Sales Management

Sage 500 ERP, with its integrated credit card payment functions, automated sales tax calculations, customizable data entry screens, and directed pick, pack and ship, simplify and streamline the sales process. All of this functionality is closely integrated with customer records, multiple ship to addresses, returns authorization processing, and flexible pricing options to enhance the customer experience and increase customer satisfaction. Sales trending and projected demand inform the replenishment planning function to enable supply chain management efficiencies.

Sales Management Modules:

Reduce your audit risk, stay ahead of constantly changing sales tax laws and ensure compliance in every market. Sage 500 ERP Sales Tax automates comprehensive sales and use tax functions ranging from jurisdiction assignment, rate research, and maintenance to reporting, returns, and remittance calculation. This hosted Web-based solution seamlessly integrates with Sage 500 ERP and automatically performs functions on the fly within your existing accounting application – no changes required.

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Establish a wide range of item- or customer-specific information at the sales order line, including shipping information, drop shipment requirements, commissions, account numbers, vital order dates, sales tax, and trade discount percentages. Price inventory items for maximum profitability based on customer class, location, discounts, or any number of criteria your business requires. Assign each line item its own ship-to address, salesperson, tax rate, ship date, ship-from location and drop ship.

Improve employee satisfaction and productivity as well. Empower customer service representatives to personalize the order entry screen with their most frequently used data entry items, copy previous orders and drill down to track a transaction to its original source.

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Process credit card transactions easily and securely with Credit Card Processing powered by Sage Payment Solutions. Together with your Sage Merchant Account, this module provides a complete credit card processing solution for mail order, telephone order and Internet businesses.

Enter data for consumer, corporate and government card transactions through the Sales Order and Accounts Receivable modules; information is captured and securely stored for historical and reconciliation purposes and is available online 24/7. Credit Card Processing is compliant with Visa and MasterCard Payment Card Industry (PCI) data security standards.

Implement smart return policies, easily track and process returns and replacements, and build customer loyalty. The Sage 500 ERP Sales Order module features a formalized Return Merchandise Authorization (RMA) process to help you simplify returns and issue credit, replacement or repair. RMA tracks the reasons for returns, calculates restocking fees and provides detailed reports to give you insight into your returns and help you identify areas of concern.

Flexible RMA processing allows you to determine whether or not non-inventory items can be returned, how to calculate freight, discounts and commissions, and whether or not you want to track RMA expiration dates. Set parameters to allow full or partial returns of kits and kit components. Convenient built-in return features let you determine which bins to place returned items into, restrict returns to valid lot and serial numbers, and optionally charge restocking fees, issue replacement items, or credit customer accounts.

Configure products for sales orders and create new items on the fly with this intuitive manufacturing software interface. Sage 500 ERP Product Configurator provides customer service personnel with an easy-to-use interface for feature/option selection, and integration with Sales Order Entry. Easily identify and select configured parts and configure base products quickly using a double mouse click or search function.

  • Easily set up and maintain features and options
  • Quickly build new items from customer specifications
  • Define options as ranges and use in calculations
  • Save and reuse popular configurations as standard parts

Experience painless EDI with a cost-effective, fully integrated EDI solution for Sage 500 ERP. TrueCommerce EDI Solutions provides all the software, network services and support you need to successfully implement an EDI solution that delivers robust functionality and unparalleled scalability, yet it is simple to deploy and maintain. With TrueCommerce, EDI, there are no annual maintenance fees or network subscription fees, no early termination fees, and support and software and mapping updates are free.

With TrueCommerce EDI, you can:

  • Attract larger customers with dynamic EDI capabilities
  • Import purchase orders with the click of a button
  • Reduce data entry mistakes and save on administration costs

Increase Profitability and Win More Business with Exceptionally Accurate Estimates Sage 500 ERP Estimates help you provide more than an educated guess regarding the total cost of production because they include materials, outside processing, and labor, as well as overhead rates and one-time charges for tooling and engineering. Estimates can be copied from or to: existing routings, bills of material or even work orders; allowing quick creation of new estimates based on similar items or previous estimates.

  • Accurately calculate costs and prices for new parts using existing inventory costs, work center rates, and other data
  • Quickly convert estimates to customer quotes or sales orders
  • Assign critical business dates to each estimate to accurately track start date, promised date, required date, order date, manufacturing release date

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eBusiness Web Services powered by RKL, a Sage Endorsed Solution Sharpen your competitive edge online with advanced e-commerce capabilities.

Operate 24/7 and enable customers to securely access your business, update their profiles, place orders and get support any time of the day or night. The eBusiness Suite for Sage 500 ERP enables powerful, intuitive browser-based B2B and B2C ecommerce solutions for your business. Provide up-to-the-minute information to customers, salespeople, and customer service representatives around the clock. Boost sales and create a buyer-friendly experience by customizing item descriptions and providing exact item availability and order delivery dates.

  • Create fast, customized B2B and B2C eCommerce solutions
  • Utilize standard Sage 500 ERP pricing rules
  • Provide remote access to sales and customer service representatives
  • Integrate additional applications with Sage 500 ERP


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