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Quick Order Entry Add-On in Sage X3

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Many a times in the various industries such as Manufacturing, Food & Beverage etc., we come across a situation where we are selling the same products to the same customers over a period of time wherein if you have an option to quickly create a Sales order and automatic creation of Delivery and Invoice, it will save time and efforts. To address this requirement, Greytrix has come up with the solution by adding a new screen for “Quick Order Entry”, Greytrix has come up with the solution by adding a new screen for “Quick Order Entry”

 

The benefits of Quick order entry are-

– Faster and efficient Sales order fulfillment by shortening time of delivery.

– Reducing time of Sales process.

– Reducing cost by improved cash flow.

– Resulting in less efforts, therefore more staff time for other activities such as customer support.

– Happier customers.

 

Below is the screenshot of the new screen introduced in Sage X3.

Quick order entry

 

The features of Quick order entry screen are-

– Order creation in 4 steps only.

– Visible inventory details of the product.

– Automatic Order line product capture.

– Automatic Delivery creation on order.

– Automatic Invoice creation on order.

– User friendly screen.

– Access to Payment option on the screen.

 

Following are the steps for Quick order entry

Navigate: Sales >> Orders >> Quick order entry

1. Select Site.

2. Select Customer.

3. Enter Product.

4. Enter Ordered Quantity.

5. Click on Create.

 

The Sales Delivery and Sales Invoice will be automatically created.

Sales Delivery and Sales Invoice

Hope this helps!

 

About Us:

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage X3’s integration with Sage CRMSalesforce.com and Magento eCommerce. It also offers best-in-class Sage X3 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.


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