Difference between revisions of "Sage Integration Details"
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This article explains how to export the sales invoices and credits from Platinum, and then import them into Sage. | This article explains how to export the sales invoices and credits from Platinum, and then import them into Sage. | ||
| − | {{Warning|title=Receipts|text=These are '''not''' imported; they are paid manually (into Sage) using the End of Day takings report printed from Platinum.}} | + | {{Warning|title=Receipts|text= |
| + | * These are '''not''' imported; they are paid manually (into Sage) using the End of Day takings report printed from Platinum.}} | ||
| − | {{Note | + | {{Note|text= |
| + | * The reports are not installed as standard. Please {{SalesContact}} for further details. | ||
| + | }} | ||
== Platinum == | == Platinum == | ||
Revision as of 10:39, 5 February 2010
Contents
Summary
This article explains how to export the sales invoices and credits from Platinum, and then import them into Sage.
 | Receipts:
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Platinum
Go into "Sage Exports" menu.
- Run the reports below for 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"
Go into "End of Day" menu.
- Run the End of Day takings reports.
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 that 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 Trail 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 Trail 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.
