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Sage 300 ERP Accounting Software Platform

Sage 300 is an enterprise resource planning (ERP) software that helps you manage your accounting, inventory, operations and distribution all from one platform. Find out how Cherry Bekaert can guide you through the implementation process and prepare your business for growth.

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Understanding Sage 300 ERP System (formerly Sage Accpac)

Sage 300 is a comprehensive ERP software solution designed for small to medium-sized businesses. It is a modern ERP solution that helps organizations manage their accounting, operations, inventory, distribution and customer relationships within a single, unified platform.

Why Sage 300 Is a Smart Investment for Small to Medium-sized Enterprises

Sage 300 is a robust and scalable ERP solution tailored to meet the evolving needs of small to medium-sized businesses. It empowers organizations to streamline operations, enhance financial oversight, and support sustainable growth — all within a flexible, modular framework that adapts to diverse industry requirements.

Whether deployed on-premises or in the cloud, Sage 300 offers a centralized platform for managing core business functions such as accounting, inventory, procurement, project costing and customer relationships. Its intuitive interface and customizable dashboards make it accessible for teams across departments, while its multi-currency and multi-language support ensure readiness for global expansion. Sage 300 is designed to be flexible and serve a wide range of industries, but it is especially well-suited for the following sectors:

Simplify Your Finances With Sage 300 Software

Are you looking to enhance the efficiency or effectiveness of your manufacturing, distribution or retail business? Sage 300 offers a powerful, scalable solution that simplifies financial management across borders, supporting multiple currencies, locations and entities.

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Top Sage 300 ERP Software Features

Cloud-enabled Financial Tools

Sage 300 offers cloud-enabled features and subscription licensing under the term “Sage 300cloud,” which combines the traditional desktop ERP with cloud-connected features. Sage 300cloud is not a separate product; instead, the term was created by Sage primarily for marketing and licensing purposes.

The cloud-enabled features include:

  • Remote access: Users can access Sage 300cloud from anywhere via a secure internet connection.
  • Web screens: Includes browser-based interfaces for finances, operations and reporting.
  • Integration with Microsoft 365: Enhances collaboration and productivity.
  • Automatic updates and backups: Available through managed hosting providers.

Automated Sales Order Management

Sage 300’s automated sales order management feature streamlines the entire sales order process by allowing organizations to efficiently create, track, fulfill orders, automate approvals and manage inventory levels in real time. It can help with the following sales processes: 

  • Purchase orders: Manage inventory levels in real time.
  • Receipts: Automate the process of recording and matching received goods or services against purchase orders.
  • Vendor invoices: Automate the entry, tracking and approval of invoices, matching them to purchase orders and receipts.
  • Returns: Process returned goods, match them against original purchase or sales orders, update inventory levels automatically and generate accurate credit notes.
  • Mailing labels: Generate and print labels directly from customer, vendor or inventory records.
  • Order confirmation: Automate the generation and delivery of confirmation documents to customers once an order is placed.
  • Picking slips: Generate and print detailed picking instructions for warehouse staff based on sales orders automatically. 

Integrated Inventory Tools

Sage 300’s integrated inventory tools can help your organization to optimize inventory control, reduce costs and ensure accurate fulfillment across the entire supply chain.

  • Maintain inventory records: Track stock levels, record inventory movements, update quantities in real time and provide detailed reports on items across multiple warehouses.
  • Produce stock reports: Compile real-time inventory data from multiple warehouses, tracking stock movements, and generating detailed, customizable reports that provide insights into inventory levels, turnover rates and item performance.
  • Integrate with other inventory systems: Support data exchange and synchronize through APIs, import/export tools, and third-party connectors, allowing organizations to share inventory information, automate updates and maintain consistency across multiple platforms.
  • Generate serial or lot numbers: Manage serial or lot numbers by automatically assigning unique identifiers to inventory items during receipt, production, or sales processes, enabling precise tracking, traceability, and reporting throughout the supply chain for improved inventory control and compliance.

