Sage 100 ERP Demo of Sales Order, View Sage 100 Sales Order Reports, Module Options and Sage 100 Sales Order Support Information and Overview Documentation

Business Information Systems is a Sage Authorized Partner, Sage Reseller, Sage Certified Consultant, support and solution provider for the Sage 100 Sales Order Module

Sage 100 Sales Order Overview. Sales Order Overview

Information & Introduction Recap

Sage 100 Sales Order provides you with the ability to optimize …more…your entire sales and distribution workflow. Empower your team so that when a customer calls to place an order, you can close more sales answering all their questions with the powerful information at your fingertips. Sales Order provides you visibility of inventory availability with item details down to lot and serial number and pricing information with options for quantity pricing, discounts if combined with other items, and unique pricing that may be set up for a specific customer. Encourage large purchases across multiple product lines or by combining specific items, colors, or sizes. You can even suggest alternative products if you’re out of stock on what they want. Customer account information can be accessed to streamline your ordering workflow, for status, credit limits, previous orders, and to confirm the customer’s mailing address and shipping addresses.

Maximize your team’s productivity utilizing our efficient …more…dual grid entry design that allows you to personalize your order entry screens. Customize the screens even more using Custom Office to streamline and enhance your workflow, add or remove fields, add specialized buttons, and utilize scripting to automatically process transactions according to your business rules.

Sales Order improves your cash flow with many …more…features of functionality, including the ability to automatically generate Customer Invoices and Vendor Purchase Orders from Sales Orders. Minimize the time and effort placing a cusotmer’s order for a product you sell but don’t normally stock, so when your customer buys that item, an order flows through to the appropriate vendor. Use flexible selection criteria to automatically generate invoices from a range of sales orders. As customer orders are filled and completed, Sales Order information flows through the Sage 100 ERPM system so you can properly invoice and ship orders. And with the pick, pack, and ship features, your warehouse staff can identify the package each item is in, print a packing list, and enter carrier tracking numbers for your customer service personnel. Affix all finished shipping cartons with shipping labels and, if appropriate, COD tags that include billable freight.

All original sales order information can be recalled, allowing you to …more…enter exact quantities shipped and backordered. To deliver extraordinary customer service, set up your system to keep your customers informed, emailing order confirmations, tracking information, and more. When you integrate this module with the Inventory Management, Accounts Receivable, and Purchase Order modules, you have a powerful, flexible, and easy-to-use distribution system.

As customer orders are filled and completed, …more… Sage 100 Sales Order information flows through the ERP system so you can properly invoice and ship orders. In addition, with the pick, pack, and ship features, your warehouse staff can identify the package each item is in, print a packing list, and enter carrier-tracking numbers for your customer service personnel. Affix all finished shipping cartons with shipping labels and, if appropriate, COD tags that include billable freight. All original sales order information can be recalled, allowing you to enter exact quantities shipped and backordered. To deliver extraordinary customer service, set up your system to keep your customers informed, emailing order confirmations, tracking information, and more. When you integrate this module with the Inventory Management, Accounts Receivable, and Purchase Order modules, you have a powerful, flexible, and easy-to-use sales and distribution system.

Sage 100 Sales Order (SO) Demo Support & Overview Information

In this BIS Sage 100 Sales Order Demo Series, your will become familiar with module setup, integration, and user support options. As with all Virtual Tour Demos you can navigate and explore all the Sage 100 Menu tree items that are accessible from the Sage 100 Explorer Menu: review the main maintenance tasks, discover reports powered by Crystal Reports for Sage, view module options for setup and configuration, view the file utilities, and learn about how to customize screens using the Custom Office Module, including how to add UDFs and UDSs to a user interface screen panel to optimize and automate process management. After this Demo series, you will see first-hand how flexible and effective Sage 100 ERP Software Processing can benefit your business.

Sage 100 Sales Order Module Menu Links Sales Order Module Menu Links …show menu choices…

  1. Main Menu:
  2. Sales Order Entry,
  3. Sales Order Printing,
  4. Picking Sheet Printing and Shipping Label Printing,
  5. Invoice Data Entry,
  6. Invoice Printing,
  7. COD Label Printing,
  8. Daily Dales Reports / Updates,
  9. Daily Transation Register,
  10. Auto Generate Invoice Selection,
  11. Auto Generate Orders Selection, and
  12. Sales Order Batch Autorization
  1. Shipping Menu:
  2. Shipping Data Entry,
  3. Packing List Printing,
  4. Invoice Printing,
  5. Shipping Entry Label Printing,
  6. COD Label Printing,
  7. Daily Shipping Report,
  8. Shipping History Inquiry, and
  9. Shipping History Report.
  1. Inquiries Menu:
  2. Customer Inquiry,
  3. Invoice History Inquiry,
  4. Item Inquiry,
  5. Sales Order Inquiry,
  6. Sales Order and Quote History Inquiry, and
  7. RMA Inquiry.
  1. Reports Menu:
  2. Open Sales Order Report,
  3. Open Order by Item Report,
  4. Open Orders by Promise Date Report,
  5. Open Orders by Job Report,
  6. Back Order Report,
  7. Sales Recap by Product Line,
  8. Sales Recap by Warehouse,
  9. Sales Recap by Warehouse,
  10. Sales recap by Division,
  11. Customer Sales History,
  12. Customer Sales by Product Line,
  13. Sales Order Recap,
  14. Lot and Serial Number History Report,
  15. General Ledger Posting Recap, and
  16. Sales Order and Quote History Report.
  1. Period End Menu:
  2. Sales Order Options,
  3. Shipping Rate Maintenance,
  4. Customer Last Purchase Maitenance,
  5. Cancel and Reason Code Maintenance,
  6. Shipping Setup Oprtions,
  7. Shipper ID Maintenance,
  8. Purchase Control Maintenance,
  9. Line Item Commission Maintenance, and
  10. Memo Manager Maintenance.
  1. Setup and Configuration Menu:
  2. Period End Report Selection, and
  3. Period End Processing.
  1. Utilities and File Maintenance Menu
  2. Purge Expired Orders / Quotes,
  3. Purge Obsolete Sales Orders,
  4. Purge Order / Quote History,
  5. Purge Lot / Serial History,
  6. Purge Sales History,
  7. Purge Sales Order Recap, and
  8. Create Sales Order / Quote History.
  1. Crystal Reports for Sage Custom Reports Menu
  2. Email Me with a suggestion, and I will Demostrate how to build a Custom Crystal Report for this Sales Order.
  1. Business Insights Explorer Views Menu
  2. Sales Order View,
  3. History Orders View, and
  4. Shipping History Invoices View.
  1. Business Insights Custom Process Flows Menu
  2. Email Me with a suggestion, and I will Demostrate how to build a Custom Process Flow for a process Management.

Sage 100 Sales Order Main Menu Main Menu

Sage 100 ERP SO Main Menu Demo & Support

About the Sales Order Main Menu

In the following section, you can see BIS and Sage, support and training information for all Sage 100 task and report menu items infolded within the Main Menu.

sage 100 sales order main menu information

sage 100 erp sales order module main menu sales order entry task Sales Order Sales Order Entry

The Sales Order Entry is used to enter information necessary to create sales orders, blanket master orders, repeating orders, back orders, and price quotes. Back orders are usually entered using Sales Order Entry during the initial conversion process. During normal operations, back orders are generated automatically during Invoice Data Entry if the quantity shipped is less than the quantity ordered.

Price Schedules established in the Inventory Management module are accessed to provide automatic pricing of inventory line items. Charges for non-inventory items, such as services and fees, are accessed from Miscellaneous Item Maintenance.

sales order sales order entry user options User Options

  1. After the data is entered for a group of orders, you can print sales orders and picking sheets to help process the orders and prepare them for invoicing.
  2. During the invoicing process, all information entered in Sales Order Entry is retrieved and displayed automatically.
  3. After a sales order is shipped and invoiced completely, you can view the sales order using Sales Order and Quote History Inquiry.
  4. Use Sales Order Recap to view order numbers entered using Sales Order Entry, including price quotes, master orders, repeating orders, RMAs, and Internet orders. Deleted order numbers, as well as processed order numbers are included on this report. History is not retained for master orders or repeating orders; however, master orders and repeating orders can be tracked in the Sales Order Recap.
  5. You can view the Sales Order Entry Window in Normal or Expanded View. The expanded view allows you to view more entries on the Lines tab. The Change View button is available only if your screen resolution is set to 1024 x 768 or higher.

Sage 100 Sales Order Entry. Sage 100 Sales Order Entry Task.

Sales Order Demo of Sage 100 SO UI Screenshot.
Sage 100 Training Sales Order Entry; How to enter a new sales order.
Sage 100 Training Sales Order Entry; Use the ALE hourglass to lookup retrieve an order.
Sage 100 Training Sales Order Entry; How to enter a new sales order.
Tab 1 is the Header Tab and houses Primary Sales Order Information.
Sage 100 Training Sales Order Entry; Maintain Order Reason Code.
Sage 100 Training Sales Order Entry; Maintain Order Reason Code.
Sage 100 Training Sales Order Entry; Maintain Order Ship To Address Information.
Sage 100 Training Sales Order Entry; Maintain Order Ship To Address Information.
Sage 100 Training Sales Order Entry; Maintain Order Terms Code Information.
Sage 100 Training Sales Order Entry; Maintain Order Terms Code Information.
Sage 100 Training Sales Order Entry; Maintain Order Ship Via Tab 1 Main Information.
Maintain Order Ship Via Tab 1 Main Information.
Sage 100 Training Sales Order Entry; Maintain Order Shipt Via Tab 2 Charge Information.
Maintain Order Ship Via Tab 2 Charge Information.
Sage 100 Training Sales Order Entry; Sales Person Maintenance Tab 1 is the sales person primary maintenance screen.
Tab1 is the sales person primary maintenance screen.
Sage 100 Training Sales Order Entry; Sales Person Maintenance Tab 2 is the salesperson history screen.
Tab2 is the salesperson history screen.
Sage 100 Training Sales Order Entry; How to enter a new sales order add bill to and ship information.
Tab2 is the Address Tab for Billling and Shipping Information.
Sage 100 Training Sales Order Entry; Tab 3 is the Lines Tab for order line item details.
Tab3 is the Lines Tab for order line item details.
Sage 100 Training Sales Order Entry; Tab 4 is the Totals Tab it is summarizes non-tax, taxable, shipping and net of any customer deposits or prepayments.
Tab4 Sales Order’s total and sub-totals.
Sage 100 Training Sales Order Entry; Tab 5 is the Credit Card Information Tab only available if Sage Payments or other merchant account services is configured.
Tab5 is the Credit Card Information if any.
Sage 100 Training Sales Order Entry; Maintain Order Customer Maintenance Tab 1 Main Information.
Sage 100 Customer Maintenance Tab 1 Main Information.
Sage 100 Training Sales Order Entry; Maintain Order Customer Maintenance Tab 2 Additional Information.
Customer Maintenance Tab 2 Additional Information.
Sage 100 Training Sales Order Entry; Maintain Order Customer Maintenance Tab 3 Statistics Information.
Customer Maintenance Tab 3 Statistics Information.
Sage 100 Training Sales Order Entry; Maintain Order Customer Maintenance Tab 4 Summary Information.
Customer Maintenance Tab 4 Summary Information.
Sage 100 Training Sales Order Entry; Maintain Order Customer Maintenance Tab 5 History Information.
Customer Maintenance Tab 5 History Information.
Sage 100 Training Sales Order Entry; Maintain Order Customer Maintenance tab 6 Invoice History Information.
Customer Maintenance Tab 6 Invoice History Information.
Sage 100 Training Sales Order Entry; Maintain Order Customer Maintenance tab 7 transaction history information.
Customer Maintenance Tab 7 Transaction History Information.
Sage 100 Training Sales Order Entry; Maintain Order Customer Maintenance tab 8 sales orders history information.
Customer Maintenance Tab 8 Sales Orders History Information.
Sage 100 Training Sales Order Entry; How to enter a new sales order.
Customer Maintenance Tab 1 (short form) customer information.
Sage 100 Training Sales Order Entry; How to enter a new sales order.
Customer Maintenance Tab 2 (short form) addtional information.
Sage 100 Training Sales Order Entry;
Sales Person Maintenance Tab 1 Main
Sage 100 Training Sales Order Entry;
Sales Person Maintenance Tab 2 Additional
Sage 100 Training Sales Order Entry;
Sage 100 Training Sales for all SO Order Reports, Tasks. Setup and Customizing and Automating Process Management and subsidarie workflows;.
Sage 100 Training Sales Order Entry; Print Sales Order.
Sage 100 Training Sales Order Entry; Print Order.
Sage 100 Training Sales Order Entry; Print Picking Sheet
Sage 100 Training Sales Order Entry; Print Picking Sheet.
Sage 100 Training Sales Order Entry; How to enter a new sales order.
Sage 100 Training Sales Order Entry, entering a new sales order.

Sage 100 Sales Order Entry. Sales Order Demo of Entry Expanded View.

Sales Order Demo of Order Lines Expanded View. Sage 100 SO UI Screenshot.
Sales Order Normal View.
Sales Order Entry Normal View.
Sales Order Normal View.
Sales Order Entry Normal View.
Sales Order Entry Expanded View.
Sales Order Entry Expanded View.
Sales Order line item inquiries options drop down list.
Sales Order line item inquiries options drop down list.
Sales Order line item inquiries options drop down list.
Sales Order line item inquiries options drop down list.
Sales Order tab three order lines expanded line item detail information.
Sales Order tab three order lines expanded line item detail information.
Sales Order line item inquiry option item status.
Sales Order line item inquiry option item status.
Sales Order line item inquiry option price lookup.
Sales Order line item inquiry option price lookup.
Sales Order line item inquiry option alternative warehouse.
Sales Order line item inquiry option alternative warehouse.
Sales Order line item inquiry option alternative item.
Sales Order line item inquiry option alternative item.
Sage 100 Training Sales Order Entry; How to enter a new sales order.
Sales Order line item inquiry option item memo.
Sales Order line item inquiry option item maintenance tab one, main information.
Sales Order line item inquiry option item maintenance tab one main information.
Sage 100 Training Sales Order Entry; How to enter a new sales order.
Sage 100 Training Sales Order Entry; How to enter a new sales order.
Sage 100 Training Sales Order Entry; How to enter a new sales order.
Sage 100 Training Sales Order Entry; How to enter a new sales order.
Sage 100 Training Sales Order Entry; How to enter a new sales order.
Sage 100 Training Sales Order Entry; How to enter a new sales order.
Sage 100 Training Sales Order Entry; How to enter a new sales order.
Sage 100 Training Sales Order Entry; How to enter a new sales order.
Sage 100 Training Sales Order Entry; How to enter a new sales order.
Sage 100 Training Sales Order Entry; How to enter a new sales order.
Sage 100 Training Sales Order Entry; How to enter a new sales order.
Sage 100 Training Sales Order Entry; How to enter a new sales order.

sales order sales order entry task module's setup and integration options Setup & Integration Options

  1. Before entering sales orders, if you are currently using a manual sales order system or a different computerized system, you may need to perform certain preliminary data entry procedures to ensure your accounting records are in balance. Customer information, including the customer name, billing address, shipping address, sales tax, terms, and applicable trade discounts, is retrieved automatically from the Customer file to speed the data entry process.
  2. If the Enable Purchase Order Generation During Sales Order Entry check box is selected in Purchase Order Options, a Generate PO button appears allowing you to generate a purchase order from a sales order. If the Prompt to Generate Purchase Order on New Sales Orders check box is selected, you are prompted to generate a purchase order from a new sales order.
  3. If the Customer Relationship Management module is set up, you can access this task from CRM to enter sales orders, customer quotes, and prospect quotes.
  4. Sales orders and Customer Quotes can be entered for Sage CRM companies that are related to Accounts Receivable Customers.
  5. Prospect Quotes can be entered for Sage CRM companies that are not related to customers. The prospect quotes for a Sage CRM company are automatically promoted to customer quotes if a relationship is later created between the company and an Accounts Receivable customer.
  6. Sage CRM prospect quotes are not tracked in the Sales Order Recap.
  7. When this task is accessed from Sage CRM, the system date is automatically used as the accounting date.

sage 100 erp sales order module main menu sales order printing task Sales Order Printing

Sales Order Printing is used to print standard sales order, back order, blanket master orders, price quotes, and repeating order confirmations entered in Sales Order Entry.

sales order sales order printing user options User Options

  1. You can sort the forms by order number or warehouse code, and select to print bill option codes. You can also select to print partial, full, or no comments entered on the Lines tab.
  2. You can enter a selection of order numbers, warehouse codes, and user-defined fields (UDFs) to print and if the Job Cost module is integrated with Sales Order, you can enter a selection of job numbers to print.
  3. If you have sales orders with credit card transactions, the order balance will reflect the credit card payment.
  4. You can reprint a range of sales orders without reselecting the Print Order check box for individual orders in Sales Order Entry. Selected sales orders can also be removed from the current print file.
  5. You can print sales orders to multiple locations.

