Top Five Benefits of HCM and ERP Integration

HCM and ERP integration
Reading Time: 4 minutes

HCM and ERP Integration is the most crucial part of growing a business. But for that, we must first understand what HCM is and how you can integrate it with  ERP. Human capital management (HCM) helps influence the success graph of employees and hence the improvement of the business. HCM  solutions ensure that companies allocate their human resources accurately and economically throughout the company. It also ensures that all the employees and staff have the proper training and skills to complete the business functions.

Companies use several systems to manage their human resource functions, including payroll, while offering considerable advantages to staff schedules. Some systems function separately, making it tougher to collect and analyze real-time business data in an insightful manner. However, running systems differently also leads to reduced efficiency and high expenses.

If your business has separate CRM, HCM and ERP systems with their databases, it will be tough to synchronize all data. On the other side, with the help of an integrated approach, you can easily share a single database and managing real-time data becomes very simple. If any update occurs at any one of the systems, then it will be visible from anywhere and anytime. Also, you don’t need to worry about when ERP and HCM data will reach system databases. This will help businesses perform challenging tasks faster and more accurately in HCM and ERP integration.

HCM and ERP Integration

To stay fully competitive in this world, businesses have recognized that lakh in making informed business decisions and a massive knowledge gap is leading. Hence the top company and information teams throughout different industries have started taking a step ahead to integrate the HCM system with their existing ERP software.

But enterprise resource planning systems assist businesses in managing their core activities. With the right ERP tool, various functions such as supply chain manufacturing, finance marketing procurement services, and much more can quickly be addressed to offer rate customer service. The best ERP software helps plan, manage and track business functions. We all know that HCM is essential to operate a business in today’s competitive world; hence, it makes excellent sense to integrate HCM features into ERP systems.

When these two systems are integrated, businesses can enjoy a wide range of benefits that can help them improve performance and become more successful.

Also Read: What are the Primary Business Benefits of an ERP System?

  1. Streamlined processes and improved communication

A single platform to track all business functions remove all kinds of interruption and data sync requirements of multiple-form systems. It ensures consistent workflows in the business. For instance, when an employee creates or updates a particular sales record, it provides automated approval by taking all the required information in CRM, ERP, and HCM. It also considers different factors, including business unit employee cost approval limits, employee location, etc.

HCM and ERP integration brings quicker decision-making capabilities within the team, resulting in operational efficiencies, excellent customer satisfaction, and greater employee engagement.

  1. Centralized Data Point

In HCM and ERP integration, whenever HCM and ERP data is stored on different databases, it creates many integration challenges, making maintaining all of the data very expensive. However, in the case of a unified platform like the integration of HCM with ERP, you can record a variety of data from different domains on a single centralized system. It includes standard data entry functions when the system records and holds every data securely, helping users get more accurate and real-time information from the single platform.

  1. Greater visibility into data and analytics

With big data comes great responsibility. As businesses are collecting ever-growing amounts of data, it is becoming increasingly difficult to make sense of it all. This  Data and analytics help businesses to make better decisions by providing insights into what is happening in the industry and what could happen in the future.

However, data and analytics are better than the data being used. This is why businesses need to have a data governance framework in place. An integrated HCM with ERP can offer you a better data governance framework that will ensure that the data has improved quality and is used in the most effective way possible.

Having a data governance framework also gives businesses greater visibility into their data and analytics. This makes identifying opportunities easier and making better decisions based on available insights.

Also Read : How can ERP and CRM Integration Improve Operational Performance for your Business?

  1. Great adoption rates

If you want to deal with any technology, then you need training. If a business has separate HCM CRM and ERP software, employees should be willing to use all these three technologies simultaneously. This will not just be challenging but can also lead to poor adoption rates. But having an integrated system will reduce the need for training employees since they will be working with only one system having its features resulting in advanced adoption rates.

A Centralized business solution includes all the capabilities of the HCM and ERP that can automate and streamline business operations while bringing higher functionality and data accuracy.

  1. Greater Security & Governance

It is a fact that a single platform can permanently affect the security factor. The single sign-on strategy in a homogenous atmosphere high-end data security to all business processes. It also offers secure single login access to all customers through an identity management system. But in the case of a heterogeneous work environment where HCM is completely working differently, then setting up all the security protocols is a very time-consuming exercise which finally requires a lot of patience. It takes more than the expected time duration to overcome the issues compared to the centralized solution.

