1 / 23

StoreTrader and Sage 50

StoreTrader and Sage 50. Sage 50 is a general accounting package for small businesses. The StoreTrader link with Sage 50 won a Developer’s Award from Sage for the excellence of the integration!. StoreTrader and Sage 50. This tutorial describes how to set up and use the

jesse-hendrix
Télécharger la présentation

StoreTrader and Sage 50

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. StoreTrader and Sage 50 Sage 50 is a general accounting package for small businesses The StoreTrader link with Sage 50 won a Developer’s Award from Sage for the excellence of the integration!

  2. StoreTrader and Sage 50 This tutorial describes how to set up and use the StoreTrader Sage 50 Link

  3. Step 1: Define the link

  4. Modify default account names Select a suggested account and press Modify to change the name or code These are the suggested account names and nominal codes which StoreTrader will set up in Line 50 for you.

  5. Modify default accounts for payments

  6. Customer account updates

  7. Enable stock account update

  8. Step 1 complete!

  9. Sage accounts now appear in StoreTrader Sage 50 folders are shown green

  10. Customer records are in Sage50

  11. Customer enquiries use Sage50 data

  12. Products are in Sage

  13. So stock enquiries are on Sage data

  14. StoreTrader sales transactions update Sage50

  15. Step 2: Update Sage

  16. Update can be done at any time

  17. Review financial transactions to post

  18. Review stock transactions to post

  19. Review helps resolve errors This means you haven’t defined the product record in Sage 50 If you scan an unidentified item during a sale, StoreTrader will create a new record for you. Then in Sage 50 you add the additional data which Sage 50 needs

  20. Posting complete

  21. Enquiries reflect the last updates

  22. StoreTrader’s product enquiry shows all transactions for the product

  23. StoreTrader – Sage 50 integration The best PoS system for Sage • Simplifies implementation for existing or new Line 50 users • Creates accounts in Sage 50 to post to • Creates account postings • which can update Line 50 at end of day • Provides an online review to resolve posting errors • such as missing products • Gives up to date and consistent stock and customer information

More Related