Sage 100 Sales Order Printing. Sage 100 Sales Order Printing.

Sage 100 Screenshot of Sales Order Printing; Sage 100 SO UI Demo.
Sage 100 Sales Order Printing Initiate UI.
Sales Order Printing Initiate UI.
Sage 100 Sales Order Printing Initiate UI.
Sales Order Printing Initiate UI.

sales order sales order printing task module's setup and integration options Setup & Integration Options

  1. This task is available only if the Print Sales Orders check box is selected in Sales Order Options.
  2. A Sales order can be printed only if the Print Order check box is selected in Sales Order Entry for each sales order selected. The check box is cleared after printing is completed.
  3. If an option other than None is selected in the Print Picking Sheets By field in Sales Order Options, you can print picking sheets after the last sales order prints.
  4. If the Customer Relationship Management module is set up, selecting to print price quotes allows you to print both Customer Quotes and Prospect Quotes. For prospect quotes, the Sage CRM prospect ID and company name print in place of the customer number and name. You can also print the Sage CRM user, company ID, opportunity, and person information on orders and quotes.
  5. Warehouse codes can be selected for printing only if the Require Multiple Warehouses check box is selected in Inventory Management Options.
  6. Job numbers can be selected for printing only if the Integrate with Job Cost check box is selected in Sales Order Options.
  7. If the Enable Lot and Serial Distribution check box is selected in Sales Order Options and the line items contain lot or serial numbers, you can print the lot and serial distribution information.
  8. If this task is selected from the Bar Code module, bar codes can be printed on sales orders for information such as the sales order number, item number, quantity ordered, shipped and back ordered, price, amount, and component item number. Bar code printers must be predefined using Bar Code Printer Maintenance.
  9. Sales order forms can be modified as necessary using Crystal Report Designer.
  10. The third address line for bill-to and ship-to addresses is not printed on preprinted forms. To enable printing of the third address line, see Print a Third Address Line on Preprinted Forms.
  11. You can save the settings in the Print Sales Order window by creating a new form code. Changes to settings for the STANDARD Form Code are not saved when you close the window.

sage 100 erp sales order module main menu picking sheet printing task Sales Order Picking Sheet Printing

Sales Order Picking Sheet Printing uses information entered in Sales Order Entry to produce picking sheets itemizing the inventory items for each order. Each picking sheet displays the unit of measure and the ordered quantity for each item and provides columns for writing in the actual quantities picked and back ordered when the order is filled. For items using a lot or serial number costing method, space is provided for writing the appropriate identifying number.

sales order picking sheet printing user options User Options

  1. You can print picking sheets for standard orders, back orders, master orders, repeating orders, or price quotes. You can also select to print unauthorized and expired credit card orders as well as orders on hold. Additionally, you can include the back ordered quantity in the quantity ordered and print the back ordered lines.
  2. You can enter a selection of order numbers, warehouse codes, and user-defined fields (UDFs) to print.
  3. Comments entered on the Lines tab can be printed in one of three formats and you can type a message containing up to two lines to print on picking sheets.
  4. You can reprint ranges of picking sheets without individually reselecting the Print Pick Sheets check box in Sales Order Entry.
  5. Selected picking sheets can also be removed from the current print file.
  6. You can print picking sheets to multiple locations.
  7. If a sales order is in use in Sales Order Entry during the picking sheet selection process, the picking sheet for that order is not printed.
  8. If a sales order is in use during the picking sheet printing process, the Print Pick Sheets check box in Sales Order Entry is not cleared for that order after printing. When the Display Message for In Use Orders that are Open check box is selected in Sales Order Options, a message appears for the user who printed the picking sheets and displays the orders that were in use. The orders can then be researched, and the Print Pick Sheets check box can be manually cleared as needed.

Sage 100 Sales Order Picking Sheet Printing. Sage 100 Sales Order Picking Sheet Printing.

Sage 100 Demo of Sales Order Picking Sheet Printing; Sage 100 SO UI Screenshot.
Sage 100 Sales Order Picking Sheet Printing.
Sage 100 Sales Order Picking Sheet Printing.
Sage 100 Sales Order Picking Sheet Printing.
Sage 100 Sales Order Picking Sheet Printing.

sales order picking sheet printing task module's setup and integration options Setup & Integration Options

  1. This task is available only if an option other than None is selected in the Print Picking Sheets By field in Sales Order Options.
  2. Picking sheets can be printed only if the Print Pick Sheets check box is selected in Sales Order Entry for each sales order. The check box is cleared after printing is complete.
  3. Picking sheets can only be sorted by the sorting method selected in the Print Picking Sheets By field in Sales Order Options.
  4. If the Print Shipping Labels check box is selected in Sales Order Options, you can select to print shipping labels after the last picking sheet prints.
  5. Items with the Drop Ship check box selected in Sales Order Entry are not included on picking sheets.
  6. If the Enable Lot or Serial Distribution check box is selected in Sales Order Options and the line items contain lot or serial numbers, you can print the lot or serial distribution information.
  7. If the Customer Relationship Management module is set up, selecting to print price quotes allows you to print picking sheets for both Customer Quotes and Prospect Quotes. For prospect quotes, the Sage CRM prospect ID and company name print in place of the customer number and name. You can also print the Sage CRM user, company ID, opportunity, and person information on picking sheets if the fields, as with any Sage 100 ERP field, it can be added to the form in the Crystal Reports Designer.
  8. If this task is selected from the Bar Code module, bar codes can be printed for information such as the order number, item code, quantity ordered, price, amount, and component item number. Bar code printers must be predefined using Bar Code Printer Maintenance.
  9. Picking sheet forms can be modified as necessary using Crystal Report Designer.
  10. You can save settings in the Print Picking Sheet window by creating a new form code. Changes to settings for the STANDARD Form Code are not saved when you close the window.

sage 100 erp sales order module main menu shipping label printing task Sales Order Shipping Label Printing

Sales Order Shipping Label Printing is used to print information entered in Sales Order Entry to produce customer shipping labels that can be printed onto precut labels.

sales order shipping label printing user options User Options

  1. You can select to print shipping labels for standard orders, back orders, master orders, repeating orders, and price quotes. The number of shipping labels printed per order is entered in the No. of Ship Labels field in Sales Order Entry.
  2. You can enter a selection of order numbers, warehouse codes, and user defined fields (UDFs) to print. You can also reprint selections of shipping labels and clear selected shipping labels from the current print file.

Sage 100 Sales Order Shipping Label Printing. Sales Order Shipping Label Printing.

Sales Order Demo of Shipping Label Printing; Sage 100 SO UI Screenshot.
Sage 100 Sales Order Label Printing.
Sage 100 Sales Order Shipping Label Printing.
Sage 100 Sales Order Shipping Label Printing.
Sage 100 Sales Order Shipping Label Printing.

sales order shipping label printing task module's setup and integration options Setup & Integration Options

  1. This task is available only if the Print Shipping Labels check box is selected in Sales Order Options.
  2. If the CRM module is set up, selecting to print price quotes allows you to print shipping labels for both customer quotes and prospect quotes. For prospect quotes, the Sage CRM prospect ID and company name print in place of the customer number and name. You can also print the Sage CRM user, company ID, opportunity, and person information on shipping labels if the fields, as with any Sage 100 ERP field, it can be added to the form using Crystal Reports Designer.
  3. Shipping label forms can be modified as necessary using Crystal Report Designer
  4. You can save settings in the Print Shipping Labels window by creating a new form code. Changes to settings for the STANDARD form code are not saved when you close the window.
  5. The third address line for bill-to and ship-to addresses is not printed on preprinted forms. To enable printing of the third address line, see Print a Third Address Line on Preprinted Forms.

sage 100 erp sales order module main menu daily drop ship report task Sales Order Daily Drop Ship Report

Sales Order Daily Drop Ship Report is used to view an itemized list of all inventory items, miscellaneous items, and special noninventory items to drop ship directly from the vendor to the customer.

sales order daily drop ship report user options User Options

  1. You can track any sales orders that contain line items by printing this report.
  2. The report is detailed by vendor and item code and includes the item description, vendor number, sales order number, customer number, unit of measure, quantity ordered, unit cost, and extended cost for each item.
  3. You can select to print special items on the report, and can enter a selection of item codes, sales order numbers, and vendor numbers to print.
  4. Totals are provided by vendor, and a report total of all drop-shipped items are provided at the end of the report.
  5. After the Daily Drop Ship Report prints, a message appears asking to clear the daily drop ship information. Click Yes to clear daily drop ship information. The Daily Drop Ship file can be cleared at any time, depending on the number of drop shipments you make and the intervals at which you want the information reported.

Sage 100 Sales Order Daily Drop Ship Report Printing Printing. Sage 100 Sales Order Daily Drop Ship Report Printing.

Sales Order Demo of Daily Drop Ship Report Printing; Sage 100 SO UI Screenshot.
Sage 100 Sales Order Daily Drop Ship Report Printing.
Sage 100 Sales Order Daily Drop Ship Report Printing.
Sage 100 Sales Order Daily Drop Ship Report Printing.
Sage 100 Sales Order Daily Drop Ship Report Printing.

sales order daily drop ship report task module's setup and integration options Setup & Integration Options

  1. If the Purchase Order module is set up, the purchase order number and purchase order required date for each item can be included on the report.

sage 100 erp sales order module main menu invoice data entry task Sales Order Invoice Data Entry

Sales Order Invoice Data Entry is used to enter information necessary to bill customers for standard sales order items that are picked and shipped. All original order information recorded during Sales Order Entry can be retrieved by sales order number and displayed for verification before invoicing.

sales order invoice data entry user options User Options

  1. After entering data for a group of invoices, you can print and review the invoices and the Sales Journal before completing the update.
  2. If the inventory item’s lot serial distribution for the line item is entered in Sales Order Entry and Yes is selected when prompted to ship the order complete or you manually change the invoice quantity shipped from zero, then the lot serial distribution information is copied to the invoice line item.
  3. You can view the Sales Order Invoice Data Entry window in normal or expanded view. The expanded view allows you to view more entries on the Lines tab. The Change View button is available only if your screen resolution is set to 1024 x 768 or higher.

Sage 100 Sales Order Invoice Data Entry. Sage 100 Sales Order Invoice Data Entry.

Sales Order Demo of Invoice Data Entry; Sage 100 SO UI Screenshot.
Sage 100 Sales Order Invoice Data Entry Initialize UI Screen.
Sage 100 Sales Order Invoice Data Entry Initialize UI Screen.
Sales Order Invoice Data Entry ALE lookup sales order number.
Sales Order Invoice Data Entry ALE lookup sales order number.
Sales Order Invoice Data Entry tab-one, header invoice information.
Sales Order Invoice Data Entry tab-one, header invoice information.
Sales Order Invoice Data Entry tab-two, address invoice information.
Sales Order Invoice Data Entry tab-two, address invoice information.
Sales Order Invoice Data Entry tab-three, detail line item invoice information.
Sales Order Invoice Data Entry tab-three, detail line item invoice information.
Sales Order Invoice Data Entry tab-four, totals invoice information
Sales Order Invoice Data Entry tab-four, totals invoice information.
Sales Order Invoice Data Entry tab-five, credit card invoice information
Sales Order Invoice Data Entry tab-five, credit card invoice information.
Sage 100 Sales Order Invoice Data Entry.
Sage 100 Sales Order Invoice Data Entry.

sales order invoice data entry task module's setup and integration options Setup & Integration Options

  1. Shipping batches can be viewed and modified in this window, but they cannot be deleted.
  2. Invoices cannot be added to shipping batches using Sales Order Invoice Data Entry.

sage 100 erp sales order module main menu invoice printing task Sales Order Invoice Printing

Sales Order Invoice Printing is, when accessed from the Sales Order Main menu, the information entered in Sales Order Invoice Data Entry inorder to print invoices, credit memos, and debit memos that can be mailed to your customers. Each invoice type can be printed separately.

sales order invoice printing user options User Options

  1. When accessed from the Sales Order Shipping menu, Sales Order Invoice Printing prints information entered in Shipping Data Entry.
  2. You can select the invoice type and enter a range of shipping invoice numbers, warehouse codes, and user-defined fields (UDFs) to print.
  3. If the Job Cost module is integrated with Sales Order, you can enter a selection of job numbers to print.
  4. If you have invoices with credit card transactions, the invoice balance will reflect the credit card payment.
  5. Selected invoices are printed only if the Print Invoices check box is selected in Sals Order Invoice Data Entry.
  6. During the batch print and update phases, other batches can be accessed for data entry and editing; however, only one user at a time can print and update the Sales Journal.
  7. Warehouse Codes can be selected only if the Require Multiple Warehouses check box is selected in Inventory Management Options. Invoices can be sorted by invoice number or warehouse code.
  8. You can print invoices to multiple locations and on multiple forms.
  9. You can print Bill Option Codes, reprint invoices, and print comments entered on the Lines tab in one of three formats.
  10. You can also type a message containing up to two lines to print on selected invoices.
  11. You can save settings in this window by creating a new form code. Changes to settings for the STANDARD form code are not saved when you close the window.

Sage 100 Sales Order Invoice Printing. Sales Order Invoice Printing; Sage 100 SO Crystal Forms.

Sage 100 Screenshot of Sales Order Invoice Printing Initialize UI.
Sage 100 Sales Order Invoice Printing Options Screen.
Sales Order Invoice Printing Options Screen.
Sage 100 Sales Order Invoice Printing.
Sales Order Invoice Printing Options.

sales order invoice printing task module's setup and integration options Setup & Integration Options

  1. This task is available from the Shipping menu only if the Enable Shipping check box is selected in Sales Order Options.
  2. If the CRM module is set up, selecting to print price quotes allows you to print shipping labels for both Customer and Prospect Quotes. For prospect quotes, the Sage CRM prospect ID and company name print in place of the customer number and name. You can also print the Sage CRM user, company ID, opportunity, and person information on shipping labels if the fields, as with any Sage 100 ERP form can be added to the form in Crystal Reports Designer.
  3. Invoices can also be printed by batch if Batch Processing is selected in Sales Order Options.
  4. Invoice forms, as with any Sage 100 ERP form, it can be modified as necessary using Crystal Reports Designer.
  5. The third address line for bill-to and ship-to addresses is not printed on preprinted forms. To enable printing of the third address line, see Print a Third Address Line on Preprinted Forms.

sage 100 erp sales order module main menu cod label printing task Sales Order C.O.D. Label Printing

Sales Order COD Label Printing is used to print shipping labels in which a user can enter a selection of invoice numbers, warehouse codes, and defined UDFs to print. If multiple labels are printed, the invoice total amount is divided equally among the number of labels specified. For example, if two labels are printed for a $500.00 invoice, each label prints with a $250.00 COD amount due. This feature accommodates multiple-part shipments and is based on the number entered in the Number of COD Labels field on the Invoice Data Entry Totals Tab.

sales order cod label printing user options User Options

  1. When accessed from the Sales Order Main menu, COD Label Printing uses information entered in Invoice Data Entry to print COD labels.
  2. When accessed from the Sales Order Shipping menu, COD Label Printing uses information entered in Shipping Data Entry.
  3. You can print COD labels for a selected shipping date and shipping number.
  4. You can save settings in the Print COD Label Printing window by creating a new form code. Changes to settings for the STANDARD Form Code are not saved when you close the window.
  5. You can print COD labels to multiple locations.
  6. When the last COD label prints you can print the Sales Journal.

