The Red IT Excel Sage Orders utility allows Sage Line 200 and Line 500 Sales Order data to be captured using a standalone Excel client. The main benefits are:

• it is very easy to use and intuitive
• it allows quick order entry with minimum of key strokes
• it does not require a Sage licence and can be used for internal SOP users or distributed to customers to improve order taking efficiency
• it allows orders to be taken and emailed to head office for processing electronically with out the need for implementing expensive EDI solutions
• the data available for selection in the Excel spreadsheet is fully validated and can be tailored so that different users can have different options

The powerful functionality of the Excel Sage Orders utility is best described by example. In the scenario below, an order is taken using Excel at a customer site and the data is imported in to the Sage server.

The first step is to select the customer code (which can be restricted to one code or a range if the user is ordering for other group companies) and enter the header information. After this, the user just selects products from those available on the drop down list before using ‘Submit’ to create the electronic order and email it to the Sage server \ SOP user:

The orders are then imported in to Sage as required either automatically or in batch mode.

Red  IT Excel Sage Orders is a VERY versatile utility that has almost limitless applications. We would be very happy to discuss your requirements and to propose how Red IT Excel Sage Orders could be tailored to meet your needs.

excel_orders@red-it.co.uk

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