Sage Integration Details
From Catalyst
Contents
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. |
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.
| The reports are not installed as standard are available by contacting the Sales Department on 0116 230 1500 |
