Step-by-Step Guide to Setting Up Vendor-Specific Forms for Electronic Delivery in Sage 100
Streamlining vendor communications and enhancing efficiency in Sage 100 is easier than ever. In this comprehensive guide, we'll show you how to set up vendor-specific forms for electronic delivery. Discover the benefits of this process, including reduced paperwork, faster communication, and improved accuracy. Let's explore how to optimize your Sage 100 experience.
Setting up vendor-specific electronic form delivery in Sage 100 offers several compelling advantages:
Efficiency: Electronic delivery eliminates the time and resources spent on printing, mailing, and filing paper documents. It speeds up the entire procurement process.
Reduced Errors: Electronic forms reduce the risk of manual data entry errors. Information is directly transmitted, minimizing the chances of typos or inaccuracies.
Cost Savings: Save on printing, postage, and storage costs associated with paper documents. This cost-effective approach improves your bottom line.
Faster Communication: Electronic forms allow for near-instantaneous transmission of information, facilitating quicker responses from vendors and better decision-making.
Improved Record Keeping: Electronic documents are easier to organize, archive, and retrieve. You'll have a digital record of all transactions, making audits and compliance easier to manage.
Enhanced Vendor Relationships: By accommodating vendors with their preferred communication methods, you can strengthen your vendor relationships and potentially negotiate better terms.
Customization: Tailoring forms to individual vendor requirements ensures you meet their unique needs, fostering a more productive partnership.
Environmental Impact: Going paperless contributes to sustainability efforts by reducing paper consumption and waste.
By setting up vendor-specific electronic form delivery in Sage 100, you not only streamline your operations but also enhance accuracy, reduce costs, and foster better relationships with your vendors.
How to set up vendor-specific forms for electronic delivery in Sage 100
1. Expand Accounts Payable and Main. Double-click Vendor Maintenance.
2. Click the Main tab and specify the primary e-mail address.
3. Click the Paperless button.
4. In the Document list, select a document (for example, P/O Order).
5. In the PDF Delivery Options area, select E-mail (Print and Fax, if necessary).
6. Click the E-mail tab.
Select Use E-mail Address in Data Entry to use the e-mail address entered in data entry.
Note: For customers with separate Ship-to Addresses and E-mail Addresses tied to those Ship-to Addresses, this allows Electronic Delivery to the E-mail Address for the Ship-To Location
Select the Use Customer E-mail Address check box to use the primary e-mail address on the customer account.
And/or in the To Custom Contacts area, select a primary contact code to use when e-mailing this customer.
And/or in the Additional E-mail Addresses add E-mail address not assigned to the Vendor.
7. Click Accept and repeat the steps above for each document (if all documents was not selected).
Should you have any questions about setting up vendor-specific forms for electronic delivery in Sage 100 or need other support with managing your Sage 100, we at Ardent Consulting are at your service. Our team of experts is ready and eager to help you navigate your system challenges and optimize your business's potential. We prioritize your business’s health and are committed to supporting your journey every step of the way.