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Take Five with Tara: SDMO and You

Sage Distribution and Manufacturing Operations
Sage, Sage Distribution and Manufacturing Operations, SDMO

Have you heard that Stewart Tech is a Sage Distribution and Manufacturing Operations (SDMO) certified partner? Our Apps team has worked hard to get certified – and recertified – to maintain our status as SDMO qualified experts. In 2023, Stewart Tech became part of the first wave of select Sage business partners invited to be part of the official SDMO Early Adopter Program. One year later, after many hours of training, hard work, and collaboration among our team, Stewart Tech became one of only 14 SDMO certified sellers in the country. And we’ve been touting the amazing capabilities of SDMO ever since!

While we may have clients that span a vast array of industries, SDMO is ideal for those working within the field of manufacturing and operations. As Sage defines it, “SDMO provides complete visibility and control of the purchasing, production, inventory, and sales processes of small to mid-sized distributors and discrete manufacturers, helping them drive efficiency, productivity, and growth.” Simply put, SDMO helps companies automate complex tasks, improve their reporting, manage multi-site inventory, reduce human error, and more. 

And, while SDMO can do a lot for your business, we recognize that it can be overwhelming to learn all of the ins and outs of the software. This is why we’ve introduced a multi-part video series hosted by Stewart Tech’s Accounting Systems Lead & CFO Tara Schinkel, which demonstrates some of SDMO’s key features. The series is called “Take 5 with Tara: Day in the Life of SDMO,” and we recommend you check it out!

“Take 5 with Tara” is a short video series designed to walk you through the latest advantages of SDMO software solutions in five minutes or less. Each installment tackles a different topic and demonstrates the step-by-step process necessary to familiarize yourself with each unique aspect of the software and how you can use it to maximize efficiency in your business. While each video installment is available on the Stewart Tech LinkedIn page, we’ve listed the first two series of “Take 5 with Tara” below. Check them out and follow Stewart Tech on LinkedIn to learn when the first installment of 2025 is available. 

Video Series 1: “Take 5 with Tara: Day in the Life… Harnessing the Power of Sage Distribution and Manufacturing Operations (SDMO)” 

  1. In the first of this four-part SDMO series, Tara offers an introductory overview and walks you through the latest advantages of SDMO:

     

  2. Tara demonstrates how to use materials requirements planning (MRP) to generate work order tickets:

     

  3. Watch and learn how SDMO can help with creating purchase orders from MRP generation:

     

  4. In the final installment of our “…Harnessing the Power of SDMO”  series, Tara demonstrates the efficient process of creating multiple shipments directly from the dashboard and shows how production managers can leverage the power of SDMO to manage multiple orders simultaneously, making mass shipment creation simple and easy:

     

Video Series 2: “Take 5 with Tara: Streamlining Your Order Fulfillment Process Using SDMO” 

  1. Tara shows us how SDMO can easily streamline distribution workflow. From setting up your dashboard and order entry, to replenishment and order fulfillment, SDMO can help you do it all! Learn how here:

     

  2. Learn how SDMO can help with your sales order entries. Watch the second installment of “Day in the Life… Strengthening your order fulfillment process using SDMO” here:

     

  3. In this installment, Tara offers a quick refresh on how to create a purchase order directly from a sales order using Sage Distribution and Manufacturing Operations. Watch it here:

     

  4. Now that you know how to create a purchase order (above), learn about receiving products into your warehouse:

     

  5. In the final installment of “Take 5 with Tara: Streamlining your order fulfillment process using SDMO” series, Tara teaches you how to do allocations to sales orders in bulk and then use the dashboard to shift them out. Watch it here:

     

To learn more about the capabilities of Sage Distribution and Manufacturing Operations (SDMO), and other Sage products, visit our website. For new “Take 5 with Tara” releases, follow us on LinkedIn.

Want to learn more about how SDMO can help your business? Contact us. We’re here to help!

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