{"id":8356,"date":"2014-08-05T09:27:13","date_gmt":"2014-08-05T09:27:13","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=8356"},"modified":"2022-03-16T10:53:50","modified_gmt":"2022-03-16T10:53:50","slug":"automated-email-notification-on-order-closure-in-sage-300","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/08\/05\/automated-email-notification-on-order-closure-in-sage-300\/","title":{"rendered":"Automated email notification on every order closed in Sage 300"},"content":{"rendered":"

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 email is sent to the sales person for the every order that he closes.
The New Stuff :<\/strong><\/span><\/em> Item Code Change \u2013 Multiple changes in single shot<\/a>
To achieve this requirement in Sage 300 ERP, we have built a component that sends the emails directly to the sales person assigned about his sales order. Essentially the component is developed with a vision to send automated email notification to the sales person assigned to the orders, so that the sales person can keep track of the order they book.
Below are the features of component for the alert:<\/p>\n

1. With Salesperson alert component you can send automated email to multiple salespersons.<\/p>\n

2. Sending email to the sales person account is an automated process.<\/p>\n

3. Each time when a Sales Order is booked in Sage 300 ERP with appropriate sales person, our routine sends an automated email to all sales person email address; those are attached to the sales order.<\/p>\n

4. The Sales person email address is stored in custom table.<\/p>\n

5. We have also provided custom maintenance UI to allow the user to edit the email addresses of the sales person which are routinely referred.<\/p>\n

Hence, with the help of our Salesperson alert component, salesperson would be able to keep a track of the orders and can also keep a track of their sales that they make in given fiscal period.
Note:<\/strong> The component is developed using Sage 300 SDK, so it is easy deploy and currently compatible with Sage 300 ERP 2014.<\/p>\n\n\n

About Us<\/strong><\/span><\/p>\n\n\n\n

Greytrix<\/a> – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n

Greytrix<\/a>\u00a0offers unique GUMU™<\/a> integrated solutions of\u00a0\u00a0Sage 300 <\/a>with Sage CRM,\u00a0Salesforce(listed on Salesforce Appexchange), Dynamics 365 CRM, and\u00a0Magento eCommerce,\u00a0along with Sage 300 Migration from\u00a0Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business <\/a>Works<\/a>. We also offer best-in-class\u00a0Sage 300 customization and development services\u00a0and integration services for applications such as\u00a0POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP<\/a>\u00a0and for Sage 300c development services we offer, upgrades of older codes and screens to new web screens, latest integrations using Data and web services to Sage business partners, end users and Sage PSG worldwide. <\/p>\n\n\n\n

Greytrix offers 20+ add-ons for Sage 300 to enhance productivity such as\u00a0GreyMatrix,\u00a0Document Attachment,\u00a0Document Numbering,\u00a0Auto-Bank Reconciliation,\u00a0Purchase Approval System,\u00a0Three-way PO matching,\u00a0Bill of Lading,\u00a0and\u00a0VAT for the Middle East. The GUMU™ integration for Dynamics 365 CRM \u2013 Sage ERP is listed on Microsoft Appsource with an easy implementation package. <\/p>\n\n\n\n

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button. <\/p>

For more details on Sage 300 and Sage 300c Services, please contact us at accpac@greytrix.com<\/a>, We will like to hear from you.<\/p>\n","protected":false},"excerpt":{"rendered":"

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\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2,5],"tags":[633,634,857,1747,1817,2326,2548,2556,2625],"class_list":["post-8356","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","category-accpac-sdk","tag-custom-component","tag-custom-component-for-salesperson-alert","tag-email","tag-notify-sales-person","tag-order-entry","tag-sage-300-2012","tag-sales-order","tag-sales-person","tag-send-email"],"yoast_head":"\nAutomated email notification on every order closed in Sage 300 - Sage 300 ERP \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/08\/05\/automated-email-notification-on-order-closure-in-sage-300\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Automated email notification on every order closed in Sage 300 - Sage 300 ERP \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"The merit of a salesperson is usually measured when the Salesperson achieves his or her sales target during a given period. 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