Tag Archives: Salesperson

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 »

Backorder Report – New Enhancements in Excel Output

In Sage 300 ERP, the Backorder Report is one of the most crucial reports used by Sales and Inventory teams to track pending customer shipments and ensure timely order fulfillment. It helps in identifying aging orders, shipment delays, and pending product quantities so that corrective actions can be taken quickly. To make this report more… Read More: Backorder Report – New Enhancements in Excel Output »

Order Book Report – Enhancements with Order Date and Salesperson

In Sage 300 ERP, the Order Book Report helps businesses analyze sales orders. To make the report more meaningful and aligned with client requirements, we have introduced a couple of new enhancements. In this blog, we are going to discuss the enhancements done in the Order Book Report. New Stuff : – Automating BOM Purchase… Read More: Order Book Report – Enhancements with Order Date and Salesperson »

Export IC Adjustment details using Sage 300 Customized Utility.

In the Sage 300 system, the Inventory Adjustment function holds a significant role within the inventory module. This tool proves highly valuable whenever a user needs to enact adjustments relating to item quantities or costs based on specific requirements. It offers the flexibility to modify either the quantity, cost, or both aspects of goods, depending… Read More: Export IC Adjustment details using Sage 300 Customized Utility. »

Purchase Order Validation Based On Vendor Contract Costs

The Vendor Contract Cost screen in Sage300 ERP is useful for defining unit price in relation to certain Items and Customers. The user also has the choice of selecting a single or multiple unit price. When you enter purchase orders, receipts, invoices, re-turns, and credit/debit notes, vendor contract charges show up as default entries. Purchase… Read More: Purchase Order Validation Based On Vendor Contract Costs »

Sales Statistics of Salesperson per Invoice

In Sage 300 ERP, when you enter a transaction in Order Entry, the salespersons assigned to the customer account in Accounts Receivable appear on the Sales Split tab by default. You can assign portions of each transaction to the salesperson or salespersons responsible for the customer account or sale. Sales commissions are calculated when you… Read More: Sales Statistics of Salesperson per Invoice »

Export Salesperson information utility – Sage 300 ERP

By using our “Export Salesperson Info utility” you can know how much sales done by salesperson on every Fiscal Year/Period. The sales information will get exported in excel format with respective details. New Stuff: Use of Costing Method in Purchase Order Follow below steps to exported sales by salesperson.The below is the screen shot of Export… Read More: Export Salesperson information utility – Sage 300 ERP »

Salesperson Commission Report in Sage 300 ERP

In our last post we read about “Setting up Salesperson Commission in Sage 300 ERP” now let us move to the next level where we will see how effectively reporting is handled in Sage 300 ERP for Salesperson commission. New Stuff :  Migrating Banks From Sage PRO ERP To Sage 300 ERP  The report lists… Read More: Salesperson Commission Report in Sage 300 ERP »