SAGE 1000 & Sage CRMProject 2013

Presented ByDavid Patterson

Independent Contractor

Broadland Wineries

• Contract Bottling– Major supermarkets & Wine Merchants

• Branded Products– British Wine– Imported Wine

• Over 5 million litres per month• Turnover : £ 40 million

Broadland Wineries Key Customers

Contract Pack Despatched Litres (Jul 2012 – Jul 2013)

£2,269,120

£280,795

£2,042,361

£2,042,361

£1,127,885

7

Litres Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12 Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13 Jul-13

Awin Barratt Siegel Wines Agenci 19,269 56,696 630 0 0 25,542 75,686 25,524 25,457

Bottle Green Ltd 317,471 23,679 263,651 142,416 290,403 144,747 166,703 144,770 143,663 216,311 358,686 23,648 263,151

D&D Wines International

Discovery Wines Ltd

Hallgarten Wines Ltd 24,318 47,574

IP Limited 23,697 897,923 837,941 954,671 866,034 570,474 365,486 26,244 98,330 21,803 105,973

PLB Group Limited 657,707 288,682 359,199 310,741 163,836 47,736 189,630 332,271 30,949 47,439 95,040 143,298 244,107

Stellenbosch Vineyards 651,036 375,216 164,760

Quantum Wine Oy 24,314 22,829 24,642

WhyNot Wines International 23,562 23,697 23,823 40,059

Total Litres 1,023,188 1,229,553 1,541,804 1,478,860 1,320,273 786,519 747,360 503,285 174,611 1,088,801 878,163 402,788 677,932

IT Infrastructure

• Sage Line 200 until 2010 – No manufacturing, stock and planning on Excel

• Sage Line 500 implemented April 2010– Stock, MRP, BOMS full system

• Datalinx Warehouse Manager – Live May 2012– 140 cases per pallet scanned every 10 minutes

• Sage 1000 V4 – Sage CRM 7.1 – June 2013

Sage 1000 V4 Master File Changes

• Customer & Supplier Master file Updated– Address lines ( extended to 64 chars ) – County ( char 64 )– Town / City ( char 64 )– Iso country code ( char 2 )– State / Region ( char 64 )

• Revised formsets– Order Entry / Invoices / Delivery Addresses

Sage 1000 V4 MBE• Excel export from PDF viewer– Data formatting numbers & dates corrected

• AR/AP re-open items– Allows user selected effective dates rather than

posting date• BACS – additional check boxes for file extracts• MRP – additional Min EOQ ( reorder batching )– Allows min EOQ + precise qty for shortfalls

• Enhancements for SOP/Picking

Sage CRM 7.1

• “Loosely” integrated: Customers / Suppliers / Products / Prices

• Quotes can only be entered in CRM – Sales orders raised in CRM appear in Sage ERP

• New Pricing service – allows up to date prices on quotes / products

• Customisable Screens / Fields / tabs• Wait for 7.2 – smartphone apps ?

Sage CRM Project

• Upgrade to Sage 1000 V4 – Note data dictionary changes !

• Install CRM • Project : Deliverables– Planning Meetings – set objectives “one source”

of contact information: key objective.– Sage ERP does the work not CRM – bear it in mind – Start with a snap shot of customers / suppliers– Make basic customisation !

Sage CRM 7.1 • Customisation:– Amend existing dropdowns– Add Fields– Amend Existing Screens– Add TABS– Add views– Add basic reports• Basic “ability” needed:• Beware SQL errors – you are exited out of CRM !

Sage CRM

• Demo of Broadland Wineries System

• Thanks for attending !

• Contact David Patterson– davidpatterson@broadlandwinery.com– Mobile : 07793 819486