• Sage Alerts and Workflow

Today’s business management software solutions capture a wealth of data – invaluable data – that you can utilize to make better, more proactive, and more strategic business decisions. It’s all too easy, though, to miss the opportunity to leverage this data. You’re busy running a company, after all. How can you possibly take the time to generate the reports or queries you’d need to keep your finger on the pulse of all the activity transpiring?

Sage Alerts and Workflow from Vineyardsoft Corporation gives a voice to your business data. It’s like having a tireless assistant working 24/7, monitoring your data for the conditions you care about, and notifying you of those conditions. In addition to notifying you, Sage Alerts and Workflow can take action on those conditions, placing a past due customer automatically on hold for example, or automatically creating a purchase order to address a low stock situation. The solution can also be trained to generate and deliver various reports to your team, ensuring everyone has easy access to the data they need to excel in their roles.

With integration into Sage 100, Sage 300, Sage 500 ERPSage ERP X3, Sage HRMS, and Sage CRM, Sage Alerts & Workflow comes equipped with preconfigured alerts that you can use as is, or tailor to your company’s needs. Of course, you can design and deploy your own customized alerts and workflows as well.

Learn more about Sage Alerts and Flow – call us at 1-866-320-8922 or email us at info@mantralogix.com

Sage Alerts and Workflow for Sage ERP and Sage CRM

Sage Alerts and Workflow from Vineyardsoft Corporation works with your Sage ERP software products such as Sage 100, Sage 300, Sage 500 ERP, Sage ERP X3, Sage HRMS, and Sage CRM, in three key aspects:

  1. To keep your team informed of important business conditions;
  2. To disseminate reports, forms, and documents; and
  3. To automate workflows.

Alerts

Deliver automated alerts about any business condition, including overdue invoices, critical support issues, or contracts about to expire. Deliver the alerts via any method, any device, including email, text message, fax, dashboard, or instant message. Send those alerts to employees, customers, and vendors – in the format they want, and when they need them the most.

Reports

Automatically deliver relevant forms, documents, and reports to the people who need them. You can automate the generation and delivery of invoices to customers, purchase orders to vendors, and business reports to managers. Schedule routine reports to be distributed based on a recurring schedule, and configure other reports to generate only when the business conditions warrant it.

Workflow

Sage Alerts and Workflow helps to streamline processes by automating best practices. For example, when a client becomes overdue, the software can automatically put them on credit hold; when stock runs low, it can automatically create a purchase order. And if a support request is received via email, it can turn that message into a support ticket. You can move data between applications and create custom integrations that streamline and simplify even the most complex business processes.

Contact us via phone at 1-866-320-8922 or via email at info@mantralogix.com to learn more about Sage Alerts and Workflow for Sage ERP products.

Preconfigured Alerts for Sage 100

Sage Alerts and Workflow comes with an extensive collection of preconfigured Alert Events and Alert Condition “Triggers” for Sage 100. Use these preconfigured alerts for Sage 100 as is, modify to fit your business, or create new ones to meet a specific need.

Here is sampling of just a few of the preconfigured alerts for Sage 100 that are included:

Accounts Receivable

  • Current balance is > “x”
  • Open order amount is > “x”
  • Balance over 90 days is > “x”
  • Credit limit is changed
  • New customer added

Accounts Payable

  • Invoice due in “x” days
  • Overdue for payment
  • Unpaid balance > “x”

Inventory

  • Item is at or below reorder point
  • Qty available < Qty needed
  • Retail price is changed
  • Profit margin is </> “x”

Purchase Order

  • Overdue by required date
  • Status is changed
  • Required for receipt within “x” days

Sales Order

  • Discount amount is changed
  • Terms are changed
  • Daily item total (units) > “x”

Contact us via phone at 1-866-320-8922 or via email at info@mantralogix.com to learn more about Sage Alerts and Workflow for Sage 100 integration.

Preconfigured Alerts for Sage 300

Sage Alerts and Workflow comes with an extensive collection of preconfigured Alert Events and Alert Condition “Triggers” for Sage 300. Use these preconfigured alerts for Sage 300 as is, modify to fit your business, or create new ones to meet a specific need.

