Enhance Sage 100 With Exceptional Tools

Leveraging the Alias Item record in Sage, create an Alias, choose the unit of measure, and indicate a multiplier.

• Avoid costly shipping mistakes since shipping a case but invoicing each can be expensive.
• Improve speed of all transactions – receiving, picking, packing, transfers, etc.
• Auto-convert to correct unit of measure and quantity by scanning the unique item barcode.

Gain instant data validation that the correct items and quantities are being pulled for transfer as requested through Sage 100.

• Utilize a zero-dollar sales order to create a document that can be used to indicate which items to transfer.
• Be notified of discrepancies of items and quantities immediately on the mobile device.
• Move items to “In Transit” warehouses for real-time visibility into your inventory to better track when it leaves one warehouse and is received at another.

Empower certain handheld users to capture positive and negative quantity adjustments while handling inventory to keep quantities in Sage 100 accurate.

• Transactions are added to the Inventory Transactions batch in Sage for review and approval.
• Grant access to the Adjustment transaction only to certain users, like supervisors.
• Accurate inventory allows for better decision-making.

Print labels at the point of activity in PO receiving, production entry, or SO shipping.

• Design your own labels with an easy-to-use program to suit your products and meet strict customer requirements.
• Leverage a multitude of barcode symbologies such as QR, GTIN, Code39, Code128, and UPC codes.
• Improve accuracy and efficiency with barcodes and informational labels.

Raise the bar for inventory control by knowing what you have and where you have it at any moment in time.

• Gain exponential efficiency with directed picking to the exact bin locations.
• Reserve inventory to specific sales orders by bin location, and even lot and serial numbers or expiration date.
• Run bin replenishment reports to know which pick bins are running low and which overflow bins to replenish them from.

Gain visibility of items grouped by lot, serial, or expiration date with quantities tied to a pallet ID.

• Build or create pallets from a mobile device reflecting the location and content while printing a license plate label.
• Move, count, pick, and ship an entire pallet containing multiple items, including lot and serial numbers, with Single-Scan technology.
• View the detailed content and bin location of pallets right in Sage 100.

Display on the handheld a pre-determined (frozen) list of inventory items to count in bin location order.

• Perform a cycle count by loading a list of items and bin locations on the handheld. Capture counts efficiently by scanning barcodes. The counts update Physical Count Entry in Sage 100 where the list of frozen items are tracked.
• Eliminates paper lists and provides the most productive and effective cycle counting process for counting specific items and bins.
• List of items to count can be manually prepared in Sage 100 or generated by Certipro (a third party application).

Create batches within Sage 100 for Receipt of Goods, Inventory Transactions, and Shipping Data Entry for the handheld user to select from.

• At the time of data transfer, the scanner will prompt the user to select a batch for the corresponding transaction from a list of pre-defined batches.
• Avoids manual transfer of data between batches, allowing for similar orders to be kept together for processing.
• Controls data flow for more efficient processing and customer invoicing.

Save processing time by moving an entire batch or just specific records to another batch before posting.

• For receiving, inventory transactions, and shipping batches, select the ‘From’ and ‘To’ batches and any record selection criteria.
• Expedites the processing of batches for faster inventory and invoicing updates.
• Move delayed shipping orders out of a batch you wish to post for better control of the timing of posting transactions.

Display operational metrics that matter most, tracking performance, boosting productivity, and motivating employees.

• Build multiple views using graphical widgets to display data metrics to monitor performance in real time.
• View sales order status and production activity.
• Use in conjunction with our Management Console to access all transactional data, from receiving to pick/ship to production.

A powerful feature that presents accurate, immediate inventory transactions for essential business decisions.

• Available for Receiving, Manufacturing, and Inventory Transactions for more accurate inventory visibility for sales, manufacturing, and fulfillment.
• Best when used with auto-allocation for the most efficient fulfillment workflow, posting receipts then reserving inventory to orders with no user intervention.
• Add finished products to inventory as soon as they are produced.

Capture sales orders at tradeshows, in showrooms, or any remote location that are easily transferred into Sage 100.

• Capture the customer name, PO number, items, and quantities for the order. After transferring to Sage 100, update the order with further information.
• The handheld does NOT need a live connection to Sage 100.
• Give customers a mobile device to scan items and enter their own orders.