Sage 100 Sales Order C.O.D. Label Printing. Sales Order C.O.D. Label Printing; Sage 100 SO Crystal Forms.

Sage 100 Screenshot of Sales Order C.O.D. Shipping Label Printing UI.
Sage 100 Sales Order C.O.D. Label Printing.
Sage 100 Sales Order C.O.D. Label Printing.
Sage 100 Sales Order C.O.D. Label Printing.
Sage 100 Sales Order C.O.D. Label Printing.

sales order cod label printing task module's setup and integration options Setup & Integration Options

  1. This task is available only if the Print COD Labels check box is selected in the Sales Order Options window.
  2. When accessed from the Sales Order Shipping menu, this task is available only if the Enable Shipping and Print COD Labels check boxes are selected in the Sales Order Options window.
  3. The COD label, as with any Sage 100 ERP form, it can be customized as necessary using Crystal Reports Designer.
  4. The third address line for bill-to and ship-to addresses is not printed on preprinted forms. To enable printing of the third address line, see Print a Third Address Line on Preprinted Forms.

sage 100 erp sales order module main daily sales report updates task Sales Order Daily Sales Journal Update Report

The Sales Order Daily Sales Journal Update Report is used to update Sales Orders to the Sales Journal.

sales order sales daily sales report update important information Important Information

  1. The Sales Order Sales Journal Posting Date should fall into the Current General Ledger Period for which you are updating. Review the journal for accuracy before updating the Sales Journal.
  2. After you print the journal, you are prompted to update it, which clears the file and updates the information to the Sales Journal.
  3. Printing the journal does not automatically update transactions to the general ledger, use the Daily Transaction Register to update to the General Ledger.

Sage 100 Sales Order Daily Sales Reports Updates. Sales Order Daily Sales Reports Updates; Sage 100 SO Crystal Reports.

Sales Order Daily Sales Reports Updates. Sage 100 SO UI.
Sales Order Daily Sales Reports Updates Batch Entry Screen.
Sales Order Daily Sales Reports Updates Batch Entry Screen.
Sales Order Daily Sales Reports Updates.
Sales Order Daily Sales Reports Updates Preview and Print.

sage 100 erp sales order module main menu daily transaction register task Sales Order Daily Transaction Register Update Report

The Sales Order Daily Transaction Register Update Report is used to update the sales journal to the General Ledger Transaction file.

sales order daily transaction register important information Important Information

  1. The General Ledger Posting Date should fall into the Current General Ledger fiscal or calendar year for which you are updating. Review the transaction register for accuracy before updating the General Ledger.
  2. After you print the Daily Transction Register Update Report, you are prompted to update it, which clears the Daily Transaction Register file and updates the information to the General Ledger Transaction File.
  3. Printing the Daily Transction Register Update Report does not automatically update transactions to the general ledger.

Sage 100 Sales Order Daily Transaction Register. Sales Order Daily Transaction Register; Sage 100 SO Crystal Forms.

Sage 100 Screenshot of Sales Order Daily Transaction Register Update UI.
Sage 100 Reports; Sales Order Daily Transaction Register Update Report.
Sales Order Daily Transaction Register Update Report.
Sage 100 Sales Order Daily Transaction Register.
Sales Order Daily Transaction Register Update Report.

sage 100 erp sales order module main menu auto generate invoices selection task Sales Order Auto Generate Invoices Selection

The Sales Order Auto Generate Invoices Selection is used to automatically generate invoices for a selected group of standard sales orders, back orders, or repeating orders. You can select sales orders by sales order number, sales order date, customer, salesperson, ship date, or promise date. You can generate invoices for orders on hold, and/or generate invoices only from sales orders with open jobs entered. When generating invoices from repeating orders, you can select expired orders and select sales orders by cycle code.

sales order auto generte invoices user options User Options

  1. During the generation process, each invoice created by the Auto Generate Invoices Selection process is recorded in Invoice Data Entry. The invoices can then be edited as necessary.
  2. Generating invoices by order promise date may take several minutes.

Sage 100 Sales Order Auto Generate Invoices Selection. Sales Order Auto Generate Invoices Selection.

Sales Order Demo of Auto Generate Invoices Selection; Sage 100 Information on SO UI Screenshot.
Sales Order Auto Generate Invoices Selection.
Sales Order Auto Generate Invoices Selection Initialize Batch Selection Screen.
Sales Order Auto Generate Invoices Selection.
Sales Order Auto Generate Invoices Selection.
Sage 100 Sales Order Auto Generate Invoices Selection.
Sales Order Auto Generate Invoices Selection.

sales order auto generate invoice selection task module's setup and integration options Setup & Integration Options

  1. The system does not check whether the Inactive Item check box in Item Maintenance is selected for items included on invoices created using this task.
  2. If the Batch Processing Enable check box for Invoice Data Entry is selected in Sales Order Options, only one batch of selections can be processed at a time. While performing the selection, other batches can be edited using Invoice Data Entry. Also, you can select a shipping batch, but you cannot clear or add to a shipping batch in this task.
  3. If the Job Cost module is integrated with Sales Order, you can select to generate only invoices that are associated with open jobs.
  4. When Allowed Job Statuses are defined in Job Status Maintenance, the system checks for allowed job statuses only when a job number is first entered in a data entry window.
  5. Changing a job status from allowed to not allowed does not affect existing records. The system will not check for allowed job statuses when selecting transactions for Auto Generate Invoices Selection.

sales order auto generate invoice selection important information Important Information

  1. Do not interrupt invoice generation while it is in progress.

sage 100 erp sales order module main menu auto generate orders selection task Sales Order Auto Generate Orders Selection

The Sales Order Auto Generate Orders Selection is used to generate Sales Orders automatically for a selected group of repeating or master orders. You can select sales orders by sales order number, sales order date, customer number, cycle code, or salesperson number. You can generate orders from expired orders and master and repeating orders on hold.

sales order auto genertee orders user options User Options

  1. Do not interrupt invoice generation while it is in progress.
  2. During the selection update process, the order number and order date are written to the master and/or repeating orders.
  3. Master or repeating orders must already exist in the system.

Sage 100 Sales Order Auto Generate Orders Selection. Sage 100 Sales Order Auto Generate Orders Selection.

Sage 100 Screenshot of Sales Order Auto Generate Orders Selection UI.
Sage 100 Sales Order Auto Generate Orders Selection.
Sales Order Auto Generate Orders Selection.
Sales Order Auto Generate Orders Selection.
Sales Order Auto Generate Orders Selection.

sales order auto generate orders selection task module's setup and integration options Setup & Integration Options

  1. The system does not check whether the Inactive Item check box in Item Maintenance is selected for items included on invoices created using this task.
  2. If the Job Cost module is integrated with Sales Order, you can select to generate only orders that are associated with open jobs.
  3. When Allowed Job Statuses are defined in Job Status Maintenance, the system checks for allowed job statuses only when a job number is first entered in a data entry window. Changing a job status from allowed to not allowed does not affect existing records. The system will not check for allowed job statuses when selecting transactions for Auto Generate Orders Selection.

sales order auto generate invoice selection important information Important Information

  1. Do not interrupt order generation while it is in progress.

sage 100 erp sales order module main menu sales order batch authorization task Sales Order Batch Authorization

Sales Order Batch Authorization is used to obtain a listing of all credit card transaction entries that require authorization of payment and all payment balance transactions processed in conjunction with a deposit.

sales order batch authorization user options User Options

  1. Printing this listing starts the credit card batch authorization process for sales orders.

Sage 100 Sales Order Batch Authorization. Sage 100 Sales Order Batch Authorization.

Sage 100 Screenshot of Sales Order Batch Authorization UI.
Sage 100 Sales Order Batch Authorization.
Sage 100 Sales Order Batch Authorization.
Sage 100 Sales Order Batch Authorization.
Sage 100 Sales Order Batch Authorization.
Sage 100 Information on Sales Order Module.
Sage 100 Information on Sales Order Module.

sales order batch authorization task module's setup and integration options Setup & Integration Options

  1. This listing is available only if the Enable Credit Card Processing check box is selected in Company Maintenance.

Sage 100 Sales Order Shipping Menu. Shipping

Sage 100 ERP SO Shipping Menu Demo & Support

About the Sales Order Shipping Menu

In the following section, you can see BIS and Sage, support and training information for all Sage 100 task and report menu items infolded within the Shipping Menu.

sage 100 sales order module shipping menu links to menu task demo winow

sage 100 erp sales order module shipping menu shipping data entry task Sales Order Shipping Data Entry

Sales Order Shipping Data Entry is used to display or enter items from a Sales Order:

sales order shipping data entry user options User Options

  1. Because Shipping Data Entry uses the same data files as Sales Order Invoice Data Entry, invoices are automatically created while shipments are being processed at the warehouse. You can modify a shipment that has not been posted, and the invoice will also be modified.
  2. Shipping Data Entry displays shipping batches only, not invoice batches.
  3. Batches created in Invoice Data Entry cannot be selected the Shipping Data Entry window.
  4. Line item’s record quantities shipped or back ordered.
  5. Shipping freight calculation.
  6. Package tracking summary and detail information.

Sage 100 Sales Order new. Sage 100 Demo of Sales Order Shipping Data Entry.

Sales Order Demo of Shipping Data Entry; Sage 100 Information on SO UI Screenshot.
Sage 100 Sales Order shipping data entry intialize shipping batch UI.
Sage 100 Sales Order shipping data entry initialize shipping batch UI.
Sage 100 Sales Order shipping eata entry select batch number.
Sage 100 Sales Order shipping data entry select batch number.
Sage 100 Sales Order shipping data entry edit batch information.
Shipping data entry edit batch information.
Sage 100 Sales Order shipping data entry enter shipper ID.
Shipping data entry enter Shipper ID.
Sage 100 Sales Order shipping data entry enter shipper ID password.
Shipping data entry enter Shipper ID password.
Shipping data entry ALE lookup sales order number.
Shipping data entry ALE lookup sales order number.
Shipping data entry use advanced lookup engine to find and select the sales order number
Shipping data entry us the advanced lookup enging to find and select the sales order number.
Shipping data entry tab-1 order lines information.
Shipping data entry tab-1 order lines information.
Shipping data entry tab-2 shipping addresses information.
Shipping data entry tab-2 shipping address maintenance.
Shipping data entry shipment tracking information.
Shipping data entry shipment tracking information.
Sage 100 Sales Order shipping data entry.
Sage 100 Sales Order shipping data entry.

sales order shipping data entry task module's setup and integration options Setup & Integration Options

  1. This task is available only if the Enable Shipping check box is selected in Sales Order Options and Shipper IDs are set up in Shipper ID Maintenance before shipping data entry can occur.
  2. Options set in Shipper ID Maintenance determine which functions are available to the shipper in the warehouse or which ones can only be viewed in Shipping Data Entry.
  3. The Shipping tab is available only if Enter Freight/Tracking or is selected in the Shipper Function field in Shipper ID Maintenance for the shipper ID.
  4. The Lines tab is available only if Enter Shipping Quantities or Both is selected in the Shipper Function field in Shipper ID Maintenance for the shipper ID. Lines items are displayed in the order selected in the Order to Display Lines field in Shipping Setup Options.
  5. If the inventory item’s lot or serial distribution for the line item is entered in Sales Order Entry and Yes is selected when prompted to ship the order complete or you manually change the invoice quantity shipped from zero, then the lot or serial distribution information is copied to the invoice line item.
  6. If the Enable Bill To Customer Reporting check box is selected in Accounts Receivable Options, you can view the bill-to customer number.

sage 100 erp sales order module shipping menu packing list printing Sales Order Packing List Printing

Sales Order Packing List Printing is used to produce packing lists using information entered in Shipping Data Entry. You can also print a master packing list and additional packing lists based on the contents of each box as specified in Shipping Data Entry. Inventory item’s lot and serial numbers only print on the master packing list.

sales order packing list printing user options User Options

  1. You can enter a selection of shipping numbers, warehouse codes, and user-defined fields to print.
  2. Packing List Printing always prints components if the kit was exploded on the order, regardless of the selection made in the Print Details check box in the Inventory Management Sales Kit Maintenance window.
  3. You can print bill options, charge items, and the partial or full comments entered on the Lines tab.
  4. Two line messages can be printed for each packing list.
  5. The packing list can be printed to multiple locations.
  6. You can save settings in the Print Packing List window by creating a new form code. Changes to settings for the STANDARD form code are not saved when you close the window.

Sage 100 Sales Order Shipping Packing List Printing. Sage 100 Demo of Sales Order Shipping Packing List Printing.

Sales Order Demo of Shipping Packing List Printing; Sage 100 Information on SO UI.
Sage 100 Sales Order shipping packing list printing select batch number.
Sage 100 Sales Order packing list printing select batch number.
Sage 100 Sales Order shipping packing list printing select printing options.
Sage 100 Sales Order packing list printing select printing options.
Sage 100 Sales Order shipping packing list printing print -invoices.
Sage 100 Sales Order packing list printing print invoices.
Sage 100 Sales Order shipping packing list printing select printing options.
Sage 100 Sales Order packing list printing select printing options.
Sage 100 Sales Order shipping packing list printing print shipping labels.
Sage 100 Sales Order packing list printing print shipping labels.
Sage 100 Sales Order shipping packing list printing print shipping labels.
Sage 100 Sales Order packing list printing print shipping labels.
Sage 100 Sales Order shipping packing list printing print shipping labels.
Sage 100 Sales Order packing list printing print shipping labels.
Sage 100 Sales Order new.
Sage 100 Sales Order new.

sales order shipping packing list printing module's setup and integration options Setup & Integration Options

  1. This task is available only if the Enable Shipping check box is selected in the Sales Order Options window.
  2. Packing lists are produced only for items entered in Shipping Data Entry.
  3. The packing list, as with any SAGE 100 ERP form, it can be customized as necessary using Crystal Reports Designer.

sage 100 erp sales order module shipping menu invoice printing task Sales Order Invoice Printing

Sales Order Invoice Printing is used to, when accessed from the Sales Order Main menu, print information entered in Sales Order Invoice Data Entry to print invoices, credit memos, and debit memos that can be mailed to your customers. Each invoice type can be printed separately. Invoices can also be printed by batch if Batch Processing is selected in Sales Order Options.

sales order invoice printing user options User Options

  1. You can select the invoice type and enter a range of shipping and/or invoice numbers, warehouse codes, and user-defined fields (UDFs) to print.
  2. You can print bill option codes, reprint invoices, and print comments entered on the Lines tab in one of three formats.
  3. You can also type a message containing up to two lines to print on selected invoices.
  4. If the Job Cost module is integrated with Sales Order, you can enter a selection of job numbers to print.
  5. If you have invoices with credit card transactions, the invoice balance will reflect the credit card payment.
  6. Selected invoices are printed only if the Print Invoices check box is selected in Sales Order Invoice Data Entry.
  7. When accessed from the Sales Order Shipping menu, Sales Order Invoice Printing prints information entered in Shipping Data Entry.
  8. During the batch print and update phases, other batches can be accessed for data entry and editing; however, only one user at a time can print and update the Sales Journal.
  9. You can print invoices to multiple locations and on multiple forms.
  10. You can save settings in the Invoice Printing window by creating a new form code. Changes to settings for the STANDARD form code are not saved when you close the window.

Sage 100 Sales Order new. Sage 100 Screenshot of Sales Order Shipping Invoice Printing

Sage 100 Screenshot of Sales Order Shipping Invoice Printing; Sage 100 Information on SO UI.
Sage 100 Sales Order Shipping Invoice Printing.
Sales Order Shipping Invoice Printing select print options.
Sage 100 Sales Order Shipping Invoice Printing.
Sage 100 Sales Order Shipping Invoice Printing.

sales order shipping invoice printing module's setup and integration options Setup & Integration Options

  1. This task is available from the Shipping menu only if the Enable Shipping check box is selected in Sales Order Options.
  2. If the Customer Relationship Management module is set up, you can print the CRM user, company, opportunity, and person information on invoices.
  3. Warehouse codes can be selected only if the Require Multiple Warehouses check box is selected in Inventory Management Options. Invoices can be sorted by invoice number or warehouse code.
  4. Invoice forms, as with any Sage 100 ERP form, it can be modified as necessary using Crystal Reports Designer.
  5. The third address line for bill-to and ship-to addresses is not printed on preprinted forms. To enable printing of the third address line, see Print a Third Address Line on Preprinted Forms.

sage 100 erp sales order module shipping menu shipping entry label printing task Sales Order Shipping Entry Label Printing

Sales Order Shipping Entry Label Printing is used to print shipping entry labels using information entered in Shipping Data Entry.

sales order shipping entry label printing user options User Options

  1. You can enter a range of shipping numbers, warehouse codes, and defined UDFs to print.
  2. You can select to reprint previously printed labels as well as new labels. Ranges of labels can be cleared from the selection.
  3. You can save settings in this window by creating a new form code. Changes to settings for the STANDARD form code are not saved when you close the window.

