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Published byAnabel Rake Modified over 10 years ago
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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 This tutorial describes how to set up and use the StoreTrader Sage 50 Link
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Step 1 Step 1 : Define the link
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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
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Modify default accounts for payments
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Customer account updates
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Enable stock account update
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Step 1 complete!
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Sage accounts now appear in StoreTrader Sage 50 folders are shown green
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Customer records are in Sage50
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Customer enquiries use Sage50 data
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Products are in Sage
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So stock enquiries are on Sage data
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StoreTrader sales transactions update Sage50
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Step 2: Step 2: Update Sage
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Update can be done at any time
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Review financial transactions to post
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Review stock transactions to post
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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
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Posting complete
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Enquiries reflect the last updates
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StoreTrader’s product enquiry shows all transactions for the product
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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
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