AutoSimply SalesAnywhere

SalesAnywhere is a mobile sales solution for Sage 300. Complete sales transactions while you're on the road and post them to Sage 300 on-line real-time.

Note that this app is compatible with AutoSimply SalesAnywhere 2021 module or above for Sage 300. If you are using AutoSimply SalesAnywhere 2020 or below, install the "AutoSimply SalesAnywhere 2020" app instead.

Quotations

• Impress your customers by creating and sending them quotations instantly in front of them, instead of days later

Orders and invoicing

• Create sales orders and invoices remotely and post them to Sage 300 O/E right away

Payments

• Record payments right away and post to A/R

Dunning

• Put your salesmen in control of reminding their customers of overdue payments. They would be glad as their commissions depend on full customer payments

SalesAnywhere 2021 enhancements and features

Support partial shipment Support edit document Support Kitting item with component stock information and quantity checking Support miscellaneous charges Enhanced item searching to show prices and default selling UoMs

POS mode

• Grid view with item images
• Payment with credit card function (need to set up credit card mapping)
• Receipt and report printing
• Document action and permission settings
• Item stock information in locations
• Retrieve previous documents for editing, posting and report printing

Support "Ship Via" input and default ship via value for document Support to select price list when editing item Option to keep quotation while creating document(s) based on the quotation Over-ship warning Add Korean language and multi-language support Added validation and checking for actions in different document types Added commit quantity function and commit all quantity in a document Added price check and multiple validation when editing item detail Added quantity and commit quantity checking for kitting item Added document discount percentage and amount Added option to include misc. charges for discount Added default price list in SalesAnywhere options Added more detail information when searching customer (e.g. price list, terms, credit limit...) Added more detail information when searching document (e.g. related documents, tax, total, last created by...) Added "Reference" column input for document Added "PO number" column input for document Added header and line “Expected ship date” input Added header “Comment” input for document Added “Ship date” input for shipment Added warning message for item unit price is 0 when posting in POS mode Added to display document number Fixed detail contact popup contact text and contact email issue Fixed incorrect receipt information and discount Fixed signature related issues Fixed discount percentage, discount amount and ext. amount issue when changing unit price Fixed change calculation in payment Fixed fractional quantity check for quantity and commit quantity Support insert item in specific item line Support check number and reference number in payment Re-design create document UI Various bug fixes and UI changes