Difference between revisions of "Sage Integration Details"

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{{Note|Receipts are NOT imported; they are paid manually (into sage) using the End of Day takings report printed from Platinum.}}
 
{{Note|Receipts are NOT imported; they are paid manually (into sage) using the End of Day takings report printed from Platinum.}}
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{{Note|The reports are not installed as standard are available by contacting the Sales Department on 0116 230 1500}}
  
 
== Platinum ==
 
== Platinum ==
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*Using the "End of Day" report pay off the imported transactions to the correct bank.
 
*Using the "End of Day" report pay off the imported transactions to the correct bank.
  
{{Note|The reports are not installed as standard are available by contacting the Sales Department on 0116 230 1500}}
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{{Guide}}{{KB_Tags|Accounts, Sage, Export, Import}}{{KB_SL}}{{ZN_Admin}}
 
{{Guide}}{{KB_Tags|Accounts, Sage, Export, Import}}{{KB_SL}}{{ZN_Admin}}

Revision as of 10:51, 13 August 2008

Summary

This article explains how to export/import the sales invoices and credits from Platinum, into Sage.

Receipts are NOT imported; they are paid manually (into sage) using the End of Day takings report printed from Platinum.
The reports are not installed as standard are available by contacting the Sales Department on 0116 230 1500

Platinum

Get into "Sage Exports" menu.

  • Run the below reports between the date range required.
Care: Be careful Sage will let you import transactions twice, so you must ensure the date range has not already been updated!
  • Run the "Sage Customers - Platinum Expt"
  • Run the "Sage Invoice V/Sale - Check"
  • Run the "Sage Invoice V/Sale - Actual"
  • Run the "Sage Invoice Stock - Check"
  • Run the "Sage Invoice Stock - Actual"

Get into "End of Day" menu

  • Run the end of day takings

Sage

Customer Details

  • Click the [File] drop down menu.
  • Choose "Import".
  • Choose "Customer Records" -> "Run".
  • Change the "look in" to the P: Drive.
  • Double click 'SAGE_CUST.CSV'.

This will import all the customer accounts information into Sage.

Please ensure for existing sage customer records you enter the sage account code into the reference field on the Platinum Customer record; this will prevent the account being created twice in Sage.

Stock Invoices/Credits

  • Click the [File] drop down menu.
  • Choose "Import".
  • Choose "Audit Trial Transactions" -> "Run".
  • Change the "look in" to the P: Drive.
  • Double Click 'SAGE_STOCK_IMP.CSV'.

This will import all the Stock transactions into Sage.

Vehicle Invoices/Credits

  • Click the [File] drop down menu.
  • Choose "Import".
  • Choose "Audit Trial Transactions" -> "Run".
  • Change the "look in" to P: Drive.
  • Double click 'SAGE_VS_IMP.CSV'

This will import all the Vehicle Sales transactions into Sage.

Posting the Receipts

  • Using the "End of Day" report pay off the imported transactions to the correct bank.


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Keywords AND Misspellings
Accounts, Sage, Export, Import