storetrader and sage 50

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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!

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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 - PowerPoint PPT Presentation

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Page 1: 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!

Page 2: StoreTrader and Sage 50

StoreTrader and Sage 50

This tutorial describes how to set up and use the

StoreTrader Sage 50 Link

Page 3: StoreTrader and Sage 50

Step 1Step 1: Define the link

Page 4: StoreTrader and Sage 50

Modify default account names

These are the

suggested account

names and nominal codes which

StoreTrader will set up in Line 50 for you.

Select a suggested account

and press Modify to

change the name or

code

Page 5: StoreTrader and Sage 50

Modify default accounts for payments

Page 6: StoreTrader and Sage 50

Customer account updates

Page 7: StoreTrader and Sage 50

Enable stock account update

Page 8: StoreTrader and Sage 50

Step 1 complete!

Page 9: StoreTrader and Sage 50

Sage accounts now appear in StoreTrader

Sage 50 folders are

shown green

Page 10: StoreTrader and Sage 50

Customer records are in Sage50

Page 11: StoreTrader and Sage 50

Customer enquiries use Sage50 data

Page 12: StoreTrader and Sage 50

Products are in Sage

Page 13: StoreTrader and Sage 50

So stock enquiries are on Sage data

Page 14: StoreTrader and Sage 50

StoreTrader sales transactions update Sage50

Page 15: StoreTrader and Sage 50

Step 2: Step 2: Update Sage

Page 16: StoreTrader and Sage 50

Update can be done at any time

Page 17: StoreTrader and Sage 50

Review financial transactions to post

Page 18: StoreTrader and Sage 50

Review stock transactions to post

Page 19: StoreTrader and Sage 50

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

Page 20: StoreTrader and Sage 50

Posting complete

Page 21: StoreTrader and Sage 50

Enquiries reflect the last updates

Page 22: StoreTrader and Sage 50

StoreTrader’s product enquiry shows all transactions for the product

Page 23: StoreTrader and Sage 50

StoreTrader – Sage 50 integration

• 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

The best PoS system for Sage