Daily Sales Flash for Sage 100
Every morning, the people you enrol get yesterday from Sage 100 as of close: sales and gross profit by branch against last year and the month to date, open orders, the biggest tickets. Every figure opens the rows behind it. Nothing to build in a report writer.
Finance & reportingUpdated Oct 202620 ERPs
See it work on Sage 100.
Click through the steps. Fictional data, in Sage 100’s terms; the real thing runs on Sage 100.
Sales $184,620 · GP 27.4% · 212 tickets. Last year, same Tuesday: $171,900 · 26.8%.
Main St $112,340 · GP 28.1%. Route 9 $72,280 · GP 26.3%.
Month to date $2,418,700, up 5.2% on last October through the 21st.
Open orders $918,400, $142,000 due to ship this week.
Biggest tickets: Harbor Point Builders $31,870 (Lot 14 Birchwood), Cedar & Stone Framing $18,420 (Maple St duplex), Oak Hill Builders $12,960 (Elm Ridge phase 2).
Yesterday by branch, against last year and the month, from Sage 100 as of close. To Priya and Sam, nobody else.
The problem, as it happens in Sage 100.
The owner wants to know how yesterday went before the first customer is at the counter. What exists is a sales report in Sage 100 somebody runs at nine, exports, and pastes into an email with the branch totals retyped. On the days that person is out, there is no email. On the days there is one, it says sales, not margin.
So the questions get asked by phone. What was the big ticket at Route 9? Are we ahead of last October? Who sold the truss package? Each one is a report somebody has to run, and the answers arrive after the point at which they would have changed anything.
How it works.
- 1
The close is read overnight
After Sage 100’s day end, Lunica reads yesterday’s invoices and credits, open orders and quotes, by branch, by salesperson, by category, with cost, so gross profit is real and not estimated.
- 2
The email is written
Sales and gross profit by branch, against the same day last year and the month to date. Open orders and what’s due to ship. The biggest tickets, with the customer and the job. Counts for the counter: tickets, average ticket, cash against charge.
- 3
It arrives before the doors open
To the people you enrolled, at the hour you set. The owner’s copy and the branch manager’s copy can differ: one sees the company, one sees Route 9.
- 4
Every figure opens the rows
Click a number and the invoices behind it are there, from Sage 100, as of close. Ask a follow-up in plain English and the answer cites the rows it came from.
How it connects to Sage 100.
Lunica reads Sage 100’s invoice history, open orders, quotes, the customer maintenance record and the item record through Sage 100’s ODBC driver, under a user that can only read, after the day end, with cost as Sage 100 has it. Last year’s figures come from the same history, same day of the week, so a Tuesday is compared to a Tuesday.
Nothing is written to Sage 100, and nothing is sent on its own beyond the flash itself, which goes on the schedule you set to the staff you enrolled. The rows behind each figure open on Lunica’s page, read from Sage 100. Anything a figure prompts someone to change is keyed by your team in Sage 100.
What a week looks like.
- The owner knows yesterday before the counter opens.
- Gross profit by branch is a figure, not a guess from a sales number.
- Last year’s same day sits beside this one, so the comparison is fair.
- The follow-up question is answered from the rows, not by a phone call to the branch.
Questions
Does it write anything to Sage 100?
No. It reads invoice history and open orders after the close and writes the email. What anyone changes as a result, they change in Sage 100.
Who gets the email?
The people you enrol, and only them. Each person’s copy can be scoped: the whole company, one branch, one salesperson’s book.
How is gross profit computed?
From the cost on each invoice line as Sage 100 recorded it at the sale, so it matches what the month-end margin report will say.
What about credits and returns?
Netted on the day they post, and shown on their own line so a big return doesn’t hide in the total.
Can we add a figure?
Yes. Say what you want to see, in plain English, and it’s on tomorrow’s email. Each figure keeps a link to its rows.
What if the close runs late?
The email waits for the day end in Sage 100 and says which day it covers. It never sends a half day as a whole one.
Does it need a server?
Lunica runs on one Windows server inside your network, beside the Sage 100 server, set up and maintained by Lunica. It reads Sage 100 through Sage 100’s ODBC driver, under a user that can only read. There is no inbound connection from outside your network.
What does Lunica read in Sage 100?
The customer maintenance record, open items and terms, purchase orders and receipts, the item record, quotes and order history, as each workflow needs them. Read-only, and only the rows a task is about.
Can it post to Sage 100?
Nothing lands in Sage 100 without a person. What belongs in Sage 100 goes back as a Sage 100 import or Visual Integrator job where one exists, or keyed by your team from what Lunica prepared.
What about our documents?
Invoice copies and scans keep living in Paperless Office. Lunica reads them when a workflow needs one and never writes to them.
The same workflow, on another ERP.
Daily Sales Flash is written for every system on the list. You’re reading the Sage 100 version.
See it on your Sage 100 data.
Thirty minutes. We walk the workflow on Sage 100 data, then map it to yours.