Adding Tasks & Shortcuts to Your Favorites Menu in Sage 100
The Sage 100 Favorites Menu allows you to customize your navigation pane with shortcuts to your most frequently-used tasks, folders, files and even external links and websites. Let’s take a look at a few options for adding tasks and links to your ...
Continue readingEnhanced Stock Valuation Report in Sage X3 V12
Version 12 has several improvements like the ability for users to run as of specific date, an inquiry so data can be exported to Excel, and a resynchronization tool to identify and correct balance issues by period.
Continue readingSage X3 How To: Moving Stock out of Subcontract Location and into an Internal Location
There may be instances where material has been moved into a subcontract location and no longer required. The following steps will allow a user to transfer this material to an internal location so it can be used for other purposes.
Continue readingHow to Setup Sage X3 to Track Sales Representatives and Commissions
Sales commissions are paid to sales representatives when they make a sale. The salesperson is assigned at the time the sales order is created and the commission amount is recorded during the sales invoice creation.
Continue readingA Quick Guide to Assembling a Default Sales Order & Delivery Type in Sage X3
The default Sales Order and Delivery type can be setup with a preferred default instead of selecting by alphabetical order during data entry.
Continue readingHow to use Container Management and Logistics Tracking in Sage X3
One of the biggest problems with today’s supply chain is managing our overseas purchases and tracking those shipments. Since most of the goods are transported by containers, we need to be able easily track those containers so we can update our ...
Continue readingHow to Setup Sage 500 to track the new Colorado Retail Delivery Fee
Beginning July 1st, 2022 Colorado will impose a $0.27 retail delivery fee on all deliveries by motor vehicle to a location in Colorado. The fee is per order and applies if there is any taxable item in the order. Wholesale or other exempt sales are ...
Continue readingHow to Setup X3 to track the new Colorado Retail Delivery Fee
Beginning July 1st, 2022 Colorado will impose a $0.27 retail delivery fee on all deliveries by motor vehicle to a location in Colorado. The fee is per order and applies if there is any taxable item in the order. Wholesale or other exempt sales are ...
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