Sage 100 Barcode

Sage 100 Barcode Software

How to understand solutions for barcode for Sage 100

Sage 100 barcode

Sage 100 Barcode

Automate your business and reduce errors with Sage 100 Barcode Scanning

Sage 100 ERP barcode for warehouse automation is designed to improve inventory accuracy and warehouse efficiency, allowing your businesses to focus on your operations. Learn More

Streamline your Sage 100 picking and packing process

Work smarter not harder with more reliable information you can speed up your inventory and warehouse processes with the Sage 100 Barcode module with mobile scanner integration.

Real time inventory information

With reliable, real-time Sage 100 inventory data, you can make quicker more informed business decisions.

What is a Sage 100 Barcode?

Typically printed on a label to identify a Sage 100 inventory item. A barcode is a method of representing part numbers / SKU data in a visual, machine-readable form. Barcodes represent characters of data by varying the widths and spacings of parallel lines. These barcodes, now commonly referred to as linear or one-dimensional, can be scanned by special optical scanners, called barcode readers.

What are barcode readers?

A barcode reader (or barcode scanner) is an optical scanner that can read printed barcodes, decode the data contained in the barcode. These can be directly attached to a hardware device, a rugged handheld scanning device and today smart phones.

What are UPC codes?

UPC codes are also knows as bar codes, but are issued by a central authority for a fee, and are thus unique in all the world.  If you’re not selling through a retail chain, you don’t need them.

Why is a Sage 100 barcode different from a Sage 100 Point of Sale software?

This is where you get into the POS software:  UPC codes must be ‘mapped’ to an internal or external stock number.  The UPC code may be similar, completely different, or nonexistent, for any given SKU.

There’s no mapping system built into Sage 100.  There’s an internal item ID, a 52-character part code, and a description.  The part code is search-able, but only from the beginning of the code.  The description is searchable on any character.  There a 5, 100 character ‘user’ fields in which you can put any data you like, but you can’t access any of that data from any invoice data entry screen.

Some Sage 100 inventory item numbers may be set up with the UPC, like “123456789 Scooby Doo Lunch Box”, or may have descriptions that contain the UPC, like “Scooby Doo Lunch Box 123456789”.   Once that’s all set up, you can program your bar code reader for the appropriate number of [TAB] entries to get it to the right place on screen.

Sage 100 Scanners

If you use a directly attached scanner you can plug it in to your hardware and scan a few bar codes in the item maintenance window, while adding lines to a sales order or purchase order. Most Barcode “Wedge” scanners do not have to be configured.  They have computer chip in them that decodes just about any barcode they come across.  Some are programmable, so that when you pull the trigger and they pick up a valid bar code, they will send (for example) [enter] [tab] <the ascii text in the barcode> [tab] [tab] to the program being used.

There are many different formats of bar code.  One of the easiest ways to print barcodes, is to use a “3 of 9” font in Windows.  (sometimes called Code 39).  There’s no checksum to calculate and print, all you need to do is put an asterisk (*) character at the beginning and end of the text that you want to encode.  (Obviously, you can’t use the asterisk as part of any barcodes). Requires an asterisk at the beginning and end of the ASCII text.   It’s start / stop codes are easy to add (i.e. in Excel)

Most barcodes have a start / stop code, and / or a Checksum.  The start / stop code is how the bar code reader knows it just saw the whole barcode.  The Checksum is how the reader knows it saw it correctly. Code 39 uses only a start / stop code.   Code 128 uses both.

What is Sage 100 Barcode Code 39?

Code 39 is a variable length, discrete barcode symbology. Code 39 uses characters that are displayed in this example it’s “=Concatenate(“*”,A1,”*”).  The Code 39 specification defines 43 characters, consisting of uppercase letters, numeric digits and a number of special characters. An additional character is used for both start and stop delimiters.

