Order Importer - Sage Settings

This step is where you tell Order Importer How to connect to sage. When you are finished filling in this form and click next your settings are validated. During validation a test connection is made to Sage so you should ensure you are not using a Sage username that may already be in use. It is advisable to create a new user in Sage specifically for Order Importer to use.


You can install Order Importer on a different computer than the computer where your Sage data is stored and connect to your Sage data over a LAN (Local Area Network) Connection, for more information see: Network Set-Up


Sage Accounts Installation Path

This needs to be set to the directory path where Sage is installed, when this screen first loads it checks for Sage some of its common installation locations, so on your system it may already be filled in. if it's not filled in you can use the browse button and select the directory manually. If you do not know where to find the Sage installation directory you can use the find button and have Order Importer scan your system for Sage installations.



Select Company

Once the Sage installation path is defined this list will be populated with a list of companies defined within your Sage installation, select the company the job should post orders to.



Customer / Supplier Account Association

Specify how Order Importer should handle associating orders with customer or supplier accounts.


The options are:


Sage will be searched for the account, if not found the order will not be saved until you create the account or change the orders customer/supplier reference number to an existing account reference.

Sage will be searched for the account, if not found it will be created based on the customer data of the order being imported.

As Find/Create but with the addition that if a matching sage account is found it will be updated based on the customer data of the order being imported.

Use Existing
Use this option along with the "Existing AccNo" field to specify an account reference of an existing sage account, all imported orders will be associated with this account.


If you're importing sales from your web site it's probably best to create a customer account in Sage called WEBSALES or something similar and use the "Use Existing" option, otherwise Sage could get cluttered with many customer accounts that may never be used again.



Insert Order As

Use this to control whether orders are posted to Sage as Invoices, Sales Orders (SOP) or Purchase Orders (POP).



Login to Sage As

Provide a valid Sage username and password to enable Order Importer to connect to Sage.  It is advisable to create a new user in Sage specifically for Order Importer to use; this will avoid Order Importer connecting as a user who is already connected. If the user is already connected saving to sage will fail.



Add Products To Sage

If you check this box then each product item included in the order/s being imported will be cross referenced with the product list defined in Sage, any product that is not already present in the Sage product list will be added.



Use Sage Product Descriptions

If you check this box then each product code in the order will be checked against the Sage stock records, if a matching item is found the description text defined on the Sage stock record will be used on the Sales Order/Invoice post in place of the product description defined in Order Importer.



Use Sage Product Tax Codes

By checking this box you are telling the application to use the Sage product tax codes in place of the imported tax codes. Please note this should not be used if you import foreign invoices where you use the imported tax codes to control whether V.A.T is charged.


If this is checked and no product record can be found in Sage and also no tax code is defined in your import data the value of 1 will be used.



Invoice/Sales Order Type

You can use this to specify the type of invoice or sales order you want to save.


Invoice types are:

Product Invoice

Service Invoice

Product Credit Note

Service Credit Note

Product Invoice Proforma

Product Invoice Quotation

Service Invoice Proforma

Service Invoice Quotation


Sales order types are:

Sales Order Quotation

Sales Order

Sales Order Proforma


You can also override this value on a per order basis by including it in the import data, see Invoice/Sales Order Types


Note: This is only valid if imported orders are saved to sage as Invoice or Sales Orders.