Manually entering sales orders into Sage 300 can be a repetitive and time-consuming task. To solve this challenge, many businesses turn to Excel automation. In this blog, we will display a Excel macro tool developed to bulk import Sales Orders into Sage 300, complete with customer, item, and ship-to lookup functionalities.
This tool is ideal for businesses managing high volumes of orders daily and seeking a reliable, user-friendly solution to streamline data entry.
How the Excel Works to Import Orders in Sage 300.
- User Inputs Order Data
- Populate the spreadsheet using the format provided. Each row corresponds to a single order line.
- Use Lookup Buttons
Use Find buttons to search and autofill valid:- Customers
- Items
- Ship-to locations
- Click “Import Orders”
The Import Orders button executes the VBA macro which:- Validates data entries
- Groups lines by order
- Connects to Sage 300 using COM or API integration
- Creates Sales Orders and Line Items
- Confirms success or shows error log if needed
User can check all the imported Sales Order in Sage 300.
If you think you would be benefit from this customization, feel free to contact us at consulting@alphaerpglobal.com.