Excel Sales Order

 

Automate Sales Order Creation in Sage 300 from Excel

 
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Turn Distributed Sales Data into Accurate Sales Orders

 

Excel Sales Order is a purpose-built Sage 300 utility that enables businesses to generate sales orders directly from Excel files submitted by multiple sales representatives. Sales teams can continue working in Excel, saving their files to a shared server, while administrators use the tool to automatically transfer validated data into the Sage 300 Order Entry module. This streamlined approach eliminates manual entry, reduces errors, and ensures accurate sales order processing without increasing ERP license costs.

 
 

Key Features

Multi-File Excel Import

Consolidate sales order data from multiple Excel files into a single, automated import process. 

Centralized Folder Integration

Point the tool to a shared server location where sales representatives save their Excel files.

Automated Sales Order Creation

Convert Excel-based order data directly into Sage 300 Order Entry sales orders.

Standardized Data Mapping

Ensure consistent formatting and accurate data transfer into Sage 300.

Excel Sales Order

Immediate Results your Team will Notice

Looking for Something More Customized?

 

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Not every business runs the same way. If you have specific fields, reporting formats, or validation needs, our team can build a custom version of this tool just for you.

 

 
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