When HCM and ERP integration is completed, it helps consistent and excellent governance throughout all business functions.

Also Read : Top 6 Ways Furniture Manufacturing Industry Can Boost Productivity Using ERP Software With Enhanced Integration

Final Thoughts

By integrating HCM and ERP systems, businesses can improve efficiency, communication, decision-making, and security. This can help companies to run more smoothly and become more successful. If these two systems are integrated, these technologies will incorporate different aspects of businesses to complete other tasks, including planning inventory management, human resources and more. It is the most innovative way for all medium-sized companies looking to optimize and leverage business data in every platform for increased utilization.

Sage Software Solutions is a leading IT company with an array of advanced ERP Software solutions. Our proprietary products — Sage X3 and Sage 300 will help you cut your operational expenses, improve business productivity, increase operational efficiency, forge robust customer relationships, and strengthen association with vendors, suppliers, and distributors. So, if you are looking to reinforce your business fundamentals and emerge as an industry leader, then please schedule a call with one of our sales representatives.


Sage X3 - Business Management Software

A complete ERP software that transforms your business operations, processes and
human resources, allowing you to respond faster to dynamic customer demands

Enhance your distribution tracking and delivery model with Sage X3 ERP

Forecasting, inventory management, and maintaining efficient logistics processes are the three most significant advantages that distribution companies can achieve by implementing Sage X3 ERP software.. Moreover, it allows different business departments such as sales & marketing, finance & accounting, and customer care to collaborate better by facilitating critical information and sending regular updates.

Are you finding it challenging to manage narrow margins, long lead times, diverse product inventories, and unpredictable supplies?

Sage Software Solutions provides the best-quality business management software with in-built features to solve all your distribution challenges. Match your demand to stock levels. Improve mobility in the warehouse and at the customer’s place. See how many units you shipped last month, which warehouse made the highest profits, or which customer purchased the maximum number of products through our user-friendly dashboard.


Improve Supply Chain Management with Sage X3 Discrete Manufacturing ERP software

Sage X3 ERP provides three significant benefits to discrete manufacturing companies: gaining supply chain visibility, meeting regulatory norms, and streamlining operational efficiency.

Sage X3 is the leading business management software that provides real-time status of your inventory, processes, and finance irrespective of your location and time. Improve production control processes, optimize inventory management, and enhance order management through predictive analytics. Substantially improve your business processes and workflows by bettering cash flow and shortening payment cycles. Generate automatic audit trails that help meet regulatory requirements. Automatically reconcile inventory when you experience compliance issues, and product recalls.

Sage X3 is the leading business management software that provides real-time status of your inventory, processes, and finance irrespective of your location and time. Improve production control processes, optimize inventory management, and enhance order management through predictive analytics. Substantially improve your business processes and workflows by bettering cash flow and shortening payment cycles. Generate automatic audit trails that help meet regulatory requirements. Automatically reconcile inventory when you experience compliance issues, and product recalls.

Eliminate risks and reduce product recalls with the Sage X3 Process Manufacturing ERP software.

Process manufacturers often deal with challenges like low process visibility, rising costs, deteriorating infrastructure, and reduced lead times. Other challenges include environmental degradation and the constant need to maintain customer satisfaction. To overcome these challenges,  Sage X3 ERP would be the best choice! 


Sage X3 is the best business management software in India, helping companies launch a slew of products each year while remaining 100% compliant. You will never stay behind in the competition because of inefficient processes and rigid systems. Maintain strict control over cost by observing the availability of raw materials and labour, and cost competitiveness of materials. Also, monitor how much the manufacturing department is spending in a week, month, or year. Always comply with global rules and regulations and stay away from unwanted penalties and restrictions.

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Use our business management software to grab customer attention and convert prospects into payable customers. Create highly targeted marketing campaigns. Increase online presence. Get high-quality leads. Differentiate yourself from competitors. Collect quality feedback. Improve your products and services.

Manage your supply
chain with ease.

Take full control of your supply chain with the best business management software in India. Prioritize buying of critical components. Forecast the vendor’s ability to supply material on time. Identify left-over inventory in the value chain. Keep track of spare parts. Estimate demands of the end-user. Receive up-to-date information from the shop floor on your mobile device.

Keep your finances
under control.

Sage Software Solution provides you a comprehensive picture of all your financial activities. Improve cost accounting. Predict market movement. Define company budgets. Eliminate paperwork. Manage invoices. File taxes on time. Generate financial reports and become compliant with global accounting standards.

