Sage 100 Sales Order Main Menu UI Demo; View SO Reports, Module Options and Sage 100 Support Overview Documentation

Business Information Systems is a Sage Authorized Partner, Sage Authorized Reseller, Sage Certified Consultant, support and solution provider for Sage 100 Software Sales Order Main Menu.

Sage 100 support and training demo for setup, integration, and creating crystal reports for Sales Order main menu tasks and reports. Main Menu Interactive Demo Series

Sage 100 Sales Order (SO) Introduction Recap

Sage 100 Sales Order (SO) provides you with the ability to optimize your entire …more…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.

Sage 100 SO Demo Series Information

In this BIS Sage 100 Sales Order Demo Series, your will become familiar with …more…module setup, integration, and user support options. As with all BIS Virtual Tour Demo Series you can navigate and explore all the Sage 100 Sales Order 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 Sage 100 Sales Order setup and configuration, view the file utilities, and learn about how to customize Sage 100 Sales Order using Sage 100 Custom Office and how to add UDFs and UDSs to Sage 100 Sales Order panel customizations to optimize Sales Order Processing. After this BIS Sage 100 Sales Order Demo series, you will see first-hand how flexible and effective Sage 100 ERP Software Processing can benefit your business.

Sage 100 SO Main Menu User Interface

About the 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 information on module main menu links to menu task demo windows


Sage 100 Information on Sales Order Entry . Sales Order Entry

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

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. During the invoicing process, all information entered in Sales Order Entry is retrieved and displayed automatically.
  2. 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.
  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.

Sage 100 Screenshot of Sales Order Entry UI.
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; Use the ALE hourglass to lookup retrieve an order.
Sage 100 Training Sales Order Entry; How to enter a new sales order.
Sage 100 Training Sales Order Entry; 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.
Sage 100 Training Sales Order Entry; Maintain Order Ship Via Tab 1 Main Information.
Sage 100 Training Sales Order Entry; Maintain Order Shipt Via Tab 2 Charge Information.
Sage 100 Training Sales Order Entry; 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.
Sage 100 Training Sales Order Entry; Sales Person Maintenance Tab 1 is the sales person primary maintenance screen.
Sage 100 Training Sales Order Entry; Sales Person Maintenance Tab 2 is the salesperson history screen.
Sage 100 Training Sales Order Entry; Sales Person Maintenance Tab 2 is the salesperson history screen.
Sage 100 Training Sales Order Entry; How to enter a new sales order add bill to and ship information.
Sage 100 Training Sales Order Entry; Tab 2 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.
Sage 100 Training Sales Order Entry; Tab 3 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.
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.
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.
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.
Sage 100 Training Sales Order Entry; Maintain Order Customer Maintenance Tab 1 Main Information.
Sage 100 Training Sales Order Entry; Customer Maintenance Tab 1 Main Information.
Sage 100 Training Sales Order Entry; Maintain Order Customer Maintenance Tab 2 Additional Information.
Sage 100 Training Sales Order Entry; Customer Maintenance Tab 2 Additional Information.
Sage 100 Training Sales Order Entry; Maintain Order Customer Maintenance Tab 3 Statistics Information.
Sage 100 Training Sales Order Entry; Customer Maintenance Tab 3 Statistics Information.
Sage 100 Training Sales Order Entry; Maintain Order Customer Maintenance Tab 4 Summary Information.
Sage 100 Training Sales Order Entry; Customer Maintenance Tab 4 Summary Information.
Sage 100 Training Sales Order Entry; Maintain Order Customer Maintenance Tab 5 History Information.
Sage 100 Training Sales Order Entry; Customer Maintenance Tab 5 History Information.
Sage 100 Training Sales Order Entry; Maintain Order Customer Maintenance tab 6 Invoice History Information.
Sage 100 Training Sales Order Entry; Customer Maintenance Tab 6 Invoice History Information.
Sage 100 Training Sales Order Entry; Maintain Order Customer Maintenance tab 7 transaction history information.
Sage 100 Training Sales Order Entry; Customer Maintenance Tab 7 Transaction History Information.
Sage 100 Training Sales Order Entry; Maintain Order Customer Maintenance tab 8 sales orders history information.
Sage 100 Training Sales Order Entry; Customer Maintenance Tab 8 Sales Orders History Information.
Sage 100 Training Sales Order Entry; How to enter a new sales order.
Sage 100 Training Sales Order Entry; Customer Maintenance Tab 1 is the Primary Maintenance Screen.
Sage 100 Training Sales Order Entry; How to enter a new sales order.
Sage 100 Training Sales Order Entry; Customer Maintenance Tab 1 is the Addtional Information Maintenance Window.
Sage 100 Training Sales Order Entry;
Sage 100 Training Sales Order Entry; Sales Person Maintenance Tab 1 Main
Sage 100 Training Sales Order Entry;
Sage 100 Training Sales Order Entry; Sales Person Maintenance Tab 2 Additional
Sage 100 Training Sales Order Entry;
Sage 100 Training Sales Order Entry;.
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.
Sage100 sales order entry new order user interface screenshot
Sales Order Entry Thumbnail Preview

