Tag Archives: order entry

Automating Salesperson Email Notifications in Sage 300 ERP

In today’s fast-paced business environment, timely communication between sales teams and customers plays a crucial role in ensuring smooth order processing and excellent customer service. To improve communication and eliminate manual follow-up activities, we have implemented an Email Sending Functionality for Salespersons in Sage 300 ERP. This enhancement automatically notifies the assigned salesperson whenever a… Read More: Automating Salesperson Email Notifications in Sage 300 ERP »

Re-Printing Completed OE and PO Forms in Sage 300

In Sage 300 ERP, once transactions in the Order Entry (OE) and Purchase Order (PO) modules are fully completed, the system restricts users from re-printing related forms. While this control helps maintain document integrity, many organizations encounter practical situations where reprinting completed documents becomes necessary. To address this business need, we are currently planning and… Read More: Re-Printing Completed OE and PO Forms in Sage 300 »

Sage 300 AR LedgerReport Excluding (Invoice & Shipment)

In Sage 300 ERP,The Order Entry screen in Sage 300 is mainly used to create customer orders. It is the initial step in the sales process. When a user enters an order, it means the customer has requested the goods, but the goods are not yet delivered and no invoice is created. Because of this,… Read More: Sage 300 AR LedgerReport Excluding (Invoice & Shipment) »

Enhancing Sage 300 with WhatsApp Integration Across AR, OE & PO Screens

In today’s fast-moving business environment, instant communication is no longer optional—it’s essential. WhatsApp has become one of the most reliable and widely used communication platforms, and integrating it with ERP systems like Sage 300 ERP adds tremendous value for businesses that want quick, automated interactions with customers, vendors. Earlier, we introduced the WhatsApp Integration Module… Read More: Enhancing Sage 300 with WhatsApp Integration Across AR, OE &… »

Enhancing Order Confirmation with Deliver By Date in Sage 300

In Sage 300 ERP, Order Confirmation reports are widely used by businesses to validate customer orders and share essential details such as items, quantities, prices, and shipping information. However, organizations often require additional fields to align with specific business processes. One such customization request we recently implemented was to add the “Deliver By Date” field… Read More: Enhancing Order Confirmation with Deliver By Date in Sage 300 »

Automating BOM Purchase Orders in Sage 300

When a sales order includes BOM (Bill of Materials) items, managing them can quickly become complicated. Each BOM may contain several components that come from different vendors. Traditionally, users need to expand the BOM manually, identify each vendor, and then create multiple purchase orders. This process takes a lot of time and often leads to… Read More: Automating BOM Purchase Orders in Sage 300 »

OE Sales History Report 

In Sage 300 ERP, the Order Sales History Report helps businesses keep track of their sales in a clear and organized way. It shows all the important details about customer orders, sales returns, costs, and profits. This makes it easier to manage and understand which products are selling well, and where the business is making… Read More: OE Sales History Report  »

Inspection Release Note

In Sage 300 ERP, An Inspection Release Note (IRN) is a document that formally confirms a product, element, or process has met the needed norms after an examination. It’s a critical part of the quality control and material operation processes within an ERP, linking examination results to the ERP system’s records. In this blog, we… Read More: Inspection Release Note »

Customization of Default commits quantity on greymatrix order entry screen.

The GreyMatrix module for Sage 300 ERP is an add-on specifically designed to assist apparel businesses in managing their operations. It offers a matrix-style interface that simplifies the entry and management of transactions, including credit and debit notes, particularly for businesses dealing with multiple sizes and colors. New stuff :- Introduction to Whatsapp Integration addon… Read More: Customization of Default commits quantity on greymatrix order entry screen. »

The “On Hold” feature on the Order Entry screen of GreyMatrix for Sage 300

GreyMatrix is an add-on for Sage 300 ERP designed to help apparel businesses manage their operations more efficiently. The apparel industry typically offers a wide range of products such as shirts, t-shirts, pants, sportswear, jackets, towels, and more, with various sizes and colors. GreyMatrix helps manage these complex product variations within Sage 300 ERP, simplifying… Read More: The “On Hold” feature on the Order Entry screen of… »