Tag Archives: Quote

Restrict Posting of Order Entries Based on User in ERP

Managing user access in Order Entry in Sage 300 ERP is important to ensure that only authorized users can perform specific actions. In some business scenarios, certain users should be allowed to work on quotations but should not be permitted to post actual orders. New Stuff: Stock Slow Moving Report To address this requirement, a… Read More: Restrict Posting of Order Entries Based on User in ERP »

Quotation and Sales Order Report from Single UI

The Sales order, sometimes abbreviated as SO, is an order issued by a business to a customer. A sales order may be for products and/or services. Common order type Quote, Active, Hold or Standing etc. New Stuff: Detail Purchase Order Report in Sage 300 Sometimes it is difficult to track how many Quotation & Sales order are generated… Read More: Quotation and Sales Order Report from Single UI »

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: Best methods to maintain quotes in Sage 300 ERP »