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.
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 is a one-stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.
Greytrix caters to a wide range of Sage Business Cloud Solutions such as Sage Enterprise Management (Sage X3)Sage Financials (Sage Live)Sage Intacct and Sage Accounting (Sage One). Our unique GUMU™ integrations include Sage Intacct with Sage CRM | Salesforce, Sage Enterprise Management with Sage CRM | Salesforce.com and Magento eCommerce. We are migration specialists for Sage Intacct and Sage Enterprise Management from Sage 50 US, Sage Pro, Sage 100Sage 300 and QuickBooks. We also offer best-in-class Consulting, Implementation and Technical Support for Sage Enterprise ManagementSage Intacct and Sage Financials. We have developed applications integrations for Sage Enterprise ManagementSage Intacct and Sage Financials to Sage business partners, resellers and Sage PSG worldwide.
For more information on Sage Business Cloud Solutions, please contact us at [email protected]. We will be glad to assist you.