May 26, 2020 8:32 am | by Archana
Some more so than others, but nearly all types of transactions involve paperwork needing to manually be sorted through and filed appropriately. This process is time-consuming and quite frankly, not very exciting for any accounting team member. However, SapphireOne has developed a solution readily available to your company as it offers an ERP software application with an integrated document management.
An ERP framework is a versatile accounting tool that supports the incorporation of different segments of any day-to-day business, ranging from processing of orders to managing inventories and shipments etc. Metaphorically speaking, an ERP software is the ‘Swiss army knife’ of data management. If it is coupled with an integrated document management system, the process of filing any paperwork stemming from various business activities becomes a walk in the park, as the two components work hand in hand to facilitate efficient and effective document management for any organisation or company.
The Benefits of Integrated Document Management
There are five distinct advantages for you and your company related to adopting SapphireOne’s ERP solution in respect of document management tasks such as sorting, searching and filing:
1. Time- and Labour-Efficient
An ERP system with the capacity for integrated document management allows you to conveniently sort and file large amounts of paperwork created by various transactions electronically with ease. The process also becomes much less labour-intensive, meaning your accounting team can shift their focus on more productive tasks.
2. Fluidity and Departmental Integration
The ERP solution offers the possibility of making your company function like one single beehive, interconnecting it on all fundamental levels and consequently, enabling instantaneous sharing of information between all departments, which leads to a high degree of fluidity that is desirable for any type of business. For instance, the customer service team will not need to contact the accounts department anymore in order to retrieve details on inventory, locations, taxes, customers or any other relevant information. Instead, any department can access all data directly via an ERP dashboard.
3. Privacy and Security
Any integrated management of documents via an ERP software application enables the implementation of a risk-stratified security protocol for accessing sensitive information contained within them. As a result, you can effectively specify and monitor who is able to, as well as who actually accesses, any protected data.
4. Lower Management Expenses
Unlike manual processes of organising, filing, sorting and searching paperwork, electronically managing documents incurs no additional expenditures for printing and storage of such. Further, it also reduces the need of allocating valuable human resources to tasks such as searching and filing of documents, as these can be attended to electronically i.e. in a more efficient manner. A reduction of paper consumption also has the positive outcome of improving the eco-friendliness of your company.
5. Improve Decision-making Process
An ERP compatible with integrated document management enhances your as well as your employees’ decision-making skills. By easing the access to all relevant data and information pertaining to branches such as sales, expenses and general transactions, all possible options and outcomes can be weighed up. Resultingly, the decision-maker can rest assured that the ultimate outcome is based on a foundation of thorough research. It is essentially the accumulation of such critical decisions that determine the fate of a company.
The integrated document management system offered by SapphireOne excels with its capacity of attaching documents to transactions and all major tables. If you would like for your business to be able to take advantage of all the aforementioned benefits, it is as easy as implementing SapphireOne’s world-class ERP, CRM & Business Accounting Software. Please contact us to request a live demo and/or read the testimonials from our long-standing clients.
May 14, 2019 9:04 am | by Archana
We all want to increase sales without diminishing the budget, one cost effective solution is to know all the functions and features of your current ERP software and technology. Take a good look at what you have before investing in any changes. Once you have maximised your software and technology capabilities, don’t fall into the pitfall of sitting back. Building and fostering relationships comes from personal interactions with clients and is still fundamental to the sales process.
7 useful tips you can implement today:
Take a look at your SEO (Search Engine Optimisation) strategy for ways to promote your business, increase ranking on the web and attract new customers. Website builders offer in-built SEO functionalities, plugins or apps to drive more traffic to your site. Read the tips and utilise the tools to optimise your website and check your mobile ready, responsive to your website, as mobile usage continues to grow.
Stocktake your hardware
Ensure all your desktops and mobile devices are upgraded and working. Think about replacing any of your slower or older hardware as they can affect productivity.
Manual processing of paperwork slows you down and can increase the chance of errors. Your ERP software provides EDI (Electronic Data Interchange) so you can receive and send electronic documents to suppliers and customers. Ensure trading documents such as orders, invoices, advanced shipping notices are processed without human interaction or manual data entry. Ask your ERP if they have a DMS (Document Management System) to attach, store and manage documents electronically. All documents or files of any type can be stored within a selected transaction, in the client or vendor datafile.
Improve customer relationships with your CRM
CRM capabilities goes beyond just logging all interactions between customers to create a clear view of their needs and a consistent message across the sales cycle. Ensure all sales staff enter their contacts, sales opportunities, activities and scheduled plans allowing them the mobile capabilities to pull up the database and relevant information at any location. Gain insights into your customers, investigate and utilise personalise marketing opportunities in your ERP software to build trust and improve the overall customer experience. SapphireOne ERP, CRM Accounting software.