Experience the power
of data at your fingertips.

Collect and analyze critical customer data with our business management solution and brainstorm future strategies. Understand your customers better. Devise unique customer profiles. Send personalized content. Identify profitable marketing channels. Execute full-funnel marketing strategy.

Get intelligent

Carry your business in your pocket. Assess risks. Get intelligent insights about changing customer preferences and market trends on the go. Access critical business data on mobile devices through user-friendly dashboards. Gain agility by streamlining processes remotely.

Build long-lasting customer relationships.

Sage Software provides market-leading business software solutions that will help you form unbreakable customer relationships. Find the right customer. Provide a personalized experience to your clients. Reduce cost to sales. Find numerous up-sell and cross-sell opportunities. Increase customer retention.

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Frequently Asked Questions

Sage 300cloud has emerged as an industry-leading ERP software. With 360-degree cloud capabilities, you can store everything on a single platform accessible by authorized stakeholders only. The data is completely confidential and 100% secured from cyber attacks.
Another advantage is that your salespeople don’t have to visit the client’s place to collect critical documents. Instead, they can request the customer to send them over a secured cloud channel that automatically uploads it to the central repository.
Sage 300cloud provides unprecedented mobility by allowing you to run manufacturing processes and engage with customers from remote locations conveniently.

Sage X3 has been leading the ERP software market by integrating core business functions, such as manufacturing, finance & accounting, supply chain, sales and marketing, and building robust and long-lasting customer relationships. You can understand the pulse of your target segment by gaining intelligent insights that help brainstorm effective marketing strategies. Sage X3 enables you to automate all your business functions and become more agile. The best part is that it’s highly scalable and adapts according to your changing business needs. If you are looking for a software that unites disparate information systems, helps conduct all business operations from a central platform, and automates trivial jobs that wastes the time of your workforce, then Sage X3 is what you need.

Sage CRM simplifies the sales process, shortens sales cycles, and makes the most of every sales opportunity. Sage CRM helps its users create groups based on their marketing activities. Essential metrics like open rate, bounce rate, hard bounces, soft bounces can all be tracked through a single dashboard. Marketing teams can concentrate on leads requiring more attention and personalizing their campaigns by identifying specific groups sharing similar interests/ activities. Sage CRM software is for every business type and industry aiming for automated sales operations, like quotes and orders, sales forecasts, lead nurturing, and opportunity conversions.

ERP software will help businesses integrate their daily activities. Key decision makers can focus on streamlining the critical action items by connecting all the data points and providing precise business insights. Granular level insights help companies define their exact goals, identify business needs, and expand into new territories or markets. ERP software will help businesses operate at multiple locations in multiple languages with different currencies without juggling manually. The ERP software will let companies analyze and track various business units and subsidiaries through a single software.

We live in a data-driven age where everyone is connected to the online world through digital devices. People post millions of feedbacks and share thousands of product reviews every day. A business must understand customers’ needs, wants, desires, and ambitions and build fruitful customer relationships that stay for long. This is where CRM software will come to your rescue. You can segment your customers based on various parameters like geography, demography, psychography, and behavior. You can also automate the sales pipeline where the leads are sorted according to the predefined parameters. Moreover, AI-enabled chatbots collect customer details and provide instant answers to customer queries 24/7.

Yes, you will be able to integrate Sage ERP with other software as it supports various software integrations such as Pocket HRMS

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The Objective of Financial Management

Objective of Financial Management

Reading Time: 5 minutesSummary-  Finance is the lifeline of any organization and it requires meeting the needs of all business issues. With the increasing competition in the market, companies need to face a lot of obstacles. However, with proper planning and appropriate study of financial management, the obstacles can be easily overcome. In this post, we will learn the major objective of financial management along with all the required details. 

objective of financial management

Financial management is the process of developing a business plan while making sure that all departments stay on the same page. Sturdy financial management aids the finance leaders in offering data that would support a long and vivid vision. Also, it helps leaders to make informed decisions about investing while fetching insights more on liquidity, investments, expense, and more. 

With the help of the enterprise resource planning ERP software, finance teams of organizations can accomplish these goals. A perfect finance management system can easily combine various financial functions, including fixed-asset management, payment processing, and the cost of recognition.

Once you integrate these essential elements, an advanced financial management system would make sure that real-visibility exists and facilitates routine business operations such as time-end close procedures. 


