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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Mobile B2B Sales: A Practical Guide for Sales Reps

Mobile automation is the new standard for B2B sales

Mobile automation is the new standard for B2B sales

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The mobile sales app for B2B represents the new standard for growing small and mid-sized businesses. It may be the greatest thing to happen for manufacturing and wholesale distribution sales reps since the invention of the printing press. Few technologies for business have the far-reaching impact on the quality of your work and your company’s bottom line of a mobile sales app.

If your company has outside sales reps, or sells at trade shows, on a showroom floor, from special events or on-site with a customer, for you, the era of the printed product catalog, the paper order form, and the fax machine is over. The integrated smart phone and tablet era is now. xkzero has summarized some important considerations for you here.

Salespeople

The impact of having everything you need in your pocket

Off you go to your prospect meeting. Off you go to the trade show. Off you go for another day on the showroom floor. Off you go, back to your hotel room. Off you go, equipped with a product catalog printed 9 months ago, a price list printed 6 weeks ago. Hoping the fax machine doesn’t get jammed when you send in your order. Hoping that a customer service rep is ready when you call to find out the status of the inventory you’d like to sell.

The new standard for B2B selling is the smart phone. It’s replaced the fax, the printed materials, and antiquated processes that hold back a business today.

How you will benefit from a mobile sales app as a salesperson:

  • You’ll be better prepared with fingertip access to up-to-the-moment customer and inventory data.
  • Customers and prospects will sense your increased confidence.
  • You’ll have the chance to close larger deals.
  • You’ll be able to complete high transaction volume sales more quickly.
  • You might not ever be late for a meeting again.

The price of not doing anything

Over 90 percent of the mobile sales automation projects xkzero has implemented over the past several years have been for companies that previously relied on the tools and processes of yesterday—printed product catalogs, paper order forms, and fax machines. For many of these businesses, sales reps had to call customer service for the status of anything customer or inventory related. Representing the entire spectrum of manufacturing and wholesale distribution industries, they have one thing in common. Once they switch from paper and manual processes to an automated mobile solution—they don’t change back.

More practical guides – Mobile B2B Sales: A Practical Guide for Executives

Ready to talk about charting a mobile sales strategy for your business? Contact us at info@xkzero.com or call 847-416-2009.  Visit the xkzero website to learn more about our winning solutions.

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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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The Power of Surveys for Mobile Business

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You don’t know your customer nearly as well as you think you do. This fact that is costing you money.

A previous version of this article appears in
Bellwether, a magazine produced by Blytheco, in the Fall 2015 edition called “Who is Your CMO?”
http://issuu.com/bellwethermagazine/docs/bellwether-fall-2015

The great news is that if you empower your sales people with a bit of mobile technology, you’ll not only be able to create customer greater loyalty, but you’ll be able to generate more marketshare, too.

The answer to building these relationships can be found with the use of surveys combined with the unique capabilities of smart phones such as push notifications, alerts, photo enablement, and GPS.

We all know that the key to effective B2B marketing is creating relevant and informative content for your target customer. Think, though, do you really know what is pertinent to your customer? Sure, back when their business was a lead, you may have courted them with a lot of attention. Now that they have moved through the pipeline and became a customer, though, how much time and effort do you and your sales team dedicate to really learning about the company and understanding the customer’s ongoing behavior?

Winning new customers—especially in the B2B world—requires a significant investment. And losing hard won customer relationships is doubly expensive. It not only requires replacing lost customer revenue, but the loss means dealing with the potential fallout of your reputation, especially when a competitor takes your customers.

So where does that leave you? Many companies have data rich enterprise resource planning (ERP) or customer relationship management (CRM) systems brimming with information. By leveraging a modern survey application, tied into your back-end systems, your sales team can become the conduit to your company’s unbelievably high level of understanding of your customers and their behaviors. This allows you to stand out from the competitors in all new ways.

To maximize the impact of survey apps for mobile devices, here are some things to consider:

Create a profile of your ideal customer.

Your company’s sales reps should know how to identify the ideal customer. Does the customer participate in your promotions? Do they meet your branding standards? Are they cross selling and up selling your products? How does their behavior and performance compare to customers of a similar profile? (For instance, customers that are big box stores should only be compared to like businesses, and not to small distributors.)

Make sure sales reps understand desired behavior changes.

Once you’ve created a profile of the ideal customer, your sales reps should focus on specific target behaviors to try to modify to move each customer toward those goals. For example—Does the customer include your brand or offerings on their website and/or store window display?

Use a smart phone.

The smart phone is the ultimate business tool because it can do everything (including make phone calls) and at a low cost. Surveys as web apps can be effective too, but they lack the comprehensive capability of a mobile device. With a properly flexible survey app you can push customer-based surveys to your smart phones and unleash the power of characteristics like GPS, camera, alerts and so on.

