Order Importer - General |
General
Disable Fetch Notifications Checking this box will stop order importer from updating the status of fetched orders. Typical Order Importer will update the status of orders fetched to avoid those orders being fetched again, in certain situation such as during your initial integration test it may be desirable to disable this behaviour. Checking this box will allow orders to be fetched as often as you like, once your integration is tested you can uncheck this box.
Simulate Save To Sage The simulate save to sage check box can be utilized by web developers when setting up retrieval pages for any of their clients who are using Order Importer, but the web developers do not have access to Sage. By checking this box all interaction with Sage will be simulated allowing the web developer to test their retrieval pages with Order Importer ensuring the page returns valid data that will be compatible with Sage.
Use My Own Order Numbers The default behaviour of Order Importer when handling order numbers is to let Sage auto create the Invoice or Sales Order numbers, your imported order number gets saved as the Customer Order No viewable on the order details tab in Sage. By checking this box you can override this behaviour and force Sage to use your own order number for the Invoice or Sales Order number.
If you choose to do this it is your responsibility to ensure that each order number your system generates does not conflict with items already stored in Sage.
Consolidate Orders If a customer has multiple orders this will consolidate all the ordered products into one single order.
Codes
Products Nominal Code You can specify a nominal code to use for new products and invoice/sales order line items. when inserting line items into an invoice or sales order this value will only be used where no other nominal code is available. By default Order Importer will first try and use the nominal code specified on the sage product record, if there is no product record in sage it will then look for the nominal code within the import data, if it still cannot find a nominal code this value will be used. if this value is also undefined then the default sales nominal code of 4000 will be used. You can force the use of this value by checking the "Always Use This Value" checkbox.
Global Nominal Code You can specify a global nominal code to use on invoice and sales orders. when inserting an invoice or sales order this value will only be used where no other nominal code is available. By default Order Importer will first try and use the nominal code within the import data, if it cannot find a nominal code this value will be used. if this value is also undefined then the global nominal code is not set. You can force the use of this value by checking the "Always Use This Value" checkbox.
Note: This is only valid if imported orders are saved to sage as Invoice or Sales Orders.
Carriage Nominal Code You can specify a carriage nominal code to use on invoice and sales orders. when inserting an invoice or sales order Order Importer chooses the nominal code to use as follows:
First the import data is checked for the nominal code, if not found this value as specified here is used, if still no nominal code is found the nominal code value of the nominal record titled "Distribution And Carriage" defined within sage is used.
Global Tax Code You can specify a global tax code on invoice and sales orders. when inserting an invoice or sales order Order Importer chooses the global tax code to use as follows:
First the import data is checked for a global tax code, if not found the value specified here is used, if still no global tax code is found the default value used by sage will apply.
Payment Options
Bank Account If all your imported orders are posted to the same bank account you can specify the 4 digit bank account number here, alternatively you can include this value in the order import data to override this value. if no value is specified you can open the invoice or sales order in sage and set the bank account manually at any time. You can force the use of this value by checking the "Always Use This Value" checkbox.
Note: This is only valid if imported orders are saved to sage as Invoice or Sales Orders.
Payment Ref Use to set the payment reference field on an Invoice or Sales Order.
Note: This is only valid if imported orders are saved to sage as Invoice or Sales Orders.
Purchase Orders
Generate Purchase Orders Order Importer will create purchase orders based on the contents of each order, you can have purchase orders created specifically for each order and its contents, or you can re-use existing purchase orders indefinitely until the are placed in an "On Order" or completed using the Sage interface. See Purchase Orders for more details.
Note: This is only valid if imported orders are saved to sage as Invoice or Sales Orders.
Re-Use Purchase Orders This option will force Order Importer to re-use existing purchase orders that have not been set as "On Order" or completed. See Purchase Orders for more details.
Note: This is only valid if imported orders are saved to sage as Invoice or Sales Orders.
Sync Order Number With SOP This option will force Order Importer to use the same number for the purchase orders order number as the importer sales order or invoice, this makes finding the purchase order that goes with the imported order simpler.
Warning, if any purchase orders exist that already use the proposed number they will be replaced, you should use this feature with caution and only if your sure this will never happen, for example using your own order numbers would be a good idea if you use this option.
Note: This is only valid if imported orders are saved to sage as Invoice or Sales Orders.
Customer / Supplier
Terms Agreed You can pre-set the terms agreed for new customers and suppliers created by Order Importer, this setting will be used where no terms agreed value is defined in your import data, the import data terms agreed value if defined will override this value.
Get Missing data from Sage This can be used to pull any missing address details in your import data from the associated sage account record and use these values your Invoice, Sales Order or Purchase Order, if this box is checked and your import data does not define the Address1 value Order Importer will attempt to pull the missing data from the existing customer or supplier record. this will only happen if the Address1 field is not defined or is left blank in your import data.
Note: The Address fields are treated as a collective, if Address1 is missing or blank all the address fields and company/contact name are taken from the sage account record.
Note: If you have Order Importer configured to create customer / supplier accounts you must include a company name or contact name in your import data, new accounts cannot be created without this information.
Use Sage Price lists You can have Order Importer check the sage price lists for special customer/product prices during the save to sage portion of the import.
Products
Get Missing data from Sage This can be used to populate any missing details on a line item in an Invoice, Sales Order or Purchase Order from the associated product record in sage, if this box is checked and your import data does not define the Description or Price field values Order Importer will attempt to pull the missing value(s) from the existing sage product record.
Note: values defined in the import data will override any values defined on an existing product record, this feature is only used when the import data does not define a price or description for a product.
Note: order will fail to sage to sage if the import data is missing the price or description and a product record cannot be found in sage..
Manage Stock This can be used to tell Order Importer to manage stock levels and stock allocation when saving Sales Orders or Invoices.
See: Manage Stock
Sage Supplier Acc You can optionally specify the supplier account to associate any new product inserted into sage with, this value can overridden by setting the SageSupplierAcc field on the order or order items within your import data .
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