Prime objective of financial management to consider-

Profit escalation

An organization is usually launched with the primary goal of fetching enormous profits, which is why profit maximization is the most crucial objective of financial management. Businesses should get optimum yields in the long and short business run. 

Wealth boost 

The businesses are recommended to focus on increasing the value of shareholders. However, shareholders are no one but the actual owners of the organization. Since wealth maximization is the top objective of financial management, the dividend and payout policy should be fixed.

The finance executive should distribute max dividends to keep the customers happy while improving the company’s position. If the performance of the company is better, then the company will have a higher amount of market price with wealth maximization.

Liquidity maintenance 

Through appropriate financial management, the leaders in the organization can track regular liquidity supply in the business. It is one major objective of financial management to help managers keep a keen eye on all outflow and inflow of money so as to lower the risk of cash overflow and underflow. 

If there is a healthy cash flow, it means an increased possibility of sustenance and business success. This helps appropriately deal with uncertain situations, on-time payments, cash discounts, and processing routine delays on time. 

Accurate estimation of financial needs 

A prime objective of financial management is to assist financial managers in predicting the organization’s real financial needs. It includes the estimations in terms of the capital required to initiate a business, fixed capital of the company, and more. In the absence of this estimation, there will surely be a shortage of finance. 

To bring such estimation in place, the finance manager considers different factors such as technology, the number of employees, legal requirements, the scale of operations, and more. 

Appropriate usage of financial resources 

With a proper finance management platform, businesses can utilize financial resources at their best. To accomplish this task, the financial manager can leverage various tools, including better inventory management, managing receivables, efficient policies, and more.

These tools help save a lot of expense while also reducing the wastage of resources in a single go. 

<< Also Read: Top 3 key features of ERP financial management systems>>

Reduced operating task 

A finance manager faces many issues, risks, and uncertainties in performing daily business functions. Another major objective of financial management is to lower the operating task.

A better finance management platform helps reduce the concerns while offering solutions to the problems. Also, this allows businesses to make informed decisions with proper thought. 

Success measurement 

The most significant objective of financial management of a company is to earn huge profits from the business. In short, the success of any organization lies in the revenue earned so far.

But, an advanced financial management module not just helps increase the company’s revenue but also helps measure the company’s success.

With accurate reports and accounting details, businesses can quickly analyze their last year’s performance with the current year’s performance. 

<< Also Read: Top 5 ways how ERP applications help financial services firms drive sustainable growth?>>

Developing reserves

The business market is flooded with uncertainties, including climate change, natural disasters, frequently changing customer preferences, technology shifts, etc.

To overcome these issues, companies should always focus on forming small reserves.

With the help of dividend payout policies, companies can develop enough reserves. The reserves create not only help gain profits but also aid in dealing with unnecessary situations in the future. 

Balance business structure 

A robust finance management platform offers a properly balanced capital structure to the organization. In other terms, it helps bring an appropriate balance between the different capital sources, including bonds, equity, loans, gain earnings, and more.

However, these factors help gain flexibility, stability, and liquidity in the company. 

It is the main objective of financial management since it systematically balances the overall structure of a company. 


objective of financial management

Significance of financial management 

Financial management is the crucial platform of any business. Without proper financial planning and management, the company might face a considerable decline. So, let us have a glance at the significance of financial management.

Accurate strategy

Analyzing the business’s necessary needs to accomplish this prime objective of the organization’s financial management.

It is an essential thing to achieve long and short-term goals. This helps achieve success in the current scenario of the business. 


This element makes sure that every department has its vision and is successfully operating within budget. It also ensures that everything is in alignment with a proper strategy. 

Decision-making process 

This element helps business leaders make informed and best ways to execute varied plans by continuously updating financial reports and data on relevant KPIs. 

With proper financial management, employees get an idea of where the company is going and better visibility in the business process. 


objective of financial management

Types of Financial Management 

Capital Budgeting-

Financial management deals with identifying the organization’s financial needs to gain short-term/long-term goals.

Also, it checks where should be the capital funds expanded to support total growth. 

<< Also Read: Manage Financial Risk with an ERP>>

Working capital management-

This type ensures that there is an ample amount of cash available for daily business operations. These operations include buying raw materials for production and paying workers. 

Capital structure-

Capital structure helps check the way in which operations/ growth can be paid. It also reviews how to take debt. In some cases, organizations may ask for funding from a private firm, thinking about all the selling assets such as real estate and more. 




