One of the powerful features of the integration between Sage CRM and Sage 300cloud (Accpac) is that it allows you to generate quotes and orders to prospects without requiring that they be customers in Accounts Receivable. This feature helps you avoid cluttering up your AR with customers who have never made a purchase. In this tutorial, we’ll walk you through the process of generating a non-customer quote.
Sage CRM v7 and later, integrated with Sage 300cloud (Accpac) version 6 and later includes significant enhancements to quoting and order entry. In this tutorial, we take a look at the new features as we walk through the quote and order entry process.
Order Entry is one of the many points of integration between Sage CRM and Sage 300cloud (Accpac). This integration gives your sales, customer service and accounting departments access to information about orders, sales history and inventory. It also allows your sales and accounting departments to enter quotes and orders into Sage 300cloud (Accpac) from within Sage CRM, eliminating double-entry. In this tutorial, we give you an overview of the Order Entry integration.
When you purchase Sage 300cloud (Accpac), you also receive Sage CRM along with a built-in AR Collections Manager. In this tutorial, we show how your accounting department can use the AR Collections Manager to proactively shorten your collection time and have more cash available for your business.
Sage CRM is included with Sage 300cloud (Accpac) and this combination offers numerous points of integration. In this tutorial, we focus on how to promote a prospect in Sage CRM to a customer in Sage 300cloud (Accpac).