Here is sampling of just a few of the preconfigured alerts for Sage 300 that are included:

Accounts Receivable

  • Balance Due is > “x”
  • Credit card expires within “x” days
  • Past due balance is > “x” and no payments received
  • Credit limit has changed
  • Customers added today

Accounts Payable

  • Vendors added today
  • Average days to pay > “x”
  • Balance due > “x”

Inventory

  • Sale begins/ends in “x” days
  • Qty on hand > “x”
  • Base price is changed
  • Profit margin is </> “x”

Sales Order

  • Hold status has changed
  • Invoice discount percent  > “x”
  • More than “x” of “y” item ordered

Contact us via phone at 1-866-320-8922 or via email at info@mantralogix.com to learn more about Sage Alerts and Workflow for Sage 300 integration.

Preconfigured Alerts for Sage 500 ERP

Sage Alerts and Workflow comes with an extensive collection of preconfigured Alert Events and Alert Condition “Triggers” for Sage 500 ERP. Use these preconfigured alerts for Sage 500 ERP as is, modify to fit your business, or create new ones to meet a specific need.

Here is sampling of just a few of the preconfigured alerts for Sage 500 ERP that are included:

Accounts Receivable

  • Clients whose average days to pay > “x”
  • Clients whose average days past due > “x”
  • Customers placed on hold
  • Invoices due today

Accounts Payable

  • Vendor invoices paid today
  • Vendor invoice paid today & discounts taken
  • Vendors updated today

Inventory

  • Warehouse items created today
  • Demand is > “x”
  • Changes made to any prices
  • Quantity is at or below safety stock level

Purchase Order

  • Purchase orders created today
  • With open balances > “x”
  • Total open balance for vendor > “x”

Exchange Rate

  • Exchange rates expiring today
  • Exchange rates effective today

General Ledger

  • Accounts effective as of today
  • Accounts availability ending today
  • New account created today

Contact us via phone at 1-866-320-8922 or via email at info@mantralogix.com to learn more about Sage Alerts and Workflow for Sage 500 ERP integration.

Preconfigured Alerts for Sage HRMS

Sage Alerts & Workflow comes with an extensive collection of pre-configured Alert Events and Alert Condition “Triggers” for Sage HRMS. Preconfigured alerts for Sage HRMS can be used as is, modify to fit your business, or create new ones to meet a specific need.

Here is sampling of just a few of the preconfigured alerts for Sage HRMS that are included:

Applicant Triggers

  • Applicant status has changed
  • Letters to send today
  • Starting in “x” days
  • Applicant is Disabled, Veteran, or Minority
  • Applications received today

Benefit Triggers

  • Benefit changes made today
  • Benefit changes effective today
  • Benefits expiring today

Leave of Absence Triggers

  • Starting in “x” days
  • Ending in “x” days
  • Due to return today

Payroll Triggers

  • New checks on demand
  • New or changed direct deposit

General Employee Triggers

  • Attendance; Absences to Start Today
  • Employees; Reviews are Overdue
  • Employees; Payrate Has Changed
  • Employees; Hire Date Anniversary

Contact us via phone at 1-866-320-8922 or via email at info@mantralogix.com to learn more  about Sage Alerts and Workflow for Sage HRMS integration

Preconfigured Alerts for Sage CRM

Sage Alerts and Workflow comes with an extensive collection of pre-configured Alert Events and Alert Condition “Triggers” for Sage CRM. Use these preconfigured alerts for Sage CRM as is, modify to fit your business, or create new ones to meet a specific need. Here is sampling of just a few of the preconfigured alerts included:

Marketing Campaign Triggers

  • Budget is Changed
  • Due to End Today
  • Due to Start or End Today

Support Triggers

  • Count; More Than ‘x’ for Any Prob Type Logged Over Timeframe
  • Cases; Count; More Than ‘x’ for Prob Type ‘y’ Logged Over Timeframe
  • Cases; Count; More Than ‘x’ High Priority
  • Cases; New, High Priority

Opportunity Triggers

  • Fewer Than ‘x’ Open Per Salesrep
  • More Than ‘x’ Open Per Salesrep
  • Created Today
  • Due to Close Within ‘x’ Days
  • Due to Close; Weighted Value > ‘x’

Contact us via phone at 1-866-320-8922 or via email at info@mantralogix.com to learn more about Sage Alerts and Workflow for Sage CRM integration