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At Sage Software Solutions (P) Ltd., we are home to world-class ERP software and CRM software that will solidify your business tech support fundamentals and enable you to build a customer-centric organization. You can also write to us at

Disclaimer: All the information, views, and opinions expressed in this blog are those of the authors and their respective web sources and in no way reflect the principles, views, or objectives of Sage Software Solutions (P) Ltd.

Skill-sets of a Successful ERP Project Leader

Skill-sets of a Successful ERP Project Leader

Reading Time: 5 minutes

Importance of effective ERP Training for Employees

Enterprise Resource Planning (ERP) systems have become a mainstay for businesses since last few decades. Not to forget, behind a successful organisation that uses ERP solution is its workforce, which is well-trained and proficient in using the system to the fullest. Optimum employee training plays a pivotal role in successful implementation and adoption of an ERP solution.

Inefficient or inferior training to employees might result in delays in ERP adoption followed by increased costs. Proper and efficient training thus helps to avoid the risks of delayed adoption and implementation, bugs, breakdowns and other roadblocks.

Following are a few factors that play a huge role in effective ERP training session for employees for successful implementation:

Allocation of time for training

For effective training, allocation of sufficient time is a must. Training should cover all aspects of the ERP’s features requires for the end-users. Classroom base training should be conducted to understand the concept of ERP software. It is advisable to kick-off the training sessions at least 40-45 days before the go live date.

Super user training

Even though you are conducting training session to every stakeholder in your company, it is imperative to identify super users or experts from your workforce and arrange an extensive training for such users. This helps in smooth support to end users before the system goes live.

Highlighting business process

ERP training session ought to be devised in line with business processes. It should explain day-to-day jobs of employees that they would perform within the ERP system. It should contain inputting data in the ERP software, extracting information from the system and sharing of information from one user to the other within the ERP system.

Mode of Training

Learning abilities differ from one person to other. This is why ERP training should not be limited to classroom training alone. Training database should configure for Test transactions as well. User manual, presentation slides and video tutorials should be made available for all.

Technical Training

A selected number of IT users should be trained for mastering the technical aspects of the ERP system, so that they can write the script, generate reports and run queries in the database for specific requirements as well for taking database backups.

Why Employees in an organization must have genuine understanding about ERP?

Implementing a new ERP system is certainly an expensive, time-consuming or complicated task that an organization makes. Nevertheless, successful implementation of an ERP system can help an organization to streamline the workflow and achieve business goals easily and efficiently. To ensure that the ERP solution works efficiently, it is necessary for every employee in the organization to be aware of the system’s process flow that helps to minimize potential problems that may occur while using the system. Failing to do so might result in employees disrupting the value of enterprise resource planning and the efficiency it offers.

Employees include a wide range of roles, spanning from the clerical department to higher-level executives, encompassing even positions as specific as virtual administrative assistants and remote project managers. Even the lowest level employees, who perform tasks like administrative assistants need to have a basic understanding about the functioning of the ERP modules. This will help them understand how the reports are printed based on how the inventory of an organization is distributed, which in turn helps them to know about some minor issues that may occur while printing the records.

Other personnel include people working in the accounting or finance department, who are responsible for executing and managing monetary transactions. At a certain point, issues might occur for them in transaction level, where they might find a need to examine the records. If these employees have an understanding about the finance modules of an ERP system, they can easily find out how materials, funds and resources are interrelated to each other.

Then there comes the high-level executives such as managers or supervisors of an organization, who deal with only the outcomes. Sometimes these executives might find the need to go through the workflow of an ERP system and its data/transactions, here they need to have some understanding about the ERP, as this would save time for them as well as their subordinates.

ERP implementation may take time, but getting it to work for the organization will always be beneficial. This calls for sheer dedication from employees in understanding the system. Note that, employees are the only ones, who are the end-users of the software.

ERP is a powerful and integrated software that effectively manages and automates crucial business processes improving productivity and operational efficiency. ERP software helps to collect and organize data from various business operations providing the management with vital insights into Key Performance Indicators (KPIs) in real time, which in turn helps them make informed business decisions.

If you are to implement a new ERP project, it is essential to have a project leader, who can guide and steer the entire ERP implementation and adoption for your business. Project leaders play a pivotal role in achieving all the key objectives that a business intends to attain with an ERP solution.

