Watch this exclusive SWK Technologies webinar to get the facts on Sage Distribution and Manufacturing Operations
Exciting news: Sage has released a brand-new, cloud-native solution built from the ground up to meet the needs of modern manufacturers and distributors. Learn more about Sage Distribution and Manufacturing Operations in this exclusive webinar presented by SWK Technologies.
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What Is Sage Distribution and Manufacturing Operations?
Sage Distribution and Manufacturing Operations (SDMO) is a brand-new solution that was engineered to meet today’s evolving manufacturing and distribution industry trends. Seamlessly integrated with Sage Intacct, it is the first-ever, cloud-native manufacturing solution built for Sage users in the midmarket. It provides a clear path forward for manufacturers and distributors using Sage 50 or Sage 100, or for Sage X3 users that want a true SaaS solution.
- Start from the beginning of the section (2:09)
- Behind the scenes: How COVID sparked a new idea for manufacturing and distribution software (2:50)
- The big picture: what does SDMO include? (4:26)
- Dive into distribution operations in SDMO (5:01)
- Dive into manufacturing operations in SDMO (5:53)
- Integration in-depth: How Sage Intacct and SDMO work hand in hand (6:36)
- How SDMO differs from other ERPs today (7:16)
- Key features (8:43)
- Tip: Why SDMO’s “item-centric” approach matters (9:40)
Familiarize Yourself with SDMO – See It in Action
Explore this cutting-edge solution from an insider’s point of view as you discover the user interface, the menu navigation, Item and BoM deep dives, and an end-to-end workflow that brings you all the way from creating a quote to finalizing your journal entries.
- Start from the beginning of the section (11:01)
- View fully customizable dashboards and widgets / gadgets (11:09)
- Navigate the menu structure with functions and capabilities (12:06)
Items
- Explore Items, the foundation of the SDMO user experience (13:46)
- The look and feel of Items (13:57)
- Tip: Group Item categories for streamlined viewing (14:49)
- What do you see when you drill into an Item? (15:40)
- How context-based tabs adjust to your Item needs (16:10)
- Items and Sage Intacct links – view the streamlined integration (16:54)
- Manage warehouse data per Item (17:42)
- View in-depth costing records (18:27)
- Control sophisticated pricing options for Sales and customers (18:47)
Bill of Material (BoM)
- Explore BoM functions end to end (19:30)
- Tip: Why customizing your base quantity matters (19:52)
- Understand components and costing in SDMO (20:56)
- Navigate multilevel views (21:20)
- View routing options (22:19)
- Tip: What is a production step and why does it matter to you? (23:15)
View Every Stage of the End-to-End Workflow
- Start from the beginning of the section (24:31)
- Create a Quote (24:58)
- Convert a Quote to an Order (26:07)
- Create a Work Order (26:40)
- Tip: Assembly, Normal, and Rework – understand the difference (26:58)
- Tip: How to cross-reference between Sales Orders and Work Orders (27:35)
- Material Requirements Planning (MRP) for orders (28:00)
- Explore requisition recommendations from SDMO (28:58)
- Tip: Override requisition recommendations (29:58)
- Create a Purchase Order (31:10)
- Approve a Purchase Order (32:08)
- Receive inventory (32:47)
- Tip: Allocation – what is it and why does it matter? (33:18) *topic continues at 38:04*
- Adjust Order status (34:09)
- Tip: Note this important caveat about statuses (34:23)
- Post transactions (34:48)
- Confirm stock and location (35:04)
- Create, edit, and post Purchase Invoices into Sage Intacct as an A/P bill (36:23)
- Track manufacturing (37:56)
- Allocate inventory to a Work Order – the quick way (38:04)
- Backflush materials and labor (38:56)
- Explore material tracking records (39:47)
- Track production (40:24)
- Create a shipment from a Sales Order (41:21)
- Tip: Create a different ship-to address for each line item (42:10)
- How Sage Distribution and Manufacturing Operations transactions differ from Sage 100’s transactions (42:56)
- Invoice and automatically integrate with Intacct financials (43:07)
- Tip: Hear about additional features and preview what is coming soon (44:14)
- Create a journal entry – and learn important info about them (45:54)
Additional tips:
- Discover the SDMO release schedule (53:34)
- See how SDMO manages Work Order scheduling (58:39)
Q&A
If you are curious to learn how Sage 100 users can migrate to Sage Intacct and Sage Distribution and Manufacturing Operations, or you want to learn more about specific capabilities within SDMO, we encourage you to explore the in-depth answers to these questions.
- Does SDMO require the Sage Intacct Inventory module? (47:30)
- Is this available to use with Sage 100? (48:15)
- When can someone migrate from Sage 100 to SDMO and Sage Intacct? (49:43)
- Do you need to use Sage Intacct Order Entry or Purchasing when using SDMO? (51:17)
- Will SDMO handle subcontracted manufacturing processes? (52:20)
- Can you combine partial Purchase Orders for a vendor or supplier? (54:10)
- Can you set up the Sales Order to auto-create the Work Orders? (55:06)
- Can SDMO handle variable production output for process manufacturing? (56:04)
- Does SDMO support scanner-based interfaces and custom fields in screens? (57:59)
Why Sage Intacct with SWK Technologies
SWK Technologies is a certified Sage Diamond Partner, Sage Master Developer and Sage Partner Platinum Club member with over 30 years of experience working with Sage Group products. SWK was named the Sage Intacct Rookie of the Year only a year after adding Intacct to our portfolio, and has been named the Sage Intacct Partner of the Quarter for Q2 and Q3 2023.
SWK also has decades of experience in the manufacturing and distribution industries, having helped thousands of Sage 100 customers streamline their business technology in these sectors. Leveraging in-depth knowledge and expertise, SWK will help you optimize your migration and implementation for Sage Intacct with SDMO.
Extend Your Learning
We hope you learned a lot from this webinar all about Sage Distribution and Manufacturing Operations. If you would like more information about this brand-new solution, we invite you to request personalized assistance from our friendly team of experts. Whatever you are looking for, SWK is here to help you fulfill your vision of a smarter and easier way to run your business.
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