MAIN BENEFITS

SAGE industries

Transform Manufacturing Operations with Sage Distribution & Manufacturing Operations (SDMO)

• Real-Time Production & Inventory Visibility 
  Monitor work orders, track routing and costs, view production resources (machines, inventory, labor), and access your digitized work order calendar from anywhere with instant visibility into manufacturing and assembly operations.
• Streamlined MRP & Production Planning 
  Use a single MRP run to analyze all BOM levels and recommend purchasing or manufacturing needs. Match production schedules to real-time demand forecasts, avoid overproduction, and eliminate bottlenecks.
• Complete Cost Control & Profitability 
  Track production costs at the BOM and routing level. Reduce costs by efficiently managing design, make, and assemble functions. Maintain healthy margins with accurate job costing and real-time financial visibility.
• Cloud-Native Manufacturing ERP 
  Born in the cloud—not retrofitted. Multi-tenant architecture built specifically for small to mid-sized manufacturers and distributors with make-to-stock environments and discrete manufacturing processes.
• Seamless Financial Integration 
  SDMO integrates natively with Sage Intacct Core Financials for automated GL, AP, and AR journal transfers. Connect manufacturing operations directly with financial management for unified reporting and analysis.
• Scalable Without Infrastructure Costs 
  ​Expand to multiple locations without new servers at each site. Everything centralizes in secure cloud infrastructure with anywhere access, automatic updates, and pay-as-you-grow scalability.​

MANUFACTURING PRACTICE CHALLENGES WE SOLVE

Purpose-Built for Discrete Manufacturing & Distribution 

• Disconnected Systems & Data Silos ​
  Eliminate spreadsheets and disparate systems. Unify inventory, production, purchasing, sales, and financials in one integrated platform with a single source of truth for all operational data.
• Limited Production Visibility
  Stop guessing about shop floor status. Track work orders in real-time, monitor production resources, identify bottlenecks immediately, and make informed decisions based on current operational data. 
• Inaccurate Inventory Management 
  ​​Prevent stockouts and excess inventory with real-time inventory tracking, automated replenishment recommendations, lot and serial number tracking, and expiration date management.​

• Manual & Error-Prone Processes​
  Automate purchasing, receiving, work order management, shipping, and invoicing. Streamline workflows from quote-to-cash and procure-to-pay with embedded guidance and approval workflows.
• Poor Cost Visibility 
  ​Understand true production costs with detailed cost tracking by BOM, routing, work order, and component. Identify cost reduction opportunities and improve profitability through accurate costing.
• Supply Chain Coordination Issues
  ​​Improve supplier relationships and coordination with automated procurement analysis, purchase order management, real-time lead time tracking, and enhanced supplier collaboration tools.​

CORE FEATURES ​

Expand Your Practice with High-Value Services

​Material Requirements Planning (MRP) 
Single MRP run analyzes all BOM levels to recommend purchasing or manufacturing needs. Plan effective use of resources, optimize cost savings, and align production with demand forecasts.

Bill of Materials (BOM) Management 
Create flexible BOMs with unlimited subassemblies, component substitutions, and version control. Track costs at every BOM level with detailed cost rollups and variance analysis.

Work Order Management 
Create, track, and manage work orders through complete production lifecycle. Keep orders moving with flexible component usage, backflushing or manual issuing, and real-time status tracking.

Routing & Shop Floor Control 
Define production routings with detailed step-by-step operations. Track labor, machine time, and costs for real-time visibility throughout manufacturing and assembly processes.

Inventory Management & Control 
Manage inventory across multiple warehouses and locations with real-time updates. Track lot numbers, serial numbers, expiration dates, and detailed cost analysis for increased profitability.
​
Advanced Warehouse Management 
​Automate receiving, storage management, put-away, picking, packing, and shipping tasks. Control material availability with smart allocations and built-in replenishment recommendation engine.

Sales Order Management 
Take control of entire order process with embedded guidance and single-screen task completion. Manage items with sales attributes, customer-specific rules, pricing, and delivery schedules.

Purchase Order & Procurement 
Streamline purchasing with MRP-driven purchase order creation. Manage purchase requests, supplier returns, approval workflows, and three-way matching for invoice verification.

