Sage 100 Sales Order Shipping 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 shipping menu tasks and reports. Shipping 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 Shipping Menu User Interface

About the 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 support and training demo for setup, integration, and creating crystal reports for Sales Order shipping data entry tasks and reports. Shipping Data Entry

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:

  1. Line item’s record quantities shipped or back ordered.
  2. Shipping freight calculation.
  3. Package tracking summary and detail information.

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.

Sage 100 Sales Order Shipping Data Entry. Sage 100 Sales Order Shipping Data Entry.

Sage 100 Screenshot of Sales Order Shipping Data Entry UI.
Sage 100 Sales Order Shipping Data Entry
Sage 100 Sales Order Shipping Data Entry.
Sage 100 Sales Order.
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 support and training demo for setup, integration, and creating crystal reports for Sales Order shipping packing list printing entry tasks and reports. Shipping Packing List Printing

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 Sales Order Shipping Packing List Printing.

Sage 100 Screenshot of Sales Order Shipping Packing List Printing UI.
Sage 100 Sales Order Shipping Packing List Printing.
Sage 100 Sales Order Shipping Packing List Printing.
Sage 100 Sales Order Shipping Packing List Printing.
Sage 100 Sales Order Shipping Packing List Printing.

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 support and training demo for setup, integration, and creating crystal reports for Sales Order shipping invoice printing entry tasks and reports. Shipping Invoice Printing

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 Shipping Invoice Printing. Sage 100 Sales Order Shipping Invoice Printing.

Sage 100 Screenshot of Sales Order Shipping Invoice Printing UI.
Sage 100 Sales Order Shipping Invoice Printing.
Sage 100 Sales Order Shipping Invoice Printing.
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 support and training demo for setup, integration, and creating crystal reports for Sales Order shipping label printing entry tasks and reports. Shipping Label Printing

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 Printing. Sage 100 Sales Order Shipping Label Printing.

Sage 100 Screenshot of Sales Order Shipping Label Printing UI.
Sage 100 Sales Order Shipping 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 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 support and training demo for setup, integration, and creating crystal reports for Sales Order shipping C.O.D. label printing entry tasks and reports. Shipping C.O.D. Label Printing

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. Label Printing.

Sage 100 Screenshot of Sales Order Shipping C.O.D. Label Printing UI.
Sage 100 Sales Order Shipping C.O.D. Label Printing.
Sage 100 Sales Order Shipping C.O.D. Label Printing.
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 support and training demo for setup, integration, and creating crystal reports for Sales Order daily shipment report printing entry tasks and reports. Shipping Daily Shipment Report Printing

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

Sage 100 Screenshot of Sales Order Shipping Daily Shipment Report Printing UI.
Sage 100 Sales Order Shipping Daily Shipment Report Printing.
Sage 100 Sales Order Shipping Daily Shipment Report Printing.
Sage 100 Sales Order Shipping Daily Shipment Report Printing.
Sage 100 Sales Order Shipping Daily Shipment Report Printing.

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 support and training demo for setup, integration, and creating crystal reports for Sales Order shipping history inquriy entry tasks and reports. Shipping History Inquiry

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 Screenshot of Sales Order Shipping History Inquiry UI.
Sage 100 Sales Order Shipping History Inquiry.
Sage 100 Sales Order Shipping History Inquiry.
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 support and training demo for setup, integration, and creating crystal reports for Sales Order shipping history report entry tasks and reports. Shipping History Report Printing

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 Printing. Sage 100 Sales Order Shipping History Report Printing.

Sage 100 Screenshot of Sales Order Shipping History Report Printing UI.
Sage 100 Sales Order Shipping History Report Printing.
Sage 100 Sales Order Shipping History Report Printing.
Sage 100 Sales Order Shipping History Report Printing.
Sage 100 Sales Order Shipping History Report Printing.

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.

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