Accounting Software Shreveport

Sage 100 ERP: Can I flag customers on credit hold in Sage CRM?

Posted by Adrian Montgomery on Thu, Jun 21, 2012 @ 12:17 PM
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Question:  Can I flag customers on credit hold in Sage CRM?

Sage CRM uses the data in Sage 100 ERP (Formerly MAS 90 MAS 200) to flag customers on credit hold.  Based on permissions the Sage CRM user can be prevented from placing orders for customers on credit hold.  Also based on permissions, the user can collect on past due invoices in order to place a new order.  By using Sage CRM and Sage 100 ERP together, the back office and the front office are kept informed of important decisions to make in regard to customers.

Please watch our short video clip to learn more!



Image provided by by kougar on Flickr

Tags: Sage 100, Sage 100 Demo, Sage 100 tutorial, SageCRM, SageCRM Tutorial, Sage CRM, Sage 100 ERP