SAGE
Order Management

The Beginner’s Guide to Order Management

SAGE Order Management is built specifically for our industry, so you have all the tools you need to successfully manage your orders. Here are five ways SAGE Order Management makes your workday easier:

  1. Eliminates the need to rekey information, decreasing your margin of error
  2. Integrates seamlessly with QuickBooks Desktop and QuickBooks Online or you can export your data via XML
  3. Orders are sent to suppliers directly through the SAGE network for faster fulfillment
  4. Connected with our product research module in all three SAGE platforms (Online, Web, and Mobile), so all data is moved to each form as you move through the order process
  5. Ability to include artwork and other file attachments with orders to ensure suppliers have exactly what they need
Order Management
Here is our step-by-step guide on how to use the SAGE Order Management module to streamline your orders and improve your sales process.

How to Create Forms

  • Log into your SAGE Online account. Order Management is also available in SAGE Web and SAGE Mobile.
  • Click “Order Management” in the left menu.
  • Click “Create New” at the top, and choose to create a supplier form or a client form. For example, if you wanted to create a sales order for a client, select “Create Sales Order.”
  • Under “Client,” click the drop-down menu next to client field and choose the client from your CRM. Notice how the client information automatically populates into the Bill To and Ship To information.
  • You can add additional details like reference number, terms, shipping account, etc. When creating clients forms, information like terms, shipping accounts, etc. can also pull from client CRM profiles.
  • When converting to a purchase order, if you have a main contact listed and/or payment terms listed under the supplier’s profile, it will automatically add that information to the corresponding fields. Note, if you have products from multiple suppliers and/or decorators, a separate PO for each will be created automatically.
  • Scroll down to the “Items” section to include any products from your Project Center or even choose to “Add from Scratch.”
  • After adding a product, you can select a quantity, adjust colors if needed, select additional charges, add notes, and more. You can also create an order form straight from a product search. After finding a product, simply click on “Actions,” and choose “Add to Order Form.” You can even drag and drop products into a form by dragging the product into the interactive order tab.
  • To include artwork or files, you can either add from the logo bank, “Add Local File” or drag and drop files to the list.
  • Scroll back up to the top to save, view or print, or email your form. You can send the form directly to the supplier through the SAGE network. You can also track the delivery of the form and know when the supplier looked at it through your history. The SAGE system will also send the form the supplier’s preferred email address.
  • Log into your SAGE Online account. Order Management is also available in SAGE Web and SAGE Mobile.
    • Create Forms
  • Click “Order Management” in the left menu.
    • Create Forms
  • Click “Create New” at the top, and choose to create a supplier form or a client form. For example, if you wanted to create a sales order for a client, select “Create Sales Order.”
    • Create Forms
  • Under “Client,” click the drop-down menu next to client field and choose the client from your CRM. Notice how the client information automatically populates into the Bill To and Ship To information.
    • Create Forms
  • You can add additional details like reference number, terms, shipping account, etc. When creating clients forms, information like terms, shipping accounts, etc. can also pull from client CRM profiles.
    • Create Forms
  • When converting to a purchase order, if you have a main contact listed and/or payment terms listed under the supplier’s profile, it will automatically add that information to the corresponding fields. Note, if you have products from multiple suppliers and/or decorators, a separate PO for each will be created automatically.
    • Create Forms
  • Scroll down to the “Items” section to include any products from your Project Center or even choose to “Add from Scratch.”
    • Create Forms
  • After adding a product, you can select a quantity, adjust colors if needed, select additional charges, add notes, and more. You can also create an order form straight from a product search. After finding a product, simply click on “Actions,” and choose “Add to Order Form.” You can even drag and drop products into a form by dragging the product into the interactive order tab.
    • Create Forms
  • To include artwork or files, you can either add from the logo bank, “Add Local File” or drag and drop files to the list.
    • Create Forms
  • Scroll back up to the top to save, view or print, or email your form. You can send the form directly to the supplier through the SAGE network. You can also track the delivery of the form and know when the supplier looked at it through your history. The SAGE system will also send the form the supplier’s preferred email address.
    • Create Forms

How to Filter and Export Orders

  • To filter your forms, select the “Filters” option at the top of the dashboard. Narrow your search by date range, salesperson, client, supplier, and more.
  • If you would like to export your forms, click the “Exports” button at the top of the dashboard.
  • Export as an XML document, integrate your list with QuickBooks Online, or simply mark your list as exported.
  • You can also select whether you want to export all your orders that have not been exported already, or export only your tagged items. Once your criteria are set, select “Start Export.”
  • To filter your forms, select the “Filters” option at the top of the dashboard. Narrow your search by date range, salesperson, client, supplier, and more.
    • Filter and Export Orders
  • If you would like to export your forms, click the “Exports” button at the top of the dashboard.
    • Filter and Export Orders
  • Export as an XML document, integrate your list with QuickBooks Online, or simply mark your list as exported.
    • Filter and Export Orders
  • You can also select whether you want to export all your orders that have not been exported already, or export only your tagged items. Once your criteria are set, select “Start Export.”
    • Filter and Export Orders
things to know

Things to Know:

The Order Management module integrates seamlessly with QuickBooks Desktop and QuickBooks Online.

Watch the webinar to see how to integrate your QuickBooks Online system.

watch video   Watch Live Demo

How to Run Reports

  • Click “Reports” at the top of the dashboard. The current dashboard view will create a report from what you have on the order management dashboard. Filter this report by tagging documents in the right-hand column to see a report with only those tagged items.
  • For more specific reports, select “Custom Filter” in the “Reports” tab. When you click “Documents”, this will show you all of the order activity within the dates selected.
  • The salesperson summary breaks down the information by each individual sales rep and shows you their number of transactions, total costs, total sell, total profit and GPM.
  • Select “Type” to see specific reports on orders, quotes, invoices and more, helping you monitor what each rep is spending the majority of their time on and which rep is selling the most.
  • Click “Reports” at the top of the dashboard. The current dashboard view will create a report from what you have on the order management dashboard. Filter this report by tagging documents in the right-hand column to see a report with only those tagged items.
    • Run Reports
  • For more specific reports, select “Custom Filter” in the “Reports” tab. When you click “Documents”, this will show you all of the order activity within the dates selected.
    • Run Reports
  • The salesperson summary breaks down the information by each individual sales rep and shows you their number of transactions, total costs, total sell, total profit and GPM.
    • Run Reports
  • Select “Type” to see specific reports on orders, quotes, invoices and more, helping you monitor what each rep is spending the majority of their time on and which rep is selling the most.
    • Run Reports
things to know

Things to Know:

The best part is that you can access the Order Management module and all your data from SAGE Online, SAGE Web, and SAGE Mobile!

For more details on Order Management, contact your SAGE account executive!

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