Mastering Sage 300 Order Entry: Quotations, Shipments & Invoicing

Welcome to this practical Sage 300 Order Entry tutorial, where we explain the complete sales transaction flow from quotation and sales order creation to delivery note, invoice posting, and G/L transaction review. ▶️ Visit Saifee Website: https://www.saifeecomputers.com ▶️ Visit Tally Prime Website: https://www.tally.ae ▶️ Visit Microsoft Dynamics 365: https://www.365dynamics.ae 📞 Contact: +971 4 2399551 ▶️E-mail: [email protected] ▶️ Please Subscribe:    / @erpgenie   In this video, you will learn how the Order Entry module in Sage 300 helps businesses manage customer sales transactions step by step. Before creating a sales order, we also cover key setup requirements, including customer price list assignment, item pricing, and inventory control settings. The tutorial shows how to create a sales order, select a customer, choose the shipping location, add inventory items, enter quantities, review prices and taxes, assign a salesperson, and post or print the order. Next, we move to Shipment Entry, where you will learn how to create a delivery note against an existing sales order. You will also see how Sage 300 automatically pulls customer and item details, how to use the “Ship All” option, and how to post the shipment. After that, we cover Invoice Entry and show how to generate a sales invoice from the posted shipment. The video explains how to select the shipment number, validate quantities, prices, and totals, and post the final invoice. Finally, we review the G/L Batch List and the journal entries created from the sales transaction, including inventory, shipment clearing, accounts receivable, VAT, sales, and cost of sales. This Sage 300 tutorial is useful for beginners, business owners, finance teams, and ERP users who want to understand the complete order-to-invoice process inside Sage 300 ERP. ▶️ 0:00 - Introduction to Sage 300 Order Entry 0:21 - Prerequisites: Customer & Price List Setup 01:14 - Order Entry: Creating Sales Orders & Quotes 03:11 - Shipment Entry: Managing Delivery Notes 04:05 - Invoice Entry: Finalizing the Sales Process 04:45 - G/L Transactions: Reviewing Batches & Journal Entries If you like this video, please SUBSCRIBE and don’t forget to press the 👍 like, comment, and share! --- ▶️ Other Videos: • Streamline Your Contracting Business with Tally Prime:    • Tally Prime Tutorial for Contracting Busin...   • Sage 300 Desktop:    • Sage 300 Desktop: Essential Keyboard Short...   • Sage 300 Accounts Receivable:    • Sage 300 Accounts Receivable | How to Reco...   • Sage 300 - Purchase Order:    • Sage 300 - Purchase Order to Landed Cost a...   --- #ERPgenie #Hakeemuddin #Sage300 #orderentry #erptutorial #salesworkflow #invoicingsoftware #businessautomation #inventorymanagement #salesorderprocess #sagetutorial #sage