Wave Receiving allows the grouping of purchase orders together, so workers can scan item by item to record a receipt of more than one PO at a time.

• Mixed PO shipments can be received by item rather than by individual purchase order. Eliminate the need to sort each inbound shipment by purchase order.
• Quickly scan item by item on the receiving dock without having to select a PO number first.
• Instantly create a PO receipt of goods for each PO upon import into Sage 100.

Capture multiple images per PO to memorialize documents and damage for quick and easy access as needed. Pair with our DSD InstaDocs integration for a powerful system to capture and manage image files.

• Capture a Bill of Lading, Packing List, and other receiving documents.
• Take pictures of damaged packages for insurance claim purposes.
• Images are associated with the purchase order at the header level.

Track individual items for regulatory and traceability requirements without needing to use the serial or lot valuation methods in Sage 100.

• Capture lot or serial numbers and expiration dates during the receiving process for items NOT using the serial or lot valuation methods in Sage 100, or when you need to track BOTH lot and serial numbers.
• Have the ability to print lot and serial numbers, and expiration dates on item labels printed from the handheld.
• The field values are stored in the PO detail in Sage 100 and the ScanForce Management Console for efficient searching in transaction history for captured serial and lot numbers, and expiration dates.

Manage container details centrally in Sage, including item and quantity details for each PO in the container. Manage items where ownership transfers at the shipping dock and have a lengthy in-transit time, but you do not want the items to show as available in Sage 100.

• Receive items into Sage when they leave port. Accurately and efficiently capture the items when they arrive, updating Sage inventory levels in the proper warehouse.
• Key personnel can see the current container status and goods information in one place, rather than in spreadsheets, emails, or printed documents.
• Use the data from the initial receipt of goods to validate what’s being received and be notified of discrepancies.

Product returns are an expensive but necessary evil. The procedure to process them needs to be as efficient and cost-effective as possible. No need to add more cost to the return.

• The RMA number, item, lot/serial number, and quantity are validated to ensure the items were authorized to be returned and are still within the warranty period.
• Accept or change the disposition of the item as per the RMA. The inventory in Sage 100 will be updated accordingly.
• The RMA in Sage 100 will be updated immediately, providing instant visibility.

Gain efficiency by entering inventory items received without a PO number on the handheld instead of the time-consuming process of going through Sage 100.

• Select the vendor, enter the invoice # and date, then enter the inventory item and quantity.
• ScanForce will process the transaction to a PO Receipt of Goods batch.
• Avoid additional steps and involvement by Sage users.

Walk the warehouse and capture items that need to be ordered with the efficiency and accuracy of scanning barcodes and direct integration with Sage 100, empowering warehouse personnel to manage the inventory.

• Select the vendor, then the items and quantities to be purchased.
• Upon data transfer, a PO is created in Sage 100.
• Open the PO in Sage and update it with additional information.

Companies that factor freight, customs duties, demurrage fees, and other Landed Costs into the overall cost of purchasing a product need to capture these costs at the time of receipt.

• Enter costs for each of the Landed Cost types set up in Sage 100.
• Upon data transfer, the Landed Cost fields in Receipt of Goods Entry are populated, providing more accurate reporting of the full cost of an item.
• For ultimate efficiency, use Landed Cost with our Auto-Post feature to automatically process the receipt and have the items costed and available for the next process.

Improve order fulfillment time by picking multiple orders at the same time in one efficient trip through the warehouse.

• Create waves using the ScanForce Management Console or right from the scanner by selecting the orders you’d like to pick together.
• Generate waves by customer, shipping method, order date, specific items, and other order fields to create efficient picking processes.
• Eliminate multiple trips to the same bin, stage a customer’s orders together for more efficient packing/shipping, and be directed through the warehouse effectively.

Split sales orders by the number of lines, product lines, or any category fields to allow more than one worker to pick an order, even at the same time.

• Upon splitting, an order looks like multiple orders on the handheld. Users can select one of these “sub-orders” while another user selects one of the others, resulting in an order being picked faster.
• Adds measurable efficiency for segmented and multi-warehouse environments, splitting orders by warehouse, by zone or product line (freezer/cooler/dry goods), or certain other criteria.
• Enhances order picking accuracy by eliminating duplicate picking of an item.

