Sage Software Welding System MAS 500 User Manual
Generate Orders from CRM Opportunities
Sales Quotes While not connected to the network, remote salespeople can change account
information and enter basic sales quotes. The next time they synchronize, the information is
transferred into the SalesLogix database, and then into the accounting system.
Sales Orders Workgroup users have the ability to toggle between their sales management tool
and MAS 90, MAS 200, or MAS 500 to create a sales order for the current SalesLogix account.
This allows them to take advantage of information in MAS 90, MAS 200, or MAS 500, such as
sales pricing, customer discounts, and sales tax calculation.
Inventory items If inventory items are included in the replicated data in SalesLogix, users can
select their inventory items as line items on the quotes. In addition, they can look up quantities
in the warehouse (site). This information is as current as the last synchronization.
information and enter basic sales quotes. The next time they synchronize, the information is
transferred into the SalesLogix database, and then into the accounting system.
Sales Orders Workgroup users have the ability to toggle between their sales management tool
and MAS 90, MAS 200, or MAS 500 to create a sales order for the current SalesLogix account.
This allows them to take advantage of information in MAS 90, MAS 200, or MAS 500, such as
sales pricing, customer discounts, and sales tax calculation.
Inventory items If inventory items are included in the replicated data in SalesLogix, users can
select their inventory items as line items on the quotes. In addition, they can look up quantities
in the warehouse (site). This information is as current as the last synchronization.
From Sage SalesLogix,
you can insert a Sales
Order…
you can insert a Sales
Order…
…and post into ERP - on
hold, pending approval.
hold, pending approval.
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