2024 Events

Tax Coordinator

Join us for a webinar on February 5,  at 11:00 AM CT.

Be precise in your taxable transactions.

Overcome tax compliance challenges with Tax Coordinator.  Learn how to easily and accurately maintain tax codes and assign them to taxable ship-to-addresses.

  • Ensure accurate tax rates and invoices for your customers.
  • Reduce hours of employee work each month, maintaining rates and preparing reports for tax preparation.
  • Mitigate audit risks and penalties accurately and consistently.
  • New! Learn how you can automatically process taxable items or freight that are exempt in selected states.

Date: Monday, Feb 5th, 2024

Time: 11:00 AM CT

Register Here


Understand the Benefits of Integrating EDI with MAX

Join us for a webinar on July 19, 2023 at 11:00 AM CT.

EDI (Electronic Data Interchange) is instrumental in the exchange of information throughout your organization and supply chain.

Learn about the following to help streamline communication effectively:

  • Receive customer purchase orders and enter MAX sales orders automatically
  • Send advanced ship notifications and invoices automatically
  • Comply with customer requirements

Just some of the benefits of utilizing EDI:

  • Accelerated processing
  • Reduced costs and reduced errors
  • Improved customer service and satisfaction

Join us to learn how integrated EDI can reduce operating costs, improve customer service, enable you to comply with your customer’s order processing requirements, and increase revenue.

Date: Wednesday, July 19th, 2023

Time: 11:00 AM CT

Register Here

 


Gain Better Visibility into Your Labor Tracking

Join us for a webinar on June 15, 2023 at 1:00 PM CT.

Work smarter with your MAX ERP.

Be able to visually provide your production planner with detailed capacity and load data for each of your work centers even before your orders get released with Shop Pulse Labor Tracker. This asset is fully integrated with your MAX Labor Tracking for additional transparency. Here are just a few of the benefits:

  • Understand your work orders to be able to prioritze and sequence them better.
  • Know whether your work centers are over or under-scheduled.
  • Enable your operators to see the sequenced work orders and log in and out of jobs easily.

Come and better understand some of the features and benefits of this Shop Pulse Labor Tracker solution in a webinar being held on June 15.

Date: Thursday, June 15th, 2023

Time: 1:00 PM CT

Register Here

 


Barcode Automation and Data Collection for MAX

Join us for a webinar on April 12, 2023 at 11:00 AM CT.

Why are you still tied to a workstation and keyboard to perform MAX transactions? 

See how MAX transactions for Inventory, Shop Floor, and Shipping can be performed with ease, all while increasing profitability and saving time for your company.

Topics will include:

  • Real time data entry with increased speed (3x faster than a human)
  • Fool-proof accuracy of managing inventory
  • Assured reliability of quality control metrics and security, and traceability of lot and serial control

Join us and learn how you can improve operational efficiency, accuracy, and timeliness of your data by performing MAX transactions when they occur and where they occur.

Date: Wednesday, April 12th, 2023

Time: 11:00 AM CT

Register Here


AP Automation for MAX

Join us for a webinar on April 21, 2022 at 1:00 PM CDT.

Within manufacturing organizations, Accounts Payable processing can require considerable effort and cost. Attend this presentation to see how the manual processing, from invoice receipt and entry to invoice payment, can be eliminated while also improving:

  • Process efficiency
  • Process visibility
  • Internal control

Join us to learn how the integration with PN3 software can perform necessary invoice validations and eliminate the manual vouchering process of both MAX purchase orders and non-purchase order invoices. Customer defined workflows can automate invoice routing and add control to the approval process.

Date: Thursday, April 21st 2022

Time: 1:00 PM CST

Register Here


See how businesses overcome common sales tax challenges today

Overcome Sales Tax Compliance Issues

Join us for a webinar on April 13, 2022 at 1:00 PM CST.

Are you struggling with sales tax compliance? You're not alone! In this webinar, we’ll share solutions for overcoming common sales tax challenges in the manufacturing industry. See how businesses, like yours, have reduced the time and effort required to remain compliant.

Join us as we take a closer look at sales tax compliance software that can be fully integrated into MAX ERP. Here is more on what we’ll cover:

  • How to confidently keep up with the changes in sales tax rates and eliminate manual intensive maintenance.
  • How to mitigate audit risks and penalties by accurately collecting State taxes.
  • How to reduce the time and effort of preparing monthly state sales tax filings using services from Avalara.

Date: Wednesday, April 13th, 2022

Time: 1:00 PM CST

Register Here


MAX Town Hall - Maximize your use of MAX

Time to Take Inventory of 2021 for MAX

The fall is a perfect time to stop and take inventory of where we were, what we have accomplished, and what is left to accomplish prior to the end of the year. Aligned with that thinking, we thought we would provide a recap of what has been accomplished with regard to MAX ERP software.

Review what MAX has done this year and look towards the future: 

  • New from Balance Point Technologies in 2021
  • Planning in Times of Dynamic, Rapidly Expanding Lead-times
  • What's coming up for MAX

Date:  Wednesday, September 22nd, 2021

Time: 1:00 PM CST

Register Here


Boost Your Labor Productivity with Shop Pulse Labor Tracker

Are you looking to manage labor capacity and load or track labor costs? 

