BPA Platform

Report & Document Automation

Sage 300 Automated Sales Reporting

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Sage 300 Automated Sales Reporting

Are you looking for a Sage 300 Automated Sales Reporting solution to automatically run and distribute sales reports to team members and other important stakeholders? Or, are you or your colleagues expected to create and distribute ad-hoc sales reports when certain business rules are approached or broken e.g. slow product line sales or monthly sales figures are below target?

Codeless Platforms' Sage 300 Automated Sales Reporting solution can enable organisations of any size to quickly and cost effectively automate the creation and distribution of scheduled or event based sales reports.

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Sage 300 Automated Sales Reporting Scenarios and Benefits

Common automated sales reports and documents for Sage 300 include:

  • Monthly/weekly/daily sales performance by sales representative
  • Monthly/weekly/daily sales by product line, region or other criteria
  • Event based reports e.g. sales below targets or large orders placed
  • Monthly/weekly daily reports on discounts provided
  • Monthly/weekly daily sales reports by profitability
  • Inbound/email or SMS triggered sales reports

Our Automated Sales Reporting solution can automatically create and send your reports via email, FTP, attach the report to a CRM record or place the report on a network location.

Common commercial advantages achieved by automating sales report creation and distribution with Sage 300 include:

  • Removal of repetitive administration and reporting errors
  • Increased visibility of business information to aid decision making
  • Improved compliance and company procedures
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Sage 300 Integration

Learn more about Sage 300 ERP connector.

Sage 300 Automated Sales Reporting starts from...

BPA Server

Standard Product Base Server

Starts from:

$2,527

Report & Document Automation

Report & Document Automation

The Report & Document Automation capability automates the creation and distribution of internal or external reports or documents.

Learn more about Report & Document Automation connectors

Drag and drop scheduler

Automate the creation and distribution of reports and documents via a drag and drop scheduler or database event tools.

Automate reporting tools

Automate popular reporting tools such as Crystal Reports, SSRS (server and local mode) and reporting engines native to a business application.

Save and send

Ensure copies of all reports and documents are saved to both a network location or sent via email, FTP or print.

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