Assign picked sales order items to a pallet/package for a streamlined and accurate shipping process.

• Capture validated sales order items and quantities, including lot/serial numbers and expiration dates, during the picking process and group them together under one pallet ID.
• Easily print a pallet/package ID label that represents all the items on the pallet, allowing for a single scan at Shipping that will ship all the items connected to the pallet ID.
• Ensure all pallets are correctly and accurately processed for shipment.

Take full control over which sales orders are picked and when. Easily filter and assign orders to specific scanner users, with priority orders automatically displayed at the top of each user’s list.

• Utilize the capabilities of your workforce efficiently by assigning orders to users with the proper skills to pick the order proficiently.
• Ensure orders get out on time by sharing the workload.
• Equip supervisors with the tool they need to effectively manage and maximize both the quality and quantity of order fulfillment.

Efficiently allocate properly designated bins that contain full cases of the item to pick large order quantities effectively.

• Define the case pack quantity for the item and define bins as case pack locations.
• Using the ScanForce Auto-Allocation feature, pickers will be directed to Case Pack bin locations when the order quantity for the item warrants it.
• Improves the efficiency of the pick process and bin replenishment by eliminating the depletion of regular “each” pick bins by large orders, maximizing the effectiveness of the Auto-Allocation process within the Multi-Bin environment.

With StarShip’s Cloud version, streamline the shipping process by eliminating manual StarShip application steps.

• Upon sending the sales order pick and package data to Sage from the mobile device, the shipment is created with the package details.
• The Mobile Ship integration is triggered, processing the shipment as if it were entered directly into StarShip.
• Shipping labels are automatically printed, and tracking numbers are sent to Sage.

Take quality pictures with the scanner’s built-in camera during sales order picking and shipping processes.

• Capture pictures as you build and complete pallets, document properly loaded trucks and containers, and capture shipping documents. Images are associated with the sales order at the header level.
• Take multiple pictures per order for image verification of proper packaging and digitizing shipping documents to successfully address complaints about damaged goods.
• Integrate with DSD’s InstaDocs document management enhancement (ScanForce InstaDocs integration enhancement sold separately) for effective document management and access.

Track individual items for regulatory and traceability requirements without needing to use the serial or lot valuation methods in Sage 100.

• Capture lot or serial numbers and expiration dates during the shipping process for items NOT using the serial or lot valuation methods in Sage 100, or when you need to track BOTH lot and serial numbers.
• Use the item labels printed during the receiving process to efficiently capture lot and serial numbers, and expiration dates with simple barcode scans.
• The field values are stored in the SO detail in Sage 100 and the ScanForce Management Console for efficient searching in transaction history for captured serial and lot numbers, and expiration dates.

Maintain better documentation on shipments by capturing vital tracking numbers while shipping on the handheld. Better records mean you can provide more effective customer service if any package issues occur.

• Automatically updates the Package Tracking field and Weight field in Shipping Data Entry in Sage 100.
• Provides quick access to tracking number information directly in the sales order, reducing re-shipments when you can prove an item was shipped when customers claim they didn’t receive it.
• A “must have” when receiving numerous customer service questions about what was, or wasn’t, in a shipment.

Leverage full WMS capabilities with ScanForce and a seamless interface to SPS EDI.

• Orders from Sage 100 are automatically available for picking within ScanForce. Items are verified as they are scanned and placed into cases.
• Once the data is sent, SPS’s edit order package & label data is populated, and case labels and packing lists can automatically print.
• Barcode scanning confirms that workers pick the correct merchandise from the order every time, eliminating costly chargebacks and shipping error costs.

With RateLinx, streamline the shipping process by eliminating manual shipping application steps.

• Upon sending the sales order pick and package data to Sage from the mobile device, the shipment is created with the package details.
• The Mobile Ship integration is triggered, processing the shipment as if it were entered directly into RateLinx.
• Shipping labels are automatically printed, and tracking numbers are sent to Sage.

Offer the convenience of quick, efficient order pickups with seamless signature capture. Typically used at a will-call window, capture the signature of the person picking up the order as proof of pick-up.

• At the completion of the shipping transaction on the handheld, capture the signature by having customers sign right on the scanner, just like the big boys do!
• The signature is saved as an image file on your server. Include the image file on any of your Sage forms, such as the invoice, to show who signed for the order.
• The signature file is easily accessible as proof that an order was picked up or delivered.

