www.theanswerco.

com Sage 300c

 Sage 300c
Pilot your business across functions,
offices, and geographies
Whether your business has one or several locations in the same city or across international borders, Sage 300c
helps you manage finances, operations, and inventory in multiple languages and currencies. With real-time,
mobile access and visibility across your entire company to keep your business on track, Sage 300c allows you to:

• Break down departmental silos for companywide transparency and improved collaboration.
• Tap into a real-time, unified view of your company’s finances and operations.
• Reduce inefficiencies and redundancies so you can optimize company performance, productivity.
• Integrate front-to-back-office processes such as marketing, sales, and customer service.
• Work anywhere and anytime.

Anytime, anywhere mobile access

Sage 300c offers anytime, anywhere, and any-device access to business and transactional data, critical to supporting an increasingly
mobile and geographically dispersed business.

2 Sage 300c www.theanswerco.com Sage 300c

What is Sage 300c?
Sage 300c helps small and medium companies manage their entire business across geographies without
the cost or complexity of traditional enterprise resource planning (ERP) software. The preferred solution
for tens of thousands of companies across the globe, Sage 300c connects the most important aspects
of your growing business, including:

• Financials.
• Operations and inventory.
• Project and vendor management.
• Human resource management and payroll.
• Sales, marketing, and customer service.

The advantages keep coming. Sage has an extensive network of third-party solution providers whose
add-on solutions extend Sage 300c ever further to meet the specialized needs of your business.

Imagine a world where your business can process orders, fulfill orders on time, make and accept payments,
reconcile your books across multiple companies and currencies, pay employees, and manage projects, all
with one trusted solution. Welcome to Sage 300c.

4 Sage 300c Sage 300c 5

www.theanswerco.com
 “Since we implemented [Sage 300], we are saving 20-30 Manage payables with ease
hours each month in accounting tasks, and we have Streamline your entire cash flow process and save money.
Sage 300c ensures rapid entry of vendor invoices, flexible cash
Multilanguage support for English, French, simplified and
traditional Chinese, and Spanish is included with Sage 300c and

increased revenues.” disbursement, and check reconciliation. You can prioritize

payments, negotiate terms, and reduce bad debts.
translatable for additional languages throughout the system.

Allan Schmidt, president, Vineland Estates Winery Get paid faster

• Organize vendor records quickly and easily. With Sage 300c, you’ll effectively manage your cash flow; track
• Import transactions from other applications. purchase patterns; automate tax calculations, discounts,
• Automatically distribute invoices to as many general ledger commissions and due date, and much more. With the help of
expense or asset accounts you require. built-in calculations, you have full control of your receivables
• Set up and schedule recurring payables for invoices paid on and invoicing and save countless hours avoiding errors and
eliminating duplicate data entry.
Take the complexity out of managing your financials a regular basis.
• Calculate tax for vendor invoices or manually distribute tax.
Sage 300c also gives you everything you need to process credit
With Sage 300c, you will have an accurate, real-time understanding of your financial position, whether it’s cash • Print checks in multiple languages, including English,
card transactions quickly, easily, and efficiently on a fully Payment
French, and Spanish.
flow, receivables, or payables across multiple locations, companies, currencies, and international borders. Card Industry (PCI)-compliant payments platform. With advanced
security such as fraud prevention to protect both you and your
Configurable, simple to use, and accessible anytime, anywhere, Sage 300c helps you stay on top of your Easily manage multiple companies customers from unauthorized credit card use, Sage 300c brings
business and address financial issues before they become real problems. When you’re keeping track of dealings between multiple together all of your payment activities into one location and
entities or subsidiaries, Sage 300c reduces the work required for offers real-time transaction dashboards and reports, merchant
Sage 300c helps you manage complex finances and remain compliant with government regulations such as intercompany accounting. Whether you operate as one company, statements, and how-to guidance.
10 divisions, or 100 entities, you’ll reduce redundant data entry and
Generally Accepted Accounting Practices (GAAP) or International Financial Reporting Standards (IFRS). focus on more revenue-generating activities. Bank reconciliation in minutes
With Sage 300c, you can quickly and accurately reconcile
Intercompany transactions in Sage 300c allows you to enter your bank accounts and perform banking transactions with
General Ledger and Accounts Payable transactions affecting pinpoint accuracy.
more than one company and automatically distribute
Powerful yet simple transactions across two or more companies. You can set up
Manage and track your fixed assets
Keep your general ledger up to date in real time and meet multiple companies, close books, and report results by company
Sage Fixed Assets* can be added to Sage 300c to give you
your most demanding budgeting and processing needs to or consolidated company.
total control over the entire fixed asset lifecycle and ensure
maximize the efficiency and accuracy of your financial data
that your company is always in regulatory compliance. Sage
with Sage 300c. Simplify international commerce and user support Fixed Assets offers integration for Accounts Payable/Purchase
Managing the complexities of a business across geographies Order asset creation and automated General Ledger postings.
• Store up to 99 years of financial data is not easy, but Sage 300c makes it far less complicated. Integrating Sage Fixed Assets to Sage 300c provides a
• Balance your books at every step comprehensive fixed asset inventory and tracking solution.
• Manage up to ten different account segments With Sage 300c, you can easily manage international commerce *Sage Fixed Assets is an add-on solution to Sage 300c.
• Print or email reports instantly across multiple companies or subsidiaries. You’ll have tools to
• Configure to your unique processes and easily maintain an unlimited number of currencies and exchange
preferred practices. rate schedules, update exchange rates daily, and post gains or
losses from currency fluctuations.
• Set up recurring GL entries
• Easily import transactions from other applications
or export data

