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Sage 100 - Warehouse Process Overview
Micah A. Parker avatar
Written by Micah A. Parker
Updated over a year ago

Product: Sage 100


Whenever you're utilizing a Warehouse or a 3rd-Party Logistics (3PL) company you'll want to use the Warehouse Process in order to send copies of Purchase Orders (850) known as a Warehouse Shipping Order (940) to your Warehouse so that they may fulfill the order for you - returning a Warehouse Shipping Advice (945) in return informing you of how that order was fulfilled.


Purchase Order


A Trading Partner will initiate an order by sending a Purchase Order (850) - this Purchase Order will then need to be Exported from Transaction Manager and create a Sales Order Entry within Sage 100


Warehouse Shipping Order


Once the Sales Order Entry is created - you'll have the ability to Import it back into Transaction Manager as a Warehouse Shipping Order (940) which will act as a copy of the original Purchase Order

This Warehouse Order will then be sent to the Warehouse/3PL where they will then be able to fulfill it on your behalf


Warehouse Shipping Advice


Once the Warehouse has finished packaging and shipping out the physical goods for you - they will then send back a Warehouse Shipping Advice (945) which provides all the information needed for you to forward back to the original Trading Partner who placed the order in the first place.

Whenever you Export out the Warehouse Shipping Advice from Transaction Manager Sage 100 will automatically generate both an Invoice Data Entry as well as a Shipping Data Entry


Invoice & Advance Ship Notice


After the system automatically generates the Invoice Data Entry and Shipping Data Entry inside of Sage 100 for you - you are ready to import them into Transaction Manager generating an Invoice (810) and and Advance Ship Notice (856) to be sent to the originating Trading Partner.

rev 5/24/2023

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