Mobility, Mobility, Mobility!

A little over four weeks ago I twisted my ankle in a supermarket parking lot and managed to cause a hairline fracture of one of the small bones in my left foot.  It’s healing, but not as quickly as I want. Of course I am the type who says “Lord, give me patience, but give it to me RIGHT NOW!”, so nothing ever heals fast enough for me.  As a result of my mishap, my personal mobility has been restricted, and I am spending more time than ever in a seated position.  With my mobility curtailed I seem to spend more time thinking about what it means to be mobile. And that turns me to thoughts about how Sage customers want to use applications in this very mobile world.

At Sage Summit 2012 in Nashville, TN last August, we introduced a video that showed a day in the life of a Sage customer.  It’s apparent to everyone these days that a typical workday is no longer just a 9-5 stint sitting in an office somewhere. I know I can’t live without my smart phone, and am rapidly becoming dependent on my iPad because my laptop seems so heavy in comparison. Most of my work day is still spent in an office, so if mobility is a necessity to me, how much more do sales and service personnel need tools to improve their work life when not chained to a desk?

We’ve got a team folks working on the answer to that question right now in Sage ERP development.  Based on the feedback we received from customers at Sage Summit and countless other one-on-one customer interviews, we’re developing two new mobile applications along with a companion integrated service that will be accessed via the web. The mobile service application will assist employees of service-based businesses such as pest control services track fees for those services and collect payment on-site directly from the customer.  The mobile sales application will facilitate order entry for companies that bring and sell goods to customers rather than having customers come to them.  And the companion web service will provide the account billing and payment for the two mobile applications in cases where services or goods are provided to customers ‘on account’ instead of via credit card at the time of sale.

What’s different about the plan for these applications is, well, pretty much everything. They are being designed and deployed in very rapid cycles, nothing like the traditional 12-18 month cycles of ERP product development. They will be services that have a different customer deployment method than ERP uses, so part of the planning to roll out these services includes determining how to bill customers for the services, how to ensure customers are entitled to use the service, and how the services get terminated if customers fail to pay.

This brings much change to the development teams in Irvine and Richmond, and a flurry of excitement that I haven’t really seen since we first started developing Windows applications. Just like then, there has been a major shift in the software industry. One could argue that we’re a little late to the table in making these changes; but we weren’t the first company to develop ERP and accounting software in Windows either. That just means we need to ensure these new products delight customers and solve their business challenges so customers will continue to look to Sage to help them solve those challenges.  And these applications are just the first ones to take root in the Sage family; we’ve got lots more in the works for the future.

Would you be interested in being one of the customers that the Sage staff talks with about business challenges to help us refine the plans for those future applications? We are specifically looking for conversations with “C” level executives; business owners, CEOs, CFOs;  and those who are responsible for the growth of their company’s bottom line.   If your company uses one or more Sage product and you have an interest in spending an hour or so with our team to discuss business ideas, either in person or on the telephone, please contact me.

On to the adventure,

Czarina Erika

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The Top 8 Credit Card Processing Questions about Sage 100 ERP 2013

In the release overview of the Sage 100 ERP 2013 Initial Pre-Release Guide, you’ll learn that “The Sage 100 ERP 2013 release (formerly Sage ERP MAS 90 and 200 5.0) will focus on providing compelling value to existing customers, generate interest in the marketplace with new connected services and add-on solutions, and continuing to offer more deployment and pricing options. Substantial value will be provided to existing customers by addressing their top enhancement requests, Auto Updates for easy application of Sage 100 ERP Product Updates, enhanced Credit Card Processing using Sage Exchange, and more.” This blog sneak peek will focus on the credit card processing enhancements coming in Sage 100 ERP 2013. 

Credit Card Processing in Sage 100 ERP 2013 will utilize Sage Exchange to provide many enhancements and increased flexibility including card-swipe capabilities, charges for repetitive invoices and Accounts Receivable invoices, mobile payments, improved cash flow management and forecasting, and will provide a consolidated view of payment activity. 

 

What is Sage Exchange?

Sage Exchange is the cloud-based technology developed by Sage Payment Solutions that provides the integration between Sage 100 ERP and the Sage Payments Gateway. It consists of three key elements, the Sage Exchange Vault, the Sage Exchange Portal, and third party developer tools which enable Sage Development Partners to connect to Sage Exchange. The Sage Exchange technology includes connection to a secure vault for storing all sensitive credit card information outside of Sage 100 ERP, as well as for processing credit card transactions.

 What is the Sage Exchange Portal?

The Sage Exchange portal provides a user-configurable dashboard and flexibility to view payments information on the web via a tablet or desktop.  Customize My Dashboard to gain access to the payments information you want to see.  Assign access to the Sage Exchange portal for your employees, and easily establish connections to link employee’s tablets and mobile phones to Sage Exchange.  Plus have 24/7 access to the Sage Payment Solutions customer support database right at your fingertips.

Sage Exchange Portal

Why is the Sage Exchange Vault important?