Comprehensive accounting and

financial management
• General Ledger
• Accounts Payable
• Accounts Receivable
• Payment Processing
• Bank Reconciliation
• Check and form printing
• Multicurrency support
• Consolidated financials across multiple companies

6 Sage 300c www.theanswerco.com

 “One thing that [Sage 300] does particularly well is give us the real-time “I know exactly what is on each order and what each of our different
inventory numbers we need to make informed day-to-day decisions.” accounts owe us. This has cut order-writing time by more than half
Allan Schmidt, president, Vineland Estates Winery and put accurate information at my fingertips.”
Marni Kontturi, office manager, Clarke Phillips Safety Supply Ltd.

Ship orders on time, manage inventory across Streamline order and shipping processes
Are your accounting or customer service teams overwhelmed with questions on shipment status, billing, item availability, or
multiple locations returns? Are they tracking orders manually and relying on shop-floor or warehouse staff to determine what’s in stock and what
can be shipped?
With Sage 300c, you’ll delight customers, vendors, and your own employees by integrating disparate
With Sage 300c, your employees will be continuously aware of inventory levels and customer account changes such as alternative
processes across multiple warehouses, inventory, production, and service departments. Faster, more items. You will eliminate redundant data entry and automate workflow as well as:
accurate fulfillment results in satisfied customers, quicker payments, and much greater profitability.
• Set up detailed quotes, back orders, cancellations, shipments, and prepayments.
• Establish data-entry defaults so you can see customer information quickly.
• Gain real-time insight into stock levels, customer details, and shipping information.
• See and enter orders in the currency of your customers.
Optimize your inventory • View or print reports of transaction details and sales information.
Assert control over your inventory processes and reduce carrying costs while delivering orders on time. With Sage 300c, you can • Track multiple payment schedules and other payment terms.
easily take charge of inventory receipts, shipments, returns, and adjustments with multilocation inventory tracking capabilities.
Strengthen vendor relationships, interaction with streamlined purchasing
With easily accessible, real time information, make better business decisions regarding what merchandise to stock, pricing,
Make the right decisions sooner by automating—and adding visibility—to every facet of your purchasing process. Sage 300c keeps
discontinued items, and trend analysis to best determine what’s selling and what to market.
you in sync across process requisitions, purchase orders, receipts, invoices, and returns to save you time. All that transparency means
Sage 300c offers real-time visibility to inventory data including receipt, shipping information, returns, disposition of goods, and everyone works from the same, real-time intelligence. What better way to keep building stronger relationships with your vendors?
precise value. It also allows you to obtain detailed, current inventory information on demand.