Code 39 is a bit more prone to misreads, since there is no checksum.  (but still less prone to error than manually entering these item ID’s. If you are looking at using Code 39 AND picking up UPC-A codes then the part number will need to be the UPC number unless your scanner can interpret both.

More about Code 39 can be found:   http://en.wikipedia.org/wiki/Code_39.

What is Sage 100 Barcode Code 128?

Code 128 is a high-density linear barcode symbology defined in ISO/IEC 15417:2007. It is used for alphanumeric or numeric-only barcodes. It can encode all 128 characters of ASCII and, by use of an extension symbol, the Latin-1 characters defined in ISO/IEC 8859-1.

Code 128 Requires a ‘Check Digit’ calculation included in the barcode. Also uses encoded start / stop codes that aren’t the same as each other. It is possible to have a scanner use UPC-A codes as long as the inventory item numbers are the UPC-A numbers unless your scanner can interpret both.

More about Code 128 can be found: http://en.wikipedia.org/wiki/Code_128 .

Where do I get more information on fully integrated Sage 100 Barcode Scanner?

Sage 100 now offers mobile barcode scanning with Sage Mobility for Barcode. Fewer errors, process more transactions easier and run leaner operations. Sage 100 scanners use pre-existing barcodes or it can generate new ones for you. Plus, it’s completely integrated with Sage 100 and automatically fills fields with the correct information when barcodes are scanned.

Sage 100 Barcode scanning integrates seamlessly with Enhanced Pick, Pack, and Ship and true physical inventory counts or cycle counts. For more information about Sage 100 Scanners for Sage 100 visit www.jcscomputer.com Or give us a call 800.475.1047. Put our 30 years of Sage 100 experience to work for you. Sage Timeslips Support

Sage 100 ERP Software

Sage 100 ERP Software

The right software brings real value to your business. Do you leverage all the built-in tools of the software you own? All business need access to analytics and matrix tools right at their fingertips. This can help prioritize decisions based on true business value.

What is Sage 100 ERP Software and how does it bring value to your business? – Sage 100 is a modular based business process management accounting software. You select fully integrated applications to help drive your business operations more efficiently. Lastly it automates the back-office functions related to accounting, CRM, services and human resources.

Some of these are:

  1. Stakeholders can share information and establish early warning alerts for inventory and resource capacity.
  2. Manage deadlines with much better ease.
  3. Measure KPI’s for capital, ROI, growth, net and gross profitability.
  4. Organize, Maximize and prioritize work flow.
  5. Calculate the hours saved by reducing redundant tasks and automating processes

What features in Sage 100 bring the most value to small businesses?

  1. Scalability: Tool up easily by adding new functionality to the system as the business grows and the needs change.
  2. Advanced reporting:  The power of sharing information between departments effortlessly.
  3. Data Integrity: Data quality improves as best practices can be implemented and supported using this fully integrated ERP software.
  4. Lower cost of operations: Managing resources, eliminate delays and reduce your cost of operations.
  5. Integrated CRM: Improve customer relations and customer experiences.
  6. Business analytics: With accurate information you can leverage the power of intelligent analytics tools and make better decisions.
  7. Improved data access: Pinpoint control of user access.
  8. Supply Chain Management: Having the right ERP system in place means improved procurement, inventory, demand forecasting, etc., essentially improving the entire supply chain and making it more responsive.
  9. Reduced complexity and redundant tasks: Perhaps the most elegant argument in the favor of ERP systems is that they reduce the complexity of a business and introduce a neatly designed system of workflows. This makes the entire human resource chain more efficient.
  10. Built in Features for – distribution, manufacturing and field service operations.

Why do many businesses use Sage 100?

  • Strong Distribution features with powerful inventory
  • Production Management
  • Make to Order Manufacturing
  • Shop Floor Control
  • EDI nterfaces
  • Field Service Module
  • Fixed Assets Management

Top Sage 100 ERP Features

  • Accounting and finance.
  • Business intelligence and reporting.
  • Sales and customer management.
  • Purchasing and supplier management.
  • Inventory management and warehousing.
  • Manufacturing.

