Context-sensitive Notes anywhere in Sage 300cloud
Context-sensitive notes can be attached to any Sage 300cloud screen or field. You control access through role-based rules. Combine with other Orchid products for even more dynamic content.
Benefits
Improved collaboration
All users have access to the same key information directly from the Sage screen, reducing the reliance on Operations Manuals or personal reference material.
All users have access to the same key information directly from the Sage screen, reducing the reliance on Operations Manuals or personal reference material.
Improved customer service
Customer-facing staff can see relevant, context-sensitive information when they need it, resulting in more efficient and consistent interactions.
Customer-facing staff can see relevant, context-sensitive information when they need it, resulting in more efficient and consistent interactions.
Supports on-the-job training
Pop-ups displaying contextual data-entry tips and guidelines help improve consistency and educate less experienced staff members.
Pop-ups displaying contextual data-entry tips and guidelines help improve consistency and educate less experienced staff members.
A customization platform
While Notes provides many benefits on its own, it can support even more flexible and sophisticated Extended Notes when used in conjunction with Orchid Extender.
While Notes provides many benefits on its own, it can support even more flexible and sophisticated Extended Notes when used in conjunction with Orchid Extender.
Details
Related Products
Bin Tracking
Bin Tracking, from Orchid Systems, lets you accurately track items across multiple Inventory Control locations from within Sage 300cloud.
Bin Tracking
Data Views
Data Views, from Orchid Systems, lets you easily turn Sage 300cloud Optional Fields into database columns for easy, efficient report writing.
Data Views
Document Management Link
Document Management Link (DML), from Orchid Systems, puts relevant documents just a click away from your Sage 300cloud screens.
Document Management Link
EFT Processing
EFT Processing, from Orchid Systems, streamlines payment and collection processes by transferring Sage 300cloud receipts and payments, through to the electronic funds transfer (EFT) functionality of your banking software.
EFT Processing
Extender
Extender, from Orchid Systems, is a cost-effective way to tailor Sage 300cloud without the need to write complex code. Take customization to the next level with the power of Python when you upgrade to the Developer edition.
Extender
Freight SmartLink
Freight SmartLink, from Orchid Systems, tightly integrates freight carrier and cost management into Sage 300cloud.
Freight SmartLink
Info-Explorer
Info-Explorer, from Orchid Systems, is a powerful yet affordable BI tool, with drill-through to Sage 300cloud, that supports integrated analysis & budgeting.
Info-Explorer
Inter-Entity Trade
Inter-Entity Trade, from Orchid Systems, automates transaction flows in Sage 300cloud when related entities trade good and services with each other.
Inter-Entity Trade
Inter-Entity Transactions
Inter-Entity Transactions, from Orchid Systems, facilitates the management of allocations and transfers between related entities in Sage 300cloud. It automatically generates offsetting entries based on highly configurable rules.
Inter-Entity Transactions
Optional Tables
Optional Tables, from Orchid Systems, frees you from the constraints of the standard Sage 300cloud data model by letting you easily create and manage your own custom tables.
Optional Tables
Process Scheduler
Process Scheduler, from Orchid Systems, lets you schedule your recurring business processes to run unattended. Run critical processes outside of business hours, while knowing you'll be notified if errors occur.
Process Scheduler
Remote Action Service
Remote Action Service, from Orchid Systems, enables users to respond to Extender Workflow action requests when then are away from their desk and not logged in to Sage 300cloud.
Remote Action Service
Report Runner
Report Runner, from Orchid Systems, streamlines the setup, execution and distribution of Crystal Reports or Sage 300cloud Financial Reports.
Report Runner
Return Material Authorizations
RMA, from Orchid Systems, lets you track product returns and repairs accurately. Improve efficiency and customer service by using consistent, configurable workflows, all from within Sage 300cloud.
Return Material Authorizations
Workflow Anywhere
Workflow Anywhere, from Orchid Systems, is a made-for-mobile App version of the Extender Workflow Console. It lets you monitor and action your Workflow tasks in Sage 300 while out and about.
Workflow Anywhere
Similar Apps
AutoEntry
AutoEntry helps users become more productive, letting them focus on running their business rather than doing admin. It is an intelligent, cloud-based solution which eliminates bookkeeping data entry, so users never again have to type up invoices or receipts. AutoEntry captures and analyses scanned and photographed paper documents, including bank and credit card statements, bills, purchase and sales invoices, expenses, receipts and more, automating data entry into Sage.
AutoEntry
Dext: Expense tracker and receipt scanner
Trusted by 700K+ businesses. Collect invoices, receipts, bank statements, Amazon data, and bills. Free Trial! Dext expense management software integrates with Sage for automated bookkeeping, real-time insights, and effortless data extraction from receipts, bills and bank statements.
Dext: Expense tracker and receipt scanner
Document Management Link
Document Management Link (DML), from Orchid Systems, puts relevant documents just a click away from your Sage 300cloud screens.
Document Management Link
Eworks Manager
The integration between Sage and Eworks Manager ensures the convenience of not having to double capture information or having to operate between multiple systems. It also alleviates the loss of important documentation between departments while ensuring staff are working alongside a specific process to get work completed. The Integration settings let you decide which sections you would like to be integrated ensuring your business needs are met when using an all-in-one system.
Eworks Manager
Pacifictech AP Automation
Pacifictech's AP Automation is a combination of modules and connected services that provides the complete solution to allowing supplier invoices to be process in a paperless environment. The automated data extraction utilises machine learning technology, removing requirements for manual data entry. Significant costs are saved and AP staff are freed up to work on other more productive value added activities.
Pacifictech AP Automation
Pacifictech Payables Workflow
Sage 300cloud Customers looking to automate and streamline their payables process can now input supplier invoices in to their systems and have the document routed to workflows for the appropriate approvals required.
Pacifictech Payables Workflow
SYSTRONICS Document Attachment Applets
This Document Management solution provides attaching/detaching electronic documents to Sage 300cloud transactions and master data of your choice, centralized filing, adding structured data, search using structured data, viewing files from within Sage 300cloud screens. If your document management requirements are limited to just a few Sage 300cloud screens, then this product is the right choice.
SYSTRONICS Document Attachment Applets
SYSTRONICS Field Extender Enterprise
The Document Management solution offered by Field Extender Enterprise provides attaching/detaching electronic documents to Sage 300cloud transactions and master data, centralized filing, adding structured data, search using structured data, viewing files from within Sage 300cloud screens.
SYSTRONICS Field Extender Enterprise
Spindle Document Distribution
With just one click, Spindle Document Distribution sends documents to multiple locations by email, fax and print. It stores them for easy access, freeing up your time and saving your business money. PayThem
Spindle Document Distribution
X3CloudDocs
Automate the Accounts Payable invoice process with X3CloudDocs. Designed specifically for Sage X3 by expert Sage X3 developers.