Production Scheduling & Planning 
Schedule production based on capacity, material availability, and customer commitments. Digitize work order calendar for anywhere access and immediate schedule changes.

Quality Control & Compliance 
Track and report compliance with industry regulations using automated features. Maintain traceability with lot and serial tracking throughout production and distribution processes.

Multi-Location Management 
Manage operations across multiple sites with warehouse-specific valuation, replenishment, and safety stock rules. Support global growth without infrastructure
complexity.

Real-Time Dashboards & Analytics 
​Access customizable dashboards showing production KPIs, inventory levels, order status, sales performance, and financial metrics. Make data-driven decisions with real-time visibility.

MANUFACTURING TYPES WE SERVE

Specialized Solutions for Discrete Manufacturing 

• Discrete Manufacturing - Produce distinct, countable items—parts, assemblies, finished goods. Track individual units through production with lot and serial numbers, manage complex BOMs, and ensure quality control.
• Make-to-Stock Manufacturing - Manufacture products for inventory based on demand forecasts. Optimize inventory levels, balance production schedules, and fulfill customer orders quickly from available stock.
• Assembly Operations - Assemble components into finished products. Manage kitted assemblies, track assembly labor and costs, and handle multi-level BOMs with ease using flexible assembly workflows.
• Job Shop Manufacturing - Produce same products repeatedly with standardized processes. Optimize production flows, minimize changeover times, track efficiency metrics, and maintain consistent quality.
• Configure-to-Order - Manufacture products with customer-selected options and configurations. Manage product configurators, track option costs, and produce customer-specific variations efficiently.
• Component Manufacturing - Produce parts and components for assembly or sale. Track component inventory, manage supplier relationships, ensure quality standards, and optimize production scheduling.
• Packaging & Kitting - Package bulk items into retail packages or create kits from multiple components. Manage packaging materials, track labor and overhead, and fulfill both bulk and packaged orders.

END-TO-END OPERATIONAL WORKFLOW

From Quote to Cash & Procure to Pay

Sales & Quoting​

• Manage leads and customer opportunities
• Create quotes with accurate pricing and delivery dates
• Convert quotes to sales orders seamlessly
• Handle customer-specific pricing and terms
• Track quote-to-order conversion rates

Production Planning & Scheduling

• Run MRP to determine material and capacity requirements
• Create production schedules based on capacity and priorities
• Generate work orders from sales orders or forecasts
• Allocate materials and resources to production
• Monitor production progress against schedule

Procurement & Purchasing 

• Generate purchase orders from MRP recommendations
• Manage supplier relationships and performance
• Track purchase order status and deliveries
• Automate approval workflows for purchasing
• Handle supplier returns and quality issues

Manufacturing Execution​

• Issue materials to work orders (manual or backflush)
• Track labor hours and machine time by operation
• Record production quantities and scrap
• Perform quality inspections during production
• Complete work orders and receive finished goods

Warehouse Distribution

• Receive materials and finished goods into inventory
• Manage put-away, storage, and stock rotation
• Pick, pack, and ship customer orders
• Track inventory movements in real-time
• Manage returns and warranty replacements

Financial Close & Analysis

• Automatically post transactions to Sage Intacct financials
• Close accounting periods with automated journal entries
• Analyze production costs, variances, and profitability
• Generate financial statements and management reports
• Monitor KPIs and operational performance metrics

INTEGRATION ECOSYSTEM

Connect Your Manufacturing Technology Stack

• Sage Intacct Core Financials 
  Native integration with Sage Intacct for seamless GL, AP, AR, and cash management. Automated journal transfers eliminate duplicate entry and ensure financial accuracy.
• CRM Systems
  Integrate with Salesforce and other CRM platforms to connect sales opportunities, quotes, and customer data with production planning and order fulfillment.
• E-Commerce Platforms
  Connect online stores, marketplaces, and B2B portals to automatically flow orders into SDMO for fulfillment, inventory updates, and shipment tracking.​
• ​EDI & Supply Chain 
  Connect EDI platforms for automated purchase orders, advance ship notices, and invoices with trading partners. Streamline B2B transactions and reduce errors.
• Shipping & Logistics 
  Integrate with UPS, FedEx, ShipStation, and logistics platforms for automated shipping label generation, tracking updates, and freight cost management.
• Quality Management Systems
  Link quality control and inspection systems to track quality data by lot, serial number, and work order throughout production and distribution.
• Business Intelligence Tools 
  ​Export data to Power BI, Tableau, or custom analytics platforms for advanced manufacturing analytics, predictive maintenance, and operational insights.​

