Commercials - Managing your sales orders
From raising a quotation or order to checking stock, delivering goods and raising invoices, Sage 200 gives you complete control of your entire sales order process.
Automatically produce all the documents you need including delivery notes, invoices, picking lists and acknowledgements as part of the sales process.
Rapid order entry
For standard pricing and delivery addresses, enter your orders in just a few keystrokes and get the goods on their way.
Flexible ordering options
If you need to record more information, switch to full order entry so you can change discounts and add non-stock items. With trade counter order entry, you can create an order, allocate and dispatch stock and print an invoice all in one process.
Manage discounts and margins
Give authorised staff the tools to negotiate on prices. See any changes to cost pricing and view the profit on any item or trace discounts over time.
Match your stock to your customers’ needs
Search for stock items to match your customers’ needs during the sales order entry process. Tailor invoice layouts to individual customers or suppliers.
Work with stock and sales
Handle pricing and credit control efficiently with sales order processing linked to your stock, price book and sales ledger. When orders are processed, all the relevant information is updated including stock records, customer balances, VAT return and management reports.
Manage multiple currencies and exchange rates
When customers place orders in their own currency, you control the exchange rates and apply them at order entry or invoice stage, so you manage the risk of exchange rate fluctuations.
Create new accounts and quotes easily
Use existing templates to quickly create quotes and accounts for new customers. Create pro forma invoices and convert them to sales orders.
Support simple or complex pricing
Easily apply discounts, promotions or price-band schemes to multiple customers (even with multiple currencies). With unlimited price bands for each stock item it’s easy to understand and maintain prices by units of measure (e.g. bottle, case and crate) adapted to your business. Sage 200 can also validate your pricing schemes, making sure you maintain sensible margins.
Maintain profit
Analyse products down to customer or supplier levels, viewing profitability month by month.