Sage 50 / Sage Line 50 Purchase Order CSV Import Addon (£99+VAT)

Import your purchase orders from a CSV file into the POP (Purchase Order Processsing) module of Sage 50 Accounts / Sage Line 50

• Import data into any field in the Sage 50 / Sage Line 50 Purchase Order file that is exposed by the Sage SDO.
• The column headings in first line of the CSV file are used to define the fields that the data should be imported into.
• Will import Excel style multi line data into the Sage 50 Service Text field.
• The CSV file contents are displayed, along with any error messages, before the import takes place.
• Create new template CSV files by selecting fields from a list of available field names.
• The program can be run from a button in the Sage 50 / Sage Line 50 POP Module (Financial Controller only).
• Licensed for use on as many of your company's computers as you like.
• Compatible with Sage Line 50 Financial Controller or Sage 50 Accounts Professional versions 8 to 15 (2009).
• Only £99.00 + VAT for a company wide licence.
• Free 30 day trial

Works with:

• Sage Line 50 Financial Controller | Sage 50 Accounts Professional versions 8 to 15 (2009)
• Sage Client Manager versions 8 to 15 (2009)

Run the Sage 50 Purchase Order CSV Importer from either

• The 'CSV Import' button on the Sage 50 Purchase Order Processing (POP) module toolbar
• Or, from the Windows Start Button > Programs Menu > Adept Tools > Purchase Order CSV Import

Options Menu

Currently the program only has two options and if in doubt you should leave both boxes unticked.

• CSV files created on a UNIX computer usually use a single Line Feed to terminate each record whereas Windows computers will terminate each record with a Carriage Return Line Feed combination. If you tick the UNIX Compatibility box the program will be able to read CSV files in either format. However the multi-line option for Service Text will be disabled because this feature relies on being able to use a single Line Feed (Excel Alt-Enter) to indicate the end of a line within a field.
• Normally the program will produce an error if you try to load more text into a field than the field can hold. If you are happy for the text to be truncated to fit you can tick the Ignore Over Field Size Error box to override the error.

Click the "OK" button to save the selected option.

The Main Sage 50 Purchase Order CSV Import Window

• The window can be resized by dragging the corners or edges.
• The status bar at the bottom of the window will display a progress bar when the program is busy.
• When the program is idle, the contents of the current CSV file will be displayed.

The columns in the CSV File Contents list are:

Company Box
The Company Name from your Sage Line 50 data files will be displayed here.

CSV File Box
Enter the path and file name of the CSV file that contains the data that you want to import. Alternatively, you can press the Browse button to use the standard Windows file browser to help locate your CSV file.

Menu Button
Press this button to display the program's menu.

Exit Button
Press this button to close the program down. Alternatively you may press the button

Browse Button
Press this button to browse for the CSV file to be loaded.

Load Button
Press this button to import the CSV file into Sage Line 50. The program will check the CSV file and if any errors are found appropriate error messages will be displayed in the Status column. If all is well, the following dialog will be displayed to allow you to confirm that you want to import the orders.
Note - Always backup your Sage data before each import!!

If you select Yes on this dialog the program will import the Purchase Orders and display the Purchase Order Numbers that have been allocated in the Order column.

Purchase Order CSV Import Program Menu

Fields Options Sage Path User Name Licence About Help

Fields Menu Option

Select this option to display information about the Purchase Order Field Names that are available to you in your version of Sage Line 50.

• The character at the beginning of the Description indicates whether the field is a Header field 'H' or an Item Line field 'I'
• To create a new CSV template file tick the boxes alongside the fields that you want to create columns for.
• When you close the Product Fields dialog you will be prompted to save your Template CSV file in a folder and with a name of your choice.

Options Menu Option
Select this option to display the Options dialog. This dialog was discussed at the beginning of this document.

Sage Path Menu Option
Select this option to display the Path to your Sage Line 50 data. This dialog was discussed at the beginning of this document.

User Name Menu Option
Select this option to display the User Name and Password dialog. This dialog was discussed at the beginning of this document.

Licence Menu Option
Select this option to display the Licence dialog. This dialog was discussed at the beginning of this document.

About Menu Option
Select this option to display information about the program.

• If you have an Internet connection you can click the Check for Update button to see if there is an update available for this program.
• If an update is found it will be downloaded and installed automatically.

CSV File Format

The first row of the CSV file must contain the Sage Line 50 / Sage 50 Purchase Order file field names that the data is to be imported to.

Mandatory Columns

• You must have a column whose heading is ACCOUNT_REF
• You must have a column whose heading is either ORDER_NUMBER or ORDER_REF
• You must have a column whose heading is STOCK_CODE
• To import Service item lines you must have columns whose headings are SERVICE_TEXT and SERVICE_AMOUNT

ACCOUNT_REF Column
The Supplier's Account Reference

ORDER_NUMBER Column
If this column is present the program will create the new Orders using the Order Numbers in this column. If you want Sage to automatically allocate the next available Order Numbers you should omit the ORDER_NUMBER column

ORDER_REF Column
The data in this column is only used to group together all the lines that belong to one order. It is not imported into the Sage POP Files. When the import program encounters a change in the contents of this field it makes the assumption that a new order has started.