Simplified Payments

Sage 300’s simplified payments feature enables organizations to automate and streamline the payment process for vendors and suppliers, allowing for faster, more accurate payment scheduling, electronic payments, and easy reconciliation.

  • PayPal: Connect your PayPal account directly to Sage 300, allowing you to add a “Pay Now” button to invoices sent to customers. When customers click this button, they can pay instantly via PayPal, and Sage 300 automatically records and reconciles the payment in your accounts.
  • Stripe: Sage 300 integrates with Stripe by allowing organizations to accept online payments directly through invoices, automate payment reconciliation, and provide customers with a secure and convenient way to pay using credit cards or other Stripe-supported methods.
  • FortisPay: Sage 300 integrates with FortisPay to enable secure, automated payment processing for invoices and transactions, allowing organizations to accept electronic payments, streamline reconciliation, and improve cash flow management through seamless connectivity between their ERP system and FortisPay’s payment platform.
  • Paya: Sage 300 integrates with Paya to enable secure, automated electronic payment processing for invoices and transactions, allowing organizations to accept credit card and ACH payments, streamline payment workflows, and simplify reconciliation.

Cloud-enabled Financial Tools

Sage 300 offers cloud-enabled features and subscription licensing under the term “Sage 300cloud,” which combines the traditional desktop ERP with cloud-connected features. Sage 300cloud is not a separate product; instead, the term was created by Sage primarily for marketing and licensing purposes.

The cloud-enabled features include:

  • Remote access: Users can access Sage 300cloud from anywhere via a secure internet connection.
  • Web screens: Includes browser-based interfaces for finances, operations and reporting.
  • Integration with Microsoft 365: Enhances collaboration and productivity.
  • Automatic updates and backups: Available through managed hosting providers.

Automated Sales Order Management

Sage 300’s automated sales order management feature streamlines the entire sales order process by allowing organizations to efficiently create, track, fulfill orders, automate approvals and manage inventory levels in real time. It can help with the following sales processes: 

  • Purchase orders: Manage inventory levels in real time.
  • Receipts: Automate the process of recording and matching received goods or services against purchase orders.
  • Vendor invoices: Automate the entry, tracking and approval of invoices, matching them to purchase orders and receipts.
  • Returns: Process returned goods, match them against original purchase or sales orders, update inventory levels automatically and generate accurate credit notes.
  • Mailing labels: Generate and print labels directly from customer, vendor or inventory records.
  • Order confirmation: Automate the generation and delivery of confirmation documents to customers once an order is placed.
  • Picking slips: Generate and print detailed picking instructions for warehouse staff based on sales orders automatically. 

Integrated Inventory Tools

Sage 300’s integrated inventory tools can help your organization to optimize inventory control, reduce costs and ensure accurate fulfillment across the entire supply chain.

  • Maintain inventory records: Track stock levels, record inventory movements, update quantities in real time and provide detailed reports on items across multiple warehouses.
  • Produce stock reports: Compile real-time inventory data from multiple warehouses, tracking stock movements, and generating detailed, customizable reports that provide insights into inventory levels, turnover rates and item performance.
  • Integrate with other inventory systems: Support data exchange and synchronize through APIs, import/export tools, and third-party connectors, allowing organizations to share inventory information, automate updates and maintain consistency across multiple platforms.
  • Generate serial or lot numbers: Manage serial or lot numbers by automatically assigning unique identifiers to inventory items during receipt, production, or sales processes, enabling precise tracking, traceability, and reporting throughout the supply chain for improved inventory control and compliance.

Simplified Payments

Sage 300’s simplified payments feature enables organizations to automate and streamline the payment process for vendors and suppliers, allowing for faster, more accurate payment scheduling, electronic payments, and easy reconciliation.