Take control of your stock levels

Sage Inventory Advisor* provides you with an inventory health check, produces quality forecasts, reduces the time spent on
manual tasks, and determines the optimal investment needed to achieve target fill rates. It’s optimal for companies with one or
more warehouses and 1,000+ SKUs.

Strategically manage every aspect of the distribution cycle with efficiency and control.
• Inventory control, forecasting, and optimization
• Serialized inventory and lot tracking
• Purchase Order
• Order Entry
• Credit Card Processing

*Sage Inventory Advisor is an add-on solution to Sage 300c.

8 Sage 300c www.theanswerco.com

 “With information readily available at their fingertips, sales representatives
can deliver unparalleled customer service and strengthen client
relationships. In short, Sage CRM and Sage 300 deliver the business
management capabilities we need to stay competitive.”
Jean-Marc Pigeon, president, Inortech, Inc.

Effectively manage projects and track job costs Win new business, retain and grow existing
Keep projects on schedule and on budget with flexible estimating, tracking, and project billing in Sage 300c. customer business
With Sage 300c and Sage CRM, you can have end-to-end visibility of your sales and marketing activities and
With Sage 300c project job costing, you’re better equipped to:
a single view of the customer across your organization. Open up new opportunities for growth with greater
• Control project costs. insight into business performance, better efficiency and productivity, and more effective communications.
• Manage contractors and subcontractors.
You have the tools at your fingertips to find new customers, reduce sales cycles, and build lasting, more
• Track costs and revenue down to the finest details on every project.
profitable relationships.
• Track and monitor original projections and actuals.
• Track your sales opportunities from lead generation to close.
All costs, payables, and receivables can roll up to each area of the project. Overhead, equipment, and • Exceed your customers’ expectations with outstanding customer service and support.
materials are allocated to ensure the project is on time and on budget. • Plan, execute, and evaluate the success of your marketing campaigns with ease.
• Enable your workforce to access customer information anytime, anywhere with mobile access.

10 Sage 300c www.theanswerco.com Sage 300c 11

Easily manage human resources and payroll Enhance business insight and visibility
Reporting on the most critical aspects of your business—on demand—is critical to operations, management, and compliance.
With Sage 300c, you will be able to identify issues before they become major problems for your business.
• Automated payroll processing for U.S. and Canada
• Affordable Care Act compliance Intelligent reporting
Design, distribute, and consume reports through a common Microsoft Excel® interface on financial and nonfinancial data. Sage
• Comprehensive reporting Intelligence can consolidate data from Sage 300c and other data sources to get a single version of the truth in Excel. Analyze
and create reports, filter and aggregate data, drill down to transactions, and automatically schedule and distribute reports.
Sage 300c gives you the power to process your payroll processing in house and cost-effectively—or outsource Sage Intelligence has multiple report templates that are provided out of the box.
it without losing visibility to payroll transactions. Time allocation and payroll information are entered only
once and seamlessly shared throughout Sage 300c, including project costing. Keep tabs on critical information
With the Sage 300c homepage, you can customize an anytime, anywhere dashboard specific to your business, with key performance
indicators (KPI) and access in the office or away through any mobile device.
You can use a variety of calculation methods for employee benefits, earnings, and deductions, while easily
keeping up to date with the latest changes in tax rates and filing requirements.

Sage also makes it easy for you to meet governmental requirements and address the Affordable Care
Act requirements.

Simplify payroll processing

You can easily and cost-effectively manage your payroll throughout your business, including processing paychecks (and direct
deposit where available) correctly on time, every time. Payroll-related transactions are posted back to Sage 300c in real time.

Or, if you are looking to outsource payroll but not lose visibility to payroll transactions, Sage 300c offers direct integration with
Sage Payroll Services so you can upload general ledger account numbers and bank codes to Sage Payroll Services and easily
download payroll transactions back into Transaction Journal Entry. Simplify your payroll processing with selection lists and
anytime check processing. We’ll keep you in compliance with changing tax laws through quarterly updates, including tax tables.