Latest Sage 100 Features

  • Production Management
  • Paperless Office Supports HTML formatting
  • Paperless Office supports email for attachments.
  • Auto Complete for Account numbers
  • Better error reporting
  • And many more.

Give us a call to learn more about how our Sage 100 consultant can help your small business run more efficiently. Providing sales and support for Sage 100.

Toll Free 800.475.1047 or visit www.jcscomputer.com Free demos and complimentary consultation.

Sage 100 ERP Software

Sage 100 ERP Software

#sage100, #sage100software, #sage100support, #sage100consultant, #sage100ERP, #sage100erpsoftware, Sage Timeslipssupport

Sage 100Cloud Software News 2019

Sage 100Cloud Software News 2019

Save while you can. The latest software offer on Sage 100Cloud until 9/30/2019.

Outgrown your current Accounting Software?

Sage 100cloud is ideal for companies that have outgrown their current accounting software or manual processes. This powerful business management solution can collect, store, manage and interpret data across one business or multiple businesses. Over the past several years Sage Software has added so many rich benefits. With so much in functionality now your company can combine modules to build an ERP system optimized for your business as it grows.

For Small to medium sized manufacturing companies

Move beyond simple accounting software with Sage 100cloud manufacturing to help you manage your manufacturing. They new Manufacturing and Production Management modules have all the power most small to medium sized manufacturing companies need.

If you are a make to order, custom manufacturer, repetitive manufacturer, assembler, or job shop this manufacturing program is worth a look. If you perform field service once the product has been installed at your customer there is a module that can handle this also. Visit Sage 50 Support.

For existing MAS 90, MAS 200 and Sage 100 users

If you are out of date on your maintenance program and now would be a good time to upgrade.

If you’re using a retired version of Sage 100, you’re no longer eligible for product updates and therefore not taking advantage of latest features and upgrades! This is a very cost effective way to get back on a current maintenance plan.

If any customization’s have been made to your Sage product there are a few special considerations that need to be reviewed prior to upgrading to the latest version such as are those previous enhancements now built into Sage 100Cloud manufacturing.

To learn more give us a call 800.475.1048

 

Sage 100Cloud

Sage 100Cloud

 

Timeslip Training

Accounting Software Training

Microsoft Power BI Affordable and Powerful

Microsoft Power BI Affordable and Powerful

Microsoft Power BI affordable and powerful. Do you need better reports from QuickBooks, Sage 50Cloud or Sage 100Cloud? Are you looking for interactive dashboards so you can quickly measure performances in your business?

Microsoft Power BI is an affordable, streamlined business analytics, intelligence, and reporting solution. With Microsoft Power BI, you can use the valuable data your business generates to improve your operations. Unlock the value of your data. Microsoft Power BI is a platform that lets everyone in your business make informed decisions from anywhere and on any device. This tool can be used with accounting systems such as QuickBooks, Sage 50Cloud and Sage 100Cloud.

Microsoft Power BI gives you big business analytics without the big cost. Consolidate data from various sources, then query the application to find meaningful information that can help you drive business decisions in real time. Connect with other applications you already use, and easily share information with your team.

Microsoft Power BI is a business intelligence (BI) tool that allows users to crunch data and create BI reports through a self-service interface. Use powerful drag-and-drop tools to create meaningful reports from and perform critical analysis on your data in new shape.

