Tips, Tricks & Tutorials: Copy Orders & Non-Customer Quoting

Video tips, tricks and tutorials help you become more productive with your Sage 300 ERP (formerly Sage ERP Accpac) and Sage CRM systems. Featured this month:

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Copy Orders

The Copy Orders function in Sage 300 ERP lets you create a new order by copying an existing one. This can be done for the same customer or between customers. Although it’s called Copy Orders, it also copies quotes and can create new quotes from existing orders as well. In this tutorial, we walk you through an example to show you how it works.
Duration: 3 min 3 sec

Non-Customer Quoting with Sage CRM Integrated with Sage 300 ERP

One of the powerful features of the integration between Sage CRM and Sage 300 ERP is that it allows you to generate quotes and orders to prospects without requiring that they be customers in Accounts Receivable. This feature helps you avoid cluttering up your AR with customers who have never made a purchase. In this tutorial, we’ll walk you through the process of generating a non-customer quote.
Duration: 5 min 30 sec

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This entry was posted in CRM Videos, Customer Relations Management (CRM), Enterprise Resource Planning (ERP), ERP Videos, Newsletter, October 2012, Tips & Tricks Videos. Bookmark the permalink.

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