As Sage 100 ERP consultants, we know that document management (paperless) is not only the ‘green’ way to go, it literally helps you save time and money. If you are Sage 100 ERP customer, document management solutions offer a great option new ways to save time and money. So how are you managing your documents today? If you are looking for document management solutions, make sure you look for the following benefits.
Our Sage 100 ERP team of expert consultants at Computer Management Services (CMS) can help you integrate a unique document storage solution allowing electronic documents to be stored, viewed and accessed directly within Sage 100 ERP. This Sage 100 ERP document management solution provides easy access to documents relating to specific records. Now you can save time and money and increase productivity.
Top Benefits of Implementing Document Management
Easy Access: Store, view, access, search, and share important documents that relate to specific records in Sage 100 ERP, such as Customers, Vendors, Items, Bill of Materials, Work Orders, Sales Orders, Jobs and Employees.
Document Tagging: As documents are stored, they may also be “tagged” with specific keywords. Once tagged, users can search all stored documents based on specific keywords.
Master Search: This feature allows users to search all documents based on File Name, Keywords and Document Source.
Paperless Office Integration: Checks, Orders, Invoices, and Statements are automatically stored in PDF format within the appropriate Vendor or Customer directory.
Security: Specific user security privileges can be defined and applied for each module.
Cloud Storage: Designed to interface directly with Microsoft’s OneDrive cloud storage product.
With this combination, documents are readily available for easy access and display in the cloud.
Document management (paperless) IS AVAILABLE FOR THE FOLLOWING SAGE 100 ERP MODULES: Accounts Payable, Accounts Receivable, Inventory Management, Purchase Order, and Sales Order.
Do you want to know more about this document management solution? Contact Dena today at 860.399.4215 or via e-mail at dpoblete@cmsct.com.
