Sage 100 ERP Helps Overlake Oil Remain “All in the Family”

技术

功能应用 - 企业资源规划系统 (ERP)

适用行业

石油和天然气

适用功能

商业运营
销售与市场营销

用例

库存管理
供应链可见性(SCV)

服务

系统集成

挑战

Overlake Oil 是一家家族企业，目前已传承至第三代，该公司正寻求采用最新技术来简化其运营。该公司于 1982 年使用基于 UNIX 的系统将其业务运营计算机化。然而，到 1988 年，该系统已不适用，需要升级。挑战在于找到一个可以与定制石油行业软件无缝集成的会计软件包。该公司希望更多人能够访问该系统，并能够与 Word、Excel 和互联网交互。该公司还希望有一个可以支持其增长而无需更多员工的系统。

关于客户

Overlake Oil 是一家家族企业，总部位于华盛顿州柯克兰。该公司成立已有 52 年，由家族第三代掌管。Overlake 由 Harry Wright 于 1947 年创立，自 1961 年以来一直是壳牌的子公司，向商业、工业和制造公司分销壳牌燃料和润滑油。副总裁 Steve Merrill 于 1982 年加入 Overlake Oil。几年后，Steve 和他的姐夫 Jim Jessen 开始独自管理公司。该公司拥有一个办事处，雇用 13 名员工。

解决方案

Overlake Oil 选择在 Novell 网络上实施 Sage 100 ERP，这是由 DM2 Software 的 Steve Murphy 为石油行业定制的。Murphy 在计算机编程和石油行业都有经验。他知道当时可用的软件程序无法提供令人满意的系统，既能满足会计功能，又能满足行业的特殊需求。Murphy 决定寻找一个现有的会计软件包，并在其中添加自己的石油组件，而不是从头开始开发自己的综合会计/石油软件包。Murphy 发现 Sage 100 ERP 满足他的灵活性和易用性标准。Sage 100 ERP 的开发商 Sage 和他的公司 DM2 Software 随后建立了垂直市场合作伙伴关系。DM2 Software 为石油行业开发定制模块，可与 Sage 100 ERP 无缝对接，提供功能强大的软件包，为石油分销商带来众多业务管理优势。

运营影响

The Sales Order module with DM2 modifications is the linchpin of Overlake Oil’s Sage 100 ERP system. When a customer calls in an order, the request is entered into the Sales Order module, a notice sent out to the delivery truck, an invoice generated, inventory relieved, and the general ledger updated. Reports and details on the customers, vendors, and inventory are always only a few keystrokes away.
Another key component for Overlake Oil is the Fuel Tax module. Since every state and locality has its own tax rate, and the price of fuel can change more than once a day, the Fuel Tax module is critical for keeping track of and accurately billing the differing rates. If an order is placed today and delivered next week, the billing may need to be updated to reflect a new price. Sage 100 ERP monitors this activity and modifies invoices accordingly.
The third and possibly most critical module for Overlake Oil is the Card Lock module. Card Lock might be compared to a bank credit card. Cards are issued by individual companies, such as Overlake Oil, but customers are not limited to obtaining fuel at only one location. They can insert the card and fuel up at any of the hundreds of sites around the country affiliated with Pacific Pride network. However, they are invoiced for all transactions by the company that issued their card.

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