  • PayPal: Connect your PayPal account directly to Sage 300, allowing you to add a “Pay Now” button to invoices sent to customers. When customers click this button, they can pay instantly via PayPal, and Sage 300 automatically records and reconciles the payment in your accounts.
  • Stripe: Sage 300 integrates with Stripe by allowing organizations to accept online payments directly through invoices, automate payment reconciliation, and provide customers with a secure and convenient way to pay using credit cards or other Stripe-supported methods.
  • FortisPay: Sage 300 integrates with FortisPay to enable secure, automated payment processing for invoices and transactions, allowing organizations to accept electronic payments, streamline reconciliation, and improve cash flow management through seamless connectivity between their ERP system and FortisPay’s payment platform.
  • Paya: Sage 300 integrates with Paya to enable secure, automated electronic payment processing for invoices and transactions, allowing organizations to accept credit card and ACH payments, streamline payment workflows, and simplify reconciliation.

Sage 300 Platform Benefits for Growing Your Business

  • Global Support of Multi-currency and Multi-language Capabilities

    Sage 300 is designed to support global businesses through multi-currency, multi-language and localization capabilities. For example, you can create and manage any number of currencies and exchange rates.

    Key Benefits:

    • Manage transactions in multiple currencies
    • Generate documents in multiple languages
    • Customize regional settings
    • Consolidate financials across international subsidiaries
    • Improve user experience with localized interfaces

  • Enhanced Operational Efficiency

    Sage 300 enhances operations for global businesses by automating routine tasks and integrating key systems, such as streamlining workflows, reducing manual errors and improving overall efficiency. 

    Key Benefits:

    • Automate recurring tasks
    • Integrate with CRM, payroll and inventory systems
    • Reduce manual entry and reconciliation errors
    • Improve visibility and decision-making
    • Scale automation as your business grows

  • Optimized Inventory Control

    Sage 300 supports comprehensive inventory control and asset tracking through integration with solutions like Sage Fixed Assets, helping businesses manage the full lifecycle of company assets — from acquisition to disposal. 

    Key Benefits:

    • Track inventory across multiple locations
    • Automate asset depreciation and disposal processes
    • Link purchase orders and invoices directly to asset records
    • Maintain detailed audit trails
    • Schedule maintenance and monitor asset condition 

  • Support Compliance With Sage 300 Audit Trail Features

    Sage 300 helps organizations maintain regulatory compliance efforts through robust audit trail capabilities. Every financial and operational transaction is automatically logged, capturing who made the change, what was changed, when it occurred and where in the system it happened.

    Key Benefits:

    • Automatically record all user activity and system changes
    • Maintain tamper-proof logs
    • Track changes to financial data, user permissions and system configurations
    • Generate audit-ready reports
    • Align with accounting standards and regulatory requirements

  • Streamlined Accounting Processes

    Sage 300 automates workflows and enhances data entry through built-in features and powerful add-ons. For example, you use predefined workflow templates for approvals, notifications and task routing. 

    Key Benefits:

    • Use configurable workflows to streamline approvals
    • Minimize manual data entry with integrated modules
    • Improve accuracy and consistency with real-time validation
    • Integrate with third-party tools to extend automation 

  • Third-party Customization

    Sage 300 enables businesses to customize their ERP system to meet specific operational, industry, and user needs through a wide range of configuration and extension options. For example, with Sage 300, you can improve order flows, add barcode scanning, and modify reports and dashboards. 

    Key Benefits:

    • Configure workflows, screens and user roles
    • Integrate with third-party applications
    • Customize reports, forms, and dashboards
    • Extend functionality with add-ons
    • Use the Sage SDK and APIs to build tailored solutions

Learn How To Use Sage 300 With Cherry Bekaert

Cherry Bekaert can help your organization learn how to maximize the value of your Sage ERP platform, so that it aligns with your business goals and enables smart decisions.

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Sage 300 ERP Consulting and Support Services

We offer personalized guidance throughout your Sage 300 implementation journey, tailoring the system to your business needs and optimizing for long-term success.

Contact a Sage 300 Consultant

  • Implementation Services

    With decades of ERP experience, Cherry Bekaert’s implementation approach focuses on understanding your unique business requirements, delivering customized solutions, and supporting a seamless go-live experience.

  • Integration Services and Customization Services

    Our integration and customization services ensure Sage 300 connects seamlessly with your existing systems and is tailored to your unique business processes. By enabling real-time data flow, reducing manual tasks, and delivering customized reports and workflow enhancements, we help your organization achieve a unified and efficient operation aligned with your goals.

