Quick Order Entry for Sage Enterprise Management: Simplifies your order processing

By | January 18, 2017

Businesses today require solutions that offer great visibility into the sales and order entry process for different products. A real-time and 360⁰ view of inventory, invoicing and tracking information becomes equally important for sales and customer service representatives. This facilitates simplified order processing, eliminating errors and offering smooth, cost-effective operations, delivering enhanced customer service. Understanding these critical requirements for your business, Greytrix has developed a new add-on in Sage X3 solution – “Quick Order Entry” that automates the Order entry process. Quick Order Entry, as the name indicates, is used to reduce manual data entry errors thus improving efficiency in your Order entry process.

quick order entry sage x3

To initiate the steps of Quick Order Entry in your Sage X3 solution, follow the steps below:

Navigate: Sales >> Orders >> Quick order entry

  1. Select Site.
  2. Select Customer.
  3. Enter Product.
  4. Enter Ordered Quantity.
  5. Click on Create.

Fig 1. Shows the screenshot of the new add-on “Quick Order Entry” in Sage X3.

Fig 1: Quick order entry screen

Quick order entry Log screen

Fig 2: Quick order entry Log screen

The Sales Delivery and Sales Invoice will be automatically created.

Quick order entry screen

Fig 3: Quick order entry screen

The Features of Quick Order Entry in Sage X3 include:

  • Simpler Order creation in 4 steps
  • Enhanced visibility in inventory details of the product
  • Automatic Order line product capture
  • Easy automatic delivery creation on an Order
  • Automated Invoice creation on an Order
  • User-friendly screen
  • Easy access to payment option on the screen

The Benefits of Quick Order Entry in Sage X3 are as follows:

  • Faster and efficient Sales Order fulfillment with reduced delivery time
  • Smoother and efficient Sales process
  • Automated and cost-effective workflow
  • Accurate Order processing
  • More resource time for business improvement and enhancing the customer experience
  • Eliminate Data redundancy

Greytrix Quick Order Entry Screen for Sage X3 solution helps your business to streamline Order processing and shipping. With a holistic information, sales reps can take insightful business decisions thus serving your customers better and maximize profitability with accurate Order control and management.

To experience Quick Order Entry and explore the benefits of this new screen in your Sage X3 ERP, write to us x3@greytrix.com.

About Us
Greytrix – a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized 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 expertise.

Greytrix caters to a wide range of Sage Enterprise Management (Sage X3) offerings – a Sage Business Cloud Solution. Our unique GUMU™ integrations include Sage Enterprise Management (Sage X3) for Sage CRMSalesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3). Currently we are Sage Enterprise Management Implementation Partner in East Africa, Middles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage Enterprise Management – Salesforce is a 5-star app listed on Salesforce AppExchange.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com. We will be glad to assist you.