How to track sales in Sage 100 ERP

By | November 4, 2013
Many a times, a company needs to know number of invoices issued throughout the years from a particular Customer. This helps ERP user to keep track –
  • Customer Sales activities and identify profitable Customers
  • Recurrences of customer Sales in particular Fiscal calendar.
  • Legal and marketing activities to target its desired customer base
Sage 100 ERP helps you in this through the below mentioned feature.
For instance, user needs to check the no. of invoices posted against the customer ’01-ABF’ in each period of FY 2013.
Navigate through Customer Maintenance Screen, select the desired Customer and follow the below steps.                     
  1.  Sage 100 >>Account Receivable >>Main>>Customer Maintenance and select the customer ’01-ABF’
  2.  Once customer selected ,go to History tab and select the Fiscal ‘2013’ from the drop down  given at  right side of screen.
As shown in above screenshot, user can see the Number of invoices along with additional details in the highlighted Fiscal year.  The count is displayed in the extreme right column i.e. called ‘No. Invcs’.Also see ‘AR Prepayment in Sage 100’The above steps will enable the user to calculate the sales and profits gained from a particular Customer throughout the Fiscal calendars.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, 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.

The unique GUMU™ integration solutions provided by Greytrix for Sage 100 include Sage 100 integration with Sage CRM, and Salesforce.comDynamics 365 CRM, the migration solutions include Sage 100 Migration from Sage 50 USSage IntacctQuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 100 customization and development services to Sage business partners, end users, and Sage PSG worldwide. Sage 100 product listings by Greytrix include Salesforce – Sage ERP integration available on Salesforce Appexchange, Dynamics 365 CRM – Sage ERP integration available on Microsoft Appsource (Free Trial).

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.

For more details on Sage 100 Services, please contact us at We will like to hear from you.