As of 7/16/2018 Microsoft Power BI has three pricing plans: Power BI Desktop: This offering is free to any single user and includes data cleaning and preparation, custom visualizations and the ability to publish to the Power BI service. Power BI Pro: The Pro plan costs $9.99/user/month. Current pricing is subject at the decision of Microsoft taken from https://docs.microsoft.com/en-us/power-bi/service-features-license-type

In the Power BI service, users have defined capabilities based on two types of licenses:

  • Per-userPower BI Pro licensing and free licensing. A Power BI Pro license enables access to all content and capabilities in the Power BI service, including the ability to share content and collaborate with other Pro users. Only Pro users can publish to and consume content from app workspace, share dashboards, and subscribe to dashboards and reports. A free license enables access to some of the features of the Power BI service. For more information, see Per-user license type comparison.
  • Capacity-basedPower BI Premium licensing. Premium provides dedicated capacity to deliver more consistent performance and support larger data volumes in Power BI. For individual users, Premium also enables widespread distribution of content by Pro users without requiring Pro licenses for recipients who view the content. For more information, see What is Power BI Premium? Visit Sage 50 Support.

 

This tool can be used with accounting systems such as QuickBooks, Sage 50Cloud and Sage 100Cloud. For additional information give us a call 800.475.1047 or email solutions@jcscomputer.com

Per-user license type comparison – Here is a list of features supported by per-user license type.

Microsoft Power Feature Comparisions Sage 100 Sage 50 QuickBooks Sage Intelligence

 

Microsoft Power BI Sage Intelligence Tools

Microsoft Power BI Sage Intelligence Tools

Microsoft Power BI is a business analytics tool. Delivering insights, enabling fast informed decisions by  creating very powerful dashboards for Sage 100 Cloud. JCS is experienced in working with small businesses using these tools and accounting software. JCS can help you develop and understand your requirements.  These are the benefits to leveraging this tool.

  • Transform your data into stunning visuals that are easy to understand.
  • Share them with colleagues on any device so your team can see where you are going.
  • Visually explore and analyze business information at staff and operations meetings.
  • Versions can be on-premises or in the cloud and all in one view so you can share.
  • Review any data from anywhere anyway you choose to see it.
  • Collaborate on and share customized dashboards and interactive reports with groups.
  • Scale across your organization with built-in governance and set strong security access.
  • Give us a call 800.475.1047 or email solutions@jcscomputer.com

But Frequently asked Questions:

Question: How fast is the use of Microsoft Power BI growing?

Answer: In the enterprise world Microsoft Power BI is first choice of many organizations as an add-on. Because it can be used for reporting on financial and business data for most software.

Question: How can I learn Microsoft Power BI?

Answer: You should start with Power BI guided learning provided by Microsoft but, another way is for consultants to provide online training dealing with fundamentals as well as some advanced concepts and easy examples.

Question: Can I share or collaborate my report on Power BI with colleagues?

Answer: Yes, you can share your report by printing, Publishing to the web, sharing dashboards or reports with a few people, from the service or the Power BI mobile apps, Bundling those dashboards and reports into apps and publishing them to a larger group or your whole organization. In any option you need a Power BI pro license or or the content needs to be in a Premium capacity. License requirements vary for the colleagues who view your dashboards, depending on the option you choose.

What accounting software can I use this with?

For choosing appropriate license, our experts will assist you using the following accounting software systems. For details contact us. 800.475.1047

  • Sage 100 Cloud
  • Sage 50 Cloud
  • QuickBooks
  • Microsoft Power BI Sage Intelligence New Tools

How many business use Microsoft Power BI?

Answer: We have found over 10,000 companies using Microsoft power BI and the companies using Microsoft power BI are most often found in United States and in the Computer Software industry. Microsoft power BI is most often used by companies with 50-200 employees and 1M-10M dollars in revenue.

Period-end processing in Sage 100 Sales Order

This time of year, period-end processing in Sage 100 is a useful feature to know. Learn how to use period-end processing in Sage 100 with the Sage 100 Sales Order training class from Accounting Business Solutions by JCS today!

 

Sales Order Utilities & Period-End Processing

Note: Back up your data before purging the data.

Purge Expired Orders/Quotes: Use Purge Expired Orders/Quotes to remove expired master orders, expired repeating orders, and expired price quotes.

