New Feature in Sage 100: Customer Telephone on Sales Order Invoices

Sage 100 has always been a reliable choice for businesses looking to streamline their accounting and sales processes. With the release of version 2025, Sage has introduced a significant enhancement to the Sales Order module, designed to improve the user experience and enhance customer communication. This update addresses a long-standing limitation where only fax numbers were available, and now includes the addition of customer telephone numbers on sales order invoices. Let’s dive into the details of this new feature and how it can benefit your business.

What’s New in Sage 100 Version 2025?

In the previous versions of Sage 100, users could only access fax numbers in the Sales Order module. This limitation often hinders effective communication with customers, particularly in an era where instant communication is crucial for maintaining strong business relationships. With the 2025 update, Sage has made a significant leap forward by allowing users to add customer telephone numbers directly to the sales order invoice header tab.

Key Enhancements

The new feature impacts several critical tasks within the Sales Order module:

• Sales Order Entry: When entering a new sales order, users can now input the customer’s telephone number directly into the invoice header. This ensures that the most relevant contact information is readily available for any follow-up communications.
• Sales Order Invoice Data Entry: During the invoice data entry process, including the customer's telephone number enables quicker access to contact details, facilitating faster resolution of any issues or inquiries related to the invoice.
• Sales Order and Quote History Inquiry: Users can now view customer telephone numbers when reviewing sales order and quote history. This enhancement makes it easier to reach out to customers regarding past orders or quotes, improving customer service and engagement.
• Accounts Receivable Invoice History Inquiry: The addition of customer telephone numbers in the accounts receivable invoice history provides a comprehensive view of customer interactions. This feature allows businesses to maintain better communication with customers regarding outstanding invoices or payment inquiries.

Benefits of the New Feature

The integration of customer telephone numbers into the Sales Order module offers several advantages:

• Improved Communication: With direct access to customer telephone numbers, businesses can refine their communication strategies, resulting in enhanced customer satisfaction and loyalty.
• Increased Efficiency: Sales and accounting teams can save time by having all necessary contact information in one centralized location, thereby reducing the need to search for customer details across multiple systems.
• Enhanced Customer Service: Quick access to customer contact information enables prompt responses to inquiries, promoting a more responsive and customer-centric approach.
• Streamlined Processes: The new feature simplifies the workflow for sales order entry and invoice processing, enabling teams to manage their tasks more effectively.

Conclusion

The addition of customer telephone numbers to the Sales Order module in Sage 100 version 2025 is a welcome enhancement that addresses a critical need for improved communication and efficiency. By enabling users to access essential contact information directly within sales order invoices, Sage empowers businesses to strengthen their customer relationships and streamline their operations.

As businesses continue to adapt to the evolving landscape of customer expectations, features like these are crucial for maintaining a competitive edge. If you haven’t yet upgraded to Sage 100 version 2025, now is the perfect time to take advantage of this exciting new feature and enhance your sales order processes. Reach out to our team to get your system to the newest version.