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. | ||
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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
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. |
| 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.
