So you have:
✅ Placed your order
✅ Delivered that order
✅ Charged for that order (it's now in Completed Status)
✅ Posted the order
Now you're ready to batch that order (and all the others that have followed the same journey into Posted Status) and export it to your accounting software!
Ollie enables you to pull a report batch of orders and export them to ATS format (this is a one row per order format that includes the buyer's address information) once you have configured the Sage50 set-up in Ollie Order.
SAGE 50 Integration Set-Up
Go to the Settings > Integrations and select the Sage option
Select edit and update Settings, Customer Mappings & Product Mappings to correspond with how you have the information represented within your Sage set-up.
Under Settings add your necessary taxes.
Then select Save.
Under Customer Mappings:
Indicate how each of your current customers appear within youe sage set-up. Once you write in how they appear, it will automatically save that mapping.
Under Product Mappings:
Indicate how each of your products appear within your sage set-up. Once you write in how they appear, it will automatically save that mapping.
Exporting a Sage50 Report
Once you have completed the initial Sage50 set-up, you will then have an option to export a Sage50 report from Ollie Order which can be imported into Sage50. To do so:
Go to Reports > Other, you will find the Sage50 report listed on this page
Select a date range
Select Export Report
A report will be exported into a file that is Sage50 compatible. This file can be used to import the data into Sage50 covering all the order and sales details from the dates selected.
Sage 50 FAQ
Will order automatically sync to Sage50?
No, you will need to export a report to input the information into your Sage50 set-up
What do I as I add new customers?
You can update the customer mapping under Settings > Integrations > Sage > Customer Mappings OR you can update the mapping within your Customer Details by going Customers > select customer > integrations