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  • Setting Zones in Sage X3

    Hey All, My company has purchased a wave picking function in Datalinx. During our first brainstorming session we've brought up Zones(zoning our warehouse). We believe we need to set zones as we go down this road. Problem is where to start? My question…
  • Linking products supplied with customer price list in same report

    Hi, I'm looking to create a report that shows me the products supplied to a customer linked to their price list. I can find a report that give me the products with standard prices but not one that shows a history of products supplied with a customer…
  • B/fwd row on customers sale tab

    We have a couple of anomalies which have previously gone unnoticed. They affect any customer that has had a refund. For example, customer A had a refund back in November 2015 (8 years ago) the value of the refund was £1122.64. If we look at the sales…
  • sale credit note

    Hi, we agreed with one our client to allocate a credit note, it happened when we have already recorded related sale invoices. They send a remittance and applied the agreed credit note. When I want to "record a payment" for the invoice, I try to add…
  • objetivo para vendas por client, familia e ou produto

    Boa tarde, Será possível estabelecer um objetivo para vendas por cliente, familia ou produto, por mês ou por outro período.
  • Recording sales

    Learn how to issue invoices and record money received in the 'Record Your Sales' support hub. Topics include: Quick entries Sales invoices Quotes and estimates Credit notes Matching invoices to payments and credits Selling overseas Visit…
  • Sage 50 Customer Order Form Plug In

    Hello, I'm looking for a solution to streamline our ordering process. Specifically, does there exist a plugin or software that allows customers to fill in an order form, which then automatically imports the data directly into Sage? I'd like to eliminate…
  • Seeking Comprehensive Sales Analysis Application

    Hello, We are searching for a powerful sales analysis application that offers comprehensive reporting capabilities. We need detailed sales reports categorized by customer, country, product, and sales representatives, among other criteria. If you have…
  • DEFAULT DATE TO BE BLANK WHEN POSTING A TRANSACTION

    Please can Sage50 consider the option to leave the default date blank upon entering transactions to ensure that the correct document date is entered, and not posted as today's date. This will ensure that there are no future transactions sitting in the…
  • Ability to set Product > Sales tab > Base price > in Product-Customers tab (and the same for Purchase base price > in Product-Supplier tab)!

    Price list are great tools in Sage X3 and never failed me in any of my projects to be able to setup even highly complex price lists. The issue is that sometimes client want to be able to add a simple price for each Customer and Supplier as base price…
  • Emailing Invoice: Request for BCC Option

    We have been using Sage Accounting for more than a year already and I'm loving the software, the updates, and the Community Help. We are thankful for those. With regards to future updates, just hoping a Blind Carbon Copy (BCC) option in emailing invoice…
  • queries

    why people should use sage and not their normal accounting platform? also people should pay and learn this new accounting platform? and what is the price?
  • ERROR: Posted Sales Invoices Cannot Be Retrieved (Sage Cloud Accounting)

    I have posted several Sales Invoices today, May 4, 2023. But all cannot be retrieved. I cannot view them on the Sale Invoice Module, Customer Module, etc.. I am sure I have posted the invoices because I have downloaded copies. The chat button is also…
  • Non billable Delivery with pick ticket for ADC mobile picking?

    We have a nice Sage X3 puzzle, here it goes: We want to pick from new ADC mobile webapp the stock to be issued on a non-billable delivery; We create an order to have the pick ticket, I think we cannot have pick tickets without orders; Then we pick…
  • Editing Service Invoice Splash layout

    Using "service invoice" as the default for invoicing but would love to be able to add other columns to the window without having to click into each line. Product Invoices do not work for our company - don't want a work around, want a solution. Currently…
  • Record already exists, Transaction stopped error when creating Sales credit note

    Issue: When creating Sales credit note, you get the error below: 2 3 (Error) : Table : CPTANALIN [CAL] Key : SID 0 SINNABXXXXXXXXXXXXXX Record already exists Transaction stopped 3 3 (Error) : 3Table : CPTANALIN [CAL] Key : SID 0 SINNABXXXXXXXXXXX …
  • ETSY help with showing on Sage!!

    Please does anyone have a clue with how I enter Etsy transactions onto Sage?! It's a nightmare as the payments received have VAT already excluded (or the other way around) and then theres the fees which are either with or without VAT. I just want a…
  • Dashboard sales graph: Reversing a sale

    Thank you in advance for your help with this. We generated an invoice which was paid by credit card via our stripe integration with Sage Accounting. The sale was cancelled but no transaction was entered to reflect this (yet). The person giving…
  • Importation Quickbooks Ventes

    Bonjour,... premier log ici et première question... J'ai un client qui a QuickBooks et qui m'envoie ses ventes dans un fichier .xls Ai-je un moyen de l'importer dans Sage Comptabilité en ligne facilement ? Dois-je retravailler chaque mois son…
  • ALIFMI entry point in TRTVENCDE

    Dear all, I'm new in SAGE X3 and wanted to know if there is a possibility to change the default value for the field FMI in a Sales order line. I found in the entry points documentation that this can be done by using the entry point ALIFMI but not…
  • Payments with Order - Non base currency

    We have many customers who pay % deposits so we use the payments with order function a lot. Unfortunately this is not possible for customers set up in non base currencies. We propose that Sage is updated to be able to process payments with orders for…
  • Sales Journal - debiting a payable

    Hi. In the Sales Journal, is it be possible to set up a transaction to debit a payable, instead of Cash or A/R? We am attempting to do the following transactions in Sage 50 2019 Canadian Edition: 1) Increase the size of petty cash for our shop; and…
  • Comment configurer la taxe d'hébergement ?

    J'aimerais pouvoir faire en sorte que la taxe d'hébergement se calcule automatiquement lorsque je facture mes clients. La taxe provinciale du Québec est taxable mais pas celle du fédéral. Merci
  • Creating Sage X3 Alerts

    Hi team, I want to create a rule where Sage X3 will either be notifying or prohibit user from proceeding when they want to create a quotation for a supplier who has reached a certain credits amount (to be agreed) ie has several outstanding invoices…
  • Price Search function not able to search two products ?

    Dear Sage Community, After searching one price for a combination SKU/Customer (click on Apply and it works), I was trying to search a second price for another SKU for the same customer (SKU2/Customer). But the APPLY button does nothing for the second…