Sage Inventory What is Sage Inventory Advisor? Advisor Sage - - PDF document

Sage Inventory Advisor PC Retreat 2015 www.martinandassoc.com 1

Sage Inventory Advisor

Inventory Optimization

Tom Wilson – SIA Product Sales Specialist

October 5, 2015

What is Sage Inventory Advisor? Sage Inventory Advisor is an affordable Cloud-based solution that integrates with Sage ERP systems to help you optimize your inventory:  decrease working capital

 improve customer service  save time

Industries – Manufacturing, Distribution, Retail & Mining

Inventory Management

Receiving inventory Labeling Counting (Stock Take)

Inventory Control

Responsibility Manage the physical product

Pick/Pack/ship

Inventory Management

Receiving inventory Labeling Counting (Stock Take)

Inventory Control

Responsibility Manage the physical product

What should be in stock? When should orders be placed? Given: Demand Lead Time

Pick/Pack/ship

Inventory Management

Receiving inventory Labeling Counting (Stock Take)

Inventory Control

Responsibility Manage the physical product

stock-outs too many $ in stock time spent

Pick/Pack/ship

Inventory Management

Inventory Replenishment

Responsibility To have the right stock at the right place at the right time

Forecasting Ordering Expediting Receiving inventory Pick/Pack/ship Labeling Counting (Stock Take)

Inventory Control

Responsibility Manage the physical product

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Information

• Dashboard
• Performance metrics
• Problem items
• Sophisticated forecasts
• Recommended orders
• Dynamic reporting

Sage ERP

Internet

Uploads

Inventory data automatically extracted from the ERP system

Inventory Advisor

How it Works

7 October 2013

Designed To Address Two Questions

What needs attention today? What to order?

Product Importance Forecasts Investment & Service Inventory Advisor 8

8 October 2013

Low Medium High

A B C

Quantity Sold Value Sold

Item Classification breakdown

Designed To Address Two Questions

What needs attention today? What to order?

Product Importance Forecasts Investment & Service Inventory Advisor 10

10 October 2013

Sage Inventory Advisor Customer Benefits

Sage Inventory Advisor

2% to 10% improvement in fill rate

Stock-Outs 

10% to 15% reduction in excess inventory

Surplus Stock 

Up to 50% reduction in time spent

• n manual calculations

Time Spent 

Sage Inventory Advisor Demonstration

12 October 2013

Anytime, anywhere

Anytime, Anywhere

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Pricing

• Monthly Fees

− The monthly fee provides for an unlimited number of registered users − Fees are due monthly and can be cancelled with a 5 day notice after initial 1 month − Fees have a base fee of $199 plus a monthly usage fee based on Net Business Value of inventory being planned in SIA − One Time Activation Fee of $2250

Sage Inventory Advisor

Pricing

• Monthly Fees

− The monthly fee provides for an unlimited number of registered users − Fees are due monthly and can be cancelled with a 5 day notice after initial 1 month − Fees have a base fee of $199 plus a monthly usage fee based on Net Business Value of inventory being planned in SIA − One Time Activation Fee of $2250

Sage Inventory Advisor Monthly Base Subscription $199 Usage Fee Cost per $250k of Inventory Value (at Month End) Up to $.25M $0.00 up to $1M NBV $22.50 up to $2.5M NBV $18.50 up to $5M NBV $15.50 up to $7.5M NBV $13.00 up to $12.5 NBV $10.00 up to $20M NBV $9.00

• ver $20M NBV

$7.00

Pricing

• Monthly Fees

− The monthly fee provides for an unlimited number of registered users − Fees are due monthly and can be cancelled with a 5 day notice after initial 1 month − Fees have a base fee of $199 plus a monthly usage fee based on Net Business Value of inventory being planned in SIA − One Time Activation Fee of $2250

Sage Inventory Advisor Inventory Value ‐ $ Monthly Subscription $199.00 Activation Fee $2,250 Total Commitment $2,449.00 Monthly Base Subscription $199 Usage Fee Cost per $250k of Inventory Value (at Month End) Up to $.25M $0.00 up to $1M NBV $22.50 up to $2.5M NBV $18.50 up to $5M NBV $15.50 up to $7.5M NBV $13.00 up to $12.5 NBV $10.00 up to $20M NBV $9.00

• ver $20M NBV

$7.00

Implementation

We will arrange to obtain the data – all we need is remote access and some of your time for:

1.Data Validation 2.Some data clean-up such as Lead times, MOQ’s, Outstanding PO’s 3.User Training through Sage University AnyTime Learning – About 5 hours at your own pace 4.Questions and Answers

Sage Inventory Advisor Customers

Sage Inventory Advisor

Sage Inventory Advisor Fuels Hubert Glass Oil Company

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Save Money Reduce Excess Inventory Free Up Working Capital Eliminate Surplus Orders Make Money Reduce Stock Outs Improve Fill Rates Save Time Improve productivity Total Investment Installation & Subscription Benefits

Value Proposition Illustration

Total Inventory $1,000,000 Save Money Reduce Excess Inventory Reduce Excess 1.00% Free Up Working Capital Eliminate Surplus Orders Annual Sales $1,000,000 Make Money Reduce Stock Outs Lost Sales Due To Stock Out 1.00% Improve Fill Rates Save Time Improve productivity Active SKULs 5,000 Total Investment Installation & Subscription What If Benefits

Value Proposition Power of “1%" Value Proposition Power of “1%"

Up Front Year 1 Year 2 Year 3 Save Money Reduce Excess Inventory $3,400 $3,400 $3,400 Free Up Working Capital Eliminate Surplus Orders Make Money Reduce Stock Outs $10,000 $10,000 $10,000 Improve Fill Rates Save Time Improve productivity Total Investment Installation & Subscription $2,250 $3,588 $3,588 $3,588 Cash Flow ‐$2,250 $9,812 $9,812 $9,812 NPV $21,330.07 Benefits

Next Steps

• To learn more

http://www.sage.com/us/sage-inventory-advisor

• Tom Wilson

949-754-3576 tom.wilson@sage.com