Visual Cut by Millet Software: Streamlining Operations, Boosting Productivity, and Gathering Insights for Sage 100 Cloud Users

Image 215-654-0800 In today's fast-paced corporate climate, staying ahead of the competition requires effective operations, increased efficiency, and precise business analytics. That's where Visual Cut by Millet Software comes in as a game-changer for businesses using Sage 100 Cloud as their ERP solution. This robust reporting and document management solution offers a range of features that can significantly improve Productivity, efficiency, and well-informed decision-making within your company. How Visual Cut Enables Businesses Utilizing Sage 100 Cloud: 1. Streamlined Reporting: Visual Cut streamlines and automates the reporting process, saving your team time and effort. I t offers a user-friendly interface for creating, customizing, and scheduling reports, ensuring timely and accurate information for important stakeholders. With Visual Cut, you can easily develop and publish comprehensive financial reports, sales analytics, inventory summaries,

Sage 100: Sage Cloud Portal Tips and Tricks

Image 215-654-0800 To access the Sage 100 Cloud Portal, use the following address: There you will be promoted to enter the username and password you used to sign up for the Sage Cloud. Once logged in you will have access to standard published apps, as well as any custom apps for your system. ·          Sage 100 – Launches just Sage 100. ·          Data Drive – A windows explorer giving you access to the Sage 100 folders. ·          Virtual Machine Access – Launches a complete remote desktop, giving you access to Sage 100, data drives, and any other programs installed on your cloud. If you are using Microsoft Edge to access the portal you will have the option to chose Windows Mode, or Browser mode for your apps. If you use other browsers such as Chrome or Firefox then Browser mode will be the only available option. ·          Browser Mode - any app you launch will be opened inside a webpage. ·          Windows Mode

Sage 100: Custom Shipment Tracking Button

Image 215-654-0800 As you may have recently noticed the standard tracking button in Sage 100 is no longer working. It was recently announced that UPS discontinued the iShip service at the end of 2022. LLB has created a replacement button so users can still easily get updated tracking information on shipments. With this custom button you have the option to chose which website you are tracking your packages through, such as: UPS FedEx Google Contact LLB today for more info! 215-654-0800

Sage 100 ERP Customization: Send Custom Emails To Vendors or Customers with the Click of a Button

Image 215-654-0800 Communication between your company and your Customers/Vendors is constant. Often times you are asking the same questions or relaying the same information over and over again.  What is the status of this purchase order?  When can we expect payment?  Here are the tracking numbers for your shipment. Searching your system for this information, compiling it, then composing an email takes time away from more productive work! With a simple button added to a Sage 100 screen you can automate the compiling and composing of these emails and let Sage send the email for you!  It should be noted that emails like this could be set on an automated schedule as well, rather than the click of a button. To demonstrate lets take the following scenario: You want to be able to quickly and easily ask your vendor for an update on open purchase orders you have with them. A button added to the Vendor screen allows you to trigger an email to be sent to the vendor, au

Sage 100 ERP Customization: Automatically Change Order Status Based on Customer Credit Hold

Image 267-614-6148 Standard Sage 100 can be set to prevent new orders from being created if a customer is over their credit limit or on credit hold, but what about existing sales orders?  This simple customization ensures that open sales order reflect your customers current credit hold status. By clicking on the credit hold button in Customer Maintenance the system checks to see if there are any open sales orders for the customer. If there are, their order status will instantly be updated to reflect the customers credit hold status.  If they are put on credit hold any open order will be placed on hold as well. If the customer is taken off credit hold their orders are changed back to an open status.

Sage 100 ERP: How To Create a Custom Lookup In Sage 100 ERP

Image 267-614-6148 Almost all data entry screens in Sage 100 ERP contain a lookup. For example, Customer Maintenance contains a lookup for the customer number. If you press the lookup icon (magnifying glass), you are able to view a listing of all your customers. The standard lookup contains the customer number, customer name, zip code and phone number.  You can customize this lookup panel meet your needs. You can change the fields that are displayed, and you can even add calculated data fields to the lookup. By customizing the displayed data, you can create “mini” reports to give you information almost instantly.  You can also export your customized lookup list to Excel.  How To Video Here Steps to customize a look up:  1. Open the task that contains the lookup you wish to customize. Click on the magnifying glass icon for the lookup. This will bring up the standard lookup.  2. Press the custom button. The lookup customization wizard will be displayed. 3. Ente