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Clients First knows their software, but they are also astute business people, and they really understand manufacturing and distribution in particular.
Jimmy Witcher, COO, Merrick
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Posts Tagged ‘video’

Epicor 9 Manufacturing, Distribution & Professional Services Software Tour

Sunday, March 25th, 2012

This post gives you an overview of Clients First’s powerful solution for Distribution, Manufacturing and Project Oriented companies – Epicor 9.

There are detailed descriptions of the various areas handled by the solution including product brochure downloads, industry white papers, podcasts and webcasts talking about process improvement such as how to enable Lean Processes and using Electronic Kanban techniques

Click here to see the presentation:  Epicor Solution Tour

Frx Replacement – Sage MAS Intelligence. A Video Demonstration

Tuesday, February 15th, 2011

Shipping now, Sage MAS Intelligence (SMI) which works with MAS 90, MAS 200, Sage Extended Enterprise Suite, and MAS500, is explained and demonstrated in this recording that the California office of Clients First recently put on for our clients. This solution is the replacement for FRx that Sage is offering now that Microsoft has discontinued Frx.

The video explains both the similarities and differences between the previous solution, Microsoft FRx and SMI.

In a nutshell, SMI is a solution that is embedded into Microsoft Excel that can directly read and understand MAS 90/200/500 data files.  It’s designed to walk a user through creating not only financial reports and statements, but other types of non-financial reports such as dashboards, analytics, KPI’s and even traditional reports such as an AR customer aging.

Come watch and listen in this segment which gives an overview and demonstration of the system.  In a forthcoming blog, we will go into a deeper demonstration of the solution so that you will be able to watch these videos and start to feel comfortable managing and designing your own reports.

If you have any questions on this product feel free to call us at 888-222-8827 or contact Jeff Banks at for more information or to arrange a one on one demonstration.

The Clients First MAS 90, MAS 200, MAS 500 Sage MAS Intelligence video presentation

Sage Introduces MAS200 SQL 4.45

Wednesday, November 24th, 2010

Below are two videos explaining the details of the new Sage MAS 200 SQL 4.45.  This is a completely new SQL product for the MAS product line relative to the old MAS 200 SQL 3.74.  It uses the business framework and is much faster and more efficient due to the normalized data structures used within MAS200’s Business Framework introduced in 4.0.

The first video is a powerpoint and presentation on the solution and the second is an actual product demonstration.

Note that this version is ONLY available for sale to new MAS90/200 customers.  You cannot buy it if you currently run MAS90/200.  This is because they haven’t written a data migration utility yet.

In addition it only works with Business Framework modules.  This means if you depend on either payroll, work order, MRP (Material Requirements Planning), or Job Cost, even when the conversion is available, this won’t work for you.

Currently there is no integration with Sage CRM (i.e. Extended Enterprise Suite), fixed assets and it is not yet compatible with Sage MAS Intelligence or FRx.  This means you financial reporting will be limited to the standard financial reports in the GL.

Sage should have most of these issues (other than the old modules that we don’t believe they are ever going to upgrade) addressed in version 4.5 which is slated for Q3 2011.

The Clients First Spring 2010 MAS90/200 Usergroup Video

Friday, June 4th, 2010

Thanks to all those who attended our Sage MAS 90 and MAS 200 user group on May 20th, 2010 at our Holmdel New Jersey offices.  We had attendees from all over including CT, PA, NY, NJ and even from California.

Breakfast and lunch was served while attendees learned about the following topics:

  • What’s new in MAS90 and MAS200 4.4
  • Product update 4.4.1
  • Custom Office and Customizer Scripting
  • Synergistic Software’s Purchase Agent add-on
  • Valogix Inventory Replenishment Solution
  • The Clients First hosted backup solution.

The entire user group was recorded and edited for brevity below.  I have indicated the time marks so you can jump to the section of interest.  Please keep in mind, the video will start playing immediately, but you can’t jump to a section that hasn’t downloaded yet.  If you want to be able to scroll through the whole video, start playing it, hit the pause button and wait for the progress bar to fully download the video.

Segment Time Marker
Clients First Overview 0:00
CFBS Blog information and product update 4.4.1 2:36
What’s new in Version 4.4 Begin:
Purchase Order, Inventory Management and Bill of Materials Demo 27:30
Migration, customer number and item number expansions with related demos 42:30
New Dashboards and Business Insights Explorer Views 59:00
New Customizer and Scripting overview and demo 64:00
Purchase Agent Add-On 93:25
Offsite cloud backup solution 106:00

Free Microsoft Dynamics NAV – Navision – Training Website is launched by Clients First

Monday, March 29th, 2010

Press Release

Clients First Business Solutions Launches a Free Microsoft® Dynamics NAV Training Website

Holmdel, NJ, April 2, 2010: Today Clients First Business Solutions ( launches a new Dynamics NAV Training Video website. This site is available free of charge to clients, prospective clients, NAV Partners, and anyone who has an interest in learning or enhancing their knowledge of this powerful ERP technology. To date, there are more than 75,000 NAV installations with 1.3 million users throughout the World, and the number is growing daily. “We hope to provide a community where anyone can come to learn about NAV, its capabilities, best practices, tips and tricks, and ISV solutions to better leverage the technology and achieve a higher return on their investment”, says Sheldon Kralstein, CEO.

The site is accessed through the URL:

The training site will leverage content from multiple sources and develop into a repository of rich video learning material while addressing best practices and hard to find answers. “We hope this is the beginning of a new place to share knowledge and interact with the Dynamics NAV community through training, blogs, demonstrations, and Q&A by providing a vehicle where we can all enhance our knowledge and share experiences”, say Kralstein. New content is continuously added to the website based upon frequently asked questions and requests from the NAV user community.

Microsoft Dynamics NAV is powerful ERP software technology designed to address complex business requirements while streamlining operations and providing companies with a real competitive advantage. Through we look to make this powerful technology more visible to everyone, including potential new customers.