Sage 300 Order Entry for distributors and manufacturers.
The Sage 300 Order Entry module manages the complete sales order lifecycle from quote through shipment and invoicing. SFS Technologies implements and supports Sage 300 OE for distribution and manufacturing businesses in BC and Canada, connecting your sales process directly to inventory control and accounts receivable.
What is covered
What Sage 300 Order Entry does
Order Entry in Sage 300 is the module where your sales process connects to your back-office operations. When a customer order comes in, it is entered in OE against the customer record. Pricing is applied automatically based on the price list assigned to that customer. Item availability is checked against current IC stock in real time.
From the order, the warehouse team works from picking slips and packing lists generated by Sage 300. When goods are shipped, a shipment is confirmed in OE, which simultaneously decrements inventory in IC and creates an invoice in AR. This three-step process keeps orders, stock, and billing synchronized without any manual re-entry.
Back orders are managed automatically in Sage 300 OE. When partial shipments occur, the unfulfilled quantity remains on a back order. When stock becomes available, the back order can be shipped directly without re-creating the original order. This is particularly valuable for distribution businesses with frequent partial fulfillment scenarios.
For businesses selling to US customers or in multiple currencies, Sage 300 OE handles foreign currency order entry. Prices can be displayed in the customer currency while all GL postings convert at the current exchange rate. This is common for BC-based distributors serving Pacific Northwest US markets.
Key capabilities
Common questions about Sage 300 OE.
Common questions about this service answered directly.
What does the Sage 300 Order Entry module do?
Sage 300 Order Entry manages the full sales order process from quote to shipment and invoicing. Orders are entered against customer records and priced automatically using price lists. Picking slips and packing lists are generated for warehouse fulfillment. When orders ship, inventory decrements in IC and invoices post to AR automatically.
Does Sage 300 Order Entry support multiple price lists?
Yes. Sage 300 OE supports multiple customer price lists so different customers or customer groups can be assigned different pricing tiers. Promotional pricing, contract pricing, quantity breaks, and discounts are all configurable within the pricing structure without modifying the base item price.
Can Sage 300 Order Entry handle back orders and partial shipments?
Yes. When an order cannot be fully shipped due to stock availability, Sage 300 OE creates a back order for the unfulfilled quantity automatically. Partial shipments are invoiced for the quantity shipped. The back order remains open until the remaining items are available to ship.
How does Sage 300 OE integrate with Inventory Control?
When a shipment is processed in Order Entry, the inventory quantities for the shipped items are decremented in Inventory Control immediately. Cost of goods sold posts to the GL at the correct cost for the items shipped based on the IC costing method. This real-time integration eliminates manual stock adjustments and double-entry between systems.
Can Sage 300 Order Entry generate quotes before orders are confirmed?
Yes. Quotes can be created for prospective customers or existing customers before converting to confirmed orders. Quotes do not affect inventory levels or GL until they are converted. This is useful for sales teams that need to produce formal written quotes and track quote-to-order conversion.
Ready to implement Sage 300 Order Entry?
Start with a complimentary assessment. We review your current order processing workflow and show you exactly what a Sage 300 OE implementation would look like.