Tag Archives: Sales Order

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 »

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  »

Restricting Order Posting for Zero Unit price or Order Subtotal

In Sage300 ERP Order is a commercial document given to the customers indicating Items, Unit Price, Type of order, quantities, and agreed prices for products or services. Order can be created with or without creating Quote first. In this blog we will discuss about the customization that we have done on Order Entry screen for… Read More: Restricting Order Posting for Zero Unit price or Order Subtotal »

Enhance O/E Sales History Detail Screen with Additional Columns

Customizing the O/E Sales History Detail screen in Sage 300 to include additional columns that provide more details about specific Items is a great initiative. This modification has the potential to significantly improve the system’s usability and data reporting features. By adding extra columns, you can capture relevant information about the items, making it easier… Read More: Enhance O/E Sales History Detail Screen with Additional Columns »

Trading Order Overview

Within Sage 300 ERP, there isn’t a pre-existing report that retrieves both order header and detail information according to the anticipated shipping date. This new report has been developed to address this gap. By utilizing the expected ship date as a criteria, users can obtain data regarding when orders should be dispatched to specific customers.… Read More: Trading Order Overview »

Customized Order Entry Screen for Tax Group

In Sage 300 ERP, the Tax Group assigned to the customer flows directly to the transaction level in the OE Order Entry Screen. But sometimes Users need a different Tax Authority at the transaction level depending upon the location of supply of goods i.e. for intrastate SCGST authority and for interstate IGST authority is used.… Read More: Customized Order Entry Screen for Tax Group »

Quick Shipment feature for Sage 300 ERP version 2021 is released

Most of the Sage 300 Clients have already switched to Sage 300 v2021. We are pleased to announce that our Quick Shipment component for Sage 300 Version 2021 is also been released. Sometimes, users come across a scenario where they need to Ship multiple orders or Print selective range of picking slip at once to facilitate… Read More: Quick Shipment feature for Sage 300 ERP version 2021 is… »

Simplified OE Module Report (Order Details)

Sales Order is a confirmation document sent to the customers before delivering the goods or services. Sales Order can be created once your prospective customer accepts the quote. It is sometimes difficult to find those orders quickly when required. Hence, we have developed a report UI from which you can export Order data, Shipment data & Invoice data… Read More: Simplified OE Module Report (Order Details) »

Generic Macro of Sales Order Import

ERP (Enterprise Resource Planning) is built for accounting and business. With the help of ERP, we can develop Report/customization as per client requirement. In this blog, we will discuss about Sales Order Import Macro – How to Import a record of Sales Order using Sales Order Macro. New Stuff: Display Finish Good Item on manufacturing issuance… Read More: Generic Macro of Sales Order Import »