Capabilities of E-invoicing and issuing customers a “pay now” button can increase the speed of getting paid. Your ERP also has the functionality to integrate multiple online payment gateways so you can meet your customer demands and make the purchasing experience as easy as possible.
Examine your current automation processes and look into areas that are being slowed down. Prioritise where you can see productivity will be increased and manual errors reduced. Your ERP software should be flexible and if you identify a new workflow beneficial to your business, ask about customisation options. Look into automating repetitive transactions to be completed within a single click.
Check your reporting capabilities so they are made available to anyone who may need them both internally and externally. Reports should show an accurate analysis of trends, identification of variances and predictability. There should be numerous reports that are automated and run, talk to your accounting software provider for any customised reports you would like tailored to your specific needs.
December 4, 2018 4:17 pm | by Archana
We all would like a high cash flow business, and with the era of instant gratification it makes sense to accept online payments. Online payments save time, are fast and hassle-free offering no more lengthy and often arduous payment processes. To ensure your dollars continue to flow, you need your customers’ purchasing experience to be seamless and a positive one. This is where Stripe payment gateway comes in, it helps you finish the sales process by facilitating payment options.
Payment gateways authorise the payment by credit cards for online retailers, brick and mortar stores and ecommerce ventures. They protect credit card details by encrypting the information it holds. This process ensures personal private details are passed securely between the customer and merchant.
SapphireOne has partnered with the Stripe payment gateway and added the new feature of credit card payment into Accounts Receivable. Stripe is a payment platform that allows you to receive payments anywhere, anytime.
Sapphire Web Pack for on-the-go mobile payments or SapphireOne client-server desktop for online payments, ensures you’ll never miss accepting a payment again.
Quick and simple steps to accepting payments with Stripe payment gateway
We have programmed Stripe payment gateway into SapphireOne ERP and Sapphire Web Pack so you can experience fast and seamless integration.
- Create a Stripe account or log into your account
- Connect your Stripe account with SapphireOne
- In SapphireOne go to Accounts Mode
- Select Receivables in the top toolbar
- In the drop down menu choose client receipt
- In the Payment Type drop-down menu choose Credit Card
- Enter in the credit card details and press the blue PROCESS button above the Card Type
- Stripe will process the payment for you, send back a receipt for your records
- For processing away from your desk, open Sapphire Web Pack
- Go to Client Receipt
- In the Type drop-down menu select Credit Card
- Enter the credit card details and hit the green PROCESS button underneath
- In the Payment Process screen you have 2 options:
- Save only- for payments to be saved into the database and processed later OR
- Save & Process- for payments to be saved into the database and processed straight away.
- Stripe will process the payment for you, send back a receipt for your records
November 15, 2018 1:18 pm | by Archana
No matter if you are a small convenience store or a large supermarket chain, SapphireOne ERP application is built to maximise product availability, while speeding up service and minimising the carrying costs.
If you have encountered any issue regarding overstocking and out of stock, then it’s time you understand how the right Inventory replenishment software can support your business today.
SapphireOne ERP Business Accounting Application is the easiest way to handle the complexities of running a convenience store or supermarket without losing control
Even a small grocery store can stock more than a thousand different items, all of which have different shelf lives. Overstocking and out of stock are both problematic, as fresh produce can be spoiled, and loss of sales occur due to missing stock.
Usually supermarkets or convenience stores have several departments and depending on the accounting software system or billing software, the software in place tend to never be enough in functionality. To improve the business, a supermarket or convenience store requires a complete solution, every department under a centralised integrated management system.
Management is the backbone of a business; hence a strong business management software and ERP application helps a business last throughout the trials and tribulations of the environment today.
SapphireOne ERP, CRM, DMS Business Accounting Application is a user-friendly software that has the features you need while providing maximum security.
SapphireOne ERP application also has the option that enables you to work remotely, access your database anywhere or anytime.
With SapphireOne ERP Business Accounting Application you can:
Automate your convenience store or supermarket
Automating your business saves times, allowing you to focus on other important functions in your business helping it grow.
SapphireOne ERP application helps you track what’s coming in and what’s going out. Tracking is made easy of the products in demand or ones stagnant, leading to less expenditure and wastage. This in turn benefits the organising and optimising of your warehouse and storage space.
SapphireOne POS system simplifies and automates the complex retail requirements
SapphireOne ERP offers flexible, high-speed Point-of-Sale (POS) software, designed for retail operators. These are installed and utilised via barcode readers and the barcode scanning provides a cost-effective solution designed for retail point of sale environments, where speed and accuracy are important.
Helps you with better decision making
SapphireOne ERP, CRM, DMS Business Accounting Application is an intelligent integrated software helping you make better decisions. BI (Business Intelligence) dashboards and accurate, comprehensive reporting, ensures you make informed decisions regarding the future of your business. SapphireOne will improve forecasting, customer services and overall sales via an in-built CRM module.