Free Inventory Management Guides

  • Case Studies
    These case studies are a detailed study of many people’s Software concern or phenomenon. These case studies involve resolutions and how they are satisfied and happy with the result.

  • Order Management
    Sales performance transformation involves "a series of baton hand-offs," moving from strategy sessions to tactical planning to the execution stage, noted Mike Kunkle, VP, sales effectiveness services at SPARXiQ in his Sales GPS 2020 presentation, 6 Steps to Position Your Sales Talent for Growth.

  • How to choose a Service and Maintenance Application
    Suppose you’re not already using a service and maintenance application. In that case, you may be at a critical juncture in your business when your manual system no longer supports the pace of business. Or you may already have some software support, but you’re finding that it no longer fits the size, quantity, or complexity of your current activities. In either case, it’s time to find a new service and maintenance application, one that suits your needs for today and will continue to support you through significant future growth.

  • EDI (Electronic Data Interchange)
    EDI documents are based on specific EDI standards that define the rules for how the content of an EDI document is laid out. This document ensures that an EDI translator on the receiving end knows where to find each piece of information to convert the EDI document to the format of the receiver’s internal accounting system.

  • How to Choose Warehouse Management System

    How to Choose Warehouse Management System
    When it comes to choosing the right warehouse management system (WMS) for your business, it’s important to understand your warehouse needs and the benefits of having an integrated WMS before starting the selection process.

  • Changing the Customer Conversation from Price to Value

    Changing the Customer Conversation from Price to Value
    The most fundamental strategic questions facing manufacturers today aren’t about technology or talent or stock price. They’re about customers — and the fundamental ways in which customer expectations have changed. Market dynamics have reduced most customer interactions to discussions of “price” without reference to value.

  • Analyzing Inventory to Maximize Profitability

    Analyzing Inventory to Maximize Profitability
    Every company strives to improve profitability. Countless hours are spent in meetings devising ways to lower operating costs while increasing sales and gross margins.

    4 major inventory challenges that affect corporate profitability:

  • Implement a Manufacturing System

    Implement a Manufacturing System
    No two organizations ever implement the same manufacturing system in the same way. Combine the vagaries of different companies, business processes, people, and systems, and “the directions” for how to implement a manufacturing system take on the wandering complexities of James Joyce’s Ulysses. Yet just as the Joyce epic has crib notes, so, too, does manufacturing system implementation.

  • Customer Compliance Demands

    Customer Compliance Demands
    The Wal-Marts and Targets have broken huge ground on the future use of technology in the supply chain. They are the pioneers forging new trails, opening up boundless opportunity for the true entrepreneur so that they may build their IT infrastructure to support the compliance standards set by these leaders. A small Distributor can compete with a competitor ten times it size by simply using IT as a strategic weapon. It’s that simple.

  • Manufacturers Evaluation Guide

    Manufacturers Evaluation Guide
    Implementing the proper business system can be as strategic and important to your bottom line as purchasing new equipment. However, implementing the wrong solution or choosing an inexperienced solution provider can have serious negative effects on your business—from lost opportunities and downtime to bankruptcy in some extreme cases.

  • Making Delivery Date Promises

    Making Delivery Date Promises
    What is the most often asked question from customers? "When can I expect delivery of the product I just ordered?" They want a date, a reliable date, to expect delivery. Seems like a reasonable request. The damage of missing the promised delivery date is huge. Here is a partial list of the impact:

  • Excel on Steroids Tips and Tricks Vol 1

    Excel on Steroids Tips and Tricks Vol 1
    1. TOOLBARS
    2. NAVIGATING
    3. PIVOTTABLE
    4. FUNCTIONS
    5. CHARTS
    6. FILTERING
    7. FORMATTING

  • Excel on Steroids Tips and Tricks Vol 2

    Excel on Steroids Tips and Tricks Vol 2
    1. FORMATTING
    2. PIVOTTABLES
    3. SHORTCUTS
    4. MACROS
    5. FORMULAE
    6. MICROSOFT EXCEL OPTIONS/TOOLS
    7. OLE – OBJECT LINKING AND EMBEDDING
    8. WORKSHEETS AND NAVIGATION

  • Excel on Steroids Tips and Tricks Vol 4

    Excel on Steroids Tips and Tricks Vol 4
    1. USING THE TAB KEY TO MOVE TO THE NEXT INPUT CELL
    2. TRAPPING ERROR MESSAGES
    3. DATE CALCULATIONS & FORMULAS
    4. CUSTOMIZING VALIDATION LISTS
    5. AVERAGING A NON-CONTIGUOUS RANGE
    6. FORMATTING YEAR VALUES REPRESENTED AS DECIMALS TO SHOW YEARS & MONTHS

