How to Set Up Sage 100 Sales Order

Learning how to set up Sage 100 Sales Order is crucial to your Sage 100 success. Learn how to set up Sage 100 Sales Order with the certified Sage 100 consultants at Accounting Business Solutions by JCS.


What’s needed to set up Sage 100 Sales Order

Before using Sales Order for a new company, you must complete the Sales Order system startup process. Before beginning the system startup process, gather the following information:

  • Accounts Receivable and Inventory Management are set up and operational
  • The general ledger chart of accounts
  • A list of miscellaneous charges for your business
  • A list of Items sold by your business but not managed through Inventory
  • A list of shipping Rates
  • All open Sales Orders and back orders are ready to enter

How to set up Sage 100 Sales Order Module

  1. Enter the Company Code
  2. Enter Accounting Date
  3. Complete Inventory Management Setup
  4. Complete the Accounts Receivable Setup
  5. (Complete the Inventory Setup)
  6. (Complete the Job Cost Setup)
  7. (Define Sales Tax Information)
  8. Complete the Sales Order Setup Wizard
  9. Define Sales Order Options
  10. Shipping Rate Maintenance
  11. (Misc. Item Maintenance)
  12. (Customer Last Purchase Maintenance)
  13. (Cancel/Reason Code Maintenance)
  14. (Define Shipping Setup Options)
  15. (Shipper ID  Maintenance)
  16. (Memo Manager Maintenance)
  17. Outstanding S/O Entry
  18. Daily Processing


Are you interested in learning how to set up Sage 100 Sales Order? Accounting Business Solutions by JCS offers Sage 100 training classes, including how to set up Sales Order in Sage 100.  Our experienced, certified professionals offer a full line of Sage 100 support, training, and data repair. Call us today at 800-475-1047 or email us at today to get started with Sage 100 software today!