In our previous blog we have already discuss our newly developed Sage 300 Web Dashboard functionality (https://www.greytrix.com/blogs/sageaccpacerp/2025/10/29/order-details-dashboard/)You can see this link for better clarification for businesses to work smarter and easy way to manage sales order history.
In a fast-moving supply chain, every second counts. Warehouse and logistics teams need real-time visibility into what we are shipping, to whom, and in what quantity.
In this blog we are going to discuss about trip summary feature in the sage 300 web dashboard. This screen not only shows the delivery accuracy but also helps to manage warehouse operations by using customer orders, item details and quantity details What trip.
Summary screen shows details:
The Trip Summary screen provides a quick overview of all items and customer orders included in a specific delivery trip. It is typically used by warehouse Team, dispatchers, and logistics managers to review the order list before generating delivery documents or picklists. With this screen users can: Instantly check the total quantity of items to be shipped. Detailed information of the customer Print a ready-to-use trip report for dispatch operations.
Key Functional Areas of this screen:
- Inch Size & Quantity Overview At the top of the screen, the Inch Size Summary table gives a categorized view of total quantities based on product size or dimension grouping.
- Customer Order Details Section The next section — Customer Order Details — provides a breakdown of every order included in the trip such as : This detailed view ensures that pickers and packers can quickly verify each order and avoid shipping errors.
Functional buttons of this screen:
At the bottom of he screen two buttons are present
- Clear Summary- Resets the current trip data so the user can refresh or select new orders for another delivery run.
- Print Summary: Generates a clean, printable document containing the trip’s itemized order list — ideal for handover to delivery staff or for record-keeping.
Why the Trip Summary is useful:
- Real-Time Visibility: Displays item availability and order details in one dashboard.
- Error Reduction: Minimizes shipment mistakes by providing clear product and quantity information.
- Efficiency Boost: Saves time for warehouse teams by automating trip preparation and reporting.
- Improved Traceability: Maintains accurate dispatch records for auditing and customer service follow-ups.
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Greytrix – a globally recognized and one of the oldest Sage Development Partners 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(listed on Salesforce Appexchange), 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 Data and web services to Sage business partners, end users and Sage PSG worldwide.
Greytrix offers 20+ add-ons for Sage 300 to enhance productivity such as GreyMatrix, Document Attachment, Document Numbering, Auto-Bank Reconciliation, Purchase Approval System, Three-way PO matching, Bill of Lading, and VAT for the Middle East. The GUMU™ integration for Dynamics 365 CRM – Sage ERP is listed on Microsoft Appsource with an easy implementation package.
The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
For more details on Sage 300 and Sage 300c Services, please contact us at accpac@greytrix.com, We will like to hear from you.