Difference between revisions of "Sage Integration Details"
From Catalyst
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Sage will let you import transactions twice, so you must ensure the date range has not already been updated!}} | Sage will let you import transactions twice, so you must ensure the date range has not already been updated!}} | ||
| − | * Run the | + | * Run the {{DataValue|Sage Customers - Platinum Expt}} |
| − | * Run the | + | * Run the {{DataValue|Sage Invoice V/Sale - Check}} |
| − | * Run the | + | * Run the {{DataValue|Sage Invoice V/Sale - Actual}} |
| − | * Run the | + | * Run the {{DataValue|Sage Invoice Stock - Check}} |
| − | * Run the | + | * Run the {{DataValue|Sage Invoice Stock - Actual}} |
| + | * Run the {{DataValue|Sage Payments - Actual}} | ||
Go into "End of Day" menu. | Go into "End of Day" menu. | ||
| Line 28: | Line 29: | ||
=== Customer Details === | === Customer Details === | ||
* Click the {{Button|File}} drop down menu. | * Click the {{Button|File}} drop down menu. | ||
| − | * Choose | + | * Choose {{DataValue|Import}}. |
| − | * Choose | + | * Choose {{DataValue|Customer Records}} -> {{DataValue|Run}}. |
| − | * Change the | + | * Change the {{DataPrompt|look in}} to the P: Drive. |
* Double click {{FilePath|SAGE_CUST.CSV}}. | * Double click {{FilePath|SAGE_CUST.CSV}}. | ||
This will import all the customer accounts information into Sage. | This will import all the customer accounts information into Sage. | ||
| Line 38: | Line 39: | ||
=== Stock Invoices/Credits === | === Stock Invoices/Credits === | ||
* Click the {{Button|File}} drop down menu. | * Click the {{Button|File}} drop down menu. | ||
| − | * Choose | + | * Choose {{DataValue|Import}}. |
| − | * Choose | + | * Choose {{DataValue|Audit Trail Transactions}} -> {{DataValue|Run}}. |
| − | * Change the | + | * Change the {{DataPrompt|Look in}} to the P: Drive. |
* Double click {{FilePath|SAGE_STOCK_IMP.CSV}}. | * Double click {{FilePath|SAGE_STOCK_IMP.CSV}}. | ||
This will import all the Stock transactions into Sage. | This will import all the Stock transactions into Sage. | ||
| Line 46: | Line 47: | ||
=== Vehicle Invoices/Credits === | === Vehicle Invoices/Credits === | ||
* Click the {{Button|File}} drop down menu. | * Click the {{Button|File}} drop down menu. | ||
| − | * Choose | + | * Choose {{DataValue|Import}}. |
| − | * Choose | + | * Choose {{DataValue|Audit Trail Transactions}} -> {{DataValue|Run}}. |
| − | * Change the | + | * Change the {{DataPrompt|Look in}} to P: Drive. |
* Double click {{FilePath|SAGE_VS_IMP.CSV}} | * Double click {{FilePath|SAGE_VS_IMP.CSV}} | ||
This will import all the Vehicle Sales transactions into Sage. | This will import all the Vehicle Sales transactions into Sage. | ||
| − | === Posting the | + | === Posting the Payments === |
| − | * | + | * Click the {{Button|File}} drop down menu. |
| + | * Choose {{DataValue|Import}}. | ||
| + | * Choose {{DataValue|Audit Trail Transactions}} -> {{DataValue|Run}}. | ||
| + | * Change the {{DataPrompt|Look in}} to P: Drive. | ||
| + | * Double click {{FilePath|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. | ||
{{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 16:37, 16 August 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'
- 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'.
- 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 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.
