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How to Set Up Email Delivery in Sage 300

By: Sharon Paul on September 09, 2022

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How to Set Up Email Delivery in Sage 300

ERP and CRM Systems

If you’re looking to automate email invoice delivery to your customers and vendors, you’re in luck! With the release of Sage 300 2022.2, you can now email documents using Microsoft 365.

But wait—in order to do so, you first need to set up email delivery in Sage 300. We’ll walk you through step-by-step setup instructions for desktop and web screens below.

Email Setup for Sage 300 Desktop Screens

Follow these steps to set up email delivery from your desktop in Sage 300 2022.2:

  1. In the Sage 300 classic desktop, open Common Services > Company Profile.
  2. On the “Email” tab, specify how you will email documents.
    1. To email documents using Microsoft Outlook from your desktop, clear the “Use Email Service” option. Otherwise, select this option and specify one of the choices in the Email Service field.
  3. If applicable, enter settings for your email service (i.e., server name, server port, password, etc.).
  4. To receive copies of emails you send to customers or vendors via blind copy (Bcc), enter email addresses in the “Send Copies To” field.
    1. If entering multiple email addresses, separate each with a semicolon.
    2. Example: Joe@company.com; Jane@company.com
  5. Under Send Test Email, specify an email address and send a test to endure delivery.
    1. User tip: if the test message doesn’t arrive, check your spam folder or double check the settings entered.
  6. Click OK to save your settings.

Email Setup for Sage 300 Web Screens

Here are the steps to set up email delivery for Sage 300 web screens:

  1. In Sage 300 web screens, open Common Services > Company Setup > Company Profile.
  2. On the “Email” tab, specify an email service and then enter appropriate settings (refer to these additional technical instructions if using Microsoft Graph).
  3. Enter other settings (“From Email Address”, “Send Copies To”, etc.).
  4. Under Send Test Email, specify an email address and send a test to endure delivery.
  5. Click OK to save your settings.

Additional Email Setup Information

You can set up Sage 300 to email documents using one of the following methods:

  • Simple Mail Transfer Protocol (SMTP) - you can use your own SMTP server or SMTP service.
  • Microsoft Graph - This service sends emails via Microsoft 365.
  • Microsoft Outlook - If Microsoft Outlook is installed locally on your computer, you can use it to send emails from desktop screens. You cannot send emails this way from web screens.

Need Help?

If you have questions or need help getting started, connect with us online or give us a call at 410.685.5512.

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©2022 Juice Marketing, LLC. http://www.juice-marketing.com. All rights reserved. This article content may not be reproduced (in whole or in part), displayed, modified or distributed without express permission from the copyright holder.

About Sharon Paul

Helping clients use technology to solve tough business issues is what drives Sharon. If she can save a business valuable time by automating a procedure or process, or help them use technology to produce useful information for decision-making, then Sharon feels that she’s done her job. Sharon specializes in NetSuite, Microsoft Dynamics GP and Sage 300Cloud ERP systems. In her spare time, she loves to cook and will gladly swap recipes with you.