Tag Archives: order entry

Customer Wise Item filter on Order Entry screen in Sage 300 ERP

In this post, we will discuss about a component that we have developed to restrict selection of Item numbers available for the user while creating transactions in Sage 300 ERP. New Stuff: Setting up Database in Sage 300  In the Manufacturing and Trading industry, there are scenarios where a Company may have variety of products that… Read More »

Best methods to maintain quotes in Sage 300 ERP

‘Quote’ is a document sent to a potential customer offering to sell goods or services at a certain price, under specified conditions. It is used to let potential customers know the cost of goods or services before they make their purchase decisions. When a seller sends a quotation, he commits himself to a certain price.… Read More »

How to allocate a Serial and Lot number at Order Entry screen in Sage 300 ERP

In our last blog on serialized inventory we had discussed about “Allow duplicate serial number”. There are scenarios wherein the user would need to allocate the Serial numbers and Lot numbers at the time of creating Sales Orders. In order to allow the Serial and Lot number allocation at sales order entry level, Sage 300… Read More »

Automated email notification on every order closed in Sage 300

The merit of a salesperson is usually measured when the Salesperson achieves his or her sales target during a given period. Also Sales incentive is based on the Sales that the salesperson achieves in the fiscal year. So it is important that the sale person is fully informed of their sales and that  an automated… Read More »

Greytrix Bill of lading for Sage 300 ERP with new enhancements

Greytrix Bill Of Lading is a comprehensive product, which allows its users with options to create, view, e-mail and print a formatted bill of lading. BOL picks up orders or shipment created in Sage 300 ERP version 2014 and generates Bill of Lading for that particular order. New Stuff: Sales History Inquiry in Sage 300… Read More »

Print Instructions in Sales Invoice Report

Sage 300 has a feature wherein, the user can write instructions and comments while making the sales entries, where a user can write any instruction or special comments which may be required in case of Sales of the items. New Stuff : Migrate GL Accounts from Sage 50 CAD to Sage 300 ERP There has… Read More »