  • All selected orders and quotes that expired on or before the date entered are permanently removed from the system.
  • After the purge is complete, the System Activity Log is updated with the date, time, company code, user logon, purge description, and purge date.

Purge Obsolete Sales Orders: Use Purge Obsolete Sales Orders to remove all obsolete sales orders or back orders whose order dates are on or before the date entered.

  • You can also enter a selection of sales order numbers to remove.
  • After the purge is complete, the System Activity Log is updated with the date, time, company code, user logon, purge description, and purge date.
    • This task is available only if Invoice Data Entry and Shipping Data Entry are not in progress.

Purge Order/Quote History: Use Purge Order/Quote History to remove sales order and quote history records whose order dates are on or before the date entered.

  • After the purge is complete, the System Activity Log is updated with the date, time, company code, user logon, purge description, and purge date.
  • Other than individually deleting price quotes or sales orders, this is the only way to remove these transactions.
    • This task is available only if the Retain Sales Orders/Quote History check box is selected in Sales Order Options.

Purge Lot/Serial History: Use Purge Lot/Serial History to remove lot and serial history records whose order dates are on or before the date entered.

  • After the purge is complete, the System Activity Log is updated with the date, time, company code, user logon, purge description, and purge date.
    • This task is available only if an option other than None is selected at the Retain Lot/Serial Item Sales History field in Sales Order Options.

Purge Sales History: Use Purge Sales History to remove sales history records based on the posting or invoice date. Records dated on or before the year-end date selected are permanently removed from the system.

  • You can only purge history that is more than two years prior to the current year.
  • After the purge is complete, the System Activity Log is updated with the date, time, company code, user logon, purge description, and purge date.
  • The options available vary based on whether Inventory Management is set up and if Fiscal Periods or Calendar Months is selected at the Base Inventory Periods On field in Inventory Management Options.
    • This task is available only if the number of years to retain sales history selected at the Years to Retain Sales History field in Sales Order Options is greater than 2.

Purge Sales Order Recap: Use Purge Sales Order Recap to remove sales orders from the Sales Order Recap file with order dates on or before the date entered.

  • After the purge is complete, the System Activity Log is updated with the date, time, company code, user logon, purge description, and purge date.
    • If the Purge Sales Order Recap at Period End check box is selected in Sales Order Options, this task is automatically run at period-end.
  • This affects the Sales Order Recap file only. It does not affect the Open Sales Order file.

 

Create Sales Order/Quote History:  Use Create Sales Order/Quote History to create sales order history files if sales order history was not previously retained to migrate from Sage MAS 90 to Sage MAS 500.

  • When the sales order and quote history files are created, the System Activity Log is updated with the date, time, company code, user logon, and utility description.
    • This task is available only if the Retain Sales Order/Quote History check box is selected in Sales Order Options.
  • Can also run this utility from Sales Order Options by selecting the Retain Sales Orders/Quote History check box and clicking Yes when prompted to create sales order and quote history if data exists in the data entry files but not in the sales history files.
    • Note: Back up your data before running this utility.

Period-End Processing

The following actions are performed when the period is closed:

  • Prompts the user to print the monthly reports.
  • It purges Sales Order Recap based on the selection made in Sales Order Options.
  • If retaining customer sales history, all current-year sales information is updated to the Last Year fields and any sales history for customers with no current-year activity is removed based on the number entered at the Years to Retain Sales History field in Sales Order Options.
  • Increments the current period in Sales Order Options.

 

To learn more about period-end processing in Sage 100 Sales Order, call the Sage 100 experts at Accounting Business Solutions by JCS today at 800-475-1047 or email us at solutions@jcscomputer.com. Our experienced Sage 100 consultants offer Sage 100 training classes, including how to use period-end processing in Sage 100 ERP, Sage 100 Manufacturing, and Sage 100cloud.

Tracking Sales Orders in Sage 100

Learn about Tracking Sales Orders in Sage 100 in Sage 100 in Sage 100 with Sage 100 training classes from Accounting Business Solutions by JCS!

