Sage Intacct is a cloud-based accounting system that when combined with the SDMO (Sage for Distribution and Manufacturing Operations) module allows distributors to seamlessly bridge the gap between financial and supply chain management silos. Taking advantage of this combined solution gives you access to a wide range of purpose-built features, from inventory demand forecasting and automated warehouse stock transfer to consolidated multi-entity and multi-currency bookkeeping.
Continue reading below to discover why Sage Intacct connected with SDMO heralds the future of streamlining your distribution operations:
Competitive Advantage of Sage Intacct for Distributors
For years, legacy ERP (Enterprise Resource Planning) and WMS (warehouse management systems) represented the pinnacle of comprehensive business management software available to distributors. These solutions made up the core of supply chain management technology stacks for the simple reason that they handled enough of the critical data to warrant it. However, the visibility offered by these applications remained analog-based and they were quickly surpassed by true cloud systems once they began taking over the market in the 2000’s.
SaaS (Software as a Service) enabled a paradigm shift in distribution technology with real-time visibility, connectivity and continuous – and non-disruptive – upgrades enabled through the Internet. Solutions like Sage Intacct not only deliver modern functionality, but also improvements to their own architecture and features as a much faster pace than with legacy on-premise software like the old Microsoft Dynamics lines or SAP B1.
Some of the advantages this modern accounting delivers include:
- Cloud-native architecture for superior scalability and accessibility
- More cost-effective and flexible subscription model compared to traditional ERPs
- Purpose-built financial management with AI-powered capabilities
- Seamless integration with best-of-breed applications for extended functionality
- User-friendly interface with extensive customization options
- Real-time, multi-dimensional reporting for deeper business insights
- Streamlined bookkeeping for multiple entities and currencies, with a consolidated Chart of Accounts
- Data protected by permission-based security controls and encryption compliant with SOC 2 and HIPPA
Distribution-Specific Features of Sage Intacct with SDMO
Sage for Distribution and Manufacturing Operations is a purpose-built module designed to provide Sage ERP customers with a path towards supply chain management in a cloud-native environment. It can be used as a standalone solution, or integrated with a third-party or Sage application such as Sage Intacct. When connected to the latter, it delivers bidirectional data synchronization between both systems, exchanging reports and pre-populating fields on either side of your financial and operational menus.
This integration helps to unify disparate processes across your business, connect the dots between isolated data silos, and simplify complex and disconnected workflows from the supply to the distribution and shipping ends of your value chain. This provides you with a single source of truth for every activity and record, as well as opportunities to streamline procurement, order fulfillment, inventory and warehouse management, and more.
Sage Intacct combined with SDMO offers a comprehensive set of features tailored for financial and distribution operations, including:
SDMO Feature Overview Table
| Category | Feature | Description |
|---|---|---|
| Inventory Management | Demand Forecasting | Predict future demand to optimize inventory levels |
| Replenishment Automation | Automate stock replenishment based on demand forecasts | |
| Warehouse Automation | Streamline picking, packing, and shipping processes | |
| Landed Costs | Accurately track and allocate shipping and receiving expenses | |
| Supplier Management | Supplier Portal | Facilitate communication and order management with suppliers |
| Supplier Performance Tracking | Monitor and evaluate supplier performance | |
| Purchase Orders | Automate PO creation based on stock levels and demand | |
| Order Management | Order Processing | Streamline order receipt, processing, and fulfillment |
| Back Order Management | Manage and track back orders efficiently | |
| Pricing Management | Manage complex pricing structures and promotions | |
| Financial Management | Real-Time Reporting | Generate up-to-date financial reports for decision-making |
| Dimensional Accounting | Track financial data across multiple dimensions for deeper insights | |
| Revenue Recognition | Automate complex revenue recognition processes | |
| Multi-entity Accounting | Manage books for multiple entities with consolidated reporting | |
| Compliance | Regulatory Reporting | Ensure compliance with industry regulations through detailed reporting |
| Audit Trails | Maintain comprehensive records of all transactions |
Seamless Integration with Your Existing Software Ecosystem
Few distribution chains are run from one piece of software, but supply chain technology stacks built around a legacy ERP frequently face the challenge of painful customization or integration hurdles. As a modern SaaS solution, Sage Intacct is built on a modular architecture with cloud-based APIs that make it easy to connect with the third-party apps you need to propel every part of your business. From ecommerce and sales tax to payroll and EDI, you will be able to tailor your software ecosystem around what you need and ensure you have one centralized hub for all of your data.
Integrating SDMO and Sage Intacct for distribution gives you access to:
- Over 300 pre-built integrations with best-of-breed business applications
- Easy connection to CRM, WMS, ecommerce platforms, and more
- Unified data flow between financial and operational systems
- Reduced manual data entry and improved accuracy
Enhancing Supply Chain Resilience with Real-Time Data
Leveraging a born-in-the-cloud ERP grants you the ability to capture and access data in up to real-time, allowing users to communicate and send information instantly and seamlessly. The benefits of this continuous connectivity also extend beyond communication – you can view stock levels in multiple warehouses at once, traceback inventory movement from shipment to pallet to raw materials, automate order approvals in bulk from accounts payable to receivables, and much, much more. This functionality and the visibility it brings empowers your team to be able to adapt quickly to supply chain disruptions and keep your distribution operations running smoothly in the face of localized or market changes that could impact your business.
With the cloud capabilities of Sage Intacct and SDMO, you get:
- Instant access to inventory levels across multiple locations
- Advanced forecasting features based on historical demand data
- Real-time updates on order status and fulfillment
- Automated alerts for low stock levels or other potential disruptions
Comprehensive Traceability and Compliant Reporting
The end-to-end visibility provided by Sage for Distribution Operations integrated with your accounting software also allows for consistent traceability throughout your supply chain. Combined with customizable and pre-built reporting templates tailored for various national regulations, this helps you facilitate transparency and compliance throughout your operations.
Sage Intacct connected with SDMO delivers:
- Lot and serial number tracking throughout the supply chain
- Detailed audit trails for all transactions and expenses
- Granular reporting built for various regulations
State-of-the-Art Cloud Security
Security in the cloud requires a different approach than with on-premise ERP; fortunately, Sage enforces persistent cybersecurity controls on the server end of all hosted environments. Additionally, SDMO comes with local cyber defenses like enforced two-factor authentication and regular security upgrades for potential bugs.
Cybersecurity measures for Sage Intacct includes:
- Enforced SOC compliance on server end
- Required multi-factor authentication on login
- Regular security updates and patches
Unlock the Future of Distribution with Sage Intacct and SDMO
By combining robust financial management with purpose-built distribution features, the integration between Sage Intacct and SDMO addresses the key challenges faced by distributors and helps you unlock future growth through cloud-hosted acceleration and modern features. Get in touch with SWK Technologies today and see for yourself how this combined system will transform your distribution operations and position your team for success.
Contact SWK here for a demo of Sage Intacct and SDMO, and discover how to unlock the next stage of your distribution operations with this robust solution.