Sage 100 Sales Order Shipping Label Pringint. Sage 100 Sales Order Shipping Label Printing

Sales Order Demo of Shipping Label Printing; Sage 100 Information on SO UI Screenshot.
Sage 100 Sales Order Shipping Label Printing.
Sage 100 Sales Order Shipping Label Printing select options.
Sage 100 Sales Order Shipping Label Printing.
Sage 100 Sales Order Shipping Lable Printing.

sales order shipping entry label printing module's setup and integration options Setup & Integration Options

  1. This task is available only if the Enable Shipping and the Print Shipping Labels check boxes are selected in Sales Order Options.
  2. The shipping entry label, as with any Sage 100 ERP form, it can be customized as necessary using Crystal Reports Designer.

sage 100 erp sales order module shipping menu cod label printing task Sales Order Shipping COD Lable Printing

Sales Order COD Label Printing is used to print shipping labels in which a user can enter a selection of invoice numbers, warehouse codes, and defined UDFs to print. If multiple labels are printed, the invoice total amount is divided equally among the number of labels specified. For example, if two labels are printed for a $500.00 invoice, each label prints with a $250.00 COD amount due. This feature accommodates multiple-part shipments and is based on the number entered in the Number of COD Labels field on the Invoice Data Entry Totals Tab.

sales order c.o.d. label printing user options User Options

  1. When accessed from the Sales Order Main menu, COD Label Printing uses information entered in Invoice Data Entry to print COD labels.
  2. When accessed from the Sales Order Shipping menu, COD Label Printing uses information entered in Shipping Data Entry.
  3. You can enter a selection of invoice numbers, warehouse codes, and defined UDFs to print
  4. You can print COD labels for a selected shipping date and shipping number.
  5. You can save settings in the Print COD Label Printing window by creating a new form code. Changes to settings for the STANDARD Form Code are not saved when you close the window.
  6. You can print COD labels to multiple locations.
  7. When the last COD label prints you can print the Sales Journal.
  8. Also, You can save settings in the COD Label Printing window by creating a new form code. Changes to settings for the STANDARD form code are not saved when you close the window.

Sage 100 Sales Order Shipping C.O.D. Label Printing. Sage 100 Sales Order Shipping C.O.D. Lable Printing.

Sage 100 Screenshot of Sales Order C.O.D. Label Printing; Sage 100 Information on SO UI Demo.
Sage 100 Sales Order Shipping C.O.D. Label Printing.
Sage 100 Sales Order Shipping C.O.D. Label Printing select print options.
Sage 100 Sales Order Shipping C.O.D. Label Printing.
Sage 100 Sales Order Shipping C.O.D. Label Printing.

sales order shipping c.o.d. label printing module's setup and integration options Setup & Integration Options

  1. This task is available only if the Print COD Labels check box is selected in the Sales Order Options window.
  2. When accessed from the Sales Order Shipping menu, this task is available only if the Enable Shipping and Print COD Labels check boxes are selected in the Sales Order Options window.
  3. COD label forms can be modified as necessary using Crystal Reports Designer.
  4. The third address line for bill-to and ship-to addresses is not printed on preprinted forms. To enable printing of the third address line, see Print a Third Address Line on Preprinted Forms.

sage 100 erp sales order module shipping menu daily shipment report task Sales Order Shipping Daily Shipment Report

The Sales Order Daily Shipment Report is used to provide an audit trail of all shipments entered in Shipping Data Entry.

sales order daily shipment report user options User Options

  1. You can select to print tracking numbers on the report.
  2. You can enter a selection of shipping dates and ship via codes to print.
  3. After the report prints, you are prompted to clear the daily shipment information.

Sage 100 Sales Order Daily Shipment Report. Sage 100 Sales Order Shipping Daily Shipment Report.

Sage 100 Screenshot of Sales Order Shipping Daily Shipment Report; Sage 100 Information on SO UI Demo.
Sage 100 Sales Order Shipping Daily Shipment Report select print options.
Sage 100 Sales Order Shipping Daily Shipment Report select print options.
Sage 100 Sales Order Shipping Daily Shipment Report.
Sage 100 Sales Order Shipping Daily Shipment Report.

sales order shipping daily shipment report module's setup and integration options Setup & Integration Options

  1. This task is available only if the Enable Shipping check box is selected in the Sales Order Options window.

sage 100 erp sales order module shipping menu shipping history inquiry task Sales Order Shipping History Inquiry

Sales Order Shipping History Inquiry is used to view shipments entered in Shipping Data Entry and updated during the Sales Journal Update. Shipping history information is stored in the Accounts Receivable Invoice History files.

sales order shipping history inquiry user options User Options

  1. Packing lists can be reprinted for the selected shipping number.
  2. Items added in Invoice Data Entry appear in Shipping History Inquiry and will print on the packing list.
  3. If an invoice is used as a packing list, it needs to be reprinted in Accounts Receivable Invoice History Inquiry.

Sage 100 Sales Order Shipping History Inquiry. Sage 100 Sales Order Shipping History Inquiry.

Sage 100 Demo of Sales Order Shipping History Inquiry; Sage 100 Information on SO UI.
Sage 100 Sales Order Shipping History Inquiry intialize ui.
Sage 100 Sales Order Shipping History Inquiry initialize user interace screen.
Sage 100 Sales Order Shipping History Inquiry.
Sage 100 Sales Order Shipping History Inquiry.

sales order shipping history inquiry module's setup and integration options Setup & Integration Options

  1. This task is available only if the Enable Shipping check box is selected in Sales Order Options.
  2. The Lines tab can be accessed only if Yes is selected in the Retain in Detail field in Accounts Receivable Options.

sage 100 erp sales order module shipping menu shipping history report Sales Order Shipping History Report

Sales Order Shipping History Report is used to allow you to print shipment information entered in Shipping Data Entry and updated during the Sales Journal update.

sales order shipping history report user options User Options

  1. You can sort the report by shipping or invoice number, customer number, bill-to name, sales order number, ship date, ship via code, warehouse code, or shipper ID code.
  2. You can print the report in summary or detail format Line information, inventory item’s lot or serial numbers, tracking information, and partial, full, or no comments entered on the Shipping Data Entry Lines tab can be printed on the report.
  3. You can enter a selection of shipping or invoice numbers, customer numbers, bill-to names, sales order numbers, ship dates, ship via codes, warehouse codes, shipper ID codes, and defined UDFs to print.

Sage 100 Sales Order Shipping History Report. Sage 100 Sales Order Shipping History Report.

Sage 100 Demo of Shipping History Report; Sage 100 Information on SO UI.
Sage 100 Sales Order Shipping History Report.
Sage 100 Sales Order Shipping History Report.
Sage 100 Sales Order Shipping History Report.
Sage 100 Sales Order Shipping History Report.

sales order shipping history report module's setup and integration options Setup & Integration Options

  1. This task is available only if the Enable Shipping check box is selected in the Sales Order Options window, and Yes or Summary is selected in the Retain in Detail field in the Accounts Receivable Options window.
  2. The bill-to name prints on the report only if Bill To Name is selected in the Sort Report By field; otherwise, it does not print on the report.

Sage 100 Sales Order Inquiries Menu. Inquiries

Sage 100 ERP SO Inquiries Menu Demo & Support

About the Sales Order Inquiries Menu

In the following section, you can see BIS and Sage, support and training information for all Sage 100 task and report menu items infolded within the Inquiries Menu.

sage 100 sales order module inquiries menu links to menu task demo windows

sage 100 erp sales order module inquiries menu customer inquiry Sales Order Customer Inquiry

The Sales Order Customer Inquiry is used to view information on the tabs in the Accounts Receivable Customer Maintenance screen such as:

sales order customer inquiry user options User Options

  1. Customer Inquiry fields can only be viewed.
  2. To make changes to the customer record use Accounts Receivable Customer Maintenance.

Sage 100 Sales Order Customer Inquiry. Sage 100 Sales Order Customer Inquiry.

Sage 100 Demo of Sales Order Customer Inquiry; Sage 100 Information on SO UI.
Sage 100 Sales Order Customer Inquiry initialize ui.
Sage 100 Sales Order Customer Inquiry intialize user interface.
Sage 100 Sales Order Customer Inquiry.
Sage 100 Sales Order Customer Inquiry.

sales order shipping customer inquiry. Setup & Integration Options

  1. Main tab; terms, contacts, addresses, tax schedule, credit limit and electronic delivery and storage options.
  2. Additional tab; price levels, cost codes, sorting options credit card information.
  3. Statistics tab; last payment activity, days to pay, credit limits and accounts receivable invoice aging report.
  4. Summury tab; fincial statement for year-todate and period-to-date.
  5. History tab; sales, cost of sales, profit margin, cash received and number of invoices.
  6. Invoices tab; drill down on invoice and payment transaction listing journal details.
  7. Transactions tab; drill down on all transactonin in the journal detials.
  8. S/O tab; drill down on sales orders transaction listing journal details.

sage 100 erp sales order module inquiries menu invoice history inqury Sales Order Invoice History Inquiry

The Sales Order Invoice History Inquiry is used to view invoice history information on the tabs in the Accounts Receivable (A/R) Invoice History Inquiry screen, such as:

  1. Main tab; customer, shipping, tracking, commissions, tax detail and invoice totals.
  2. Lines tab; item prices, quantities shippied and drill down to see warehouse, product line, price level and valuation details.

sales order invoice history inquiry user options User Options

  1. The information in Sales Order Invoice History can only be viewed.

Sage 100 Sales Order Invoice History Inquiry.. Sage 100 Sales Order Invoice History Inquiry.

Sage 100 Demo of Sales Order Invoice History Inquiry. Sage 100 Information on SO UI.
Sage 100 Sales Order Invoice History Inquiry.
Sage 100 Sales Order Invoice History Inquiry..
Sage 100 Sales Order Invoice History Inquiry..
Sage 100 Sales Order Invoice History Inquiry..

sales order invoice history inquiry module's setup and integration options Setup & Integration Options

  1. Deleted invoices and lines are also saved in history if Yes or Prompt is selected in Retain in Detail field and the Retain Deleted Invoices check box is selected in Accoutns Receivable Options.

sage 100 erp sales order module inquiries menu item inquiry Sale Order Item Inquiry

The Sales Order Item Inquiry is used to view detailed information on the tabs in the Inventory Management Item Maintenance screen, such as:

sales order item inquiry user options User Options

  1. In addition to tab information on the Sales Order Item Inquiry screen, you can also view cross reference information for all vendors, aliases, alternates, reorders, pricing, price lookups, sales promotioms and lot and/or serial number information on the item’s Pull Down Menu.
  2. The information in Sales Order Item Inquiry can only be viewed.

Sage 100 Sales Order Item Inquiry. Sage 100 Sales Order Item Inquiry.

Sage 100 Screenshot of Sales Order Item Inquiry; Sage 100 Information on SO UI.
Sage 100 Sales Order Item Inquiry intialize ui.
Sage 100 Sales Order Item Inquiry intialize ui.
Sage 100 Sales Order Item Inquiry.
Sage 100 Sales Order Item Inquiry.

sales order item inquiry user options User Options

  1. Main tab; product line, type, procurement and valuation; price, sales, purchases, last costs and warehouse information.
  2. Addtional tab; receipts labels and kit options, next serial and/or Lot number, sales tax classes, routing number, buyer and planner code, images, status, options, and commssion structure.
  3. Quatities tab; details an item’s warehouse quantity on hand, on purchase order, on sales order, on back order, amount committed, available, and quantities in shipping.
  4. History tab; select the warehouse and period to view, sales, receipts, issues, transfers and adjustments. Drill down to see transactions and quantities by customer and/or vendor.
  5. Transactions tab; displays all inventory movement for the item.
  6. Orders tab; view purchase order and/or sales order transactions and documents details.
  7. Cost Detail tab; view cost valuation tiers and related receipt details for all activity.

sage 100 erp sales order module inquiries menu sales order inquiry Sales Order Inquiry

The Sales Order Inquiry is used to view detailed information on the tabs in the Sales Order Entry screen, such as:

sales order inquiry user options User Options

  1. In addition to tab information on the Sales Order Inquiry screen, you can also view customer credit history.
  2. The information in Sales Order Inquiry can only be viewed.

Sage 100 Sales Order Order Inquiry. Sage 100 Sales Order Order Inquiry.

Sage 100 Screenshot of Sales Order Order Inquiry; Sage 100 Information on SO UI.
Sage 100 Sales Order Order Inquiry initialize ui.
Sage 100 Sales Order Order Inquiry initialize ui.
Sage 100 Sales Order Order Inquiry.
Sage 100 Sales Order Order Inquiry.

sales order inquiry user options User Options

  1. Header tab; view customer information, po, order type and date, last order number and date, order status, sales tax class, shipping, salesperson and commission details.
  2. Address tab; veiw the order’s customer billing and shipping addresses.
  3. Lines tab; view Line item descriptions, quantities, costs, prices, warehouse and inventory details, vendor aliases and/or alternate item details.
  4. Totals tab; view order’s taxable and/or nontaxable, discounts, freight, customer deposit and salesperson commissions.
  5. Credit Card tab; view card and billing address information.

sage 100 erp sales order module inquiries menu sales order quote history inquiry Sales Order Quote History Inquiry

The Sales Order and Quote History Inquiry is used to view sales order and/or quote history information on the tabs in the Accounts Receivable (A/R) Invoice History Inquiry screen, such as:

  1. Main tab; customer, shipping, tracking, commissions, tax detail and invoice totals.
  2. Lines tab; item prices, quantities shippied and drill down to see warehouse, product line, price level and valuation details.

sales order quote history inquiry user options User Options

  1. The information in Sales Order and Quote History can only be viewed.

Sage 100 Sales Order Order and Quote History Inquiry. Sage 100 Sales Order Order and Quote History Inquiry.

Sage 100 Screenshot of Sales Order Order and Quote History Inquiry; Sage 100 Information on SO UI.
Sage 100 Sales Order Order and Quote History Inquiry initialize ui.
Sage 100 Sales Order Order and Quote History Inquiry initialize ui.
Sage 100 Sales Order Order and Quote History Inquiry.
Sage 100 Sales Order Order and Quote History Inquiry.

sales order quote history inquiry module's setup and integration options Setup & Integration Options

  1. Deleted orders, quotes, and lines are also saved in history if Yes or Prompt is selected in the Retain Deleted Orders or Quotes in History and/or Retain Deleted Lines in History fields in Sales Order Options.
  2. If you are retaining deleted orders or quotes and/or lines using the Prompt option, you can also view the cancellation codes.
  3. History is not retained for master orders or repeating orders; however, master orders and repeating orders can be tracked in Sales Order Recap.

sage 100 erp sales order module inquiries menu rma inquiry Sales Order RMA Inquiry

The RMA Inquiry Task is used to view detailed information on the tabs in the RMA Entry screen, such as:

sales order rma inquiry user options User Options

  1. The information in RMA Inquiry can only be viewed.

Sage 100 Sales Order RMA Inquiry. Sage 100 Sales Order RMA Inquiry.

Sage 100 Screenshot of Sales Order RMA Inquiry; Sage 100 Information on SO UI.
Sage 100 Sales Order RMA Inquiry.
Sage 100 Sales Order RMA Inquiry.
Sage 100 Sales Order RMA Inquiry.
Sage 100 Sales Order RMA Inquiry.

sales order rma inquiry user options User Options

  1. Header tab; view RMA Customer Information, RMA Date, RMA Status, Shipping, Contacts, Reason Codes and Receipt Instructions.
  2. Address tab; veiw the RMA’s customer billing and shipping addresses.
  3. Lines tab; view Line item descriptions, quantities, costs, prices, warehouse and inventory details, vendor aliases and/or alternate item details and the originating invoice.

