Sage Sales Management

Training

Admin Sage Sales Management

What is the Admin user of Sage Sales Management?

What does the Sage Sales Management Admin user allow?

Double authentication to access to Sage Sales Management Admin

 Admin Introduction

How does the Users menu work?

What does the Users menu allow?

How to create a user?

How to duplicate a user?

Users: Hierarchy view

Users: Table view

Users: Branch Summary

How to unify your passwords?

Guide on setting up Azure AD as SSO for Sage Sales Management, using OAuth 2.0 and OpenID.

Sage Sales Management Azure AD Single Sign-On (SSO) Setup Guide

How to Check if Your Team Has Email and Calendar Sync Enabled

Can I change the currency and the time zone?

Users

What is a role?

How does the permissions menu work?

Permissions

What are the Fields?

How does the Fields menu work?

Advanced Field Management

How does Duplicate Management work?

How to configure conditional relationships between fields

Smart Fields

Dynamic and Dependent Fields

Fields

How do the Lists of Values menu work?

What is a value list?

What does the Values Lists menu allow?

How to create new Values Lists?

How to add values to a Value List?

Values Lists

What are validation rules?

Validation rules available in Sage Sales Management

How to activate the validation rules?

Technical documentation to help users set up new or existing validation rules in Sage Sales Management.

Technical Documentation

Validation Rules

How does the Parameters menu work?

What does the Parameters menu allow?

What do the available parameters allow?

How to filter and edit parameters

Parameters

What are the Literals?

How to search for Literals?

How to modify Literals?

Literals

What does the Import & Export menu allow?

How to add data in bulk?

How to update your data in bulk?

Import/Export

What are widgets in Sage Sales Management?

What is a widget?

Widgets

This section provides answers to common questions and practical solutions to help you resolve any issues while using the application.

FAQs and Troubleshooting

The app designed to give you a complete view of your business and help you make decisions wherever you are.

Sage 50 Mobile App

The licence key is a unique identifier that validates your software licence

What is the licence key and how to find it

The main user plays a key role in managing the integration between Sage Copilot and Sage.

Why you need a main user

Sage ID is Sage’s unified sign-in system

What is Sage ID?

To allow the application to work with your Sage data (for example, from Sage 50 UKI), you’ll need to synchronise your company data.

How to synchronise a folder

Step-by-step guides to download, install and set up Sage Copilot Mobile for the first time.

Download and Set up

Discover how to get started with Sage Copilot Mobile, the app designed to give you a complete financial and sales view of your business and help you make informed decisions…

How to get started with the Sage Copilot app

Get real-time insights on profit, sales, expenses, cash flow and bank balance, all in one simple Dashboard view.

Understanding your Dashboard in Sage 50 Mobile

Understanding your Financial Dashboard in Sage 50 Mobile

Understanding your Financial Dashboard in Sage Copilot Mobile

General criteria used to calculate the values displayed in the Sage 50 Mobile Dashboard

General Guidelines for Calculating Indicators

What the Commercial Profit widget displays, where its data comes from, how it’s calculated, and why it’s key for your business.

Profit Widget

What the Sales and Purchases widget displays, where its data comes from, how it’s calculated, and why it’s key for your business.

Sales and Purchases Widget

What the Collections and Payments widget displays, where its data comes from, how it is calculated, and why it is key for your business.

Collections and Payments Widget

What the Top Sales widget displays, where its data comes from, how it is calculated, and why it is key for your business.

Top Sales Widget

What the Top Purchases widget displays, where its data comes from, how it is calculated, and why it is key for your business.

Top Purchases Widget

Learn how to use the main features of Sage Copilot Mobile to manage your business easily and effectively.

Main features

Find answers and get help from Intercom Support and Community Experts

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