Difference between revisions of "Sage Integration Details"
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== Summary == | == Summary == | ||
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. | ||
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* Click {{DataValue|Yes}}. | * Click {{DataValue|Yes}}. | ||
* Click {{DataValue|Next}}. | * Click {{DataValue|Next}}. | ||
| − | * Choose {{DataValue|Customer Records}} | + | * Choose {{DataValue|Customer Records}} |
* Click {{DataValue|Next}}. | * Click {{DataValue|Next}}. | ||
* Ensure {{DataValue|.csv}} is checked. | * Ensure {{DataValue|.csv}} is checked. | ||
* Browse for your file. | * Browse for your file. | ||
| + | * Change the {{DataPrompt|look in}} to the P: Drive. | ||
| + | * Double click {{FilePath|SAGE_CUST.CSV}}. | ||
* Click {{DataValue|Next}}. | * Click {{DataValue|Next}}. | ||
* Click {{DataValue|Load Map}}. | * Click {{DataValue|Load Map}}. | ||
| Line 43: | Line 43: | ||
* Click {{DataValue|Next}}. | * Click {{DataValue|Next}}. | ||
* Click {{DataValue|Finish}}. | * Click {{DataValue|Finish}}. | ||
| + | * Click {{DataValue|Close}}. | ||
This will import all the customer accounts information into Sage. | This will import all the customer accounts information into Sage. | ||
If there are any errors, these will be reported in the information pane. | If there are any errors, these will be reported in the information pane. | ||
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* Click the {{Button|File}} drop down menu. | * Click the {{Button|File}} drop down menu. | ||
* Choose {{DataValue|Import}}. | * Choose {{DataValue|Import}}. | ||
| − | * Choose {{DataValue|Audit Trail Transactions}} | + | * Click {{DataValue|Yes}}. |
| − | * Change the {{DataPrompt| | + | * Click {{DataValue|Next}}. |
| + | * Choose {{DataValue|Audit Trail Transactions}}. | ||
| + | * Click {{DataValue|Next}}. | ||
| + | * Ensure {{DataValue|.csv}} is checked. | ||
| + | * Browse for your file. | ||
| + | * Change the {{DataPrompt|look in}} to the P: Drive. | ||
* Double click {{FilePath|SAGE_STOCK_IMP.CSV}}. | * Double click {{FilePath|SAGE_STOCK_IMP.CSV}}. | ||
| + | * Click {{DataValue|Next}}. | ||
| + | * Click {{DataValue|Load Map}}. | ||
| + | * Select {{DataValue|Audit Trail Transactions}}. | ||
| + | * Click {{DataValue|Next}}. | ||
| + | * Click {{DataValue|Finish}}. | ||
This will import all the Stock transactions into Sage. | This will import all the Stock transactions into Sage. | ||
Revision as of 09:53, 12 August 2011
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'
- Run the 'Sage Payments - 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'.
- Click 'Yes'.
- Click 'Next'.
- Choose 'Customer Records'
- Click 'Next'.
- Ensure '.csv' is checked.
- Browse for your file.
- Change the "look in" to the P: Drive.
- Double click 'SAGE_CUST.CSV'.
- Click 'Next'.
- Click 'Load Map'.
- Select 'Customer Record Map'.
- Click 'Next'.
- Click 'Finish'.
- Click 'Close'.
This will import all the customer accounts information into Sage. If there are any errors, these will be reported in the information pane.
| 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'.
- Click 'Yes'.
- Click 'Next'.
- Choose 'Audit Trail Transactions'.
- Click 'Next'.
- Ensure '.csv' is checked.
- Browse for your file.
- Change the "look in" to the P: Drive.
- Double click 'SAGE_STOCK_IMP.CSV'.
- Click 'Next'.
- Click 'Load Map'.
- Select 'Audit Trail Transactions'.
- Click 'Next'.
- Click 'Finish'.
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 Payments
- Click the [File] drop down menu.
- Choose 'Import'.
- Choose 'Audit Trail Transactions' -> 'Run'.
- Change the "Look in" to P: Drive.
- Double click 'SAGE_PAY_IMP.CSV'
- Use the "End of Day" report to check all the payments have been processed and that they have been allocated to the correct payment centre.