ITEM_NUMBER Column
This column is optional. If it is present the numbers must start at 1 for each new order and be consecutive for all the lines of an order.

ORDER_DATE Column
The ORDER_DATE column holds the Purchase Order Date in dd/mm/yyyy format. If this column is omitted, the sytem date will be used for the order.

STOCK_CODE Column
The STOCK_CODE column contains the Sage Product Code. The Special Product Codes may be used as follows:
M = Message Line. The message should be placed in the DESCRIPTION column.
S1 = Special Product (Standard VAT)
S2 = Special Product (Zero Rate VAT)
S3 = Service Item Line. Use SERVICE_TEXT and SERVICE_AMOUNT columns as described below.

QTY_ORDER Column
The QTY_ORDER column contains the Quantity. If this column is omitted the Quantity will default to 1.

UNIT_PRICE Column
The UNIT_PRICE is only used for Product Item Lines and contains the Unit Price of the product.

SERVICE_TEXT Column
The SERVICE_TEXT column is only used for Service Item Lines and contains the Description of the service. This description can contain many lines of text. To create a multi line Service Text in Excel you should hold down the Alt key while you press Enter at the end of each line.

SERVICE_AMOUNT Column
The SERVICE_AMOUNT column is only used for Service Item Lines and contains the Unit Price of the service.

Example (The field names should be on the 1st line and not wrapped as per the sample below)
ACCOUNT_REF,ORDER_NUMBER,ORDER_DATE,ITEM_NUMBER,STOCK_CODE,QTY_ORDER,
UNIT_PRICE
ABC,20003,08/05/2006,1,1054,5,21.00
ABC,20003,08/05/2006,2,1068,7,16.00
ABC,20003,08/05/2006,3,1087,9,23.00
ABD,20004,09/05/2006,1,1055,4,24.00
ABD,20004,09/05/2006,2,1046,8,25.00

Change Log
v15.0.10 Force new order on change of supplier
v15.0.11 Small Icon in Sage 50 Stacked Toolbar
v15.0.11 Web Update
v15.0.12 New SDO Compatibility
v15.0.13 Limit Trial to 10 Records per import
v15.0.14 Ability to read a Unicode CSV file
v15.0.15 Option to ignore oversize field error
v15.0.16 Fix crash where the number of fields in a row is less than the number of headers
v15.0.16 Invalid version error allows a web update to be run
v15.0.16 Show the About dialog on first run and after web update
v15.0.16 Fix bug with obtaining the last data path after toolbar buttons have been added
v15.0.16 Common Library

(Video Tutorials - coming soon!)

Simple and Straightforward

Installation of the Purchase Order CSV Import add on for Sage Line 50 / Sage 50 is simple and straightforward and should take no more than a few minutes. Comprehensive step-by-step instructions are provided.

Prior to installation you will need to:

1. Ensure that you have installed all the appropriate patches and updates from the Sage update site for your version of Sage (comprehensive notes are provided with the download)
2. Obtain from Sage a Serial and Activation key to enable '3rd Party Integration'.
   Notes and telephone numbers are provided with the download but Sage will want to know the main serial number for your copy of Sage and the version number - found by going to Sage 50,'s HELP / ABOUT menu option.
   N.B. The same 3rd Party Integration keys can be used for all addons that require them

• A fully functional 30 day free trial, limited to 10 records per import, of Sage 50 Purchase Order CSV Import add on is available.
• The trial can be unlocked by purchasing a full licence - you will not loose any settings
• Still got questions? Checkout the FAQ section

£99.00 (£113.85 inc VAT)	Sage Line 50 / Sage 50 Accounts Purchase Order CSV Import
Ref: S50-022

Home > Sage Add-ons > Sage Line 50 Purchase Order CSV Import addon

Sage 50 Addons Summary
Sage 50 Addons FAQ's
Sage 50 Addons Resellers

Addons that View Data ..

Sage 50 Company Viewer Lite
Sage 50 Product Viewer Mid
Sage 50 Order Viewer Pro

Addons that Manipulate Data ..

Sage 50 Back to Back Ordering
Sage 50 Credit Note Creator
Sage 50 Document Explosion
Sage 50 Multi Location Stock Tools
Sage 50 Payment Allocations
Sage 50 Product & Account Code Changer
Sage 50 Product Duplicator
Sage 50 Product Memos Backup Program
Sage 50 Sales Price Updater
Sage 50 Stock Adjustments In
Sage 50 Stock Split Program
Sage 50 Stock Transaction Editor
Sage 50 Subscriptions

Addons that Import Data ...

Sage 50 Address CSV Import
Sage 50 Customer CSV Import
Sage 50 Fixed Assets CSV Import
Sage 50 Invoice CSV Import
Sage 50 Price Lists CSV Import
Sage 50 Product CSV Import
Sage 50 Project Charge CSV Import
Sage 50 Purchase Order CSV Import
Sage 50 Sales Order CSV Import
Sage 50 Transaction CSV Import

Addons that also work with ..
Sage Instant* &/or Sage Instant Plus*

Sage 50 Company Viewer Lite
Sage 50 Customer CSV Importer
Sage 50 Product & Account Code Changer
Sage 50 Product CSV Import
Sage 50 Product Viewer Mid
Sage 50 Order Viewer Pro