  • Excel on Steroids Tips and Tricks Vol 5

    Excel on Steroids Tips and Tricks Vol 5
    1. USING FILTERING OPTIONS
    2. USING THE DATEIF FUNCTION
    3. THE RIGHT FUNCTION
    4. PUBLISHING AN EXCEL WORKBOOK TO AN INTRANET/INTERNET LOCATION
    5. SPLITTING OF WINDOWS

  • 17 Rules of the road for CRM

    17 Rules of the road for CRM
    When it comes to choosing the right customer relationship management (CRM) system for your business, it’s important to understand all the benefits of an integrated CRM system before beginning your selection process.

  • 37 New Ideas for Growing Businesses

    37 New Ideas for Growing Businesses
    With the speed of globalization, industry convergence, and technological change, business owners are waging competitive battles on many fronts: streamlining business processes, leveraging new technologies, and building value across the enterprise. If your organization is facing challenges like these, you need a paradigm for evaluating what’s best for your business.

  • How to Choose HR System

    How to Choose HR System
    Welcome to How to Choose an HR System. Selecting the best HR software for your organization is an important business decision. We created this guide to provide you with the essential information you need to make the best decision possible.

  • Demand Planning Optimizing Operations Across the Supply Chain

    Demand Planning Optimizing Operations Across the Supply Chain
    Demand planning software packages can help manufacturers to:

    1. Establish baseline sales forecasts, incorporating multiple inputs;
    2. Perform sophisticated analysis that improves their use of human and capital resources;

  • Distribution Evaluation Guide

    Distribution Evaluation Guide
    Implementing the proper business system can be as strategic and important to your bottom line as expanding your warehouse or bringing on new product lines. However, implementing the wrong solution or choosing an inexperienced solution provider can have a serious negative effect on your business — from lost opportunities and late orders to bankruptcy in some extreme cases.

  • Making the Move

    Making the Move
    Straight talk about selecting the right solution to support your company’s growth requirements.

    your small business isn’t so small anymore. So how do you make the move to a more powerful accounting solution? First things first: It’s critical to gather all the facts before you make a decision. The new system can impact nearly everyone in your company, so each decision is critical. It pays to be meticulous.

  • Finding Opportunities in Rising Fuel Costs

    Finding Opportunities in Rising Fuel Costs
    Finding a silver lining in the clouds of a destructive storm is not always easy. Rapidly rising fuel costs have been a devastating force for many manufacturers of industrial equipment. The immediate impact has been an increase in the cost of transportation and freight as well as some raw materials. Some machinery manufacturers may also suffer from fuel costs associated with sales, specification, installation, and support activities.

  • Keys to Success for Industrial Equipment Suppliers to Meet Today's Top Three Issues

    Keys to Success for Industrial Equipment Suppliers to Meet Today's Top Three Issues
    Demands on industrial equipment suppliers are higher than ever before. It’s no longer adequate to provide high-quality products, even if the prices are competitive with suppliers from around the globe. These days, customers are not only making high demands for product specifications but also expecting a complete solution.

  • Managing Business Risk in Industrial Equipment and Supply

    Managing Business Risk in Industrial Equipment and Supply
    Few industrial companies were prepared for the swift economic decline in 2001. The losses led to industrywide cost control measures including off-shore sourcing. Wise companies also implemented greater risk management oversight.

  • The IFRS Challenge

    The IFRS Challenge
    There’s no longer any doubt: International Financial Reporting Standards (IFRS) are coming down the pipeline. The business and accounting press are full of news about IFRS, and businesses are realizing they need to pay attention.

  • Value of Manufacturing Visibility

    Value of Manufacturing Visibility
    Learn how to improved operations, customer service and increase profits by: 1. Focus on the right measures—those that enable them to understand how well their processes are functioning, and those that matter most to their customers.

  • Barcoding 101

    Barcoding 101
    Bar coding, a form of keyless data entry facilitating automatic identification and data collection (commonly referred to as Auto ID), is not just for grocery stores anymore.

  • Top 5 Cyber Safety Practice Tips for the Busy Therapist
    The number one threat to businesses today is a cybersecurity breach. Small business owners can no longer afford to turn a blind eye, thinking, “It won’t happen to me.” The thieves are out there, targeting all kinds of businesses, large and small. No one is immune to it. They may hack into your system and steal your confidential data, they might freeze your phone systems, or they might hold all your customers’ data ransom and demand that you pay. Every day a new threat emerges.