Merchanter ERP and Sage financials: A dynamic duo
While Sage is a great tool for accounting, it falls short when it comes to managing a merchant business.
It lacks robust order processing capabilities making it difficult to track the entire sales cycle, and splitting orders in Sage can be cumbersome, especially for businesses dealing with multiple branches and complex products.
That’s why we design Merchanter so that it can link up with Sage, so you get the best of both worlds: the expertise of a proven financial package, with the added benefits of a merchant trading system that links up every bit of your business.
A dynamic duo
Imagine the time and energy you could save if your stock management and financial systems worked together in harmony.
Merchanter takes care of the operational side of your business, handling everything from stock management to order processing, while Sage focuses on your financial records, ensuring they're always accurate and up-to-date.
Why integrate Merchanter with Sage?
Modern ERP doesn’t have to do it all. It’s not a lone wolf. Because one thing it does (brilliantly) is allow you to connect best-in-class solutions across every area of your business. Teamwork. Collaboration. Communication. But with software, not just people.
Increasingly, integration is seen as the ideal model for modern software. Instead of relying on a massive, cumbersome system that tries to handle everything, you can have an agile, cooperative system at the heart of your operations. This approach lets you link up with the best tools to meet your specific needs.
Affordable and accessible
Software like Sage is inexpensive, and is regularly updated to the latest legal requirements. Your accountant can even access it, meaning less work for you.
Faster, cleaner finances
When your Sage financials are fed by detailed, accurate and timely order and stock information from Merchanter, their housekeeping workload is reduced, getting you the financial information you need faster.
Less learning, more leading
You already know Sage. Integrating Merchanter means you can focus on running your business, not figuring out complex new software. Plus, your accounts team won't need extensive training on a new financial system, saving you time and money.
Quick decisions, bigger profits
Having all the right information at your fingertips without complicated, potentially vulnerable work-arounds gives you the power, the insight and the information to get things done quickly, and get them done right. No missed opportunities. Better profitability. A thriving business.
Could I use Sage to run my whole business?
While Sage is excellent for managing your finances, it’s only one part of running a successful business.
For merchants, there’s much more to consider, such as sales, purchasing, product, and stock management. Sage handles your accounts efficiently, but it doesn’t provide the comprehensive control needed for other critical areas.
Think of Sage as a guide, helping you track your past and future financial paths. However, it’s not the tool to steer the entire operation.
To truly manage your business end-to-end, you need an ERP system like Merchanter. This acts as the captain, making real-time decisions, navigating challenges, and ensuring your business stays on course.
In short, Sage manages the numbers, but an ERP system like Merchanter builds your business's future.
How does it work?
Merchanter and Sage are connected through a live, automated link that effortlessly shares customer, sales invoice, purchase invoice, and payment data.
Order Processing
When you create a new order in Merchanter, all order details, including customer information, products, quantities, and prices, are captured in one place.
Customer Management
Add new customers or update existing customer details within Merchanter. This information is automatically synced to Sage, meaning your customer database is always up-to-date.
Invoice Generation
Once an order is complete, Merchanter generates a detailed invoice. This invoice, with all relevant information, is then exported directly to Sage.
Live Credit Control
As customer payments are received and reconciled in Sage, the updated account balance and aged debt is fed back into Merchanter. This allows you to manage credit effectively and make informed decisions about future sales.