How to Download a Free Trial of iSales 100

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Ready to kick the printed catalog / order form / fax machine habit?  xkzero is here to help - you can download a free trial of iSales 100 directly from your iPhone or iPad and try it for yourself.

It’s true. And in less than 3 minutes you can download iSales 100 to evaluate the features and benefits of one of the most flexible and adaptable mobile sales apps you’ll find for B2B wholesale distribution.

Here’s a less than 2-minute video showing you the steps to download your free trial of iSales 100 for Sage 100.  

 

How to Download a Free Trial of iSales 100:

Step 1: Search for iSales 100 on the Apple App store and launch the app

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Step 2 – Login (User ID – xkzero Password – easy)

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Step 3: Synchronize the data (tap on the circular button on the bottom and choose ‘Sync All’)

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Step 5: Start Using the Free Demo of iSales 100!

The best way to learn how iSales 100 can benefit your business is to contact us for a personalized demonstration, including a demonstration of how iSales 100 can be personalized to meet your needs.

Contact us at info@xkzero.com or call 847-416-2009.

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Mobile Technology—Intimidating or Enticing?

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Mobile technology - is it right for your sales organization?

Mobile Technology: Is it right for your sales organization?

Mobile Technology.

How do those two words make you feel? A little intimidated? That’s okay. For most of us, when it comes to business and ERP systems, mobile technology is a new concept. Even if you don’t feel like an expert today, there is a great opportunity for you as a Sage partner to benefit from the mobile revolution.

As you may know, Sage is taking a new direction with Mobile Sales. However, this doesn’t mean that there is not demand and opportunity for mobile automation. To the contrary! Demand is high, and opportunities are great. Mobile automation is significant—and growing. This is especially relevant to manufacturers and distributors looking for new revenue streams, a new competitive advantage, or ways to reduce administrative costs.

So how do you benefit as a Sage partner?

I recommend you start by taking a look at your clients and prospects to identify the best opportunities for success. Because while you may feel a little hesitant about mobile, many manufacturers and distributors find the idea very enticing and they’re going to talk with someone about it. Why not you?

The key is tapping into the companies that would most likely benefit from mobile sales automation.

Any manufacturer or distributor can be a candidate, but here are some things to look for that will help you find the businesses that will benefit the most from mobile sales automation:

  1. Do they already value and understand technology and the role it can play in their organization?
  2. Do they have a remote or outside sales force?
  3. Do sales people currently phone in or fax orders?
  4. Does the company still rely on printed product catalogs or price sheets?
  5. Do they make sales onsite at tradeshows or other special events?
  6. Do they have counter sales or a customer showroom?
  7. Do customers value their ability to promise product
    availability based on actual warehouse inventory?
  8. Do they sell B2B online, and if so, would they be interested in having a B2B app allowing customers to place orders anytime, anywhere?
  9. Are they in “traditional” mobile sales industries like food or beverage?
  10. Do they deliver their own products and capture signatures or require other kinds of proof of delivery?

See—there’s nothing scary or intimidating about these questions, right? And by making these inquiries to your clients, you’ve taken perhaps the most important step of all to being perceived as a mobile influencer—you’ve shown that you care about their company’s growth. This fact alone will be enough for some people to see you as an expert.

What if they answer “yes” to any of these questions?

Congratulations, you may have found yourself a mobile prospect. No need to be intimidated. When you work with xkzero, we always have your back.

We’re here to help you evaluate each and every opportunity, and coach you at every step of the way. If you’d like, we’re happy to participate on qualifying phone calls along with you—or even conduct those calls on your behalf.

If we’re fortunate enough to work with you and your clients you can earn great commissions, knowing that we’ll take care of 100% of the implementation and technical support. We’ve worked with dozens of Sage partners on mobile sales and delivery automation projects, some requiring only a few thousand dollars investment, with others making six figure investments.  So whether you think the idea of mobile technology for business is enticing – or find it a little intimidating, know this:  the opportunities with mobile are great and we’d love to work with you, too!

Would you like to learn more today? Email us at info@xkzero.com, visit our website or call us at 847-416-2009.

p.s. With the announcement of the discontinuance of Sage Mobile Sales, some of your clients will be looking for a new solution, and xkzero is here to help. You can learn more details here:
http://erpappsblog.com/sage-mobile-sales-retirement-announcement-promotion/

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Creating a Great User Experience – Mobile Sales App for Distributors

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Creating a Great User Experience – Mobile Sales App for Distributors

Mobile sales automation can allow distributors and manufacturers to powerfully grow revenue, serve customers better and reduce administrative expenses. But it all starts with creating a great user experience.

The keys to creating a great user experience include filtering customers and inventory appropriately by user – and also enabling all of the sales functionality, but only the necessary functionality, on the mobile app.

This video shows how to accomplish that with iSales 100 – Advanced Mobile Sales for Sage 100. For more information contact xkzero at info@xkzero.com or call us at 847-416-2009.

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

For more information contact xkzero at info@xkzero.com or call us at 847-416-2009.

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/

 

 

 

 

 

 

6 Cool Ideas for Distribution Companies

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Distributor sales rep
These days, with increasing frequency, your sales reps spend less time in the office tied to a desktop PC, and more time out and about—building relationships, and hopefully closing new deals for your distribution business. Have you given much thought to how well equipped your sales reps are—or are not—with mobile resources? Do they have access to the information they need? Are they prepared to anticipate and attend to the needs of customers and prospects? And can they do these things with the confidence and accuracy needed to win their trust, and ultimately—loyalty to your brand?

The key to more sales and happier customers could be sitting right in your sales person’s pocket. It can be as simple as taking advantage of the great mobile sales solutions available to distributors and manufacturers today. Think about it. If your sales reps are going to leave the office with just one tool in their pockets, shouldn’t it be one that provides information to make their lives—and your business—better?

