Reporting & Alerts

Reporting and Alerts

Other than regular business functions like paying bills and invoicing and cash receipts efficiently, the biggest benefits of an ERP system include providing valuable and timely information and metrics on your business to manage and streamline and grow your business.

Information on sales and costs and keeping the right type and volume of inventory are all critical in managing a business. This is where reporting and alerts come in.

Sage 100 comes with a huge number of standard reports which are all able to be modified to remove or add information as needed. In addition, users (or we can help) can use Crystal Reports or Sage Intelligence to write reports that contain the exact information required by specific users in the company. For example, a purchasing manager needs very different information including last costs and raw materials required to produce finished goods based on forecasts and orders in hand to a customer service manager who is trying to evaluate the fill rate on orders and where business is being lost. The CFO or controller needs yet other metrics on financials at any given moment and not just at month end. This is where custom reporting can change the dynamic.

Reports can provide valuable information but we can do more…


Auto-deliver relevant forms, documents, and reports to the people who need them. Automate the generation and delivery of invoices to customers, purchase orders to suppliers, and analytical reports to managers. Schedule reports to auto-distribute based on any recurring schedule and in the requested format, and configure other reports to auto-run only when the business conditions warrant it.


Keep people informed. Deliver automated alerts about any business conditions, such as overdue invoices, critical support issues, or contracts about to expire. Deliver the alerts via any method, any device, including email, text message, fax, dashboard, or instant message. And send them to everyone; employees, customers, and suppliers – in the format they want, and when they need them the most.


Streamline processes by automating best practices. When a client becomes overdue, automatically put them on credit hold; when stock runs low, auto-create a purchase order. And if a support request is received via email, turn that message into a support ticket. Move data between applications; and create custom integrations that turn resource-intensive manual processes into automated business activities.

This is where Sage Alerts And Workflow can help. This module can be configured based on your rules and it is a very flexible tool that can provide much value without adding workload to users or adding additional headcount.

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Munjal White is a full service solution provider of Sage 100 and Sage Intacct. Our team of professionals is focused on assisting companies reach their potential.

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Positively impact day-to-day operations by streamlining processes resulting in increased revenues and cost reductions.

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Our team has extensive experience in various business sectors including Accounting & Finance, Inventory & Distribution, Manufacturing, Field Service and others.

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