Demo with real customer data
Theoretical presentations and generic demos have their place, but can only take you so far. This might never be truer than with Business Intelligence solutions.
Many prospects will only really "get it" when they see software running on data they can identify with.
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This is where Orchid’s Info-Explorer Lite edition comes into its own. Your prospects can install it free of charge, and use our range of sample cubes to experience the analysis power of Info-Explorer using their own Sage 300 data.
Read this article for more on how Info-Explorer Lite can help you close a sale. |
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In this edition our focus is on how Orchid products can contribute to a more efficient workplace by facilitating Management by Exception. This includes support for:
- Defining exceptions
- Identifying exceptions
- Investigating & Escalating exceptions
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Managing by Exception
To find out more, read our Managing by Exception with Orchid news article, watch Steve's video, and have a closer look at the Orchid products listed below.
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| Watch Steve Fouche discuss Managing by Exception using Orchid Products |
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| Orchid's Extender lets you monitor changes to Sage 300 data, execute Python scripts, trigger email alerts, create Notes, and update audit logs when nominated events occur. |
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| Orchid Notes lets you present information about exceptions where and when it's needed, e.g. conditionally based on the real-time execution of an Extender script. |
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| Info-Explorer, Orchid's affordable BI tool, lets you slice and dice multiple views of Sage 300 data, then drill down into specific records identifed as needing a closer look. |
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| Orchid Process Scheduler lets you manage the execution of Extender scripts, Sage 300 integrity checks, and other processes designed to identify and escalate exceptions. |
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| Identified an exception, and need to get someone else involved? Orchid's Email SmartLink can generate an email with a hyperlink, allowing the recipient to drill directly through to a specific Sage 300 record. |
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Protect-A-Bed's salespeople needed a tool to help them analyse their customers’ history, predict future needs, and prepare for meetings. They also needed to find a more efficient way of calculating commissions.
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(Login may be required for some articles.)
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v2018 Progress Update
v2018 versions of the following products have been released and are now available for download (login required):
- EFT Processing ; RMA ; Extender ; Process Scheduler
We plan to have all other modules released by the end of October. Wondering why it's taking so long? Read our Anatomy of a Version Update article to get a feel for what's involved. |
Note that, consistent with Sage policy, we only support the 3 most recent versions of our software. This means v2014 modules will no longer be supported from November 2017. |
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New Extender Sample Scripts
The following new sample scripts are available for download (login required):
- Auto-Populate AR Invoice Detail Optional Fields - based on AR Items Optional Fields held in an Extender table.
- Auto-create, File & Email OE Invoice - adds buttons to Orchid Notes to generate/print a PDF, store it where Document Management Link will display it, and send an email with the invoice PDF attached.
New Info-Manager Sample Cubes
We've updated quite a few of our Sample Cubes, and also created some new ones, to support our special feature on Managing by Exception. Several of these are featured in Steve's video above. Here are some new cubes we think deserve a closer look:
- Bin Tracking Status: Display Bin Transfers by status. Includes Source and Pick/PutAway quantities.
- Unposted GL, AP and AR Batches: Review all unposted batches in GL and sub-ledgers, and drill through to the underlying Sage 300 transaction screen.
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Orchid Support FAQs
The following KnowledgeBase articles (login required) answer some new or commonly asked support questions from recent weeks:
Sales & Training Videos:
We continue to publish product overview, demo and training videos (including recordings of our Webinars) to both the Resources area of our website and YouTube. We invite you to subscribe to our YouTube channel, so you'll be among the first to know when we upload something new.
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Online Training:
We've scheduled 3 sessions of the following webinar, in an effort to suit partners in different time zones. To find out more or register, go to our Events page. where you'll also be able to see anything else we may have planned.
- Managing by Exception (using Orchid products) - November 16th & 17th
Interested in the online training, but the dates or times don't suit you? Register anyway - we'll video one of the sessions and email you a link.
Sage Sessions - South East Asia
Anne and Steve will be heading off to Hong Kong, Bangkok, Jakarta, Kuala Lumpur and Singapore in early November to support the Sage Sessions roadshow. To find out more or register, go to our Events page.
Looking for any of our previous Orchid Partner News emails?
They are all available on our website.
Ideas welcome!
We’d love to hear from you if you have any suggestions for blogs, technical articles, webinars etc. Don’t be shy, just contact us.
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