Customer Relationship Management

[ramonekalsaw]

Hello, 

Sage Mas 200 has been recommended to me for use in my herb supply business. One must-have feature I need is to be able to email my customers a .csv file of their invoice so they can easily import their order into their accounting/spreadsheet programs for inventory management purposes. 

1. Does Sage Mas 200 have this capability? 

2. If it does, is it as simple as creating a .csv file in a spreadsheet program like Excel or  iWorks Numbers: File > Export  ...?

3. And how easy is it to email the .csv invoice to the client once it's created?

Thanks for helping me understand this. 

Ramone

[BigLouie]

Normally this is something the reseller would demo in the sales presentation but since you are asking this here goes.

No MAS cannot do this natively but you can do it with Knowledge Sync which is a business monitoring software that Sage supports and recommends. We use it. It could do this very easily and it would not take long to setup.

However let me point out that normally a customer would issue you a purchase order and when you ship the order they would do a Receipt of Goods in their accounting systems. I can't imagine someone having a modern accounting package that does not have purchase order with receipt of goods.

[DFeller]

You could do it manually if you change your form to be exportable to Excel.

Dawn

[ramonekalsaw]

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DFeller wrote:

You could do it manually if you change your form to be exportable to Excel.

Dawn

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I'm trying a test with one of my suppliers who uses Sage Mas 200 to see how this process works. I asked him to email me a .csv of the invoice for an order I placed. He said he didn't know how to do this and asked his manager. She didn't know either and asked their Sage Mas 200 consultant who said she'd have to create a 'Crystal' report just to generate the .csv and then go through some other customization to get the file to email to me; said it would take about 90 minutes of development time @ $200 per hour!

This makes no sense to me, given that Excell or Numbers creates a .csv file as a first level export option. 

Is my supplier not understanding the capabilities of Sage Mas 200? For me to purchase Sage Mas 200 I have to have this most rudimentary option available. 

Since I don't have a copy of the program to work with. Can anyone list the steps that it takes to: 

1. Save an invoice as a .csv

2. Email the .csv to the client

... this way I'll be able to walk my supplier's customer care rep through the steps so I can verify that Sage Mas 200 can meet my needs.

Thanks for your help. 

[DFeller · Accepted solution]

I posted the response in one of the other posts you replied to.

Dawn

[jerrynorman]

Isn't what you're trying to do essentially a "poor man's" EDI? Normally if customers want electronic invoicing, their system is setup to accept EDI transmissions from vendors.  If this is only a one-off customer needed csv data, that's one thing (Excel ODBC access is probably the cleanest, simplest and most reliable for that). But if you have several or more customers needing this, then I suspect that your customers woud prefer EDI.  There are many options for meeting that requirement for MAS 200.