales 100 and the benefit of mobilizing your salesforce, please visit our website or contact us at 847-416-2009.

Enjoy!

Great new operating system from Apple, and great new features from xkzero too!

Great new operating system from Apple, and great new features from xkzero too!

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Choosing the right mobile sales app for your business

Empowering sales and customer service teams with mobile-ability straight from your ERP/accounting system can have a powerful impact on your business. Not only can it increase revenue, but benefit the bottom line in other ways, too–like reducing labor costs and eliminating redundant data entry.  Distributor sales rep

Mobile selling also can provide a new means of intelligence gathering, making your people more confident, and more engaging.

But because everyone’s needs are not the same, choosing the right solution for your business is really important, but luckily, not complicated.

Whatever your needs are, these are some important things to keep in mind:

  • A great mobile solution starts with a vision. Get the mobile conversation started with your most free thinking people.  And be open to ideas come from anyone in your organization.  Everyone and anyone on your team might be sitting on a billion dollar idea.
  • Identify the business processes that require change.  Mobilizing your workforce is good old fashioned business process reengineering.
  • Articulate expected benefits. What financial and behavioral impacts do you seek from mobile?  If you don’t have a profit motive, why would you do it?
  • Evaluate customized and pre-existing packaged solutions to determine which will work best.  Then ask yourself if what you really need is a custom app, because you want to separate your company from any competitor, and a packaged app could be done by anyone.
  • Determine the optimal level of integration with your accounting/ERP/CRM system. Don’t overlook the fact that security is an important matter here, and that can vary user-by-user, role-by-role within your company.
  • Select a mobile platform after choosing a solution. The real value is not a matter of Android versus Apple. Remember that the real value is in the experience you create for salespeople and customers, and the processes you transform.  The phone itself is usually the commodity – if not – what you created has not much value beyond the price of the device.

Consider the greater impact of mobile. Mobile allows for a significant number of changes that can have a transformative effect on your business.  It will even change the way your customers look at you.

The video below is a recording of a recent webinar we presented.  It is geared for small and mid-sized distribution and manufacturing companies who use Sage 100 software to run their businesses.  It also contains nuggets that are useful regardless of your back-end system of choice.

It includes descriptions of some key differences between Sage Mobile Sales and these two packaged solutions published by xkzero:

Also, there is a feature comparison beginning at 23:38.

[51 min 58 sec]

Would you like to talk mobile strategy for your distribution business?  At xkzero we’d love to hear from you.  info@xkzero.com www.xkzero.com or 847-416-2009.

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Large Food Distributor Grows with Mobile ERP

Raja in the store

Raja Foods didn’t become one of the leading distributors of Indian food in the United States overnight. It took years of dedication and refinement of a business vision to celebrate “our food, our culture,” as their company motto states. Raja owns the nation’s largest chain of Indian grocery stores (operating as Patel Brothers—with 50 retail stores and counting) while also distributing its food products to hundreds of independent and big box customers throughout the U.S.

We recently sat down with Raja vice president, Swetal Patel, to talk about the company’s growth and the role of technology. Simply put, Patel said, “Our goal is to get Indian food to the consumer any way we can.”

“We’ve grown from 30 to 50 stores, and doubled our sales volume over the last 10 years. A challenge for us was the increasing amount of time it was taking to process orders for delivery to the stores. It’s common for our customers to place orders with hundreds of items, especially in anticipation of the weekend—when they are busiest. Not only was this process very time consuming, but we were inevitably prone to mistakes when rekeying the faxed orders into Sage 100 ERP,” Patel said.

Raja’s solution was to purchase and implement iSales 100 by xkzero to automate remote ordering. iSales 100 was an immediate success for Raja Foods. To start, they gave 35 of their top grocery customers an iPad Mini (with scanner accessory from Infinite Peripherals) with the iSales 100 app. The manual process—using pencil, paper, clipboards, fax machines, and redundant data entry—was eliminated overnight.

Now, using iPad Minis with iSales 100, these store representatives simply walk the grocery aisles, scan the bar coded shelves, and automatically submit the completed orders into Raja’s Sage 100 system. Because each iSales user can be assigned a default fulfillment warehouse depending upon geographical location, orders are immediately ready for picking from each of the four distribution center warehouses owned by Raja.

Patel said, “Our old process took twice as long as the scanning process using iSales 100. We completely eliminated having to enter the orders into Sage 100. That alone has saved about 100 hours per week. But in addition to that, we’re doing a better job of keeping the grocery shelves properly stocked and that means keeping loyal customers coming back.”

“Our next step is to provide the iSales 100 app to even more customers—the more who utilize the app, the more we’ll save and the better we can serve them. Anyone with remote ordering needs should be using iSales 100,” Patel said.

Raja VP Swetal Patel describes how iSales 100 streamlines distribution

Raja VP Swetal Patel describes how iSales 100 streamlines distribution

Learn more about Raja Foods on their website.

Other resources distributors may be interested in:

To learn how xkzero can help empower your sales team and processes with mobile enabled ERP, contact us at info@xkzero.com, call 847-416-2009 or visit us on the Internet at www.xkzero.com.