A picture tells a thousand words.

A challenge in wholesale distribution is that even with a distributed or remote salesforce, executives have a limited ability to physically see or inspect customers, especially on a regular basis. A good survey app will allow for photo enablement—giving you eyes and ears on the street to ensure the environment your products are being sold into—and from—meet your quality standards. If the customer keeps your products stocked on the highest shelves, out of reach of the retail customer or the warehouse personnel responsible for picking orders, you could get overlooked.

You can remedy this neglect, though. Have your sales rep tour the store or warehouse, and attach a photo to a survey question about the physical accessibility of your goods.

Make surveys part of your culture.

To know your customer is to love your customer. We believe this wholeheartedly. Get buy-in from your sales reps about the kinds of questions you should ask. Then, make surveys a required part of the sales process. To be clear, this isn’t to say that all questions need to be asked of every customer on each encounter, but the right survey app will allow you to learn their requirements. If you make surveys part of your DNA. you can have the most informed sales team in your industry.

Provide your customer with the survey app, too.

It’s one thing to have your sales reps answer questions based on their own observations, but a great survey app with mobile and push notifications can provide a great means to gently coax information from your customers—and engender uncommon loyalty.

Surveys should be integrated with your ERP or CRM system.

Great surveys can be designed to capture any information you want—including non-financial or non-transactional data. With survey that’s integrated with back office systems, you’ll be able to generate meaningful reports that will show you the correlation between desired behaviors and sales results.

xkzero believes that the most successful sales people are confident, informed and equipped with the best technology.

Consider the power of surveys as you create your next marketing plan. What you learn might surprise you, and the increased profits and marketshare will have you making surveys new part of your business DNA.

Advanced Mobile Sales Automation for Sage 100

“My needs are pretty much like everyone else’s—simple.”

No, actually, they’re not. That’s why you bought Sage 100 in the first place—because it can be configured to handle just about any unique rule you have in the management of your business. If your needs were simple, you’d still be using Quickbooks.

Now there is a mobile sales app just as capable as Sage 100 and ready to create the best experience for your sales reps—and your customers. iSales 100 by xkzero is built to meet a flexible range of needs, whether sales are being automated at the customer site, tradeshow, or show room floor or—any place away from the office. With iSales 100, advanced mobile sales automation for Sage 100 can now be yours.

RECORDING OF NOVEMBER 20, 2015 WEBINAR IS HERE:

 

During this webinar you’ll hear how companies are using the power and flexibility of iSales 100 to tackle everything from basic to complex selling needs from a smart phone or tablet—and with incredible ease.

Join us on Friday, November 20 from 11 a.m. to 12 p.m. CST to find out how iSales 100 can empower your sales team, boost revenue and reduce operational costs.

Advanced Mobile Sales Automation for Sage 100 webinar will cover:

* How to manage customers, inventory, warehouses, pricing, units of measure and much, much more
* Examples across industries how iSales 100 is meeting unique sales needs, driving revenue and reducing costs
* Ways ANYONE in your company can benefit
* Bonus—How to use iSales 100 as a B2B sales app instead of managing an expensive website

And more. iSales 100 is all about creating a great customer and user experience!

WHO SHOULD ATTEND

Users, prospects and business partners of Sage 100—any distribution company looking to modernize their sales force and grow revenue while reducing selling costs with mobile technology.

Register now for the Advanced Mobile Sales Automation for Sage 100 webinar with xkzero on Friday, Nov 20, 2015 at 11:00 a.m. CST.
https://attendee.gotowebinar.com/register/1126116880870472705

Ready to learn more about iSales 100 now?  Email us at info@xkzero.com, call us at 847-416-2009 or download your free no-obligation trial of iSales 100 now at http://www.xkzero.com/mobility/.

 

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/

 

 

 

 

 

 

Setting Up & Accessing Inventory from Sage 100 ERP with Mobile Sales

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[Updated from original post of December 2013 to include new features.]

No more need to lug around heavy and outdated product catalogs. With Sage 100 ERP and iSales 100 by xkzero, confidently identify and make commitments about inventory from an iPhone, iPad or iPod Touch.

The video below shows how to quickly assign only the inventory items or groups of items to access from out of the officeall managed natively in Sage 100 ERP, and
accessed from iSales 100. iSales 100 is native for the Apple mobile devices, meaning the data can be accessed any place, even without Internet connectivity. Beware, however, that quantity, pricing and other information are only as current as the most recent data synchronization.

