Course description

The Sage 300 Order Entry course provides learners with the knowledge and practical skills required to successfully configure and operate the Order Entry module within Sage 300. Participants will learn how to establish system settings, create templates and shipping methods, manage miscellaneous charges, process customer quotes and sales orders, create shipments and invoices, manage credit and debit notes, perform day-end processing, and generate operational reports.

The course follows the complete Order Entry lifecycle from customer quotation through invoicing and financial integration. Students gain hands-on experience working with customer orders, inventory availability, pricing structures, taxes, sales commissions, multicurrency transactions, and General Ledger integration.

 By the end of the course, learners will be able to confidently administer Order Entry processes, improve transaction accuracy, streamline workflows, and support business operations using Sage 300.

What will i learn?

  • Configure Sage 300 Order Entry options and setup parameters.
  • Create and maintain templates, miscellaneous charges, ship-via codes, and email messages.

Requirements

  • Prerequisites • Basic knowledge of accounting principles • Understanding of order fulfillment and sales processes • Familiarity with Sage 300 navigation and menus • Basic Windows computer skills

Frequently asked question

Order entry clerks, customer service representatives, inventory personnel, accounting staff, ERP administrators, consultants, and Sage 300 users responsible for sales order processing.

Basic Sage 300 navigation knowledge is recommended but not mandatory.

Accounts Receivable and Inventory Control should be installed and configured before working with Order Entry.

Yes. The course covers the entire transaction lifecycle from quote creation through invoicing and reporting.

Yes. Tax groups, tax classes, multicurrency setup, exchange rates, and currency processing are included.

William Wingson

Director of Training

William’s passion for learning and making the learning experience exciting is remarkable. With a degree in Statistics, a Certificate in Business, a Certificate as Sage 300 and Sage 50 trainer, William offers practical information necessary to operate successful businesses.  As the Director of Training for Total Corporate Learning Inc., William uses his wealth of training experience to educate and positively impact business owners in the use of software in the day-to-day operation of their businesses.

KSh 35,000.00

Lectures

0

Skill level

Intermediate

Expiry period

Lifetime

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