Sage 100 Sales Order Reports Menu. Reports

Sage 100 ERP SO Reports Menu Demo & Support

sage 100 sales order module reports menu links to menu task demo windows

sage 100 erp sales order module reports menu open sales order report SO Open Sales Order Report

The Sales Order Open Sales Order Report is used to view open orders by order number and order type. The report can be used to track the status of open orders pending processing and shipment. The report can be sorted by sales order number, customer number, shipping date, bill-to name, salesperson, and bill-to customer number.

sales order open sales order report user options User Options

  1. You can enter a selection of sales order numbers, customer numbers, shipping dates, bill-to names, salespersons, bill-to customer numbers, and defined UDFs to print.
  2. You can calculate extension amounts for master orders, include component lines, print tax detail, and/or print only unauthorized and expired credit card orders.
  3. The Open Sales Order Report can be printed in detailed or summary format:
  4. The detailed report includes the order date, order status, ship date, customer purchase order number (if any), and the last invoice number and date. If the promise date is different from the order date, the promise date is printed. Line items are detailed by item code, item description, ship-from warehouse code, price level, unit of measure, unit price and price extension for the quantity on order, and the quantity shipped and/or back ordered. Master and repeating order numbers associated with sales orders are included on the report. You can also select to print partial or full line comments on the detailed report, or no comments at all.
  5. The summary version provides summarized totals by order, with no breakdown by line item.

Sage 100 Sales Order Open Sales Order Report. Sage 100 Report Demo of Open Sales Order Report.

Sage 100 Report Demo of Open Sales Order Report; Sage 100 SO Report UI.
Sage 100 Report of Open Sales Orders select report parameters.
Sage 100 Report of Open Sales Orders select report parameters.
Sage 100 Sales Order Open Sales Order Report.
Sage 100 Sales Order Open Sales Order Report.

sales order open sales order report module's setup and integration options Setup & Integration Options

  1. The sales order inventory item’s lot and serial distribution can be printed on the report if the Enable Lot or Serial Distribution check box is selected in Sales Order Options, and the Lines (items) have been distributed in Sales Order Entry.
  2. If the Customer Relationship Management module is set up, selecting to print price quotes allows you to print both customer quotes and prospect quotes. For prospect quotes, the Sage CRM company ID and name print in place of the customer number and name. You can also print the Sage CRM user, company, opportunity, and person information on orders and quotes if the fields, as with any Sage 100 ERP field, it can be added to the form as necessary in Crystal Reports Designer.
  3. If the Customer Relationship Management module is set up, selecting to print price quotes allows you to print shipping labels for both Customer Quotes and Prospect Quotes. For prospect quotes, the Sage CRM prospect ID and company name print in place of the customer number and name. You can also print the Sage CRM user, company ID, opportunity, and person information on shipping labels if the fields, as with any Sage 100 ERP field, can be added to the form in the Crystal Reports Designer.

sage 100 erp sales order module reports menu open orders by item report SO Open Orders by Item Report

The Sales Order Open Orders by Item Report is a list of open sales orders by item code to facilitate the tracking of outstanding orders for each item. This report can be used in conjunction with Inventory Management reports to determine what products should be ordered and the quantities necessary to meet customer commitments.

sales order open orders by item report user options User Options

  1. The report is sorted automatically by product line and item code. You can include miscellaneous items, special items, and sales kit lines. You can enter a selection of item codes, product lines, and warehouses to print.
  2. The Sales Order Open Orders by Item Report can be printed in summary or detailed format:
  3. The detailed version includes the item code; product line number; sales order number; order type; order date; promise date; customer number and name; the item unit of measure; the ship-from warehouse code; the extended order amount; and the quantities ordered, shipped, and back ordered. Quantity and sales totals are provided by item and by product line.
  4. The summary version summarizes totals by item and by product line, with no sales order detail.

Sage 100 Report Demo of Sales Order Open Orders By Item Report. Sage 100 Report Demo of Sales Order Open Orders By Item Report.

Sage 100 Reports Demo of Sales Order Open Orders By Item Report; Sage 100 SO Report UI.
Sage 100 Report of Sales Order Open Orders By Item Report.
Sage 100 Report of Sales Order Open Orders By Item Report.
Sage 100 Sales Order Open Orders By Item Report.
Sage 100 Sales Order Open Orders By Item Report.

sales order open orders by item report module's setup and integration options Setup & Integration Options

  1. Back-ordered quantities on standard sales order types are printed only if the Include Backordered Lines on Back Order Reports check box is selected in Sales Order Options.
  2. The sales order lot and serial distribution can be printed on the report if the Enable Lot or Serial Distribution check box is selected in Sales Order Options, and the Lines (items) have been distributed in Sales Order Entry.
  3. If the Customer Relationship Management module is set up, selecting to print price quotes allows you to print both Customer Quotes and Prospect Quotes. For prospect quotes, the Sage CRM company ID and name print in place of the customer number and name. You can also print the Sage CRM user, company, opportunity, and person information on orders and quotes if the fields, as with any Sage 100 ERP field, it can be added to the form in Crystal Reports Designer.

sage 100 erp sales order module reports menu open orders by promise date report SO Open Orders by Promise Date Report

The Sales Order Open Orders by Promise Date Report is a list of open orders by promise date. This report can be printed to track the promise dates of items on open orders that are pending processing and shipment.

sales order open orders by promise date report user options User Options

  1. You can enter a selection of item codes, product lines, promise dates, and warehouse codes to print.
  2. This report sorted by promise date and displays the order number, item code and description, sales order date, number and customer name and number. The Open Orders by Promise Date Report includes the warehouse and movement quantities for ordered, invoiced and promised.

Sage 100 Report Demo of Sales Order Open Sales Orders By Promise Date Report. Sage 100 Report Demo of Sales Order Open Sales Orders By Promise Date Report.

Sage 100 Report Report Demo Sales Order Open Sales Orders By Promise Date Report; Sage 100 SO Report UI.
Sage 100 Sales Order Open Sales Orders By Promise Date Report select report parameters.
Sage 100 Sales Order Open Sales Orders By Promise Date Report select report parameters.
Sage 100 Sales Order Open Sales Orders By Promise Date Report.
Sage 100 Sales Order Open Sales Orders By Promise Date Report.

sales order open orders by promise date report module's setup and integration options Setup & Integration Options

  1. Back-ordered quantities on standard sales order types are printed only if the Include Backordered Lines on Back Order Reports check box is selected in Sales Order Options.
  2. The sales order lot and serial distribution can be printed on the report if the Enable Lot/Serial Distribution check box is selected in Sales Order Options, and the Lines (items) have been distributed in Sales Order Entry.
  3. If the Customer Relationship Management module is set up, selecting to print price quotes allows you to print both Customer Quotes and Prospect Quotes. For prospect quotes, the Sage CRM company ID and name print in place of the customer number and name. You can also print the Sage CRM user, company, opportunity, and person information on orders and quotes if the fields, as with any Sage 100 ERP field, it can be added to the form as needed using the Crystal Reports Designer.

sage 100 erp sales order module reports menu back order report SO Back Order Report

The Sales Order Back Order Report is used to view all back orders by item, customer, or bill-to name. Information for each back order includes the order number and date, ship date, customer number, and customer name.

sales order back order report user options User Options

  1. You can sort the report by product line or item code, customer number, bill-to name, or bill-to customer number. When sorted by product line and item code, the report details backordered items by item code and order number. Quantity and dollar amount totals are provided by item and by product line for quantities ordered, shipped, and back ordered.
  2. When sorted by customer number, the report lists the order number and date, the ship date, the item code, and the salesperson for each back ordered item, along with the inventory unit of measure, the ship-from warehouse, and the quantities ordered, shipped, and back ordered. The final column shows the back order dollar amount. Totals are provided by customer number and by division (if applicable).
  3. You can enter a selection of sales order numbers, product lines, item codes, customer numbers, bill-to names, shipping dates, salespersons, warehouse codes, bill-to customer numbers, and user-defined fields (UDFs) to print. After comparing this report to the Inventory Management Back Order Fill Report, you can select the back order you want to fill from the Back Order Report and then invoice the items shipped.
  4. When sorted by bill-to name, the report provides the same information as the report sorted by customer number, but totals are provided for each bill-to name listed.

Sage 100 Report Demo of Sales Order Back Order Report. Sage 100 Report Demo of Sales Order Back Order Report.

Sage 100 report Demo of Sales Order Back Order Report; Sage 100 SO Report UI.
Sage 100 Sales Order Back Order Report select report parameters.
Sage 100 Sales Order Back Order Report select report parameters.
Sage 100 Sales Order Back Order Report.
Sage 100 Sales Order Back Order Report.
Back Order Report Setup & Integration Options:

sales order back order report module's setup and integration options Setup & Integration Options

  1. Back-ordered quantities on standard sales order types are printed only if the Include Backordered Lines on Back Order Reports check box is selected in Sales Order Options.
  2. The bill-to name prints on the report only if Bill To Name is selected in the Sort Report By field.
  3. The bill-to customer number prints on the report only if Bill To Customer Number is selected in the Sort Report By field.
  4. The bill-to customer sort option and selection are available only if the Enable Bill To Customer Reporting check box is selected in Accounts Receivable Options.

sage 100 erp sales order module reports menu sales recap by product line SO Sales Recap by Product Line

The Sales Order Sales Recap by Product Line report recaps sales by product line for the selected fiscal or calendar year and period or month, with an option to print warehouse sales detail for each product line. The information provided helps you analyze which products are selling well and which are most active.

sales order sales recap by product line report user options User Options

  1. You can enter a selection of product lines and warehouse codes to print.
  2. For each warehouse code listed, the period-to-date or month-to-date and year-to-date sales are shown by product line, along with the total quantity shipped, the cost of goods dollar amount, and the percentage of profit. Totals are provided by product line, with a report total of quantities shipped, sales, cost of goods sold, and percentage of profit for all product lines at all warehouses.
  3. Data is available for printing until you purge it using the Purge Sales Order Recap on the Sale Order Utilities menu.

Sage 100 Report Demo of Sales Order Sales Recap By Product Line Report. Sage 100 Report Demo of Sales Order Sales Recap By Product Line Report.

Sage 100 Report Demo of Sales Order Sales Recap By Product Line Report; Sage 100 SO Report UI.
Sage 100 Sales Order Sales Recap By Product Line Report select report parameters.
Sage 100 Sales Order Sales Recap By Product Line Report select report parameters.
Sage 100 Sales Order Sales Recap By Product Line Report.
Sage 100 Sales Order Sales Recap By Product Line Report.

sales order sales recap by product line report module's setup and integration options Setup & Integration Options

  1. This task is available only if the Inventory Management module is integrated with Sales Order.
  2. If the Inventory Management module is not installed or if Fiscal Periods is selected in the Base Inventory Periods On field in the Inventory Management Options window, you can select the fiscal year and accounting period to print the recap for, and the report prints by posting date. If Calendar Months is selected in the Base Inventory Periods On field, you can select the calendar year and month to print the recap for, and the report prints by invoice date. For more information see Update FAQs.
  3. Whether the report is printed by Posting Date or Invoice Date may affect the grouping of data in the report whenever the invoice date for an invoice occurs in a different period or month than the posting date. For more information, see Update FAQs.

sage 100 erp sales order module reports menu sales recap by warehouse by product line report SO Sales Recap by Warehouse by Product Line

The Sales Order Sales Recap by Warehouse by Product Line report recaps sales by warehouse for the selected fiscal or calendar year and period or month.

sales order sales recap by warehouse by product line report user options User Options

  1. You can enter a selection of warehouse codes and product lines to print. Period-to-date or month-to-date and year-to-date sales are shown by warehouse for each product line selected, along with the total quantity shipped, the cost of goods dollar amount, and the percentage of profit. Totals are provided by warehouse, with a report total of quantities shipped, sales, cost of goods sold, and percentage of profit for all product lines at all warehouses.
  2. Like the Sales Order Sales Recap by Product Line, this report helps you analyze which products are selling well and, specifically, which warehouses have the highest sales volume.
  3. Data is available for printing until you purge it using the Purge Sales Order Recap utility.
  4. Whether the report is printed by Posting Date or Invoice Date may affect the grouping of data in the report whenever the invoice date for an invoice occurs in a different period or month than the posting date. For more information, see Update FAQs.

Sage 100 Report Demo of Sales Order Sales Recap By Warehouse By Product Line Report. Sage 100 Report Demo of Sales Order Sales Recap By Warehouse By Product Line Report.

Sage 100 Report Demo of Sales Order Sales Recap By Warehouse By Product Line Report; Sage 100 SO Report UI.
Sage 100 Sales Order Sales Recap By Warehouse By Product Line Report select report parameters.
Sage 100 Sales Order Sales Recap By Warehouse By Product Line Report select report parameters.
Sage 100 Sales Order Sales Recap By Warehouse By Product Line Report.
Sage 100 Sales Order Sales Recap By Warehouse By Product Line Report.

sales order sales recap by warehouse by product line report module's setup and integration options Setup & Integration Options

  1. This report is available only if the Inventory Management module is integrated with Sales Order, and the Require Multiple Warehouses check box is selected in the Inventory Management Options window.
  2. If the Inventory Management module is not installed or if Fiscal Periods is selected in the Base Inventory Periods On field in the Inventory Management Options window, you can select the fiscal year and accounting period to print the recap for, and the report prints by Posting Date. If Calendar Months is selected in the Base Inventory Periods On field, you can select the calendar year and month to print the recap for, and the report prints by Iinvoice Date.
  3. For more information, see Update FAQs.

sage 100 erp sales order module reports menu sales recap by warehouse SO Sales Recap by Warehouse

The Sales Order Sales Recap by Warehouse report summarizes sales totaled by warehouse for the selected fiscal or calendar year and period or month.

sales order sales recap by warehouse report user options User Options

  1. You can enter a selection of warehouse codes to print. Information for each warehouse includes the period-to-date or month-to-date and year-to-date sales dollar, cost of goods sold, and percentage of profit. The Report Total line shows the totals for all warehouses.
  2. Data is available for printing until you purge it using the Purge Sales Order Recap utility.
  3. Whether the report is printed by Posting Date or Invoice Date may affect the grouping of data in the report whenever the invoice date for an invoice occurs in a different period or month than the posting date. For more information, see Update FAQs.

Sage 100 Report Demo of Sales Order Sales Recap By Warehouse Report. Sage 100 Report Demo of Sales Order Sales Recap By Warehouse Report.

Sage 100 Report Demo of Sales Order Sales Recap By Warehouse Report; Sage 100 SO Report UI.
Sage 100 Sales Order Sales Recap By Warehouse Report select report parameters.
Sage 100 Sales Order Sales Recap By Warehouse Report.
Sage 100 Sales Order Sales Recap By Warehouse Report.
Sage 100 Sales Order Sales Recap By Warehouse Report.

sales order sales recap by warehouse report module's setup and integration options Setup & Integration Options

  1. This report is available only if the Inventory Management module is integrated with Sales Order, and the Require Multiple Warehouses check box is selected in the Inventory Management Options window.
  2. If the Inventory Management module is not installed or if Fiscal Periods is selected in the Base Inventory Periods On field in the Inventory Management Options window, you can select the fiscal year and accounting period to print the recap for, and the report prints by Posting Date.
  3. If Calendar Months is selected in the Base Inventory Periods On field, you can select the calendar year and month to print the recap for, and the report prints by Invoice Date.
  4. For more information, see Update FAQs.

sage 100 erp sales order module reports menu sales recap by division SO Sales Recap by Division

The Sales Order Sales Recap by Division report recaps sales by customer division number for the selected fiscal or calendar year and period or month.

sales order sales recap by division report user options User Options

  1. You can enter a selection of division numbers to print. For each division listed, the report prints the period-to-date or month-to-date and year-to-date sales dollars, cost of goods sold, and percentage of profit. The report total reflects the totals for all divisions.
  2. The information provided by this report can be used to evaluate the sales volume and profit percentage for each customer division.
  3. Data is available for printing until you purge it using the Purge Sales Order Recap utility on the sales order utilities menu.

