Sage Integration Details

Summary

This article explains how to export the sales invoices and credits from Platinum, and then import them 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. They are available by contacting the Sales Department on 0116 230 1500

Platinum

Go into "Sage Exports" menu.

• Run the reports below for 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"

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 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.

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Keywords AND Misspellings

Accounts, Sage, Export, Import