Below are few important traits of a successful ERP Project Leader


ERP project leaders should properly communicate their ideas. In fact, they ought to be crystal-clear with their goals and objectives pertaining to the Implementation. Even a good plan can fall back in no time if the communication is poor. Project leaders ought to boast ability and proficiency in interacting with the end-users and should give ears to t heir requirements and concerns.


ERP project leader should be highly organized to ensure that everything is taken care of including the documentation, contracts, email communications, sign-off documents, change management documents, etc. This helps in optimum ERP adoption across the organisation.

Team Management

Putting together right group of people is another vital trait of a strong ERP project leader. In addition, it is equally important for a project leader to make every employee understand the ERP system. It also plays vital role in the overall success of ERP solution for a business.

Time Management

This is another crucial aspect of a great ERP project leader. This helps ensure higher productivity. Managing time effectively is a useful skill. Leaders should plan and create effective time management strategies for their crew.


Here comes the most essential trait of great ERP leaders. Yes, they are excellent at decision-making. They know how to balance things and make decisions that have positive impacts on themselves, customers and their organizations. During ERP implementation, there will be queries/concerns that should be sorted out intelligently and quickly. This is where a smart project leader comes into picture.

Resolve Conflicts Shrewdly

There are chances of disagreements during the implementation process. Therefore, a project leader should act in a reasonable and diplomatic manner. Simply put, great ERP leaders are skilled in resolving conflicts during implementation and adoption.

Knowledge Sharing & Training

It is very vital for project leaders to share their knowledge and expertise when it comes to training the users for the newly implemented ERP system.


An effective project leader is confident in his ability as well his team members in achieving the common goals. This is why a great leader always adheres to best project management practices and change management process.

Manage Client Expectations

Managing expectations that arise during the initial and final phase of implementation is extremely challenging. Project leaders should monitor and manage client expectations and concerns followed by taking corrective actions.

Strong leadership is one of the pre-requisites for a successful and highly productive team. Successful ERP Implementation requires the guidance of an expert project leader to execute the project in a seamless, efficient and timely manner.

At Sage Software Solutions (P) Ltd., we are home to world-class On-Cloud ERP software and CRM software that will solidify your business tech support fundamentals and enable you to build a customer-centric organization. You can also write to us at We will provide you all the required support to implement a Cloud-based ERP solution in your company. Book an appointment today!

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Disclaimer: All the information, views, and opinions expressed in this blog are those of the authors and their respective web sources and in no way reflect the principles, views, or objectives of Sage Software Solutions (P) Ltd.

Understanding Sales Order Status in Sage 300cloud ERP


Reading Time: 5 minutes

Sales Order Status in Sage 300cloud ERP

Most of the companies require their orders to be delivered at the expected date to make sure the customer requirements are fulfilled on time. When multiple orders has to be completed at a single point of time, it is a hectic job to search for each order that is not completed. This may increase the error rate and may directly impact the company’s performance. To avoid these hurdles, let us take you through the standard feature in Sage 300cloud ERP which will help us filter the Order status with different criteria’s.

How can we use the ‘Order Completed’ option in Sage 300cloud ERP

Sage 300cloud ERP helps us to keep a real-time track on the status of a Sale order. ‘Order Complete’ will help the user to identify the order whether it has been completed, partially completed or fully completed. This option can also be used to track the status of a single as well as  multiple order.

Let us assume that there a company that punches 100 orders on daily basis. In this case it is nearly difficulty to remember the status of the orders. For such scenarios there is an option called as ‘Order Completed’ in Sage 300cloud ERP, with the help of this option the company can quickly view the status of a single or multiple order on the same screen.

The ‘Order Completed’ option can be found in the finder section of Order Entry screen.

The order complete option has 5 sub categories

  • Incomplete/Not Included
  • Incomplete/Included
  • Complete/Not Included
  • Complete/Included
  • Complete/Day End

Sales Order Status in Sage 300cloud ERP

1. Incomplete/Not Included

The Incomplete/ Not Included option basically contains all the Order Entries whose Order type is ‘Active’, ‘Quote’, ‘Future’, ‘Standing’.

Sales Order

The below image will help to understand better.

Sales Order

2. Incomplete/Included

In this option the type of entries which are found are those whose Order date, Deliver by and  Exp.Ship date are on the same day but the shipment entry for the order was not done.

Sales Order

In the image below we can clearly see that Order date, Deliver by and  Exp.Ship date are on the same day and no Shipment entry was done.