Sage 100 Report Demo of Sales Order Sales Recap By Division Report. Sage 100 Report Demo of Sales Order Sales Recap By Division Report.

Sage 100 Report Demo of Sales Order Sales Recap By Division Report; Sage 100 SO Report UI.
Sage 100 Sales Order Sales Recap By Division Report select report parameters.
Sage 100 Sales Order Sales Recap By Division Report.
Sage 100 Sales Order Sales Recap By Division Report.
Sage 100 Sales Order Sales Recap By Division Report.

sales order sales recap by division report module's setup and integration options Setup & Integration Options

  1. This report is available only if the Accounts Receivable Divisions check box is selected in the Accounts Receivable Options window.
  2. If the Inventory Management module is not installed or if Fiscal Periods is selected in the Base Inventory Periods On field in the Inventory Management Options window, you can select the fiscal year and accounting period to print the recap for, and the report prints by Posting Date. If Calendar Months is selected in the Base Inventory Periods On field , you can select the calendar year and month to print the recap for, and the report prints by Invoice Date.
  3. Whether the report is printed by Posting Date or Invoice Date may affect the grouping of data in the report whenever the invoice date for an invoice occurs in a different period or month than the posting date.
  4. For more information, see Update FAQs.

sage 100 erp sales order module reports menu customer sales history SO Customer Sales History

The Sales Order Customer Sales History report provides sales history information for selected customers for the selected year and prior years. For each customer, you can print the quantity sold, dollars sold, gross profit amount, gross profit percentage, cost of goods sold, and quantity returned. You can display fiscal year sales history by posting date, or calendar year sales history by invoice date.

sales order customer sales history report user options User Options

  1. The report can be sorted by customer number, customer type, customer name, or the customer’s primary salesperson. You can enter a selection of customer numbers, customer types, customer names, customer’s primary salesperson, and defined UDFs to print.
  2. Use this report in conjunction with the Customer Sales History by Product Line and Customer Sales History by Item to provide comparisons of pertinent sales history information. Totals are printed after the last period or month for all periods or months, each division, and the entire report.
  3. Data is available for printing until you purge it using the Purge Sales History utility.
  4. Whether the report is printed by Posting Date or Invoice Date may affect the grouping of data in the report if the invoice date for an invoice occurs in a different period or month than the posting date.
  5. For more information, see Update FAQs.

Sage 100 Report Demo of Sales Order Customer Sales History Report. Sage 100 Report Demo of Sales Order Customer Sales History Report.

Sage 100 Report Demo of Sales Order Customer Sales History Report; Sage 100 SO Report UI.
Sage 100 Sales Order Customer Sales History Report select report options/parameters.
Sage 100 Sales Order Customer Sales History Report select report options/parameters.
Sage 100 Sales Order Customer Sales History Report.
Sage 100 Sales Order Customer Sales History Report.

sales order customer sales history report module's setup and integration options Setup & Integration Options

  1. The number of years of sales history available for this report is dependent on the number of years entered in the Years to Retain Sales History field in Sales Order Options.

sage 100 erp sales order module reports menu customer sales history by product line SO Customer Sales History by Product Line

The Sales Order Customer Sales History by Product Line report provides customer sales history information by product line for the selected year and prior years. This report allows you to track each customer’s sales activity for each product line purchased by the customer. For each customer, you can print the quantity sold, dollars sold, gross profit amount, gross profit percentage, cost of goods sold, and quantity returned.

sales order customer sales history by product line report user options User Options

  1. You can display fiscal year sales history by posting date, or calendar year sales history by invoice date.
  2. This report can be sorted by customer number, customer type, customer name, or customer’s primary salesperson. You can enter a selection of customer numbers, customer types, customer names, customer’s primary salesperson, product lines, and defined UDFs to print.
  3. Use this report in conjunction with the Customer Sales History and Customer Sales History by Item to provide comparisons of pertinent sales history information. Totals are printed after the last period or month for all periods or months, each customer, each division, and the entire report.
  4. Data is available for printing until you purge it using the Purge Sales History utility.
  5. Whether the report is printed by Posting Date or Invoice Date may affect the grouping of data in the report if the invoice date for an invoice occurs in a different period or month than the posting date.
  6. For more information, see Update FAQs.

Sage 100 Report Demo of Sales Order Customer Sales History By Product Line Report. Sage 100 Report Demo of Sales Order Customer Sales History By Product Line Report.

Sage 100 Report Demo of Sales Order Customer Sales History By Product Line Report; Sage 100 SO Report UI.
Sage 100 Sales Order Customer Sales History By Product Line Report select report options/parameters.
Sage 100 Sales Order Customer Sales History By Product Line Report select report options/parameters.
Sage 100 Sales Order Customer Sales History By Product Line Report.
Sage 100 Sales Order Customer Sales History By Product Line Report.

sales order customer sales history by product line report module's setup and integration options Setup & Integration Options

  1. The number of years of sales history available for this report is dependent on the number of years entered in the Years to Retain Sales History field in Sales Order Options.

sage 100 erp sales order module reports menu customer sales history by item SO Customer Sales History by Item

The Sales Order Customer Sales History by Item report provides customer sales history information by item for the selected year and prior years. This report allows you to track customer sales activity for all item types, charge items, miscellaneous items, special items, and inventory items. For each customer, you can print the quantity sold, dollars sold, gross profit amount, gross profit percentage, cost of goods sold, and quantity returned.

sales order customer sales history by item report user options User Options

  1. You can display fiscal year sales history by posting date, or calendar year sales history by invoice date.
  2. The report can be sorted by customer number, customer type, customer name, or the customer’s primary salesperson. You can enter a selection of customer numbers, customer types, customer names, salespersons, item codes, and defined UDFs to print.
  3. Use this report in conjunction with the Customer Sales History and Customer Sales History by Product Line to provide comparisons of pertinent sales history information. Totals are printed after the last period or month for all periods or months, each customer, each division, and the entire report.
  4. Data is available for printing until you purge it using the Purge Sales History utility.
  5. Whether the report is printed by Posting Date or Invoice Date may affect the grouping of data in the report if the invoice date for an invoice occurs in a different period or month than the posting date.
  6. For more information, see Update FAQs.

Sage 100 Report Demo of Sales Order Customer Sales History By Item Report. Sage 100 Report Demo of Sales Order Customer Sales History By Item Report.

Sage 100 Report Demo of Sales Order Customer Sales History By Item Report; Sage 100 SO Report UI.
Sage 100 Sales Order Customer Sales History By Item Report select report options/parameters.
Sage 100 Sales Order Customer Sales History By Item Report select report options/parameters.
Sage 100 Sales Order Customer Sales History By Item Report.
Sage 100 Sales Order Customer Sales History By Item Report.

sales order customer sales history by product line report module's setup and integration options Setup & Integration Options

  1. The number of years of sales history available for this report is dependent on the number of years entered in the Years to Retain Sales History field in Sales Order Options.

sage 100 erp sales order module reports menu sales order recap SO Sales Order Recap

The Sales Order Sales Order Recap is used to view a listing of order numbers entered using Sales Order Entry. The recap information can be retained indefinitely, automatically purged at period end, or purged during Period End Processing. Deleted order numbers, as well as processed order numbers are included on this report.

sales order sales order recap report user options User Options

  1. This report can be sorted by sales order number, customer number, bill-to name, or bill-to customer number. You can enter a range of sales order numbers, order dates, customer numbers, bill-to names, bill-to customer numbers, and defined UDFs to print.
  2. If the Sales Order Recap is sorted by customer number, it includes all items on the sales order, including all miscellaneous charge codes.
  3. This report uses the information in the Sales Order Recap file for reporting. The back ordered amount is written to the Sales Order Recap file for orders that are partially invoiced. When the Sales Order Recap is printed, the last back ordered amount is reported as the order total. Only orders that are invoiced in full show the original order amount. This report is designed to report the open order amount (back ordered amount).
  4. Price quotes, master orders, repeating orders, RMAs, and Internet order numbers are retained in the Sales Order Recap file as well.
  5. History is not retained for master orders or repeating orders; however, master orders and repeating orders can be tracked in Sales Order Recap. Sage CRM prospect quotes are not tracked in the Sales Order Recap.
  6. You can retain the Sales Order Recap information indefinitely by clearing the Purge Sales Order Recap at Period End check box in Sales Order Options. You can also manually purge the recap information up to a specified date by selecting the Purge Sales Order Recap task from the Sales Order Utilities menu.

Sage 100 Report Demo of Sales Order Recap Report. Sage 100 Report Demo Sales Order Recap Report.

Sage 100 Report Demo of Sales Order Recap Report; Sage 100 SO Report UI.
Sage 100 Sales Order Recap Report select report options/parameters.
Sage 100 Sales Order Recap Report select report options/parameters.
Sage 100 Sales Order Recap Report.
Sage 100 Sales Order Recap Report.

sales order sales order recap report module's setup and integration options Setup & Integration Options

  1. If the Customer Relationship Management module is set up, you can print the Sage CRM user, company, opportunity, and person information on orders and quotes if the fields, as with any Sage 100 ERP field, it can be added to the form in Crystal Reports Designer.
  2. Selecting the All Types check box in the Sales Order Types to Print section or the individual check boxes in this section includes these additional types in the report.

sage 100 erp sales order module reports menu lot and serial number history report SO Lot and Serial Number History Report

The Sales Ordder Lot and Serial Number History Report is used to view a history of inventory items’ lot or serial items sold and invoiced, detailed by lot or serial number. If a lot or serial number valuation method is used for inventory items, you can print this report quarterly, annually, or as necessary to satisfy auditing requirements.

sales order lot and serial number history report user options User Options

  1. This report can show sales history for only lot items, only serial items, or items of both types, depending on the selection in the Retain Lot or Serial Sales History field in the Sales Order Options window.
  2. The report can be sorted by item code, customer number, bill-to name, bill-to customer number, or lot/serial number. You can enter a selection of item codes, customer numbers, bill-to names, invoice numbers, invoice dates, lot numbers, serial numbers, bill-to customer numbers, and user-defined fields (UDFs) to print on the report.
  3. When the report is sorted by lot/serial number, the customer name is not printed.
  4. You can purge lot or serial number detail history using the Purge Lot or Serial Number History on the Sales Order Utilities menu.

Sage 100 Report Demo of Sales Order Lot and Serial Number History Report. Sage 100 Report Demo of Sales Order Lot and Serial Number History Report.

Sage 100 Report Demo of Sales Order Lot and Serial Number History Report; Sage 100 SO Report UI.
Sage 100 Sales Order Lot and Serial Number History Report select report options/parameters.
Sage 100 Sales Order Lot and Serial Number History Report select report options/parameters.
Sage 100 Sales Order Lot and Serial Number History Report.
Sage 100 Sales Order Lot and Serial Number History Report.

sales order lot and serial number history report module's setup and integration options Setup & Integration Options

  1. This report is available only if the Inventory Management module is integrated with Sales Order, and Lot Items, Serial Items, or Both Lot and Serial Items are selected in the Retain Lot and Serial Item Sales History field in Sales Order Options.
  2. The bill-to name prints on the report only if Bill To Name is selected in the Sort Report By field.
  3. The bill-to customer sort option and selection are available only if the Enable Bill To Customer Reporting check box is selected in Accounts Receivable Options.
  4. The bill-to customer number prints on the report only if Bill To Customer Number is selected in the Sort Report By field.
  5. Information detailed on the report soted bill-to customer includes the item code and description, lot or serial number, customer number and name, invoice number and date, unit of measure, and quantity sold.

sage 100 erp sales order module reports menu general ledger posting recap SO General Ledger Posting Recap

SO General Ledger Posting Recap is used to provide a detailed recap, by general ledger account number, of all transactions posted from the current module. This report only includes transactions printed on the Daily Transaction Register and updated to the general ledger. Like the Daily Transaction Register, the General Ledger Posting Recap itemizes each transaction and lists the corresponding debit and credit amounts.

sales order general ledger posting recap report user options User Options

  1. You can also print a summarized version of the report.
  2. The General Ledger Posting Recap displays totals for all transactions posted to each account.
  3. You can enter a selection of posting dates to print. The report total shows the grand total of all posting activity through the specified ending date.
  4. Printing the report at the end of each period provides a convenient summary of receivables transactions used to post to a manual general ledger.

Sage 100 Report Demo of Sales Order General Ledger Posting Recap Report. Sage 100 Report Demo of Sales Order General Ledger Posting Recap Report.

Sage 100 Screenshot of Sales Order General Ledger Posting Recap Report; Sage 100 SO Report UI.
Sage 100 Sales Order General Ledger Posting Recap Report select report options/parameters.
Sage 100 Sales Order General Ledger Posting Recap Report select report options/parameters.
Sage 100 Sales Order General Ledger Posting Recap Report.
Sage 100 Sales Order General Ledger Posting Recap Report.

sage 100 erp sales order module reports menu sales order and quote history report SO Sales and Quote History Report

The Sales Order Sales Order and Quote History Report is a list of sales order and quote history information by order type.

sales order sales order and quote history report user options User Options

  1. This report can be sorted by sales order number, customer number, bill-to name, salesperson, order cancellation code, or bill-to customer number. Partial or full line comments can be printed on the report.
  2. You can enter a selection of sales order numbers, customer numbers, bill-to names, order dates, last invoice dates, salespersons, order cancellation codes, bill-to customer numbers, and user-defined fields (UDFs) to print.
  3. If the Purchase Order module is set up, the purchase order number and purchase order required date for each item can be included on the report.

Sage 100 Report Demo of Sales Order and Quote History Report. Sage 100 Report Demo of Sales Order and Quote History Report.

Sage 100 Report Demo of Sales Order and Quote History Report; Sage 100 SO Report UI.
Sage 100 Sales Order and Quote History Report select report options/parameters.
Sage 100 Sales Order and Quote History Report select report options/parameters.
Sage 100 Sales Order and Quote History Report.
Sage 100 Sales Order and Quote History Report.

sales order sales order and quote history report module's setup and integration options Setup & Integration Options

  1. This report is available only if the Retain Sales Order/Quote History check box is selected in Sales Order Options.
  2. Deleted orders and quotes can be printed only if the Retain Deleted Orders/Quotes check box is selected in Sales Order Options.
  3. Deleted lines for orders and quotes can be printed only if the Retain Deleted Lines for Orders/Quotes check box is also selected in Sales Order Options.
  4. The bill-to customer sort option and selection are available only if the Enable Bill To Customer Reporting check box is selected in Accounts Receivable Options.

Sage 100 Sales Order Period End Menu. Period End

Sage 100 ERP SO Period End Menu Demo & Support

About the Sales Order Period End Menu

In the following section, you can see BIS and Sage, support and training information for all Sage 100 task and report menu items infolded within the Period End Menu.

sage 100 sales order module reports menu links to menu task demo windows

sage 100 erp sales order module period end menu period end report selection Sales Order Period End Report Selection

The Sales Order Period End Report Selection is used to select reports and financial report groups to print during period-end or year-end processing.

sales order period end report selection task user options User Options

  1. You can print the default reports selected in the list, and select additional reports for printing. You can modify the number of copies to print and the printer to use on a report-by-report basis.
  2. The reports can be printed and/or exported to Paperless Office, to Data Only, or to paper.
  3. The selected reports can be printed in the Period End Report Selection window or in the Period End Reports window during period-end processing.
  4. The Sales Order Period End Report Selection Group include:
    1. Open Sales Order Report.
    2. Open Orders by Item Report.
    3. Back-Ordered Report.
    4. Lot and Serial Number History Report.
    5. Sales Recap by Warehouse by Product Line.
    6. Sales Recap by Warehouse.
    7. Sales Recap by Divisions.
    8. Sales Recap by Product Line.
    9. Customer Sales History.
    10. Customer Sales History by Product Line.
    11. Customer Sales History by Item.

Sage 100 Sales Order Period End Report Selection. Sage 100 Sales Order Period End Report Selection.

