Tag Archives: customer

AR Customers – Documents Inquiry

The A/R Customer Inquiry screen provides all the information that exists for a customer in your Sage 300 system. This screen offerings a large amount of customer information on several tabs. New Stuff:  AR Customer – Documents Inquiry in Sage 300 Web Screen In this blog we will discuss about ‘Documents’ tab which gives us the… Read More »

Sage 300 2018 Release -Auto Emailing on Order Posting

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… Read More »

Auto Emailing on Order Posting in Sage 300 ERP

In our previous blog we have seen that, how we send email automatically from Payment Posting to multiple email ids exists in Vendor Master Screen. New stuff:- Lot number automation on Purchase Order Receipt Screen Before we proceed further, short overview about standard order functionality Use the O/E Order Entry screen to enter, edit, and post transactions, print documents,… Read More »

E-mail Messages sending with Custom Template on Order Confirmation in Sage 2017

In this blog we are going to discuss about the E-mail Messages option available under Order entry Setup which can be used in sending Emails on Order confirmation with Customer Template. The primary purpose of E-mail messages option is we can create e-mail messages to send with order confirmations, quotes, invoices, and credit notes. Each… Read More »

Migrate Customer from Microsoft Dynamics GP to Sage 300 ERP

Greytrix is a pioneer in providing migration services at its Sage Migration Centre and catering end-users business requirements. Data migration is always a challenging task to perform. We migrate data with our well defined migration process. In this blog we will discuss about how Customer Details are migrated from Microsoft Dynamics GP to Sage 300 ERP (Formerly known… Read More »