USE CASES

How Manufacturers Use SDMO

• Daily Production Planning - ​Production planners run MRP daily to identify material shortages, determine what to manufacture, and generate purchase orders for needed components—ensuring production never stops.
  
• Real-Time Inventory Tracking - ​Warehouse managers monitor inventory levels across multiple locations in real-time, receive automated reorder alerts, and prevent costly stockouts or excess inventory situations.
  
• Work Order Management - ​Shop floor supervisors create work orders, issue materials, track labor hours, record production quantities, and complete orders—all digitally without paper travelers or spreadsheets.
  
• Cost Analysis & Profitability - ​Finance teams analyze actual production costs vs. standard costs, identify variances, determine product profitability, and make data-driven pricing and production decisions.
  
• Multi-Warehouse Operations - ​Growing manufacturers manage inventory and production across multiple facilities with location-specific rules, transfer orders between warehouses, and consolidate reporting enterprise-wide.
  
• Customer Order Fulfillment - ​Sales operations teams check inventory availability in real-time, promise accurate delivery dates, track order status from production through shipping, and keep customers informed.
  
• Supplier Performance Monitoring - ​Purchasing teams track supplier lead times, on-time delivery rates, quality issues, and pricing trends to optimize supplier relationships and negotiate better terms.
  
• Production Scheduling Optimization - ​Schedulers balance workload across production resources, identify capacity constraints, minimize changeovers, and maximize throughput while meeting customer commitments.​
  

SUCCESS METRICS​​

Real Manufacturing Companies Achieve with SMDO
Manufacturing companies using Sage Intacct report:

• Real-time Production and inventory visibility (no more waiting for end-of-day updates)
• 5 weeks Forward visibility into material requirements for proactive planning
• Single system Unified platform replacing disparate spreadsheets and QuickBooks instances
• Minutes Time to consolidate multi-entity financials (vs. days with manual processes)​

• Automated Replenishment recommendations eliminating manual reorder calculations
• Anywhere Access to digitized work order calendar and production data
• Zero Server infrastructure required (true cloud-native architecture)
• Unlimited BOM subassembly levels for complex product structures​

WHY PARTNER WITH LEAF SOFTWARE?

​Manufacturing Implementation Specialists

As a certified Sage Partner with deep manufacturing industry expertise, Leaf Software ensures successful SDMO implementations tailored to discrete manufacturing and distribution operations.
✓  SDMO implementation experts who helped develop and refine the solution with deep product knowledge and best practices
✓ Proven implementation methodology designed for manufacturers with minimal production disruption and rapid time-to-value
✓ Integration specialists connecting CRM, e-commerce, shipping, EDI, and operational systems seamlessly with SDMO
✓ BOM & routing optimization  helping you structure BOMs, define efficient routings, and establish accurate costing from day one
✓ Comprehensive training programs for production managers, purchasers, warehouse staff, planners, and finance teams
✓ Manufacturing-specific customizations including custom dashboards, reports, workflows, and integrations tailored to your processes
✓ Change management support ensuring smooth adoption across office and shop floor with minimal resistance
​✓ Ongoing optimization services optimization services to continuously improve manufacturing operations as processes evolve and business grows
✓ Manufacturing industry specialists with extensive experience in discrete manufacturing, assembly operations, and make-to-stock environments
✓ Date migration from legacy systems including QuickBooks, Sage 100, Sage 50, spreadsheet-based systems, and older manufacturing software

READY TO MODERNIZE YOUR MANUFACTURING OPERATIONS?  ​​

Discover how Sage Distribution & Manufacturing Operations can help your manufacturing business eliminate spreadsheets, gain real-time production visibility, optimize inventory management, and streamline operations from quote-to-cash.

SCHEDULE YOUR MANUFACTURING DEMO