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Sage CRM: 4 Ways to Find Information

  What good is capturing and organizing all that data in Sage CRM if you can’t find the right information when you need it?  Let’s take a look at 4 easy ways to find the right data, quickly and easily, in Sage CRM.

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Tagged With: Sage CRM, How-To

Using Sage Support Courtesy Call Back Option

Sometimes when you contact Sage Support, call volume is higher and you may be asked if you’d like a courtesy call back. Let’s take a look at how it works and what to expect.

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Tagged With: Sage 100, How-To

Stock Availability on Sales Order Lines

During sales order entry your customer service rep can’t see what’s in the existing inventory. This can lead to warehouse employees taking time away from their tasks to conduct manual checks, ultimately culminating in order delays and unhappy .

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Tagged With: Sage X3, How-To

How to Update Opening Balances using the Year End Simulation function in Sage X3

In most cases a company will need to run financial reports for the current year before they have closed the previous year. During a fiscal year close new period entries are created which create the opening balances for the current year. The Year End .

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Tagged With: Sage X3, How-To

How to Create Recurring Supplier Invoices in Sage X3

Users may have certain expenses that are made on a weekly or monthly basis such as rent. Sage X3 allows you to setup recurring invoices which lessens data entry each billing period and allows more time for other tasks. Using the steps below you can .

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Tagged With: Sage X3, How-To

Global Serial Numbers Enhancement

In V12 there is a new way of managing serial numbers in received or issued transactions. The benefits are:

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Tagged With: Sage X3, How-To

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