Sage 100 Screenshot of Sales Order Period End Report Selection; Sage 100 SO UI Information.
Sage 100 Sales Order Period End Report Selection initialize ui.
Sage 100 Sales Order Period End Report Selection initialize ui.
Sage 100 Sales Order Period End Report Selection.
Sage 100 Sales Order Period End Report Selection.

sales order period end report selection task module's setup and integration options Setup & Integration Options

  1. The reports and financial report groups displayed in the Period End Report Selection window must have already been defined.
  2. You can set up a predefined report setting for each report with options and selection criteria that are specifically used for period-end and year-end reporting purposes. For more information, see Create a Report Setting.
  3. This task is available only in some modules.

sage 100 erp sales order module period end menu period end processing Sales Order Period End Processing

The Sales Order Period End Processing is used to automatically perform either period-end or year-end processing based on the period entered in the Current Period field in the Sales Order Options window.

sales order preiod end processing user options User Options

  1. Period End Processing allows you to close the current period and cycle the accounting period forward to the next period. Period-end processing is usually performed at the end of each accounting period. Year-end processing takes place automatically when period-end processing is performed for the last period of the fiscal year.
  2. The following occurs during Sales Order Period-End or Year-End Processing:
    1. The Sales Order Recap is purged based on options selected in Sales Order Options during period-end and year-end.
    2. Expired master and repeating orders are automatically purged as of the period-ending date during period-end and year-end.
    3. Sales history is purged based on the number of years to retain sales history in Sales Order Options only during year-end processing.
  3. If you have not already printed period-end reports, you can do so during period-end processing. You can also select and print period-end reports without accessing Period End Processing by using Period End Report Selection.

Sage 100 Sales Order Period End Processing. Sage 100 Sales Order Period End Processing.

Sage 100 Demo of Sales Order Period End Processing; Sage 100 SO UI Information.
Sage 100 Sales Order Period End Processing initialize ui.
Sage 100 Sales Order Period End Processing initialize ui.
Sage 100 Sales Order Period End Processing.
Sage 100 Sales Order Period End Processing.

sales order period end processing task module's setup and integration options Setup & Integration Options

  1. Fields in the Sales Order Options window are used to determine the Current Accounting Period and number of Years to Retain Sales History after year-end processing.

sales order period end processing task module's important information Important Information

  1. Backing up your data is an important part of your daily and monthly procedures.
  2. Back up all Sales Order data before proceeding with period end processing data purge tasks.

Sage 100 Sales Order Setup Menu. Setup

Sage 100 ERP SO Setup Menu Demo & Support

About the Sales Order Setup Menu

In the following section, you can see BIS and Sage, support and training information for all Sage 100 task and report menu items infolded within the Setup Menu.

sage 100 sales order module setup menu links to menu task demo windows

sage 100 erp sales order module setup menu sales order options Sales Order Module Options

The Sales Order Options Task are module setup options allowing you to maintain features most appropriate for your business. Some of these options are defined during new company setup using the Sales Order Setup Wizard, but are maintained in this window.

Sage 100 Demo of Sales Order Sales Order Options. Sage 100 Demo of Sales Order Sales Order Options.

Sage 100 Screenshot of Sales Order Sales Order Options; Sage 100 Information on SO Setup UI.
Sage 100 Sales Order Sales Order Options.
Sage 100 Sales Order Sales Order Options
Sage 100 Sales Order Sales Order Options.
Sage 100 Sales Order Sales Order Options.

sales order options task module's setup and integration options Setup & Integration Options

  1. The options defined in the Sales Order module have a significant and material effect on the integration of information processed from other modules.
  2. The General Ledger and Accounts Receivable modules must be set up before the Sales Order module can be set up.
  3. For new companies, you can only access Sales Order Options after completing the Sales Order Setup Wizard.
  4. Only one user at a time can access Sales Order Options. The second user accessing Sales Order Options will open an inquiry window where fields can only be viewed.

sage 100 erp sales order module setup menu shipping rate maintenance Sales Order Shipping Rate Maintenance

Sales Order Shipping Rate Maintenance is used to establish shipping codes for automatically calculating freight charges in Sales Order Entry and Sales Order Invoice Data Entry.

sales order shipping rate maintenance task user options User Options

  1. When you enter the last field on the Main tab, the Charges tab automatically appears.

Sage Demo of 100 Sales Order Shipping Rate Maintenance. Sage 100 Sales Order Shipping Rate Maintenance.

Sage 100 Screenshot of Sales Order Shipping Rate Maintenance; Sage 100 Information on SO Setup UI.
Sage 100 Sales Order Shipping Rate Maintenance initialize ui.
Sage 100 Sales Order Shipping Rate Maintenance initialize ui.
Sage 100 Sales Order Shipping Rate Maintenance.
Sage 100 Sales Order Shipping Rate Maintenance.

sales order shipping rate maintenance task module's setup and integration options Setup & Integration Options

  1. This task is available only if Yes or Actual is selected in the Use Shipping Code to Calculate Freight field in Sales Order Options.
  2. If the eBusiness Manager module is installed, you can also specify ship codes for use on your eBusiness Manager Web pages.
  3. You can use ZIP Codes as ship zones. The ship zone is automatically set to the customer’s ship-to ZIP Code, and freight charges are calculated based on the ship weight, amount, or product line entered on the Charges tab.
  4. The shipping code method used should be based on the number of individual shipment locations, the number of individual freight carriers, and the degree of simplicity you want in shipping rate calculation.
  5. A freight charge table is created for each shipping code, with shipping rates determined by ship weight and, optionally, by ship zone.

sage 100 erp sales order module setup menu customer last purchase maintenance Sales Order Customer Last Purchase Maintenance

The Customer Last Purchase Maintenance is used to display and maintain item purchase history information for customers. This task will assist you in determining specific items and prices that a customer has requested in the past.

sales order customer last purchase maintenance task user options User Options

  1. The information in Customer Last Purchase Maintenance is updated automatically when transactions are entered or merged, and can be accessed by using the Search feature in Sales Order Entry.
  2. Because the customer’s last purchase history information is immediately updated by all entries made in Sales Order Entry and S/O Invoice Data Entry, the information displayed represents the last entry for the customer and item and does not necessarily represent the last time that the item was purchased.

Sage 100 Demo of Sales Order Customer Last Purchase Maintenance. Sage 100 Sales Order Customer Last Purchase Maintenance.

Sage 100 Screenshot of Sales Order Customer Last Purchase Maintenance; Sage 100 Information on SO Setup UI.
Sage 100 Demo of Sales Order Customer Last Purchase Maintenance.
Sage 100 Sales Order Customer Last Purchase Maintenance.
Sage 100 Demo of Sales Order Customer Last Purchase Maintenance.
Sage 100 Sales Order Customer Last Purchase Maintenance.

sales order customer last purchase maintenance task module's setup and integration options Setup & Integration Options

  1. This task is available only if Yes or Invoice is selected in the Retain Customers’ Last Purchase History field in the Sales Order Options window.
  2. If the Inventory Management module is integrated with Sales Order, customer last purchase history information is tracked for standard inventory items as well as miscellaneous items entered for Sales Order.
  3. If Inventory Management is not integrated, information is tracked only for miscellaneous items.

sage 100 erp sales order module setup menu cancel and reason code maintenance Sales Order Cancel and Reason Code Maintenance

Sales Order Cancel and Reason Code Maintenance is used to track the reasons why sales orders, quotes, and sales order and/or line items are deleted, and why sales orders are on hold.

sales order cancel and reason code maintenance task user options User Options

  1. Enter the cancel and/or reason code you want to add or maintain. Click the Lookup button to list all cancel/reason codes.

Sage 100 Demo of Sales Order Cancel and Reason Code Maintenance. Sage 100 Demo Sales Order Cancel and Reason Code Maintenance.

Sage 100 Screenshot of Sales Order Cancel and Reason Code Maintenance; Sage 100 Information on SO Setup UI.
Sage 100 Sales Order Cancel and Reason Code Maintenance initialize ui.
Sage 100 Sales Order Cancel and Reason Code Maintenance initialize ui..
Sage 100 Sales Order Cancel and Reason Code Maintenance.
Sage 100 Sales Order Cancel and Reason Code Maintenance.

sales order cancel and reason code maintenance task module's setup and integration options Setup & Integration Options

  1. This task is available only if Prompt is selected in the Retain Deleted Orders/Quotes field in the Sales Order Options window.

sage 100 erp sales order module setup menu miscellaneous item maintenance Sales Order Miscellaneous Item Maintenance

Sales Order Miscellaneous Item Maintenance is used to add, view, or maintain miscellaneous items, charges, and comment items. An item code can be a product part number, an abbreviation, or any other code identifying your products or services. The general ledger account number for sales, cost of goods sold, purchases, inventory, and manufacturing cost postings can be defined for item codes. You can determine whether items are posted to a particular account number, or to a substituted account number where a subaccount serves as a segment substitution.

sales order miscellaneous item maintenance task user options User Options

  1. You can also use Miscellaneous Item Maintenance to establish charge and miscellaneous items if you routinely bill customers for services that are not inventory items.
  2. You can type standardized comment lines. Comment item codes allow you to print comments on sales orders, invoices, purchase orders, receipts, returns, material requisition issues, and bill of materials component lists.

Sage 100 Demo of Sales Order Miscellaneous Item Code Maintenance. Sage 100 Sales Order Miscellaneous Item Code Maintenance.

Sage 100 Screenshot of Sales Order Miscellaneous Item Code Maintenance; Sage 100 Information on SO Setup UI.
Sage 100 Sales Order Miscellaneous Item Code Maintenance initialize ui.
Sage 100 Sales Order Miscellaneous Item Code Maintenance initialize ui.
Sage 100 Sales Order Miscellaneous Item Code Maintenance.
Sage 100 Sales Order Miscellaneous Item Code Maintenance.

sales order miscellaneous item maintenance task module's setup and integration options Setup & Integration Options

  1. You can also use Miscellaneous Item Maintenance to establish charge and miscellaneous items if you routinely bill customers for services that are not inventory items.
  2. If the eBusiness Manager module is installed and set up for the current company, you can set up and enable access to your eBusiness Manager Web pages for miscellaneous items and charge codes.

sage 100 erp sales order module setup menu shipping setup options Sales Order Shipping Setup Options

Sales Order Shipping Setup Options is use to maintain shipping options used in Shipper ID Maintenance, Shipping Data Entry, and all Shipping menu tasks. This allows you to set options for auto-incrementing quantity, printing options, shipping defaults, and shipping data entry settings. Some of these fields are defined during new company setup using the Sales Order Setup Wizard, but then are maintained using this window.

sales order shipping setup options task user options User Options

  1. Selections made in the fields in the Shipper ID Defaults section default to corresponding fields in Shipper ID Maintenance for setting up new shipper IDs. These settings can be changed for the shipper ID.

Sage 100 Demo of Sales Order Shipping Setup Options. Sage 100 Sales Order Shipping Setup Options.

Sage 100 Screenshot of Sales Order Shipping Setup Options; Sage 100 Information on SO Setup UI.
Sage 100 Sales Order Shipping Setup Options initialize UI.
Sage 100 Sales Order Shipping Setup Options initialize UI.
Sage 100 Sales Order Shipping Setup Options.
Sage 100 Sales Order Shipping Setup Options.

sales order shipping setup options task module's setup and integration options Setup & Integration Options

  1. This task is available only if the Enable Shipping check box is selected in Sales Order Options.
  2. If the Bar Code module is setup, you can click Print Bar Codes to print the Shipping Options Bar Code Listing.

sage 100 erp sales order module setup menu shipper id maintenance Sales Order Shipper ID Maintenance

Sales Order Shipper ID Maintenance is use to set up warehouse personnel with shipper IDs and determine their shipper functions. You can tailor the functions that shippers in the warehouse perform and determine which options are available to shippers for data entry or for viewing only in Shipping Data Entry.

sales order shipper id maintenance task user options User Options

  1. Modifications to ship via, ship-to address location code, warehouse, unit of measure, backordered quantities, and freight/weight information in Shipping Data Entry can only be made if the corresponding settings allowing for modification of this information are selected in Shipper ID Maintenance.

Sage 100 Demo of Sales Order Shipper ID Maintenance. Sage 100 Sales Order Shipper ID Maintenance.

Sage 100 Screenshot of Sales Order Shipper ID Maintenance; Sage 100 Information on SO Setup UI.
Sage 100 Sales Order Shipper ID Maintenance.
Sage 100 Sales Order Shipper ID Maintenance.
Sage 100 Sales Order Shipper ID Maintenance.
Sage 100 Sales Order Shipper ID Maintenance.

sales order shipper id maintenance task module's setup and integration options Setup & Integration Options

  1. This task is available only if the Enable Shipping check box is selected in Sales Order Options.
  2. You must set up shipper IDs before using Shipping Data Entry.
  3. Shipper IDs are not set up in the Sales Order Setup Wizard. The settings in this window default from Shipping Setup Options from Sales Order Otptions.

sage 100 erp sales order module setup menu purchase control maintenance Sales Order Purchase Control Maintenance

Sales Order Purchase Control Maintenance is used to restrict the purchase of items in Sales Order Entry and Invoice Data Entry. Purchase control checking is also performed when selecting items in the Alternate Item Selection window accessed from Shipping Data Entry, and when replacing an item with a different item in RMA Entry and in RMA Receipts Entry (when processing a one-step RMA).

sales order purchase control maintenance task user options User Options

  1. You can select individual items or entire product lines, and you can copy from existing purchase control entries. Users can select restricted items only if the appropriate security is set up.
  2. Purchase control checking is performed only for inventory items. For kits, purchase control checking is performed only for the parent items, not the components; however, if you explode a kit for a sales order, and then insert an additional kit item, checking is performed for the inserted item.
  3. If an item code is added on the fly in a data entry task, purchase control checking is performed for the item’s product line. If the product line is allowed, the item is allowed; otherwise, the item is not allowed. If an alias item code is entered or added on the fly, purchase control checking is performed for the corresponding inventory item.

Sage Demo of 100 Sales Order Purchase Control Maintenance. Sage 100 Sales Order Purchase Control Maintenance.

Sage 100 Screenshot of Sales Order Purchase Control Maintenance; Sage 100 Information on SO Setup UI.
Sage 100 Sales Order Purchase Control Maintenance initialize UI.
Sage 100 Sales Order Purchase Control Maintenance initialize UI.
Sage 100 Sales Order Purchase Control Maintenance.
Sage 100 Sales Order Purchase Control Maintenance.

sales order purchase control maintenance task module's setup and integration options Setup & Integration Options

  1. This task is available only if the Enable Purchase Control of Items check box is selected in Sales Order Options.
  2. Use Sales Order Options to define whether the items are restricted based on the customer number or the customer’s ship-to state, and whether the items selected in this task are restricted or allowed. If you allow only those items selected in this task, you must create records for each customer or ship-to state before you will be able to select items for those customers or ship-to states in the affected data entry tasks.
  3. Also, if a restricted item entered in this task is associated with an alternate item, you must enter that alternate item if you want it to also be restricted. If you select restricted items by product line, and an alternate item is of a different product line, then that product line must also be entered if you want the alternate item to be restricted.

sage 100 erp sales order module setup menu inactive reason code maintenance Sales Order Line Item Commission Maintenance

Sales Order Line Item Commission Maintenance is used to set up the reasons customers or vendors are inactive. The inactive reason codes can be used in Customer Maintenance and Vendor Maintenance.

Sage 100 Demo of Sales Order Line Item Commission Maintenance. Sage 100 Sales Order Line Item Commission Maintenance.

Sage 100 Screenshot of Sales Order Line Item Commission Maintenance; Sage 100 Information on SO Setup UI.
Sage 100 Sales Order Line Item Commission Maintenance initialize UI.
Sage 100 Sales Order Line Item Commission Maintenance initialize UI.
Sage 100 Sales Order Line Item Commission Maintenance.
Sage 100 Sales Order Line Item Commission Maintenance.

sales order inactive reaseon code maintenance task user options User Options

  1. Inactive reason codes are printed on the Customer Audit Report and Vendor Audit Report, and they can be viewed in Customer Inquiry and Vendor Inquiry.

sage 100 erp sales order module setup menu memo manager maintenance  Sales Order Memo Manager Maintenance

Sales Order Memo Manager Maintenance is used to view, maintain, and manage memos system-wide. In Memo Manager Maintenance, you can define where memos can be displayed or maintained within the software.

sales order memo manager maintenance task user options User Options

  1. You can also specify a default setting for the automatic display of memos when accessing certain tasks.
  2. The auto-display settings defined in Memo Manager Maintenance for the Default role can be overridden for individual memos in Override Auto Display Settings. After a memo is created, any changes made to the auto-display settings for a memo type do not affect the existing memo.

