Sage 300 ERP was introduced to help automate and manage the company’s financial and inventory requirements. When it came to choosing a company to help develop and deploy the software, Stack’s major priority was the ready availability of support. “We met Enabling through a referral from a CPA meeting. The fact that they could help with development of our system was an important issue. That they also have an award-winning relationship with the vendor, Sage, assured us Enabling could provide the expertise we needed,” he says.
Westfund has been running its business with the help of Sage 300 ERP and add-on modules from Orchid Systems for over ten years. Roughly three years after Sage 300 ERP was deployed, Westfund decided to expand their system to reflect the nuances of the optical industry. Because glasses are made with prescriptions specific to each customer, they need to pay upfront, before receiving their new eyewear. It’s a different approach from many other retail businesses. Guided by Enabling, the order entry process was adapted to meet Westfund’s particular requirements.
Over the ensuing years other changes followed. As the business began to move away from manual cheques, Westfund implemented EFT Processing software from Orchid Systems to streamline payment and collection processes. The solution removes manual tasks by automatically transferring Sage 300 ERP receipts and payments to Westfund’s banking software and can email the remittance advice. As business grew, warehouse stock management needed a boost, with Bin Tracking from Orchid introduced, and a PDA Stock Take Module developed by Enabling. The Bin Tracking module eliminates the need for manual lists of stock locations, improving both putting away and picking, as well as stocktakes. The PDA Stock Take Module allows staff to use hand held readers to scan bar codes on optical frames and upload the results directly into Sage 300 ERP. These innovations enabled faster, more accurate stocktakes and product handling within stores. Another change saw deployment of Orchid Process Scheduler, which allows the optical stores to automate processes such as end of day procedures and file transfers.
The latest innovation is business intelligence analysis tool, PowerOLAP®, to make Sage 300 ERP data accessible to non-financial users for analysis with a spreadsheet interface. For example this allows them to better understand members, the products they use and how they interact with Westfund.