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Archive for the ‘Sage 200 Sales Order Plus’ Category

Featured Addon: Cross-Sales for Sage 200 Suite

Thursday, August 11th, 2011

Sage-200-Sales-Order-Plus-logoCross-Sales for the Sage 200 Suite is an addon within our Sage 200 Sales Order Plus module that allows related products to be associated with each other, and alert the user of this when entering an order. For example, a torch requires a certain battery to work, so these two products could be linked. The user would then get a notification, stating the battery type and quantity that are required for the torch to work.

Maximise Cross-Selling Opportunities

The benefit of this addon is that your sales executives can maximise cross-selling, whether it be via telesales or over the counter. An added benefit is that the customer experience can be improved. For example, by using the Cross Sales addon the customer would not buy the torch and later discover that they have the wrong batteries for the product. The sales executive would be able to inform them of this at the time of purchase.

Easy to Set Up

A setting screen allows preferences and linked products to be easily set up. The administrator can decide if they want the notification to launch when a user adds a line or when they leave the quantity box.

Linked products can be set up against each stock item, along with the required quantities of each, e.g. a torch requires four AA batteries.

About Eureka Solutions

Eureka Solutions is an award winning Sage Developer  and Sage Business Partner.  To find out more about Cross-Sales for Sage 200 and the Sales Order Plus module, please call 01355 581 960 or email development@eurekasolutions.co.uk.

Sage 200 Bespoke – SO Plus Amendments

Thursday, January 27th, 2011

A client required additional functionality to be added to our Sage 200 Sales Order Plus module to meet their specific requirements for speed of order entry, as well as being able to store additional information against Sales Orders.

Sage 200 Sales Order Plus is an additional module developed by Eureka Solutions which extends standard Sage 200 functionality to make order entry within as fast as possible.

Requirements

  • The client wanted to be able to store their Delivery Run on Sales Orders, using one of the Analysis Codes. On each Sales Order Line they also needed to store the Quantity of Packs or Boxes, again using an Analysis Code.
  • Upon entering an order the customer requested some amendments to the invoicing routine, to allow them to filter to the Sales Order depending on the Delivery Run field.
  • Upon printing it was requested that 2 invoices be automatically be printed per Sales Order.

Development was subsequently carried out on our Sales Order Plus module to create the functionality specified by the client.

Solution

Sales Order Amendments:
On the Sales Order forms a new field was added to allow the users to specify the “Delivery Run”.  This is stored in a Sales Order Analysis Code field.  The field was added to the top right of the screen underneath customer order number.

On the Sales Order Plus Rapid Entry Grid, a new column was added next to the Quantity column which allows the users to enter the Quantity of Packs/Boxes.

Print Invoices by Vehicle:
On the Print Invoices screen a radio button and lookup box was added to allow the users to print invoices depending on the Delivery Run.

This means that when the user selects a Delivery Run all of the unprinted invoices for all Sales Orders in this Delivery Run will be displayed. Upon printing the invoices an amendment was made to the process to print 2 copies.

About Eureka Solutions

Eureka Solutions is a leading Sage Business Partner and Sage Developer.  To find out more about our Sage 200 Addons or our Sage Development please call our head office on 01355 581960 or email development@eurekasolutions.co.uk.

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