 

Tracking Sales Orders in Sage 100

Open Sales Order Report

Use the Open Sales Order Report to view information for all or a selected group of open sales orders. A variety of options for this report make it a helpful tool for tracking and analyzing sales orders. These options include:

  • Ability to base the selection criteria on a sales order number, customer number, ship date, bill-to name, and salesperson
  • Option to include just new, open, or on hold sales orders
  • Ability to include all order types, just one order type, or a combination of order types
  • The extension calculation amount can include the amount ordered or just the amount remaining
  • You can print the report in either a detailed or summary format

Open Orders by Item Report

Use the Open Orders by Item Report to view open orders by item number or description. This is helpful for analyzing or tracking which items are needed to fill open orders. The options on this report include:

  • Ability to include all order types, just one order type, or a combination of order types
  • Choice of whether miscellaneous and special items are included
  • Options for how kit lines appear
  • Ability to base the selection criteria on item number, product line, and warehouse

Open Orders by Job Report

Use the Open Orders by Job Report to view open sales orders by job number. Print this report to track the job numbers of items on open orders, pending processing and shipment.

  • The report is sorted automatically by job number.
  • Ability to base the selection criteria on item codes, job numbers, customer numbers, product lines, and warehouse codes to print.
  • You can print this report in a summary or detail format.
  • This report is available only if Job Cost is activated and integrated with Sales Order.

Open Orders by Promise Date Report

Use the Open Order By Promise Date Report, sorted by promise date, to assist you in ensuring you are meeting obligations to your customers in a timely manner. The promise date is the date you indicate the order would ship.

Sales Order Recap

Use the Sales Order Recap report to view all sales order numbers processed and whether they are open, completed, or deleted. The information on this report is kept indefinitely unless you indicated in Sales Order Options that it should purge at period end or it is manually purged using Purge Sales Order Recap on the Utilities menu.

Back Order Report

Use the Back Order Report to view detailed information on all back orders by item, by customer, or by bill-to name. The information for each back order includes the order number and date, the ship date, and the customer number and name.

 

Are you interested in learning about Tracking Sales Orders  in Sage 100? Accounting Business Solutions by JCS offers Sage 100 training classes, including Tracking Sales Orders in Sage 100.  Call us today at 800-475-1047 or email us at solutions@jcscomputer.com today to get started.

Sales Order Shipping in Sage 100

Learn about Sales Order Shipping in Sage 100 in Sage 100 in Sage 100 with Sage 100 training classes from Accounting Business Solutions by JCS!

 

Sales Order Shipping in Sage 100

Sales Order provides a shipping entry system that warehouse personnel can use to quickly and accurately enter items to ship. The shipping entries are normally made after the order is entered but before it is invoiced. Entry is made using either the keyboard or a scanner and only the fields needed by the warehouse staff to pick and pack items for shipment are displayed. Shipping must be enabled in Sales Order Options BEFORE it can be used.

In addition to the features available in Shipping Data Entry, you can link to the power of a multi-carrier shipping program called StarShip developed by V-Technologies. This application automatically calculates freight for a variety of carriers such as United Parcel Service, the US Postal Service, and Federal Express. StarShip produces shipping labels and manifests and performs inquiries on shipments. In addition to Shipping Data Entry, you can access StarShip from Invoice Data Entry and Shipping History Inquiry if StarShip is installed. The StarShip Add-On is NOT taught in this class


Processing Shipments using the Shipping Features

 

Shipping Data Entry – Lines

 

  • Record quantities shipped and back ordered.
  • Cannot add new lines to an order.
  • Drop ship items are not available.
  • Unshipped quantities for item lines where back orders are not allowed, will be cancelled automatically.
  • Buttons are available to either backorder all remaining items or ship them.
  • Lot/Serial # items will require distribution.
  • Package number can be set to allow tracking to a specific package.
  • A barcode scanning device can be sued to facilitate rapid data entry.

