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Sage 100 Users: Improve Your Workflow With Our Custom Sales Order Entry Solution

Our team created a custom Sales Order Entry solution for Sage 100 that's packed with unique and advanced features. It's lightning-fast compared to the native Sage option and has an inventory integration as well as importing and exporting capabilities. Although it's a .NET application, it's easily convertible to a web-based application. For our Custom Sales Order Entry Solution we used Sage Business Object Interface (Sage BOI) to create and view orders in Sage but we've also used Sage BOI to design custom apps to integrate with other modules like Invoices, Cash Receipts, and GL.

Custom Sales Order Entry Solution for Sage 100 - Sales Order Manager (left side of screen)(Left side of the Sales Order Manager)
Sales Order Manager (1-2)(Right side of the Sales Order Manager)

Here are some benefits of using our Custom Sales Order Entry Solution instead of the standard SO module within Sage 100:
  • Access to a real-time inventory lookup by week.
  • Complete entries faster than Sage when entering one item at a time.
  • Orders that are submitted through to Sage (one or multiple orders depending on if there are multiple Ship Dates) are able to be viewed by the Sales Order Number.
  • Data can be easily exported to Excel if it needs fixed and re-imported.
  • The customer lookup screen allows you to select the ship to code of the customer so you can select the customer and ship to code at the same time.
  • Save any orders within the solution before submitting to Sage in case you need to come back to it.

Import Functions

Once you've either downloaded or accessed our Custom Sales Order Entry solution on the web and navigated to the Import Function, you'll have the option to: Upload Template, Copy and Paste Items, or use the Import Wizard.

Custom Sales Order Entry Solution for Sage 100 - Import Functions

**When using the import function, an error message will appear if you have any incorrect or duplicate items.**

Custom Sales Order Entry Solution for Sage 100 - Upload Import Errors

Import Wizard

The Sales Order Import Wizard allows you to easily import thousands of items at once, and even handles multiple ship dates with ease. Plus, it automatically generates a template so users know the correct format for importing your data. If you have multiple ship dates, you'll get multiple orders automatically created for you.

Custom Sales Order Entry Solution for Sage 100 - Import Wizard

Export Selected Rows

To export your data, select the checkbox for the rows needed and then select 'Export Selected Rows' which exports your information into Excel. 

Sales Order Entry Solution for Sage 100 - Export Selected Rows

Multiple orders when multiple ship dates are used

Orders with Different Ship Dates (6)

When the same item is ordered with multiple ship dates, the solution automatically splits the order into multiple sections, allowing you to select different Ship To information if needed.

Multiple Orders with Different Shipping Information (7)


Questions?

If you have any questions about our Custom Sales Order Entry solution for Sage 100, feel free to reach out to us! Our team of experts is dedicated to providing exceptional customer service and support, and we value your feedback and input. Don't hesitate to contact us if you need any assistance or have any questions about our solution. 

Matt Taylor

Written by Matt Taylor

Matt Taylor is a Senior Application Developer with RKL eSolutions LLC. He supports Sage CRM, Sage Alerts and Workflows, Sage Intacct, Sage 100 and custom windows and web based applications. He skilled in using Microsoft SQL, SSIS, C#, and JavaScript to build back and front end integrations with the various products. When not working, Matt enjoys snowboarding, backpacking, fishing, traveling, and spending time with his friends and family.