DSD’s Favorite Sage 100 Sales Order Enhancements

DSD's Favorite Sage 100 Sales Order Enhancements

DSD Business Systems has over 500 enhancements to Sage 100, and we have found a number of these to be brilliant ideas for companies that utilize the Sales Order module to do distribution and sales. Here are our top seven Sales Order DSD Enhancements, in no particular order:

Sage 100 Sales Order Enhancements

SO-1032 – Multiple Customer Deposits on a Sales Order
This DSD Enhancement allows for an unlimited number of deposits to be applied to a Sales Order, and allows deposits from A/R Cash Receipts to be applied to a customer’s Sales Orders. Additionally, Terms Codes may be associated with Payment Type to provide defaulting logic. This Enhancement is NOT compatible with any Credit Card Processing applications by third-party developers in the Sales Order, however credit card processing can be done in AR via cash receipts. This enhancement is great for companies who take multiple deposits/payments for Orders in process.

SOMD – Multiple Due Dates
Six new Due Date/Invoice Amount fields have been added to S/O Invoice Data Entry. The Sales Journal will print these new fields for each invoice. Only one Invoice History record will be created for the main invoice, however, multiple Open Invoice records will be created in the Open Invoice file, each with a different Due Date. The A/R Aging will reflect these Due Dates. This enhancement is useful to companies who have multiple due dates, and can pay the multiple open invoice records in cash receipts.

SOUS – Sales Order Upsell
Sales Order Upsell is a perfect Sage 100 enhancement for companies looking to increase sales by upselling items during order or invoice entry. The SOUS enhancement allows users to define an unlimited number of “Upsell Items” for inventory items. When entering a sales order or sales order invoice, these items will appear as suggested add-on / upsell items that the customer may wish to purchase and can be automatically added to the order.

SOPT – Surcharge by Payment Type
This enhancement is ideal for users that charge their customers for Credit Card transaction fees. This DSD enhancement allows surcharges to be created for different Payment Types. These surcharges are automatically added to Sales Orders/Invoices as a Miscellaneous Charge.

SOMI – Master Invoice
This DSD enhancement adds the ability to combine multiple sales order invoices onto one “Master Invoice” after posting. The master invoice number is recorded in the Invoice History files and can be modified at any time. This enhancement also adds the ability to receive payments from customers by master invoice in cash receipts entry. Master invoice is valuable to companies who have multiple orders for customers and want to display only one invoice.

SO-1241 – Invoices with Multiple Due Dates
Allows up to twelve due dates to be assigned to designated Terms Codes during S/O Invoice Data Entry. A percentage of the invoice amount can be designated due for each of the due dates. This enhancement is best for companies looking to have multiple due dates, or Days until Due terms setup for one invoice.

SO-1386 – Quotation Entry
Adds a new ‘Quotation Entry’ menu option to the Sales Order Main Menu. Quotation Entry is beneficial to companies who enter quotes on a regular basis.

More About Sales Order Management

In the intricate world of Sales Order management, DSD Business Systems’ enhancements to Sage 100 stand out as practical solutions tailored for diverse business needs. From facilitating multiple customer deposits on a single Sales Order to providing a streamlined mechanism for companies aiming to boost sales through upsells, these enhancements are not mere additions but transformative tools. Whether it’s handling quotations, dealing with various payment types, or simplifying the invoicing process, DSD’s extensive catalog provides an answer. This handpicked list here underscores the depth of customization and sophistication these enhancements bring, ensuring businesses have the edge in sales order processing and distribution. For any organization striving to refine its Sales Order module operations, diving into DSD’s offering is a step towards operational excellence.

Want to learn more about Enhancements?

Contact us or check out our resource center!

RELATED enhancements posts

Categories:
DSD Business Systems Enhancements Sage 100 ERP

Congratulations! You’re registered to join us.

Acumatica Lunch and Learn Irvine, CA
We’re so excited to show you the power of Acumatica!

Should you have any immediate questions or needs, please feel free to reach out to your event host: ktucker@dsdinc.com