New Customer Notification
The Sales Ledger Addon for Sage 200 automatically sends an email with terms and conditions when a new sales ledger account is created in Sage 200. The email can include attachments with full terms and conditions, such as a pdf.
The email is initiated from the “Save And Send Terms” button at the foot of the “Enter New Sales Ledger Account” screen. The email will be sent to the default contact’s email address. A simple setting screen allows the user to setup and amend the text contained in the email.
Customer Stock Codes
Customer Order Number Check
When a user is entering or amending a sales order in Sage 200, they have the option as standard to enter a customer order no. on the sales order header.
Our Customer Order Number Check Addon extends the functionality on this screen to check whether the customer order number that has been entered by the user has already been used on a previous sales order for the same customer.
Create New Customer on the Fly
Customer Bank Details
Provides an additional tab to the sales ledger account in Sage 200 which allows for customer bank details to be stored.