4 Awesome Benefits of Email Automation in Sage 300cloud

Reading Time: 2 minutes

Email is undoubtedly the most commonly and widely used medium of communication between businesses. Now what if you are told that, you don’t have to send emails manually, as there is a system that automatically sends emails for you to the respective person or entity. Sounds interesting? Yes, it is. Read out to find in detail.

This blog throws light on how Sage 300cloud simplifies emailing for your business.
We have customized and set both the following screens to help perform automatically for the end-users to avail auto-emailing options.

AP Payment screen
OE Order entry screen

Overview of Customized AP Payment screen

In the E-mail Messages option, upon clicking post button and email, the system automatically sends the email to multiple email addresses linked to the Email field from the AP Vendor Master Screen.
The system will also generate all the details in the Mail

Refer the customized screen below:

Mapping Email value to A/P Vendor:

Customized OE Order screen:

We have customized the Order Screen and by clicking the ‘POST’ button, the system will fetch all the e-mail addresses of Order customer from the custom table and place it into the “TO” section.
While sending the email, system will attach PDF file of Order confirmation report as well.

Refer the customized screen below:

Process of Mapping Email value to A/R Customer

These are four benefits of email automation in Sage 300cloud. To know how our enterprise management system can spruce up your emailing process, reach us here or write to us at sales@sagesoftware.co.in. You can also SMS SAGE to 56767 for a quick demo or consultation.

QMS in Pharma explained in detail

Reading Time: 7 minutes Summary: QMS in pharma is a collection of practices, methodologies, and processes that ensure excellent product quality. Its primary objective is to prevent people and processes from diverting from quality

Global Search in Sage 300

Reading Time: 2 minutes As the name suggest, it relates to searching information or data on a given platform. Global search feature was first introduced in Sage 300 ERP v2019. The main focus of

What is the difference between Manufacturing and Production?

Reading Time: 4 minutes Summary: Manufacturing and production are often used interchangeably because both involve the manufacturing of finished goods from raw materials. But there is a significant difference between the equipment and the

Procurement meaning and process explained

Reading Time: 5 minutes Summary: Procurement constitutes the transactional part of the business. It involves buying raw materials from vendors & suppliers at the most affordable rates. Although the techniques and methods of procurement

What is Financial Management ?

Reading Time: 6 minutes Summary: Financial management comprises methods and techniques for handling a company’s financial assets. It helps the business track its expenses & profits and, more importantly, allows it to adhere to

The Scope of Financial Management

Reading Time: 5 minutes Summary- Finance management plays a vital role in all kinds of businesses and it is the backbone of any organization. Various factors, including profit or loss, are closely related to

Manual Bank Reconciliation in Sage 300

Reading Time: 3 minutes Reconciliation Definition: – In Sage 300, a bank reconciliation is the process by which the bank account balance of an entity’s books of account is reconciled to the balance reported by the financial institution

Create Payment Batch in Sage 300

Reading Time: 3 minutes Sage 300 has a feature that allows you to process numerous payments from a single screen. The user can see a list of Payment Dues based on the selected criteria,

Order Entry Improvements in sage 300 (2022)

Reading Time: 3 minutes With the release of sage 300 2022 version, there are many features introduced to an existing functionality. Out of which one is Mass update feature, which is much reliable and

Purchase Order New features and improvements in Sage 300 Version 2022

Reading Time: 5 minutes Sage 300 V2022 offers users exciting new features that guarantee increased flexibility and compatibility needed for today business. This latest version presents additional functionalities and superior user experience through sage

4 Awesome Benefits of Email Automation in Sage 300cloud

Search