Optimize human resource management

Sage 300c enables you to decisively meet and respond to HR management challenges. With integrated payroll, benefits, recruiting,
employee self-service, and analytics, Sage 300c helps you to maximize every dollar you invest in employees. We call this the Return
on Employee Investment.

Easy e-filing
Safeguard your company against tax filing errors and meet all state and federal reporting and payment requirements with Sage
Payroll Tax Forms and eFiling by Aatrix. Information in Sage 300c flows directly into tax forms and reports to make filing easier.

12 Sage 300c www.theanswerco.com Sage 300c 13

 Gain better visibility to make fast, effective decisions Sage Business Care
With a 360-degree view of your business, real-time metrics, and the ability to create personalized dashboards Successful businesses have one thing in common: They are prepared for the unexpected. That means being
and meaningful reports, you gain live visibility across all departments and companies with Sage 300c ready to respond to challenges as quickly as possible—or better yet, avoid them entirely. Sage is committed to
business intelligence tools. your success. With Sage Business Care—our software assurance and support program—Sage provides the
upgrades, personalized service, and value you need to protect and extend the value of your Sage solutions.

There’s no better way to protect and extend your software investment than through a Sage Business Care
See everything in real time service plan. We deliver value to your organization by helping you reduce the time, resources, effort, and
The most important key performance indicators are available on the Sage 300c homepage, giving you an up-to-the-moment
overview of your financial and operational performance every time you log on.
cost of operating your Sage solution.

• Review real-time metrics and create personalized dashboards.

• Distribute reports with calculated values or embedded formulas—allowing for quick analysis.
• Use prebuilt templates to report on any critical aspect of your company.
Training Local expertise
Whether you are just getting started, looking to increase your Our network of authorized business partners and certified
With Sage 300c, you’ll have critical information at your fingertips for easier, smarter short- and long-term planning. You can
knowledge, or want to know everything about Sage 300c, Sage consultants understands the challenges you face as a small or
leverage widgets and customizable report templates to report on any critical aspect of your company, so you can properly
University is your training resource. You’ll find that we have medium sized business. Regionally based, these experienced
allocate your resources and increase productivity. With the robust business intelligence tools in Sage 300c, you have the visibility,
hundreds of courses designed for multiple experience levels professionals have helped thousands of companies get up and
intelligence, and access to key data to make faster and more effective decisions.
and job roles. We also offer many certifications. Choose the running quickly on Sage 300c—and they provide the ongoing
options that best fit your needs and schedule: service you need for continued success.
With Sage Intelligence, you have access to a suite of prebuilt financial and operational reports that are easy to customize with
your Sage 300c data. You can analyze and create reports, filter and aggregate data, drill down to transactions, and automatically • Anytime Learning provides online, on-demand,
schedule and distribute reports. With Sage Intelligence, you spend more time focusing on analyzing and interpreting your 24/7 access training
information and less time pulling the data together. • Realtime Learning provides online, live,
 
instructor-led training
• Use drag-and-drop formulas to easily create and manage your financial reporting. • Traditional classroom training courses including
• Develop in-depth financial, operational, customer, and vendor reports. lecture and hands-on lab courses
• Effortlessly consolidate data from multiple companies, divisions, and databases.

By maintaining an annual Sage Business Care plan, you’ll benefit from:

• Continuous improvement with regular software updates to help you boost competitiveness.
• Fast, accurate responses and solutions to software issues and other technical challenges.
• Value-added solutions to help manage more of your business.
• Discounts on support, services, events, and other resources.
• Minimized business risk.

14 Sage 300c www.theanswerco.com Sage 300c 15

 For more info, visit: www.theanswerco.com/sage-300
[email protected]
1-866-670-6686
Offices in New Westminster, Calgary, Edmonton, Winnipeg and Toronto.

©2015 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc.,
or its affiliated entities. All other trademarks are the property of their respective owners. SPK 15-04443 11/15