 

Item Package Maintenance

  • View or change item quantities by package number.

Shipping Data Entry – Shipping

 

  • Ship Weight field is available if set to allow in Shipper ID Maintenance.
  • Entry in Sales Order Options determines if default weight appears and what is seen in Ship Weight lookup.
  • If set to calculate from weight recorded in Inventory, items on order should have the same units of measure as weight recorded.
  • The Tracking button allows entry of tracking numbers by package. This information will be automatically populated by StarShip if installed and used.
  • ISHIP Shipping Tools web site can be viewed from the Package Tracking button.

Invoicing Shipping Entries

Accepting a shipping entry stores the document in the same files as Sales Order Invoice Entry. Security settings control how invoices from shipped orders are printed. Either it print with the shipping documents or someone needs to print them through one of the other available processes. Orders entered through Shipping Data Entry can be modified from the same entry window if necessary until updated. They can also be viewed and modified as needed through the Sales Order Invoice Entry window until updated.

Packing List Printing

 

Are you interested in learning about Sales Order Shipping  in Sage 100? Accounting Business Solutions by JCS offers Sage 100 training classes, including Invoicing Sales and Updating Orders in Sage 100.  Call us today at 800-475-1047 or email us at solutions@jcscomputer.com today to get started.

Invoicing Sales and Updating Orders in Sage 100

Learn about Invoicing Sales and Updating Orders in Sage 100 in Sage 100 with Sage 100 training classes from Accounting Business Solutions by JCS!

 

Invoicing Sales and Updating Orders in Sage 100

Batch Entry

Automatically Generating Invoices from Orders

  • You can select orders by order number, date, customer number, salesperson, ship date, or promise date.
  • You can select expired orders and select sales orders by cycle code when generating invoices from repeating orders.
  • After the selection criteria is defined for the orders to invoice, click Proceed.
    • The system selects the order based on the selection criteria but does not generate an invoice until you print and update the Auto Generate Invoice Selection Listing.
  • To print the Auto Generate Invoice Selection Listing, click the Print button.
  • After printing the listing, you are prompted to generate the invoice batch. No invoices are generated unless you click Yes at this prompt.
    • You can clear the orders previously selected by returning to Auto Generate Invoice Selection and clicking Clear.
  • You can modify or delete invoices generated in this task using Invoice Data Entry.
  • You can print the invoices in Invoice Data Entry or by selecting Invoice Printing on the Main menu.

Sales Order Invoice Data Entry – Default Values

You can save default values for just the current Sales Order Invoice Entry session or for future sessions as well. Values saved for future session are stored by user logon or workstation. You can change this information for each invoice if necessary.

Sales Order Invoice Data Entry – Standard Invoice – Header

 

  • An Invoice number is required.
    • Enter an Open Sales Order number to invoice an order.
  • Master and Repeating orders cannot be invoiced directly. They must first be opened as a standard order.
  • Invoices do not require an order. The can be entered from scratch.

Sales Order Invoice Data Entry – Addresses


Sales Order Invoice Data Entry – Lines

 

 

  • When first entering the lines tab a prompt will allow for all items to be shipped.
  • Any line item or field may be modified.
  • Any item form the original order not flagged as shipped when the invoice is saved will automatically be placed on backorder and the order type changed to Back Order.
  • Lot/Serial # items will require distribution.

Sales Order Invoice Data Entry – Totals

 

  • Options for Payment Type are the same as in Sales Order Entry – Totals.
  • A deposit reduces the invoice balance and the GL debit account assigned to that payment type is debited.
  • Quick Print.

Sales Order Invoice Data Entry – Other Tasks

  • Customer Data review or maintenance.
  • Customer Credit History Checking

Sales Order Invoice Data Entry – Cash Sales

  • This is a specific Invoice Type.
  • The cash sales account is debited instead of the AR account. It is defined in A/R Division Maintenance.
  • Customer balance will not be increased.
  • Must still record the actual receipt of cash through A/R Cash Receipt Entry to affect the cash account.

