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.

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Presentation transcript:

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 StoreTrader Sage 50 Link

Step 1 Step 1 : Define the link

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

Modify default accounts for payments

Customer account updates

Enable stock account update

Step 1 complete!

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

Customer records are in Sage50

Customer enquiries use Sage50 data

Products are in Sage

So stock enquiries are on Sage data

StoreTrader sales transactions update Sage50

Step 2: Step 2: Update Sage

Update can be done at any time

Review financial transactions to post

Review stock transactions to post

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

Posting complete

Enquiries reflect the last updates

StoreTrader’s product enquiry shows all transactions for the product

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