512.892.8990 info@121-business.com
Open Sales Orders by Status

Open Sales Orders by Status

Extend the reporting capabilities of your Sage 50 software. Create instant visibility into the status of your open sales orders. This new standard Sage 50 Business Intelligence Report can be added to your system today.

 

Details. Sage 50 Quantum’s Order Flow Process allows instant visibility into the status of your company’s open Sales Orders.  This new BI report lists your Open Sales Orders by Status, Ship by Date, Sales Order Number, together with latest Trackit note and other key info regarding the sales order.  Get instant knowledge on where each order is given your own unique process–a great addition to your next status meeting! You can run this report for any starting and ending date.

(Please note: This report is not available in the core Sage 50 product or via any standard Sage 50 BI template.)

Click here to learn more about Sage 50 Order Process Workflow for tracking your own sales orders.

What You Get.  You will received a locked BI report, that you may copy, change and save to create a number of useful reports for your own business. We also include a one-to-one online session to install your report, show you how to run it, provide minor modifications and/or provide an overview or Q&A on BI basics (up to a two hour online session provided with each BI report purchase, a $190 value). Many useful modifications are possible: Sales Orders by Assignee; Sales Orders by Sales Rep, Status; and more.

Please note: This report is for your own business use and is not for resale.

Click here for a PDF of the full report.

Email info@121-business.com for questions or to schedule installation. Report includes up to 2 hours for installation, minor modifications and basic BI skill building.

 

See other Sage 50 Business Intelligence Stock Reports.

 

 

 Sage 50 Business Intelligence, Peachtree Business Intelligence, Sage 50 Reports, Peachtree Reports

Gross Profit by Invoice, Item

Gross Profit by Invoice, Item

“Already providing insights on what we need to do next.”  New Gross Profit by Invoice Report User. This standard Sage 50 Business Intelligence Report can be added to your system today.

 

Details.  Ideal for any company in the business of moving product. This report provides an analysis of all invoices, credit memos for any time period and works for stock items and assemblies. Check out your profitability down to the invoice, item level for any starting, ending date.

(Please note: This report is not available in the core Sage 50 product or via any standard Sage 50 BI template.)

What You Get.  You will received a locked BI report, that you may copy, change and save to create a number of useful reports for your own business. We also include a one-to-one online session to install your report, show you how to run it, provide minor modifications and/or provide an overview or Q&A on BI basics (up to a two hour online session provided with each BI report purchase, a $190 value). Many useful modifications are possible: Gross Profit by Sales Rep, Invoice, Item; Gross Profit by Item Type, Item; and more.

Please note: This report is for your own business use and is not for resale.

Click here for PDF of full report.

Click here for more information regarding our Gross Profit by Invoice, Item Report.

Email info@121-business.com for questions or to schedule installation. Report includes up to 2 hours for installation, minor modifications and basic BI skill building.

 

See other Sage 50 Business Intelligence Stock Reports.
Sage 50 Business Intelligence, Peachtree Business Intelligence, Sage 50 Reports, Peachtree Reports

Tracking Sales Orders with Sage 50 Quantum

Tracking Sales Orders with Sage 50 Quantum


by Suzy Payne Rabb
121 Business Software Consulting

 

Where’s the Order?

What if everyone on your team could have real time access to the latest status and up-to-the minute notes on your company’s open sales orders?  Imagine how much more smoothly your operation could work. No one would have to wonder, ask or spend time tracking down what’s happened or what needs to happen next. With just a couple key strokes, a user could see a birdseye view of the total sales order process or drill down to immediately answer questions about the most detailed aspects of a specific order.

With minimal setup, your Sage 50 Quantum system can be setup to provide a dashboard with the following views.

And you can arrange these views on your own dashboard in a number of meaningful ways.

So, how is it done? Sage 50 Quantum Order Process Workflow is the key. Order Process Workflow is built into the Sage 50 Quantum system. You just need to set it up and start using it.

 
 
 
 
 
Update:  New Sage 50 Business Intelligence Report, Sales Orders by Status w/Trackit Note, is now available.  Click here for report details.
 
 
 
 

 

 

 

 

Sage 50 Order Process Workflow

The Order Process Workflow system in Sage 50 (Peachtree) Quantum Accounting keeps everyone informed in real time of all the details related to your sales orders, so that anyone with approved access can instantly know where the order is, when it’s due, who’s handling it, or what the problem with it is. You can customize the triggers, steps and statuses that are crucial to your particular company.

  • Keep track of all the moving parts of your order process so nothing gets missed and everything moves along as planned.
  • Notify the next person in the process with a status and specific notes as needed.
  • Have one centralized place to keep track of all the work involved in the process, or see just your own tasks.
  • Automatically send notifications to designated employees once a task is completed.
  • My Inbox on My Dashboard monitors the status of a user’s processes and transactions, and allows them to take action.

Interested in learning more?  Contact a Sage 50 Certified Consultant or email me at suzy@121-business.com to setup a free consultation.  I’ll share the steps to get this functionality setup and working for your company.

Suzy Payne Rabb
Sage 50 Peachtree Certified Consultant
Sage 50 Solution Provider
Your Live, Online Guide to Sage 50 Success
512.892.8990

 

See Professional Profile

 
Send email to suzy@121-business.com
Website: www.121-business.com
Join my professional network at Linkedin and follow me on Twitter.
 
Sage 50 Quantum, Sage 50 Consultant, Sage 50 Help, Sage 50 Training, Order Entry, Order Processing, Sales Orders, Open Orders, Peachtree Quantum, Peachtree Consultant, Peachtree Help, Peachtree Training
The New Era of Peachtree

The New Era of Peachtree

Trusted. New. Better.  The new Sage 50 family of small business accounting and management solutions is out!  And with it comes a bigger, broader, and bolder commitment to streamlining your business processes, making sense of your numbers, saving you time and money, and supporting your investment in a Sage 50 solution every step of the way.

You see, there’s a way to boost your confidence, put your data in order, and create some breathing room where you can think clearly about where you want to take your business. That’s what Sage 50 is designed to do. Power through the mundane tasks quickly, discover the insights hidden in your data, and free up time to get creative about your business vision.

 

Online Help Sessions

Online Help Sessions

Need help with Sage 50 (Peachtree), but not sure where to start?  Our Sage 50 Online Guide and Coaching services are a convenient, economical and effective option.  Schedule a customized session to help assess your current Sage 50, address your current Sage 50 questions, challenges, get expert help on an implementation or improvement project, get customized training, plus much more.