  • Cloud-hosting Services

    Our cloud-hosting services provide secure, scalable access from anywhere, promoting business continuity and flexibility. With professional management and built-in backups, we help reduce IT overhead while keeping your data protected and available.

  • Training Services

    We empower your team with the knowledge and confidence to fully leverage Sage 300. Through hands-on instruction and tailored learning paths, users gain the skills needed to maximize efficiency and drive long-term success.

  • Support and Maintenance Services

    Our support and maintenance services keep your Sage 300 system running smoothly with timely updates, troubleshooting and professional assistance. From routine maintenance to urgent issue resolution, we’re committed to minimizing disruptions and optimizing performance.

  • Process Analysis Services

    We help identify inefficiencies and uncover opportunities for improvement across your operations. By evaluating workflows, system usage and business goals, we deliver actionable insights that drive smarter decisions and better outcomes.

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Case Study

Sage ERP Implementation Success: Case Study

The International Association of Fire Chiefs (IAFC) recognized the need for more timely and accurate financial reporting. To address this, the nonprofit membership organization collaborated with Cherry Bekaert for a comprehensive diagnostic assessment of its people and technology. This collaboration led to the implementation of the Sage financial management system.

Read the Case Study
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Sage 300 Pricing: Explore the Costs

The pricing structure for Sage 300 varies based on deployment model, number of users, selected modules and whether you choose a subscription or perpetual license. Cherry Bekaert can help you choose the right Sage product to meet your unique needs. Reach out to us for a consultation and to get a quote. 

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Our Professionals

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Roy Nicholson

Business Optimization Leader

Partner, Cherry Bekaert Advisory LLC

Dave Kerr

ERP Sage Implementations Leader

Partner, Cherry Bekaert Advisory LLC

Koray Ozturk

Enterprise Resources Planning - Sage

Partner, Cherry Bekaert Advisory LLC

Paul White

Client Success – Sage

Managing Director, Cherry Bekaert LLC

Sage 300 Frequently Asked Questions (FAQs)

Sage 300 is a modular, scalable ERP platform primarily used by small to mid-sized businesses. It supports multi-company, multi-currency, and multi-location operations, making it ideal for organizations with complex structures or international reach. It helps modernize ERP systems with cloud-enabled flexibility, integrated financial management, streamlined operations, scalable architecture, improved decision-making, and enhanced customer and vendor management. 

Sage 300 is ideal for multiple industries, including manufacturing, distribution, professional services, real estate and construction, healthcare and life sciences, private clients services, and nonprofits.

The cost of Sage 300 varies depending on deployment type (cloud vs. on-premise), number of users, selected modules and implementation scope. 

Installing Sage 300 involves several steps, including preparing your system, installing required components, and configuring databases and workstations. We recommend that you work with a trusted advisor, like Cherry Bekaert, during this process. 

Yes, and it’s a commonly used feature for reporting, analysis and sharing. 

Yes, we would appreciate the opportunity to give you a tour of Sage 300, demonstrating the features of the software and how it can help you streamline your workflows.

No. Sage 300 is not cloud based and is deployed on local servers. However, there is a cloud-enabled offering that is available, named Sage 300cloud. The difference between Sage 300 and Sage 300cloud comes down to deployment, licensing and accessibility.

Sage 100 is best suited for small to mid-sized businesses, especially those operating within a single location or region, and needing robust accounting, inventory and manufacturing capabilities.

Sage 100 Contractor is a comprehensive ERP construction management and accounting software system tailored specifically for small to mid-sized contractors. It centralizes all phases of construction and service operations into one intuitive platform.

Sage 300 is designed for mid-sized to larger businesses with more complex needs, such as multi-entity or multi-currency operations, and is ideal for companies with multiple locations or international reach.

Sage 300 CRE is designed specifically for mid-sized to larger companies in construction and real estate. It helps these company manage their financials, operations and project lifecycles more efficiently.

Cherry Bekaert can help you choose the right product that meets your needs.

Contact Our Sage 300 Consultants