Sage 100 Sales Order Memo Manager Maintenance. Sage 100 Sales Order Memo Manager Maintenance.

Sage 100 Screenshot of Sales Order Memo Manager Maintenance; Sage 100 Information on SO Setup UI.
Sage 100 Sales Order Memo Manager Maintenance initialize UI.
Sage 100 Sales Order Memo Manager Maintenance initialize UI.
Sage 100 Sales Order Memo Manager Maintenance.
Sage 100 Sales Order Memo Manager Maintenance.

sales order memo manager maintenance task module's setup and integration options Setup & Integration Options

  1. Memos for modules not listed in the Memo Manager Maintenance window in the Module field are maintained in their applicable modules’ Memo Maintenance window.
  2. Multiple types of memos can be defined per module.

Sage 100 Sales Order Utilities Menu. Utilities

Sage 100 ERP SO Utilities Menu Demo & Support

About the Sales Order Utilities Menu

In the following section, you can see BIS and Sage, support and training information for all Sage 100 task and report menu items infolded within the Utilities Menu.

sage 100 sales order module utilities menu links to menu task demo windows

sage 100 erp sales order utility menu purge expired orders or quotes task Sales Order Purge Expired Orders and Quotes

The Sales Order Purge Expired Orders/Quotes is used to remove expired master orders, expired repeating orders, and expired price quotes (including the associated credit card information) with expiration dates on or before the date entered.

sage 100 erp sales order utility menu purge expired orders and quotes user options User Options

  1. After the purge is complete, the System Activity Log is updated with the date, time, company code, user logon, purge description, and purge date.

Sage 100 Demo of Sales Order Purge Expired Orders and Quotes. Sage 100 Sales Order Purge Expired Orders and Quotes.

Sage 100 Screenshot of Sales Order Purge Expired Orders and Quotes; Sage 100 Information on SO Utilities UI.
Sage 100 Sales Order Purge Expired Orders and Quotes initialize UI.
Sage 100 Sales Order Purge Expired Orders and Quotes initialize UI.
Sage 100 Sales Order Purge Expired Orders and Quotes.
Sage 100 Sales Order Purge Expired Orders and Quotes.

sales order purge expired orders and quotes task module's setup and integration options Important Information

  1. If a Sage CRM sales order or quote is purged, a note is written back to the related company in Sage CRM.
  2. Backing up your data is an important part of your daily and monthly procedures.
  3. Back up all Sales Order data before proceeding.

sage 100 erp sales order module utilities menu purge obsolete sales orders Sales Order Purge Obsolete Sales Orders

Sales Order Purge Obsolete Sales Orders is used to remove all obsolete standard sales orders or back orders, including the associated credit card information, whose order dates are on or before the date entered. You can also enter a selection of sales order numbers to remove.

sage 100 erp sales order utility menu purge obsolete orders and quotes user options User Options

  1. After the purge is complete, the System Activity Log is updated with the date, time, company code, user logon, purge description, and purge date.
  2. If a Sage CRM sales order is purged, a note is written back to the related company in Sage CRM.

Sage 100 Demo of Sales Order Purge Obsolete Sales Orders. Sage 100 Sales Order Purge Obsolete Sales Orders.

Sage 100 Screenshot of Sales Order Purge Obsolete Sales Orders; Sage 100 Information on SO Utilities UI.
Sage 100 Sales Order Purge Obsolete Sales Orders initialize UI.
Sage 100 Sales Order Purge Obsolete Sales Orders initialize UI.
Sage 100 Sales Order Purge Obsolete Sales Orders.
Sage 100 Sales Order Purge Obsolete Sales Orders.

sales order purge obsolete orders and quotes task module's setup and integration options Setup & Integration Options

  1. This task is available only if S/O Invoice Data Entry and Shipping Data Entry are not in progress.
  2. IMPORTANT: Backing up your data is an important part of your daily and monthly procedures. Back up all Sales Order data before proceeding.
  3. Do not purge sales orders with order dates within the current year.

sage 100 erp sales order module utilities menu purge order quote history Sales Order Purge Order and Quote History

The Sales Order Purge Order/Quote History is use to remove sales order and quote history records, including the associated credit card information, whose order dates are on or before the date entered.

sage 100 erp sales order utility menu purge order and quote history user options User Options

  1. After the purge is complete, the System Activity Log is updated with the date, time, company code, user logon, purge description, and purge date.

Sage 100 Demo of Sales Order Purge Order Quote History. Sage 100 Sales Order Purge Order Quote History.

Sage 100 Screenshot of Sales Order Purge Order Quote History; Sage 100 Information on SO Utilities UI.
Sage 100 Sales Order Purge Order Quote History initialize UI.
Sage 100 Sales Order Purge Order Quote History initialize UI.
Sage 100 Sales Order Purge Order Quote History.
Sage 100 Sales Order Purge Order Quote History.

sales order purge orders and quotes history task module's setup and integration options Setup & Integration Options

  1. This task is available only if the Retain Sales Orders/Quote History check box is selected in Sales Order Options.
  2. This utility will not purge order/quote history for sales orders/quotes that still reside in Sales Order Entry.

sage 100 erp sales order module utilities menu purge lot serial history Sales Order Purge Lot and Serial History

Sales Order Purge Lot/Serial History is use to remove lot/serial history records dated on or before the date entered.

sage 100 erp sales order utility menu purge lot and serial number history user options User Options

  1. After the purge is complete, the System Activity Log is updated with the date, time, company code, user logon, purge description, and purge date.

Sage 100 Demo of Sales Order Purge Lot Serial History. Sage 100 Sales Order Purge Lot Serial History.

Sage 100 Screenshot of Sales Order Purge Lot Serial History; Sage 100 Information on SO Utilities UI.
Sage 100 Sales Order Purge Lot Serial History initialize UI.
Sage 100 Sales Order Purge Lot Serial History initialize UI.
Sage 100 Sales Order Purge Lot Serial History.
Sage 100 Sales Order Purge Lot Serial History.

sales order purge lot and serial number history task module's setup and integration options Setup & Integration Options

  1. This task is available only if an option other than None is selected in the Retain Lot/Serial Item Sales History field in the Sales Order Options window.

sage 100 erp sales order module utilities menu purge sales history Sales Order Purge Sales History

Sales Order Purge Sales History is used to remove sales history records based on fiscal year or calendar year. Records dated on or before the year-end date selected are permanently removed from the system.

sage 100 erp sales order utility menu purge sales history user options User Options

  1. After the purge is complete, the System Activity Log is updated with the date, time, company code, user logon, purge description, and purge date.

Sage 100 Demo of Sales Order Purge Sales History. Sage 100 Sales Order Purge Sales History.

Sage 100 Screenshot of Sales Order Purge Sales History; Sage 100 Information on SO Utilities UI.
Sage 100 Sales Order Purge Sales History.
Sage 100 Sales Order Purge Sales History.
Sage 100 Sales Order Purge Sales History.
Sage 100 Sales Order Purge Sales History.

sales order purge sales history task module's setup and integration options Setup & Integration Options

  1. This task is available only if the number of years to retain sales history selected in the Years to Retain Sales History field in the Sales Order Options window is greater than 2.
  2. You must retain at least the last two years of history prior to the current year. Only history that is more than two years prior to the current year can be purged.
  3. The sales history file stores sales history by posting date and invoice date, and can retain up to 99 years of records, based on your selection in the Years to Retain Sales History field in Sales Order Options.
  4. The options available in this window vary based on whether the Inventory Management module is set up, and whether Fiscal Periods or Calendar Months is selected in the Base Inventory Periods On field in the Inventory Management Options window.
  5. IMPORTANT: Backing up your data is an important part of your daily and monthly procedures. Back up all Sales Order data before proceeding.

sage 100 erp sales order module utilities menu purge sales order recap Sales Order Purge Sales Order Recap

Sales Order Purge Sales Order Recap is used to remove orders from the Sales Order Recap file with order dates on or before the date entered.

sage 100 erp sales order utility menu purge sales order recap user options User Options

  1. After the purge is complete, the System Activity Log is updated with the date, time, company code, user logon, purge description, and purge date.

Sage 100 Demo of Sales Order Purge Sales Order Recap. Sage 100 Sales Order Purge Sales Order Recap.

Sage 100 Screenshot of Sales Order Purge Sales Order Recap; Sage 100 Information on SO Utilities UI.
Sage 100 Sales Order Purge Sales Order Recap initialize UI.
Sage 100 Sales Order Purge Sales Order Recap initialize UI.
Sage 100 Sales Order Purge Sales Order Recap.
Sage 100 Sales Order Purge Sales Order Recap.

sales order purge sales orders task module's setup and integration options Setup & Integration Options

  1. You can also purge the Sales Order Recap automatically at period end by selecting the Purge Sales Order Recap at Period End check box in the Sales Order Options window.
  2. IMPORTANT: Backing up your data is an important part of your daily and monthly procedures. Back up all Sales Order data before proceeding.

sage 100 erp sales order module utilities menu create sales order quote history Sales Order Create Sales Order and Quote History

The Sales Order Create Sales Order/Quote History utility is used to facilitate the migration from Sage 100 ERP to Sage 500 ERP by creating sales order history files if sales order history has not previously been retained. The sales order history files are populated with all standard orders, back orders, and price quotes contained in the current sales order data entry files. Master orders, repeating orders, deleted orders/quotes, and deleted order/quote lines are not moved into the sales order/quote history files. Master orders and repeating orders can be tracked in Sales Order Recap.

sage 100 erp sales order utility menu create sales and quote history user options User Options

  1. When the sales order/quote history files are created, the System Activity Log is updated with the date, time, company code, user logon, and utility description.

Sage 100 Demo Sales Order Create Sales Order Quote History. Sage 100 Sales Order Create Sales Order Quote History.

Sage 100 Screenshot of Sales Order Create Sales Order Quote History; Sage 100 Information on SO Utilities UI.
Sage 100 Sales Order Create Sales Order Quote History initialize UI.
Sage 100 Sales Order Create Sales Order Quote History initialize UI.
Sage 100 Sales Order Create Sales Order Quote History.
Sage 100 Sales Order Create Sales Order Quote History.

sales order create orders and quotes history task module's setup and integration options Setup & Integration Options

  1. This task is available only if the Retain Sales Order/Quote History check box is selected in the Sales Order Options window.
  2. When the prompt appears to run the Create Sales Order/Quote History, click Yes. This prompt appears only if data exists in the data entry files but not in the sales order history files.
  3. IMPORTANT: Before running this utility back up your data. Backing up your data is an important part of your daily and monthly procedures. Back up all Sales Order data before proceeding.

Sage 100 Sales Order Custom Reports by Crystal Reports for Sage.Custom Crystal Reports

Sage 100 ERP SO Crystal Reports Custom Reports Menu Demo & Support

About the Sales Order Crystal Reports Custom Reports Menu

In the following section, you can see BIS and Sage, support and training information for all Sage 100 task and report menu items infolded within the Crystal Reports Custom Reports Menu.

sage 100 sales order module custom reports menu links to menu task demo windows

sage 100 erp sales order module custom reports menu create Cryatal Reports for S/O Custom Reports

Use Custom Reports to build custom Crystal Reports for Sage 100 ERP Sales Order.

Sage 100 Sales Order new. Sage 100 Sales Order new.

Sage 100 Screenshot of Sales Order new UI.
Sage 100 Sales Order new.
Sage 100 Sales Order new.
Sage 100 Sales Order new.
Sage 100 Sales Order new.

Sage 100 Business Insights Explorer ViewsBusiness Insights Explorer

Sage 100 ERP SO Business Insights Explorer Menu Demo & Support

About the Sales Order Business Insights Explorer Menu

In the following section, you can see BIS and Sage, support and training information for all Sage 100 task and report menu items infolded within the Business Insights Explorer Menu.

sage 100 sales order module explorer menu links to menu task demo windows

sage 100 erp sales order module explore menu sales order veiw Business Insights Sales Order View

Use Sales Order View to navigate through data and explore row data details by drilling-down into the transaction details. The data can be exported to a variety of output types, including Microsoft Excel, Microsoft Access, Microsoft Word, XML, and Web pages.

sage 100 erp sales order explore menu business insights explore sales order view user options User Options

  1. You can use the Navigation pane to explore data related to the selected view. The Navigation pane is located to the left of the main Data View grid in the Business Insights Explorer window.
  2. Data in the Data View grid can be filtered, sorted, grouped, and summarized.
  3. You can also modify the columns in the grid by showing and hiding columns, changing the column order, changing the column names, and formatting the data that appears in the columns.
  4. Changes to the Data View grid can be saved to a setting. The information in the Data View grid can also be printed and saved to a report.

Sage 100 Sales Order new. Sage 100 Sales Order new.

Sage 100 Screenshot of Sales Order new UI.
Sage 100 Sales Order new.
Sage 100 Sales Order new.
Sage 100 Sales Order new.
Sage 100 Sales Order new.

sage 100 erp sales order module explore menu history orders veiw Business Insights History Orders View

Use History Orders View to navigate through data and explore row data details by drilling-down into the transaction details. The data can be exported to a variety of output types, including Microsoft Excel, Microsoft Access, Microsoft Word, XML, and Web pages.

sage 100 erp sales order explore menu business insights explore history orders view user options User Options

  1. You can use the Navigation pane to explore data related to the selected view. The Navigation pane is located to the left of the main Data View grid in the Business Insights Explorer window.
  2. Data in the Data View grid can be filtered, sorted, grouped, and summarized.
  3. You can also modify the columns in the grid by showing and hiding columns, changing the column order, changing the column names, and formatting the data that appears in the columns.
  4. Changes to the Data View grid can be saved to a setting. The information in the Data View grid can also be printed and saved to a report.

Sage 100 Sales Order new. Sage 100 Sales Order new.

Sage 100 Screenshot of Sales Order new UI.
Sage 100 Sales Order new.
Sage 100 Sales Order new.
Sage 100 Sales Order new.
Sage 100 Sales Order new.

sage 100 erp sales order module explore menu shipping history invoices veiw Busniess Insights Shipping History Invoices View

Use Shipping History Invoices View to navigate through data and explore row data details by drilling-down into the transaction details. The data can be exported to a variety of output types, including Microsoft Excel, Microsoft Access, Microsoft Word, XML, and Web pages.

sage 100 erp sales order explore menu business insights explore shipping history invoices view user options User Options

  1. You can use the Navigation pane to explore data related to the selected view. The Navigation pane is located to the left of the main Data View grid in the Business Insights Explorer window.
  2. Data in the Data View grid can be filtered, sorted, grouped, and summarized.
  3. You can also modify the columns in the grid by showing and hiding columns, changing the column order, changing the column names, and formatting the data that appears in the columns.
  4. Changes to the Data View grid can be saved to a setting. The information in the Data View grid can also be printed and saved to a report.

Sage 100 Sales Order new. Sage 100 Sales Order new.

Sage 100 Screenshot of Sales Order new UI.
Sage 100 Sales Order new.
Sage 100 Sales Order new.
Sage 100 Sales Order new.
Sage 100 Sales Order new.

Sage 100 Custom Visual Process Flows MenuCustom Visual Process Flows

Sage 100 ERP SO Visual Process Flows Menu Demo & Support

About the Sales Order Visual Process Flows Menu

In the following section, you can see BIS and Sage, support and training information for all Sage 100 task and report menu items infolded within the Visual Process Flows Menu.

sage 100 sales order module visual process flows menu links to menu task demo windows

sage 100 erp sales order module custom process flows menu create Sales Order Custom Visual Process Flows

Build Custom Visual Process Flows.

Sage 100 Sales Order new. Sage 100 Sales Order new.

Sage 100 Screenshot of Sales Order new UI.
Sage 100 Sales Order new.
Sage 100 Sales Order new.
Sage 100 Sales Order new.
Sage 100 Sales Order new.

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