Sage 300 2018 Release -Auto Emailing on Order Posting

By | July 19, 2018

Email automation is a tricky thing. When done properly, it makes managing a mailing list virtually effortless. Everyone in the Sales is aware of the huge benefits sales automation could bring. However, some marketers and sales people waver from using email automation to interact with their clients since it is a tedious process.

With the help of this customization, automation becomes easier rather than a manual process. As the previous post, we have posted how we send email automatically from Payment Posting to multiple email ids exists in Vendor Master Screen.

New Stuff: Auto Emailing on Order Posting in Sage 300 ERP

And here we come up with the Desktop Version and developed same in sage 2018.

Short Overview of Auto Emailing on Order Posting in Sage 300 ERP

We have customized Order screen in such a way that, on click of the post button, an email should be sent automatically to multiple email ids linked to order along with order confirmation PDF attachment.
For getting multiple linked email ids, you need to enter mail ids in Customer master Email ID Field.

We have customized the Order Screen & the customization will work as:

On click of POST button, we will fetch all the mail ID’s of Order customer from the custom table & put it into “TO” part. We will fetch all the respective mail ID’s of order customer from custom table &b put it into “CC”.

While sending the email system will attach the PDF file of Order confirmation report.

About Us
Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized 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 expertise.

Greytrix offers unique GUMU™ integrated solutions of Sage 300 with Sage CRM, Salesforce.com 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 service for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and in Sage 300c development services we offer services such as upgrades of older codes and screens to new web screens, newer integrations using sdata and web services  to Sage business partners, end users and Sage PSG worldwide. Greytrix offers over 20+ Sage 300 productivity enhancing utilities that we can help you with such as GreyMatrixDocument AttachmentDocument NumberingAuto-Bank ReconciliationPurchase Approval SystemThree way PO matchingBill of Lading and VAT for Middle East.

For more details on Sage 300 and 300c Services, please contact us at [email protected]. We will be glad to assist you.