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 Information on Sales Order Printing . Sales Order Printing

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 Entry. Sage 100 Sales Order.

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

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 Information on Sales Order Picking Sheet Printing . Picking Sheet Printing

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. Sage 100 Sales Order.

Sage 100 Screenshot of Sales OrderUI.
Sage 100 Sales Order
Sage 100 Sales Order.
Sage 100 Sales Order

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 Information on Sales Order Shipping Label Printing . Shipping Label Printing

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. Sage 100 Sales Order.

Sage 100 Screenshot of Sales OrderUI.
Sage 100 Sales Order
Sage 100 Sales Order.
Sage 100 Sales Order

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 Information on Sales Order Daily Drop Ship Report. Daily Drop Ship Report

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. Sage 100 Sales Order.

Sage 100 Screenshot of Sales OrderUI.
Sage 100 Sales Order
Sage 100 Sales Order.
Sage 100 Sales Order

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 Information on Sales Order Invoice Data Entry. Invoice Data Entry

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. Sage 100 Sales Order.

Sage 100 Screenshot of Sales OrderUI.
Sage 100 Sales Order
Sage 100 Sales Order.
Sage 100 Sales Order

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 Information on Sales Order Invoice Printing. Invoice Printing

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. Sage 100 Sales Order.

Sage 100 Screenshot of Sales OrderUI.
Sage 100 Sales Order
Sage 100 Sales Order.
Sage 100 Sales Order

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 Information on Sales Order C.O.D. Label Printing. C.O.D. Label Printing

sage 100 erp sales order module main menu cod label printing task Sales Order COD 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. Sage 100 Sales Order.

Sage 100 Screenshot of Sales OrderUI.
Sage 100 Sales Order
Sage 100 Sales Order.
Sage 100 Sales Order

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 Information on Sales Order Daily Sales Reports Updates. Daily Sales Reports Updates

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. Sage 100 Sales Order.

Sage 100 Screenshot of Sales OrderUI.
Sage 100 Sales Order
Sage 100 Sales Order.
Sage 100 Sales Order

Sage 100 Information on Sales Order Daily Transaction Register. Daily Transaction Register

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. Sage 100 Sales Order.

Sage 100 Screenshot of Sales OrderUI.
Sage 100 Sales Order
Sage 100 Sales Order.
Sage 100 Sales Order

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

sage 100 erp sales order module main menu auto generate invoices selection task Sale 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. Sage 100 Sales Order.

Sage 100 Screenshot of Sales OrderUI.
Sage 100 Sales Order
Sage 100 Sales Order.
Sage 100 Sales Order

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 Information on Sales Order Auto Generate Orders Selection. Auto Generate Orders Selection

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. Sage 100 Sales Order.

Sage 100 Screenshot of Sales OrderUI.
Sage 100 Sales Order
Sage 100 Sales Order.
Sage 100 Sales Order

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 Information on Sales Order Batch Authorization. Sales Order Batch Authorization

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.

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. Sage 100 Sales Order.

Sage 100 Screenshot of Sales OrderUI.
Sage 100 Sales Order
Sage 100 Sales Order.
Sage 100 Sales Order

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