Bypassing the creation of a sales order, capture items being sold and immediately create an invoice upon data transfer.

• Capture the customer name, PO number, items, and quantities being sold and generate a printed sales receipt right from the handheld.
• Perfect for selling at a Will Call area, from a booth at a tradeshow, and from a delivery truck (Route Accounting).
• Sales orders do NOT need to be created first.

Ship complete orders with the fewest possible steps. If an order is in the “picked” stage, InstaShip will ship all the items that were picked for the selected order. With Ship All, simply select the sales order and all items on the order will be shipped with a single tap on the handheld.

• Powerful efficiency when items being shipped do not need to be validated.
• Ship All requires lot and serial numbers to be entered.
• Use with caution as shipping errors will cause inventory to be misstated and customer satisfaction could be adversely affected.

Reserve, stage, and verify materials, including lotted and serialized items, before issuing against a work ticket—giving you complete control and accuracy without paper pick sheets.

• Supports both one-step and two-step (pick/verify) workflows, improving accuracy and traceability for lot/serial components.
• Produces directed material picking on the handheld, speeding up picking with clear bin location instructions.
• Uses 2D barcodes to facilitate data entry and reduce errors with built-in scan validation.

Improve accuracy and ensure the correct items and quantities are used for production, increasing the speed of operation by eliminating manual processes.

• Indicate the bill (item) to be produced. The ScanForce mobile program then prompts the user for the components and quantities to pull for staging.
• Items are transferred to a ‘production’ or ‘staging’ warehouse code or bin location when using multi-bin.
• Items and quantities are validated based on the Bill data from Sage.

When the components used and the final yield of a production run differ from what the BOM says, update your inventory with accurate quantities.

• Enter each component, including lot numbers, from the bill and the actual quantity used.
• Enter the ‘final yield quantity’ of the finished good, ensuring accurate inventory of items and the capture of the proper costs for the run.
• Accurately update your inventory for actual component quantities used and finished items produced.

Disassemble finished items back into their component items, updating the quantities in inventory by reducing the finished item and increasing the components.

• Indicate the bill (item) to be disassembled, then enter the components and quantities to be reclaimed, validating the correct items and quantities.
• Capture the appropriate Lot or Serial numbers involved.
• Use cases include needing spare parts or reproducing items with bad components.

Ideal for backflushing, kitting operations, or make-to-order environments, simply scan the sales order number and all associated work tickets are pulled up on the mobile device for quick and easy completion processing.

• Works with ScanForce Make to Order to auto-link work tickets to sales orders.
• Supports staging locations for shipping or holding, prompting for warehouse and bin location for the finished goods produced.
• Saves time by reducing redundant steps, while improving accuracy and efficiency on the production floor.

Use barcode technology to accurately and efficiently capture items and quantities issued to a job, replacing error-prone and costly manual processes.

• Through the Inventory Issues process, capture the Job Number, Cost Code, and Cost Type for items issued to a job.
• Data populates the Issues transaction type in the inventory management Transaction Entry batch in Sage.
• Improve cash flow with accurate customer billings that reflect actual materials issued to the job.

Fully automate the creation of work tickets based on items from Sales Orders, allowing you to produce based on real-time demand.

• Link Sales Order entry to work ticket entry in Production Management.
• Under the sales order options, you can customize your work ticket integration to help streamline your production management.
• Quick, intuitive, and seamless integration between Sales Order and Production Management, creating a work ticket for designated Make To Order line items, including component items and option categories from the BOM.

Easily manage and track labor costs with real, accurate data using mobile devices and labor transaction console.

• Obtain an accurate view of your employees’ time from beginning to end of a shift, including any breaks.
• Modify or change labor data before submitting and creating a labor entry in Sage 100.
• Gain visibility into productivity performance and true labor costs.

Simplify time entry for non-production activities, supporting better labor insights across all roles—not just job-specific ones.

• Users clock in/out without associating time to a specific work ticket. Ideal for supervisors, floaters, and general floor activity.
• Simple interface with one-tap punch in/out functionality.
• Entries flow into the ScanForce Labor Dashboard for easy modification and release to Sage 100.

Whether a step is marked as in process, on hold, or completed, users can make the update on the spot, keeping your production moving and your records accurate.