As no Shipment Entry was done, so the Invoice was also not raised.

Sales Order

3. Complete/Not Included

In this option the order entry whose Shipment is done are shown.

Sales Order

If we look at the below image we can clearly see that the Shipment is done for the Order but the Invoice is remaining against the Shipment entry.

Sales Order

But we look at the Shipment entry for the order, there the Status of the order is ‘Incomplete’. The Incomplete Status refers that the Invoice is pending against the Shipment entry.

Sales Order

4. Complete/Included

The Complete/Included option helps us to track the Order Entries whose Shipment and Invoice entries have been made.

Sales Order

In the below image we can clearly see that the Last Shipment no. and Last Invoice no both has been updated which makes the order complete.

Sales Order

We can identify if the Order is Complete from the Shipment screen.

In the ‘Complete/Not Included’ option we found that the status of order at Shipment screen was Incomplete, but as the Invoice was made against the same Shipment the Status of the Shipment changed to Complete.

The below image will give you more clarity.

Before Invoice Entry:-

Sales Order

After Invoice Entry:-

Sales Order

5. Complete/Day End

As the name suggest, the Order entries which are included in Day End processing will be reflect in this category.

Sales Order

To have a clear idea of this category below two images will be helpful.

1. Before processing Day End:-

Sales Order

2. After Processing Day End:-

Sales Order

In simple words we can also define the terms as follows:-

  • Incomplete/Not Included – Whenever an Order is placed it will reflect in this category.
  • Incomplete/Included – Order date, Deliver by. and Exp. Ship date are on the same day but the shipment entry for the order was not done
  • Complete/Not Included – The Order Entry for which only the Shipment is done will be shown.
  • Complete/Included – The Order Entry which is completed i.e. Shipment and Invoice both are passed such type of entries are visible in this option.
  • Complete/Day End – The entries which are included in Day-end processing, i.e., costed will be shown in this sub category.

By making use of ‘Order Completed’ status filter, we can check for any customer requirements that is to be fulfilled and completed. This in turn will provide more transparency on the delivery details and customer purchases, avoid sellers from potential negative feedback due to unfulfilled expectations and improve overall buyer’s experience.


For more details on how Sage 300cloud can help build better business, get in touch! Visit Sage Software Solutions Pvt. Ltd. for more details or reach us at

Top 5 Essential Metrics to Measure Business Success


Reading Time: 2 minutesA business is said to be higher in the efficiency spectrum if it spends less time and resources to accomplish more goals. This is what business management software helps you do. Its data and analytics metrics empower you to manage resources efficiently and remove bottlenecks to speed up your business processes. Here are the top 5 metrics that you must look for while selecting the right business management software.

1. Lead conversion

Businesses may lose a lot of money if they don’t pay attention to how effective their marketing campaigns are. It’s imperative to know which among them is converting prospects into customers who are willing to purchase products from you. A business management software not only helps you do that but also saves time by identifying the most profitable partner relationships.

2. Sales Cycle

Businesses must keep a close watch on the time put into sales efforts versus the time it takes to close the deal. This is where a business management software comes in handy. It provides you actionable data that you can use to revise your sales cycle and make it better.

3. Net promoter score

A business management software empowers you to check customer loyalty towards your products. It does this by creating surveys that are marked on a scale of 1-10. Those who give a 9-10 are classified as promoters, 7-8 as passives, and 1-6 as detractors. The net promoter score is calculated by subtracting the net detractor percentage from the net promoter percentage. A high score indicates that customers like your products and would continue buying it in the future.

4. Margins

First, let’s understand what margin means. Suppose the cost to make a product is Rs. 100 and you sell it for Rs. 50. The difference between the selling price and cost price of the product is called the margin. The higher the margin, the more your profitability. Business management software helps you keep track of your margins conveniently and suggests ways to improve it.

5. Product usage

Product usage is one of the most useful metrics to check business success. This is because the more customers purchase your products, the more the probability of them buying it again. Business management software provides statistics that track how often customers:

  • Purchase your products
  • Renew your services
  • Average time spent using the product
At Sage, we are home to industry-leading business management software. Our ERP and CRM platforms have built-in metrics to measure business success such as lead conversion, sales cycle, net promoter score, margins, and product usage. To know more about it,  You can also write to us at


Disclaimer: All the information, views and opinions expressed in this blog are those of the authors and their respective web sources and in no way reflect the principles, views or objectives of Sage Software Solutions (P) Ltd.