Sales Order Invoice Data Entry – Debit Memos

  • Select the invoice type of Debit Memo to enter a debit memo and follow the same procedures as entering an invoice to increase a customer’s balance.
  • Debit memos are normally issued to a customer for billing errors, freight not billed, or other miscellaneous charges.
  • Enter all amounts as positive amounts.

Sales Order Invoice Data Entry – Credit Memos

  • Select the invoice type of Credit Memo and follow the same procedures as entering an invoice to track sales returns, reduce a customer balance or return inventory to stock.
  • For open-item customers, you can apply the credit memo to a specific invoice or after the fact in Cash Receipts Entry.
  • For balance forward customers, credit memos are automatically applied to the customer’s balance.
  • Enter all amounts as positive amounts.
  • You can return assembled kits to inventory assembled by clicking Yes to ship from stock or disassembled by clicking No to ship from stock.

Printing Invoices

Generating COD Labels

 

Are you interested in learning about Invoicing Sales and Updating Orders  in Sage 100? Accounting Business Solutions by JCS offers Sage 100 training classes, including Invoicing Sales and Updating Orders in Sage 100.  Call us today at 800-475-1047 or email us at solutions@jcscomputer.com today to get started.

Settling Credit Card Payments in Sage 100

Learn about Settling Credit Card Payments in Sage 100 with Sage 100 training classes from Accounting Business Solutions by JCS!

Settling Credit Card Payments in Sage 100 – Printing Daily Sales Reports and Updating

Sales Order Gross Profit Journal

  • The Sales Order Gross Profit Journal is used as an audit trail. It details net sales, cost of goods sold, gross profit, and associated general ledger accounts for each invoice line item.
  • This is an optional report and is available only if you selected to print this report in Sales Order Options. You cannot reprint it after the invoices are updated.
  • Use this report to track commission on gross profit or by inventory item.

Daily Back Order Report

  • The Daily Back Order Report lists all back orders generated in Invoice Data Entry.

Daily Sales Recap Reports

  • The Sales Recap Reports provides information about your daily sales.
  • The reports printed at this time are selected in Sales Order Options.

Daily Deposit Recap Report

  • The Daily Deposit Recap Report provides a recap by payment type of all deposit payments applied against invoices for the current Sales Journal.
  • This report is only printed if the Print Daily Deposit Recap Report check box is selected in Sales Order Options and if a credit card transaction exists.
  • This report summarizes all credit card, check, and cash deposits received for the Sales Journal.

Sales Order Batch Authorization

Sales Order Batch AuthorizationReport

  • The Sales Order Batch Authorization report provides a log of credit card batch authorizations performed on sales orders and their results.
  • Print this report to begin the credit card batch authorization process on sales orders.

Note: This report is available only if the Enable Batch Authorizations check box is selected in Library Master Company Maintenance.

S/O Job Transaction Report

  • The S/O Job Transaction Report provides all job cost information updated from Sales Order.
  • Printing the journal does not automatically update to the permanent fields.

Note: This report is only available if Job Cost is activated and integrated with Sales Order and a job number is entered on the invoice.

Summary Package Tracking

  • Use Summary Package Tracking to view and track packages shipped. Click Tracking in Shipping History Inquiry or Invoice History Inquiry to open Summary Package Tracking.

You can also use Customer Maintenance if a customer calls to inquire about their shipment by selecting the invoice on the Invoices tab, clicking the Invoice History button, and then clicking Tracking to open the Summary Package Tracking window.

 

Are you interested in learning about Settling Credit Card Payments  in Sage 100? Accounting Business Solutions by JCS offers Sage 100 training classes, including Settling Credit Card Payments in Sage 100.  Call us today at 800-475-1047 or email us at solutions@jcscomputer.com today to get started.

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