Sage Alerts and Workflow can change your life

Sage Alerts & Workflow is a Sage add-on product that allows users to generate queries depending on the information that is being tracked. For example, if a user wanted a list of open invoices from clients that are over 30 days due and wants the list generated once every 15 days, Sage Alerts can generate the list and send it to one or multiple departments via email automatically. Users can also customize the categories that they wish to include in the query. For example, they can include the name or ID code of the sale representative of a specific transaction, the payment code method that was used for the transaction, and which pricelist was used, just to name a few.

Currently I am working with a client who uses Sage Alerts. One of the queries that they use includes all inventory items whose quantity on hand minus the quantity on any current sales order is less than or equal to 0. Another query, which is scheduled to run every Monday at 8AM, is to gather a list of clients who have open invoices that are over 30 days old. For this same client, I am currently trying to create a query that will compare sales from this current year to prior year based on a specified date range.  Then the query will identify those customers whose incoming sales revenue compared to the prior year is less than $3,500.00.

Sage Alerts & Workflow is also compatible with Customer Relationship Management (CRM), Human Resource Management Systems (HRMS), Enterprise Resource Planning (ERP) software, to name a few.

For more questions regarding the acceptance of credit cards through your Sage ERP software, contact your WAC Solution Partner for more information.

Written by Stephanie Piller, WAC Solution Partners- Midwest.

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