Let’s look at 6 cool ideas for distribution companies -  specific things you can do for your sales reps to improve their performance:

  1. Provide downloadable and dynamic access to customer information and contact details. Not only do new sales reps normally have to manually enter all these details themselves—names, addresses, multiple contacts, phone numbers, email addresses and on and on—but they have to maintain them too. Let’s be realistic. Relying on manual updates, how accurate and complete will that data be over time?
    A good mobile sales app will allow you to distribute all the customer and contact info directly to the smart phone with only a login and a password. If you follow best practices, that information will be maintained in your back office ERP/CRM/accounting system. That way, you’ll never have another worry about whether your rep has accurate contact information to always be connected to your customers.
  2. While you’re at it, give them dynamic inventory access, too. This is especially useful if you can provide visibility by warehouse, and differentiate between quantity on hand and quantity available. If your inventory has visual appeal and your mobile app can display images, you’re on the path to eliminating those expensive, never current product catalogs you’re still publishing.
  3. Equip them with historical sales information. Do you want to convey to your customer that you DON’T care for them? Then make sure your sales reps are not able to recite what the customer has purchased from them throughout time—when and at what price. But if it’s informed sales reps you want, mobile access to sales history is vital.
  4. Let them enter their own orders. Does your sales process require making a call, or filling out an order form that’s faxed to the office to be rekeyed by someone else? If so, congratulations because by enabling a mobile sales app that allows for transaction entry will save you boat loads of administrative labor, and will get the orders placed, picked, and delivered faster. This will also eliminate all kinds of errors.
  5. Empower sales reps to accept payments, too. Even if your long-standing distributor relationship leads you to grant 30-day payment terms, perhaps a change is in order. The culture of immediacy of all things consumer apps (especially as millennials flood the workforce) may be reason to rethink payment collection. Let’s face it, no one wants a paper check. No one wants a paper invoice.
    And while you’re not likely to be accepting Bitcoin, swiping a credit card may become the new normal. If your business model includes selling at tradeshows, from a sales counter, or a showroom floor—taking payment directly on your smart phone or tablet could both delight your customer, accelerate your cash flow—and provides yet another opportunity to save on administrative costs.
  6. Have sales reps collect new intelligence. I see a lot of businesses scrambling to find the latest, greatest business intelligence tools. They seek the latest dashboard, the most meaningful pivot table, the easiest-to-use query. What I don’t often see is companies evaluating the nature of the information they collect.
    Mobile apps and smart phones are naturals for gathering survey information of any kind. That could be customer, competitor, sales rep, or vehicle data. You name it. Mobile apps also leverage a wide range of tools your smart phone or tablet affords, allowing you to collect photos, other images, videos, audio notes, electronic signatures, and even location-centric (GPS) data.

There are a number of important considerations before investing in a mobile sales app. However, as you can see—there is opportunity-a-plenty to stand out in your industry as the most informed, up-to-date, confident, efficient and modern distribution/manufacturing business. How cool is that?

Other resources distributors may be interested in:

Ready to build your own mobile sales strategy?  We’d love to hear from you. Email us at info@xkzero.com, visit www.xkzero.com, or call 847-416-2009.

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How to Hide Price and/or Quantity Info with iSales 100

There are a lot of reasons you may wish to disable inventory item pricing or quantity information on your iSales 100 mobile sales app for Sage 100 ERP. One example– you may want to provide your distribution business customers with an app (instead of a web portal) to inquire about their account. However, this doesn’t necessarily mean you wish to share pricing or available quantities, because (unfortunately) that information can be used against you.

Here are the steps to disable inventory information:

  1. On your computer
    Go to: Sage 100 ERP> xkzero Web Services> Set-up> Remote User Maintenance
    Select: User (User is “DEMO” in the illustration below).
    On the [1. User] tab, in the bottom right panel, check either or both of the appropriate boxes.
  2. On your mobile device
    Open iSales 100.
    Synchronize all data.

You’re all set.

 

items no price

 

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. Maybe it’s time for your wholesale distribution business to start gearing up with mobile apps. If your ERP data tells the story of your customers and your inventory, shouldn’t you equip your team to have that information in their pockets?

Contact us at info@xkzero.com or 847-416-2009, we can help you create a mobile plan that works for you.

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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/

Bar Code Scanning Can Be A Royal Pain

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Implementing bar code scanning can be a royal pain. It doesn’t have to be, though.

With iSales 100 Enterprise Edition, we made the process of implementing bar code scanning easy as pie.

  1. Purchase Linea Pro scanners by Infinite Peripherals. These devices can be purchased from a multitude of different sources on the web, including an active used market. At the time of purchase, please consult with us to confirm current recommended devices.
  2. Charge the device and attach it to your iPhone, iPad or iPod Touch.
  3. Start an order in iSales 100.
  4. Scan merchandise.

Is it really that simple? Yes! Here’s a brief video where I show you how to do this:

How did xkzero make this so simple? We partnered with the finest quality maker of point-of-sale (POS) and point-of-presence (POP) devices in the world to integrate a bulletproof solution into iSales 100 designed to work correctly every time from the first plug-in.

By only working with the best partners, we’re able to keep our commitment to deliver applications that are not only flexible and powerful, but provide the reliability you need for peace of mind.

xkzero believes that people perform best when they are confident, informed, and have a high level of trust in the tools they use. Our solutions are designed for the best possible user experience, engineered in a flexible way to accommodate the needs of each individual. They are also adaptable to the precise business rules that can vary industry by industry, company by company.

If you would like to see how xkzero can help you discover a whole new dimension of selling, operations and business intelligence, we’d love to hear from you.

Call us at 847-416-2009 or email us at info@xkzero.com.