Envisage Cloud Blog

Sage 200 Web based Sales Orders

Posted by Sinead Hayes on Jul 21, 2016, 10:30:00 AM

Now you can process sales orders from anywhere

web sales order entry

Sage 200 Version 2016 offers users a new way of getting sales orders into Sage 200 from a web browser.

Here's a quick run through of how it works:

1) Select your customer (by customer name). As you type, the list of available matches will be displayed. Once you select the customer, the screen will display Balance, Credit Limit and On Hold Status 

2) Pop in your product, warehouse and quantity. The price is then populated based on the customer, quantity and product entered. (You can overtype this if you wish, but if you don't have the permissions to amend prices, your order will not be posted). Just click Add and when finished, click Create Sales Order.

3) A confirmation of the order is then displayed 

Sage 200 web sales order entry screen shot

4) Now you can create another order, print the order, change the company you are working or logout

Web Sales Order Entry will work on a mobile device or tablet. The latest versions of Chrome, Internet Explorer 11, Safari, Firefox and Edge are all supported. Other devices and browsers may work fine but have not been tested. 

In order to use Web Sales Order Entry, you must have the API enabled for your particular version of Sage 200 (all Sage 200 Standard Online sites have this enabled already). Individual users must also be configured to have API access (Extra and Extra Online only) and be configured as a web user.

This is a really handy tool for sales reps out and about who want a quick and simple way of getting their Sales Orders into Sage 200. 

For any queries, click below to request a call back: 

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Topics: Sage 200