In the latest version of iSales 100, we’ve expanded even further the ability to filter the inventory information visible on the mobile device. As shown in the image below, there are now options to filter by item type (Internet items only, regular items, miscellaneous charges, miscellaneous items and comments) and warehouse code, and to exclude “zero on-hand” and/or “zero available” items.

For more information about how you can grow your business by going mobile with Sage ERP, contact us at info@xkzero.com, or call 847-416-2009. And don’t forget to download iSales 100 from the Apple app store or off our website at http://www.xkzero.com/mobility/

Steps to Uninstall GetX

Quote

At the conclusion of your trial period, if you choose to proceed without GetX for Sage 100 ERP, you can uninstall the application by following the steps below.

Looking for instructions to install GetX?  Click here.

After the basic steps, we have added some helpful notes, so please read all the way down.

To uninstall GetX, the steps are as follows:

1. First, you need to ensure that the Scheduled Task for indexing is removed.

NOTE: If you have never set up GetX for indexing, you can skip this step.

You can remove indexing as a Scheduled Task either through the Sage 100 server, or via Windows.

Sage 100 Server Option:
Log onto the Sage 100 server.
- Navigate to the GX folder where MAS90 is installed: …\MAS90\GX\Service\
- Right-click ‘GetXIndexingService.exe’ and ‘Run As Administrator’
- Under ‘Windows Service’ set the Schedule to ‘Never’ and hit ‘OK’

Windows Option:
- From Windows ‘START’ go to Control Panel > Administrative Tools > Tasks Scheduler
- Delete ‘GetXIndexingService’

2. Once the service is removed, you can remove the module like any other Sage 100 module.

To remove the GetX module from Sage 100, follow these steps:

a) From Sage Desktop go to Library Master > Company Maintenance

b) Select a company where GetX is Activated and hit ‘Remove.’ Check the box for GetX and then hit ‘Proceed.’ Repeat for all companies for which GetX is activated.

NOTE: The ‘Remove’ button is disabled for the company for which you are currently logged in. You may need to switch your user to another company.

c) Go to Library Master > Setup > System Configuration. Hit the ‘Uninstall’ button on upper right. Select ‘G/X’ and hit ‘Delete.’

To clean up any remaining files, remove the …\MAS90\GX folder.

——

***NOTE: On occasion, for reasons we don’t understand, Sage will not allow you to delete the company data for GetX even though you are not in that particular company.

At that point, the only thing to do is to manually delete the data. We recommend renaming the folder …\MAS90\MAS_ZZZ\GXZZZ (where ZZZ is the 3 letter company code). Then, if everything goes well you can delete it. This is simply a precaution.

Once this is done you should be able to Uninstall the module from System Configuration.

Please let us know if you have any further difficulties!

At xkzero, we believe that people perform best when they are confident, informed, and have a high level of trust in the tools they use. xkzero builds solutions designed for the best possible user experience, engineered in a flexible way to accommodate the needs of each individual and adaptable to the precise business rules that can vary industry by industry, company by company. If you ever find us failing to deliver on that, please let us know!

Contact us at info@xkzero.com or 847-416-2009 with any questions!

Introducing xkzero Digest

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Today, we launch the xkzero Digest, a periodic electronic publication designed to keep you informed of industry topics, technical updates and product and event announcements related to mobile technology for Sage ERP systems. In addition, we’ll write about custom development-related subjects, and provide information that helps inspire you to apply the best technology, at the right time, for you and your clients.

Focus: What You Want to Know

While we already have many topics and articles we’re excited to share with you, we also invite you to let us know about subjects of interest to ensure that we continue to focus on things that matter most to you.

We’re at a Technology Crossroads

As we embark on 2015, the world of ERP and accounting software systems is without a doubt at a crossroads. The world of business management systems into which many of us

Team xkzero is focused and ready!

Team xkzero is focused and ready!

entered 20 or 30 years ago—where a single consultant would sell and install the system, perhaps even set up the server as well as conduct the set-up and training—becomes more of a faint memory with each passing year.

Conversely, in today’s specialized business world, those who create the most value concentrate on a particular specialty. At xkzero, we have that kind of clear focus—it’s all about mobile ERP—and it’s our wish that this dedication benefits each and every one of you.

Pushing Boundaries and Yielding Rewards

These days, the businesses that push boundaries with technology reap the greatest rewards. Whether your clients use Sage ERP X3, Sage 100 ERP and/or Sage 500 ERP, we think xkzero can help you create new revenue streams, not to mention customer satisfaction and loyalty.

xkzero Digest Content

Our first issue of xkzero Digest introduces our new director of technical services, Alnoor Cassim, and also includes a guide to help you install and set up GetX Search so you can win more new customers and delight existing ones.

All the best for a great 2015!

Paul

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