Difference between revisions of "Sage Integration Details"
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Jeremy Shave (talk | contribs) |
Jeremy Shave (talk | contribs) |
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*Choose “Customer Records” -> “Run” | *Choose “Customer Records” -> “Run” | ||
*Change the “look in” to the P: Drive | *Change the “look in” to the P: Drive | ||
| − | *Double click | + | *Double click {{KeyPress|SAGE_CUST.CSV}} |
This will import all the customer accounts information into Sage. | This will import all the customer accounts information into Sage. | ||
| Line 32: | Line 32: | ||
===Stock Invoices/Credits=== | ===Stock Invoices/Credits=== | ||
| + | *Click the {{KeyPress|File}} drop down menu | ||
| + | *Choose “Import” | ||
*Choose “Audit Trial Transactions” -> “Run” | *Choose “Audit Trial Transactions” -> “Run” | ||
*Change the “look in” to the P: Drive | *Change the “look in” to the P: Drive | ||
| − | *Double Click | + | *Double Click {{KeyPress|SAGE_STOCK_IMP.CSV}} |
This will import all the Stock transactions into Sage | This will import all the Stock transactions into Sage | ||
===Vehicle Invoices/Credits=== | ===Vehicle Invoices/Credits=== | ||
| + | *Click the {{KeyPress|File}} drop down menu | ||
| + | *Choose “Import” | ||
*Choose “Audit Trial Transactions” -> “Run” | *Choose “Audit Trial Transactions” -> “Run” | ||
*Change the “look in” to P: Drive | *Change the “look in” to P: Drive | ||
| − | *Double click | + | *Double click {{KeyPress|SAGE_VS_IMP.CSV}} |
This will import all the Vehicle Sales transactions into Sage. | This will import all the Vehicle Sales transactions into Sage. | ||
Revision as of 13:46, 12 August 2008
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.
| 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 |
