Often companies will want to copy the customer’s salesperson into order acknowledgments or invoices sent electronically through Sage 100 Paperless Office.
That option is included in the setup process for salespeople and has been greatly improved in Sage 100 2019 and newer versions.
View this Sage 100 step by step software tip in a video format (9:48)
View this Sage 100 step by step software tip with individual screen shots below.
Below, we will walk through the steps of doing this.
If you want a salesperson to receive copies of all paperless office invoices for their customers.
- Go into Accounts Receivable –> Setup –> Salesperson Maintenance.
- Enter the salesperson’s email address and click the “Paperless” button.
- Here, you can setup, per document, if this salesperson should get a copy of the paperless office document sent, and if so, should they be copied into the email in a way the customer sees their email address or just a Bcc (blind carbon copy) where the customer doesn’t see their salesperson copied in.
Of course, if you are on Sage 100 2019 or newer versions, you can mix the two options together. You could set up a salesperson to receive all S/O Invoices, but only be copied into an A/R Statement on certain customers doing the method previously described.
These setup options open the door to communicating with your sales team on what is happening with their customers, as it happens.
For more information or assistance on you Sage 100 software, please contact our Sage 100 support team at 260.423.2414.
Copyright 2023 DWD Technology Group | All rights reserved. This article content may not be reproduced (in whole or in part), displayed, modified or distributed without express permission from the copyright holder.
