Sage 100 ERP (MAS 90): How to Maximize Your Investment

Question:  Mike, we own Sage 100 ERP (MAS 90) we originally bought the sales order module but we never learned how to use it properly or fully embraced it.  Orders are still entered in QuickBooks because the order entry team has not learned the Sage 100 ERP order entry process.  Currently we post the orders we enter in QuickBooks to Sage 100 ERP accounts receivable causing redundant data entry, resulting in errors and wasted time.  How many errors will we potentially reduce and how much time will we save if we eliminate QuickBooks by entering our orders directly into the Sage 100 ERP sales order module that we already own?

Answer:  There are several reasons entering your orders direct into Sage 100 ERP makes much more sense than entering your data in QuickBooks and then again in Sage 100 ERP causing redundant data entry, errors and wasted time.

1. Misc Charge Codes can be set up and used in the Sage 100 ERP Sales Order Module. These can be setup as Items, Charges or Comments, that can be used over and over again. They can be setup using Sales Order>Setup>Misc Item Maintenance.
2. Once you have Misc Charge Codes setup then you can begin processing Quotes or Sales Orders. A Quote would be for a potential order where the customer wanted pricing for approval prior to the order. A Sales Order would be for a customer that was ready to order.
3. Lets start with a Quote: Select Sales Order>Main>Sales Order Entry.  Select a new order number, customer, order type Quote and complete the remainder of the Header tab 1.
4. Then click on Tab 3 Lines and add the detail lines and now you will have a quote that can be printed and sent to customer.
5. Now there is a quote in the Sales Order system, once the quote has been accepted by the customer it can be easily converted into an actual Sales Order and the Sales Order can be converted to an invoice once the job is completed.

Again the real power of using sales order processing in Sage 100 ERP improves your companies efficiency in quoting and invoicing to prevent mistakes, and increase the productivity and profitability of your business. That is the reason that you bought the software in the first place, isn’t it.

Written by Mike Renner, Partner WAC Consulting, Owner at Computer Accounting Services

Mike is and expert on Sage 100 ERP with over 25 years in the accounting software industry. Mike is also a Sage Certified Trainer and a recognized leader in the design, implementation and support of ERP systems, including Sage.