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 | + | == More Information == |
− | * These are '''not''' imported; they are paid manually (into Sage) using the End of Day takings report printed from Platinum.}} | + | {{Warning|text= |
+ | * '''Receipts''' - These are '''not''' imported; they are paid manually (into Sage) using the End of Day takings report printed from Platinum.}} | ||
{{Note|text= | {{Note|text= | ||
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}} | }} | ||
− | == Platinum == | + | === Platinum === |
− | Go into | + | Go into {{Menu|Sage Exports}} menu. |
* Run the reports below for the date range required. | * Run the reports below for the date range required. | ||
− | {{Warning| | + | {{Warning|text= |
− | Sage will let you import transactions twice, so you must ensure the date range has not already been updated!}} | + | '''Be careful''' - Sage will let you import transactions twice, so you must ensure the date range has not already been updated!}} |
* Run the {{DataValue|Sage Customers - Platinum Expt}} | * Run the {{DataValue|Sage Customers - Platinum Expt}} | ||
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* Run the {{DataValue|Sage Payments - Actual}} | * Run the {{DataValue|Sage Payments - Actual}} | ||
− | Go into | + | Go into {Menu|End of Day}} menu. |
* Run the End of Day takings reports. | * Run the End of Day takings reports. | ||
− | == Sage == | + | === Sage === |
− | === Customer Details === | + | ==== Customer Details ==== |
* Click the {{Button|File}} drop down menu. | * Click the {{Button|File}} drop down menu. | ||
* Choose {{DataValue|Import}}. | * Choose {{DataValue|Import}}. | ||
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{{Note|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.}} | {{Note|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 === | + | ==== Stock Invoices/Credits ==== |
* Click the {{Button|File}} drop down menu. | * Click the {{Button|File}} drop down menu. | ||
* Choose {{DataValue|Import}}. | * Choose {{DataValue|Import}}. | ||
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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 {{Button|File}} drop down menu. | * Click the {{Button|File}} drop down menu. | ||
* Choose {{DataValue|Import}}. | * Choose {{DataValue|Import}}. | ||
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This will import all the Vehicle Sales transactions into Sage. | This will import all the Vehicle Sales transactions into Sage. | ||
− | === Posting the Payments === | + | ==== Posting the Payments ==== |
* Click the {{Button|File}} drop down menu. | * Click the {{Button|File}} drop down menu. | ||
* Choose {{DataValue|Import}}. | * Choose {{DataValue|Import}}. | ||
Line 82: | Line 83: | ||
* Double click {{FilePath|SAGE_PAY_IMP.CSV}} | * Double click {{FilePath|SAGE_PAY_IMP.CSV}} | ||
− | * Use the | + | * Use the {{DataValue|End of Day}} report to check all the payments have been processed and that they have been allocated to the correct payment centre. |
− | + | == See Also == | |
+ | * [[Platinum Links]] | ||
+ | |||
+ | {{KB_Tags|Accounts, Sage, Export, Import}} | ||
+ | {{KB_SL}}{{ZN_Admin}}{{Guide}} |
Revision as of 09:16, 3 October 2013
Contents
Summary
This article explains how to export the sales invoices and credits from Platinum, and then import them into Sage.
More Information
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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 {Menu|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.
See Also