Automated email notification on every order closed in Sage 300

By | August 5, 2014

The merit of a salesperson is usually measured when the Salesperson achieves his or her sales target during a given period. Also Sales incentive is based on the Sales that the salesperson achieves in the fiscal year. So it is important that the sale person is fully informed of their sales and that  an automated email is sent to the sales person for the every order that he closes.
The New Stuff : Item Code Change – Multiple changes in single shot
To achieve this requirement in Sage 300 ERP, we have built a component that sends the emails directly to the sales person assigned about his sales order. Essentially the component is developed with a vision to send automated email notification to the sales person assigned to the orders, so that the sales person can keep track of the order they book.
Below are the features of component for the alert:

1. With Salesperson alert component you can send automated email to multiple salespersons.

2. Sending email to the sales person account is an automated process.

3. Each time when a Sales Order is booked in Sage 300 ERP with appropriate sales person, our routine sends an automated email to all sales person email address; those are attached to the sales order.

4. The Sales person email address is stored in custom table.

5. We have also provided custom maintenance UI to allow the user to edit the email addresses of the sales person which are routinely referred.

Hence, with the help of our Salesperson alert component, salesperson would be able to keep a track of the orders and can also keep a track of their sales that they make in given fiscal period.
Note: The component is developed using Sage 300 SDK, so it is easy deploy and currently compatible with Sage 300 ERP 2014.

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Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix offers unique GUMU™ integrated solutions of  Sage 300 with Sage CRM, Salesforce.com, Dynamics 365 CRM and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services and integration services for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and for Sage 300c development services we offer, upgrades of older codes and screens to new web screens, latest integrations using sData and web services  to Sage business partners, end users and Sage PSG worldwide. Greytrix offers 20+ addons for Sage 300 to enhance productivity such as GreyMatrixDocument AttachmentDocument NumberingAuto-Bank ReconciliationPurchase Approval SystemThree way PO matchingBill of Lading and VAT for Middle East. The GUMU™ integration for Dynamics 365 CRM – Sage ERP is listed on Microsoft Appsource with easy implementation package.

For more details on Sage 300 and Sage 300c Services, please contact us at accpac@greytrix.com, We will like to hear from you.

Also Read:
1. How to Send emails from Sage 300
2. Send Email to Vendor via Sage 300
3. Disallowing sending Emails via Outlook
4. How to run a Sage Intelligence reporting
5. 5 Steps to Intelligent Reporting using Sage 300 ERP