• Extend Sage 100 status update functionality directly to the shop floor.
• Supports selectable statuses or a default option like “Completed”.
• Captures updates in real time with no need to access a PC, providing up-to-date job progress in Sage 100.

Divide overlapping labor time evenly across active work tickets, improving costing accuracy.

• Prevents labor hours from being inflated across jobs being worked on at the same time.
• Allows for both individual and crew-based time tracking.
• Transactions sent to the ScanForce Management Console for reviewing and editing.

Configure set lunch and rest break times that will automatically be deducted from Production Management labor entries.

• Automatically apply pre-defined breaks against time entries to efficiently capture actual time worked for the day and on work tickets.
• Avoids the rush to a PC or time clock, saving employees time clocking in and out.
• Reduce the need for supervisors to adjust time entries, saving additional labor costs.

ScanForce Mobile Sales will utilize the AvaTax tax schedules to calculate the proper tax for sales orders, quotes, invoices, and credit memos.

• Calculate accurate sales tax using the always up-to-date AvaTax tax tables.
• Provide customers an accurate sales tax amount for their transaction.
• Eliminate additional work on the back end manually calculating and confirming the correct sales tax amount.

Delivery drivers capture signatures and link them to the invoices they are delivering for delivery confirmation.

• Load open invoices to a mobile device running ScanForce Mobile Sales.
• Select the customer and the invoices being delivered, then capture the customer’s signature right on the device’s screen.
• The signature image file is stored on the Sage 100 server and linked to the invoices to be viewed or added to a Sage form that can be provided as Proof of Delivery.

For those organizations using BCS Prosoft’s Automated Rental Management module, improve the accuracy, efficiency, and timeliness of collecting the ins and outs of inventory items against rental contracts.

• Capture items shipped against a contract, validating that the item and quantity are included in the contract, improving cash flow with accurate, timely invoicing of contract activity.
• Create an ironclad contract delivery process by recording a delivery note and obtaining a signature for the receipt with a ‘Signed By’ name section.
• The Quick Return process simply captures the serial number of the item, and ScanForce knows which contract it is being returned against.

With StarShip’s Cloud version, streamline the shipping process by eliminating manual StarShip application steps.

• Upon sending the sales order pick and package data to Sage from the mobile device, the shipment is created with the package details.
• The Mobile Ship integration is triggered, processing the shipment as if it were entered directly into StarShip.
• Shipping labels are automatically printed, and tracking numbers are sent to Sage.

The ScanForce/Certipro integration delivers end-to-end cycle count item selection, data collection, and data entry automation.

• Complete cycle counts quickly and accurately, saving time and money.
• Eliminate costly printing and error-prone manual data entry processes.
• Enter collected counts into Sage with the tap of a button.

Capture, record, and reconcile inventory items used for service orders, or for repair parts being shipped to a customer.

• Guide pickers to the correct item and bin to save on labor and reduce time spent searching.
• Automatically transfer the picked items to the repair/staging area bin to cut back on excess data entry.
• Accurately update Inventory quantities and locations with the touch of a button.

Leverage full WMS capabilities with ScanForce and a seamless interface to SPS EDI.

• Orders from Sage 100 are automatically available for picking within ScanForce. Items are verified as they are scanned and placed into cases.
• Once the data is sent, SPS’s edit order package & label data is populated, and case labels and packing lists can automatically print.
• Barcode scanning confirms that workers pick the correct merchandise from the order every time, eliminating costly chargebacks and shipping error costs.

With RateLinx, streamline the shipping process by eliminating manual shipping application steps.

• Upon sending the sales order pick and package data to Sage from the mobile device, the shipment is created with the package details.
• The Mobile Ship integration is triggered, processing the shipment as if it were entered directly into RateLinx.
• Shipping labels are automatically printed, and tracking numbers are sent to Sage.

Using DSD’s InstaDocs enhancement, have efficient access to pictures and documents captured through our Inbound and Outbound Image Capture enhancements.

• View images on the InstaDocs tab in various modules within Sage 100.
• ScanForce automatically tags, or links, images to orders so they are viewable on the proper Sage screens.
• ScanForce captures images during the receiving and shipping processes, tagging them to the appropriate Purchase Order and Sales Order for easy management by InstaDocs.