Shop Pulse Labor Tracker is fully integrated with MAX Labor Tracking, visually providing your production planner with detailed capacity and load data for each work center before work orders are released.

This allows you to have full visibility of work orders, prioritize them in the sequence they should be completed, and know whether work centers are over or under scheduled.  It enables operators to easily see the sequenced work orders and to log in and out of jobs, and it enables the accurate collection of productivity and work order cost data. 

Our experts weill discuss how you can benefit from Shop Pulse Labor Tracker and gain: 

  • Improved on-time delivery of sales orders 
  • More productive labor utilization with reduced costs 
  • Visibility for all team members of work order status 

 

Date: Thursday, July 22nd, 2021

Time:  1:00 PM CST

Register Here

 


PROCESS AUTOMATION TOOLS FOR MAX

In this session, we will do a deeper dive into two tools commonly used in MAX automation projects: ECI Software Solutions’ KnowledgeSync Alerts and Automation (KSAA) and Balance Point Technologies Document Manager. 

To illustrate real life problems, we will also :

  • Introduce and review four HandyWare, LLC applications that are available for MAX users.

Date:  Tuesday, June 15th, 2021

Time:  1:00 PM CST

Register Here 


Partner Webinar- PowerGP Online & BalancePoint Technologies 

PowerGP Online by Njevity is more than just ERP in the cloud and an online accounting software. It is a robust and secure enhancement of Microsoft Dynamics GP which allows users additional functionality that make all the difference.

Join us for a webinar, Tuesday, June 8, 2021 at 1:00 PM CST

The PowerGP online difference is:

  • No servers or hardware to buy and maintain
  • No backups to create and test
  • No software patches to handle
  • Available with an internet connection 

Giving you the foundation that will run your entire business and grow with your business. 
Allowing you to enjoy the benefits of the cloud while keeping all your data.  

Date:  Tuesday, June 8, 2021

Time:  1:00 PM CST

Register Here


Optimizing Supply and Demand to Meet Customer Requirements

MAX® ERP provides the control and visibility you need to drive sustainable and scalable growth.

Join us for a webinar, Tuesday, May 11, 2021 at 1:00 PM CST

Learn why companies like yours should take full advantage of optimizing supply and demand and:

  • Why you should be forecasting
  • Tools in your MAX ERP that enhance the forecasting process

Date:  Tuesday, May 11, 2021

Time:  1:00 PM CST

Register Here


Boost Your Competitive Advantage with an EDI Integration!

Are you taking advantage of all the capabilities your system has to offer? 

Join us for a webinar, Tuesday, April 20, 2021 at 1:00 PM CST

Our experts will discuss how you can benefit from an EDI integration and gain: 

  • Diminished errors by eliminating manual entry of orders 
  • Lower operational costs with orders automatically uploaded to your MAX system  
  • Shortened time to process and ship orders to customers

Date: Tuesday, April 20, 2021

Time:  1:00 PM CST

Register Here


 

AX & Magento Integrated Shopping Cart

Achieve Game-Changing Results:  Revenue. Efficiency, Customer Satisfaction

Join us for a webinar, Thursday, March 18, 2021 at 1:00 PM CST

Our experts will discuss essential reasons for both B2B and B2C businesses to launch an integrated web store with our new integration to Magento, how Magento can integrate with MAX, and the benefits you can obtain.

Date: Thursday, March 18, 2021

Time:  1:00 PM CST

Register Here


Do More with MAX: 6 Underutilized Features to Use Every Day

Join us for a webinar, Thursday, March 11, 2021 at 1:00 PM CST

MAX experts will discuss tips and tricks to make sure businesses like yours are fully optimizing your MAX system.

Date:  Thursday, March 11, 2021

Time:  1:00 PM CST

Register Here


Demystify Tax Compliance Issues

Join us for a webinar on November 17, 2020 at 1:30 PM CST.

See how businesses are overcoming common tax challenges today.

On this webinar, we’ll share best practices and solutions for overcoming common tax challenges in the manufacturing industry. See how businesses, like yours, have succeeded where others have failed! Join us as we take a closer look at a sales tax compliance software solution that can be fully integrated into the MAX ERP. Here is more on what we’ll cover:

  • How to confidently keep up with the changes in sales tax rates and eliminate manual-intensive maintenance
  • How to mitigate audit risks and penalties by accurately collecting state tax
  • How to reduce the time and effort of preparing monthly state sales tax filings use Tax Coordinator

Learn from the tax software experts at BalancePoint Technologies on how to overcome common tax compliance issues. Register today!

Date: Tuesday, November 17, 2020

Time: 1:30 PM CST

Register Here


 

Live Training Workshops: MAXimize Your Use of MAX with FREE Training

Four FREE Virtual Training Workshops

Session 1: June 10, 2020 at 1:00 PM CST.

Topic: System Manager

Learn the ins and outs of MAX System Manager including:

  • Overview and navigation
  • System security (intro)
  • User-designed fields

Date: Wednesday, June 10th, 2020

Time: 1:00 PM CST

Register Here


 

Session 2: June 24, 2020 at 11:00 AM CST.

Topic: Bills of Material 

In this class we'll cover:

  • Part Master
  • Engineering
  • Planner
  • Accounting

Date: Wednesday, June 24th, 2020

Time: 11:00 AM CST

Register Here


 


 


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