Sales & Receivables


Sage 300 ERP
(formerly Sage ERP Accpac Advantage Series) is an advanced accounting application built on a world-class, object-orientated and multi-tiered architecture. Designed for companies of all sizes, Sage ERP Accpac can be deployed both as a Web-based and desktop application, and is the foundation for an integrated set of end-to-end business management applications.

Order Entry

Order Entry allows you to enter orders and sales returns and print invoices, credit notes, order confirmations, picking slips and shipping labels. You can track transaction details and sales information on-screen and in printed reports. Order Entry integrates fully with Inventory Control and Accounts Receivable, so you always know your inventory levels and the status of your customer accounts.

Order Entry Capabilities

  • Increase sales force efficiency and strategic customer management through integration with Sage CRM.
  • Enter active orders, future orders, standing orders and quotes.
  • Enter orders, shipments and invoices as separate transactions so you can divide the duties of your personnel.
  • Create an order by simply selecting and copying the details of existing customers’ orders.
  • Include multiple orders on a single shipment and multiple shipments on a single invoice.
  • Ship items with or without first entering an order for those items.
  • Send partial shipments to those customer that allow them.
  • Edit and invoice partially shipped orders.
  • Add new customers on the fly when you enter orders or add the customer records later.
  • Assign sales proportionally to as many as five salespeople.
  • Use multiple payment schedules and other payment terms defined in Accounts Receivable.
  • Use password-controlled override of credit advisories.
  • Recall complete invoice information when issuing credit notes.
  • Print packing slips, order confirmation, and invoices for selected orders.
  • Send packing slips, order conformations, and invoices by e-mail.
  • Set up standard e-mail messages you can automatically send to your customers with their documents.
  • Look up customer pricing based on customer contract price, item base price or discounted or marked-up sales prices.
  • Use prices with as many as six decimal places and include taxes in the selling price.
  • Automatically determine available item quantities while entering orders.
  • Review sales history by customer or inventory item during order and invoice entry.
  • Review and reprint customer invoice and credit note transactions, orders and credit notes by primary salesperson.
  • Easily customise order templates with standard information to speed data entry.
  • Set up any number of miscellaneous charges to speed invoicing.
  • Specify whole of fractional quantities on orders, if fractional quantities are used in your inventory.
  • Enter order quantities using any unit of measure.
  • Use customer types on orders that correspond to as many as five markup or discount price levels.
  • Track sales commissions from each invoice as many as five commission rates, based on increasing sales amounts for each salesperson.
  • Calculate commissions based on sales amount or margin.
  • Include serial numbers (or lot numbers) with order details using optional Serialized Inventory (or Lot Tracking) functionality.

Standard Reports

Some of the reports included are:

  • Aged Orders
  • Order Action
  • Posting Journals
  • Sales History
  • Sales Statistics
  • Salesperson Commissions
  • Transaction List

Please click here to download the complete Sage ERP Accpac Order Entry brochure

Accounts Receivable

With Accounts Receivable, you can manage your customers and fine-tune customer relations by keeping track of important sales information and outstanding balances. Accounts Receivable allows you to easily apply cash to outstanding invoices and create recurring charges for quick invoicing of monthly charges. Accounts Receivable is also fully integrated with Bank Services, for complete bank reconciliation.

Accounts Receivable Capabilities

  • Create summary or detailed invoices using the item price list and calculate taxes on a summary or line-by-line basis.
  • Organise customer records quickly and easily, and create an unlimited number of ship-to locations for each customer.
  • Flag customer records as inactive when you wish to discontinue regular use but want to retain the record in the system for historical and reporting purposes.
  • Drill down from General Ledger transaction history to Accounts Receivable transactions and then to originating Order Entry transactions.
  • Import transactions from other applications.
  • Schedule any number of recurring charge invoices for fast invoicing of monthly charges, and update recurring charges automatically by amount or percentage.
  • Create adjustment batches automatically to write off small account or transaction balances, and choose whether to charge interest on overdue balances or individual invoices.
  • Specify the debit and credit amounts for each detail entered in Adjustment Entry and for miscellaneous adjustments in Receipt Entry.
  • Track sales statistics for each salesperson.
  • Drill down from the customer’s transactions and receipts in Customer Activity to the originating transactions and receipts.
  • Track, calculate, and automatically retain a portion of an invoice to handle common billing practices in the construction industry.
  • Print and review complete transaction details, including the details of receipts and adjustments applied to transactions, and keep a complete transaction history.
  • View your customer receipts by bank range, customer range, receipt status, transaction type, date range, year and period range, and receipt number range.
  • Perform on-screen aging and preview customer transactions.
  • Review up-to-the-minute information including current balance, last activities and complete transaction details, and detailed statistics for each customer account.
  • Send statements and invoices to your customer’s billing address, customers e-mail address, or contact’s e-mail address.
  • Create custom invoices, statements, and deposit slips.
  • Set up standard e-mail messages you can automatically send to your customers with their documents.
  • Create a new customer and ship-to location when entering an invoice.
  • Print aged Trial Balance, Overdue Receivables, Customer Transactions, Customer List and Statistics, and General Ledger transaction reports using sorting and selection options to focus on desired transactions.

Standard Reports

  • Aged Trial Balance
  • Batch Listing
  • Batch Status
  • Customer Transactions
  • Deposit Slips
  • General Ledger Transactions
  • Invoices
  • Item Sales History
  • Posting Journals

Please click here to download the complete Sage ERP Accpac Accounts Receivable brochure

National Accounts Management

National Accounts Management lets you use Accounts Receivable to process single payments from a customer’s head office and apply it to the subsidiary accounts. The module also lets you limit the amount of credit you extend to a company in one step.

During receipt entry, Accounts Receivable displays the transactions for all members of the national account at once, so you can quickly assign the payment to applicable customer accounts.

Please click here to download the complete Sage ERP Accpac National Account Management brochure

Return Material Authorisation (RMA)

Accpac RMA seamlessly integrates with your Accpac accounting system to deliver expert tracking of your products through the entire life of the sales process: from purchase order through shipping and back to inventory (when applicable). Armed with the intelligence this system provides, you’ll gain greater insight into the reasons for returns or repairs, as well as tighter control over your merchandise. The net result is that your company can process claims faster, track inventory with greater accuracy, and optimize customer service performance, no matter how many returns appear at your door.

RMA Capabilities

  • Maintain high customer satisfaction with quick responses to all return and repair requests.
  • Quickly identify product faults and take corrective action to eliminate repeat returns.
  • Accurately track and control your valuable inventory.
  • Stop worrying about losing control of repair revenues.
  • Assign RMA numbers automatically for easy tracking.
  • Automatically create an RMA from the original customer invoice.
  • Track claims for recovery purposes (e.g., tracking costs of inventory damaged in transit by a third- party shipping company).
  • Create a sales order in Order Entry to replace returned goods.
  • Include multiple customer invoices on one RMA.
  • Track status based on user-definable internal and external status codes.
  • Speed up data entry using timesaving templates.

Standard Reports

  • Open/Closed Status Report
  • Credit Note Report
  • Fault Analysis Report
  • External Status & Workflow Stage Report
  • Customer Return Rate Report
  • Item Return Rate Report

Please click here to download the complete Sage ERP Accpac Return Materials Authorisation brochure