The cloud-based vault helps to reduce fraud exposure by storing all sensitive cardholder data there rather than in Sage 100 ERP data tables.  For added cardholder security, Sage 100 ERP 2013 will also allow a one-time use credit card for a payment transaction without saving credit card information. Customers migrating from previous versions of the software will be able to easily move their customers’ credit card information from their current location into the secure Sage Exchange Vault. The process will be streamlined for customers who are already using Sage Payment Solutions, so if you are using another processor now, it is highly recommended that you consider switching before you upgrade to Sage 100 ERP 2013.

 

How will card swipes be integrated in Sage 100 ERP 2013?

Sage Exchange will reduce merchant transaction fees when cards are present and speed the data entry process when swiping credit cards using a Sage Payments recognized USB card swipe device attached to the terminal. Our new card swipe capabilities have been truly integrated so that payments processing is built into the normal Sage 100 ERP workflow, which can replace the disconnected card swipe capabilities many companies use.  So, for example, when processing an order within Sage 100 ERP, after all line items are entered in the order and the clerk proceeds to the payments tab, after indicating that the payment method will be credit card, the Sage Exchange window pops up to allow the customer’s credit card to be swiped directly into Sage Exchange.  But if the card isn’t present and the card number is already stored in the vault, the same workflow will allow selection of the correct customer’s card for retrieval from the vault.  And if the order is being entered while the customer is on the phone, a card can be entered for one time use using the same workflow.  It’s all been streamlined to be simple and fast.

Sage Payment Solutions with credit card swipe active

Approved Sage Exchange card swipe device

 

How Will Sage Mobile Payments be Integrated with Sage 100 ERP 2013?

Sage Exchange will allow payments to be collected anytime, anywhere, via smart phone. Ideal for cash sales, Sage Mobile Payments will immediately capture the cash transaction information for a sale and send it to Sage Exchange, for secure transfer to Sage 100 ERP 2013 Accounts Receivable Cash Receipts Entry.  A cash receipt batch will automatically be created for these mobile cash transactions which can be updated by accounts receivable personnel at the end of each day.  Companies that provide services and collect fees in a mobile environment, such as mobile pet grooming, will find this functionality especially helpful.

 

What other functionality will be available from Sage Mobile Payments?

Sage Mobile Invoice Query, Pay and Post will be introduced in a Product Update shortly after the release of Sage 100 ERP 2013. This functionality will benefit companies with a mobile sales force that also collects payments on outstanding invoices. The software will include the ability to identify an existing Sage 100 ERP customer from the mobile device, view the customer’s open invoices, and select one of the open invoices to pay. With a Sage Mobile card swipe device connected to the smartphone, the salesperson can swipe the customer’s credit card and present the touch screen of the mobile device to the customer for signature approval of the charges. The credit card receipt can optionally be emailed directly to the customer from Sage Exchange.  And, not only will the payment go directly into the merchant’s bank account just like any other credit card transaction, but it will also create a cash receipts batch within Sage 100 ERP to complete the financial transaction.

 

What is happening with the PCCharge Payment Server Integration to Sage 100 ERP?

PCCharge Payment Server will no longer be integrated with Sage 100 ERP 2013.  The way in which PCCharge was integrated with previous versions of Sage 100 ERP required Sage 100 ERP software to store credit card numbers.   As detailed above, with version 2013, credit card numbers will no longer be stored within the ERP software, therefore PCCharge will not work.  Also, Sage’s customer support department will answer questions about the ERP side of PCCharge for older versions of Sage 100 ERP through December 31, 2012. As of that time, Sage 100 ERP support for PCCharge will end. 

 

On to the adventure,

 Czarina Erika

Significant Sage Milestones

Today marks yet another significant milestone in the Sage journey…our new Sage North American website has gone live at www.na.sage.com. The site has a new fresh look and rolls out all of the Sage new product names as well. Optimized for those who don’t know much about Sage and want a quick overview, I found the new site easy to navigate and find product information. It incorporates all of our new branding and adds a geolocation feature for North America. Check it out!
Also new today is Sage One, our company’s newest business management offering. Sage One is designed for the business entrepreneur who wants to manage his or her business rather than have the business manage them. This cloud based offering really simplifies business processes. It combines project and task tracking, invoicing, money management, team collaboration and time tracking all into one simple, easy to use system. And to make it painless for customers to start, we’ve got a special promotion that allows complete access to Sage One for $1 a month for 3 months. Use code 90219 at na.sageone.com to learn more about it and take advantage of the promo.

Today is also the launch of Sage 50 – US Edition which was formerly Sage Peachtree. And to complement the Sage 50 release, Sage Payment Solutions has released SageExchange.com, which integrates simple mobile payments directly with Sage 50. For those of you in the Sage 100, 300 or 500 product communities, this offering is what is coming later in the year for you. Take a cruise around www.sageexchange.com for a sneak peek.
But that’s not all! New print and on-line advertising is beginning today too. Look for Sage ads in The Wall Street Journal, The New York Times, Inc., Entrepreneur, Fortune and more. And next month prepare to be dazzled by another Sage first….television ads for Sage One on DIRECTV and Dish Network stations including CNN, Fox News, MSNBC, CNBC and more. Lots of exciting ways Sage is spreading the news of who we are and the value we bring to customers across North America.
After you peruse the above sites, let me know what you think!

On to the adventure,

Czarina Erika