Run the program by:
- clicking the button on the Sage Line 50 / Sage 50 Accounts SOP (Sales Order Processing ) module tool bar.
- Or by selecting “Adept Tools” and then “Product Duplicator ” from the Windows Start Button / Programs Menu.
Sage 50 Sales Order CSV Import Program's Options
Currently the program has one option and if in doubt you should leave the box 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 this 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.
The Sage Line 50 Sales Order CSV Import Addon Main Screen
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: |
| CSV File Contents |
The contents of the CSV file row. |
| Order |
The Sales Order Reference / Item Number. |
| Status |
The Customer's Name or an Error Message. |
Company Box
The Company Name from your Sage Line 50 / Sage Accounts 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.
- See also CSV File Format section below for more information
Menu Button
Click this button to display the program's menu.
Exit Button
Press this button to close the program down.
Browse Button
Press this button to browse for the CSV file to be loaded.
Load Button
- Click 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
If you click Yes on this dialog the program will import the Sales Orders and display the Sales Order Numbers that have been allocated in the Order column, as per the following
Main Menu
Click the Menu button to access the following:
- Fields
- Options
- Sage Path
- User Name
- Licence
- About
- Help
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Fields Menu Option
Select this option to display information about the Product Field Names that are available to you in your version of Sage Line 50 / Sage Accounts 50.
The character at the beginning of the Description indicates whether the field is a Header field or an Item Line field.
- To create a new template CSV 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. (See Installation instructions below for more information)
Sage Path Menu Option
Select this option to display the Path to your Sage Line 50 data. (See Installation instructions below for more information)
User Name Menu Option
Select this option to display the User Name and Password dialog. (See Installation instructions below for more information)
Licence Menu Option
Select this option to display the Licence dialog.
About Menu Option
Select this option to display information about the program.
Help Menu Option
- Select this option to display this help document.
- The document viewer window may be resized by dragging it's edges or corners with the mouse.
- To print the document click on the Print button located in the top left hand corner of the viewer window.
CSV File Format
The first row of the CSV file must contain the Sage Line 50 Sales 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 Customer'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 SOP 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_TYPE Column
The ORDER_TYPE column controls the type of SOP document that is created and must contain one of the following:
- SO = Sales Order
- SQ = SOP Quote
- SP = SOP Proforma
- Order = Sales Order (same as SO)
- Quote = SOP Quote (same as SQ)
- Proforma = SOP Proforma (same as SP)
SO is the default if the ORDER_TYPE column is omitted.
ORDER_DATE Column
- The ORDER_DATE column holds the Sales 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, 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
(Note - we've had to wrap the header row onto two lines to fit here but it must be all on the first row of your Excel spreadsheet otherwise the import will fail)
ACCOUNT_REF,ORDER_TYPE,ORDER_NUMBER,ORDER_DATE,
ITEM_NUMBER,STOCK_CODE,QTY_ORDER,UNIT_PRICE
ABC,SO,20003,08/05/2006,1,1054,5,21.00
ABC,SO,20003,08/05/2006,2,1068,7,16.00
ABC,SO,20003,08/05/2006,3,1087,9,23.00
ABD,SO,20004,09/05/2006,1,1055,4,24.00
ABD,SO,20004,09/05/2006,2,1046,8,25.00
(Video Tutorials - coming soon!)
v15.0.10 Force new order on change of customer
v15.0.10 Small Icon in Sage 50 Stacked Toolbar
v15.0.10 Web Updates
v15.0.11 New SDO Checks
v15.0.12 Limit Trial to 10 Records
v15.0.13 Ability to read a Unicode CSV file
v15.0.13 Fix bug - 10 record limit not turning off with full licence
v15.0.14 Fix bug - Crash if last column has blank fields
v15.0.15 Common Library
v15.0.16 Option to ignore oversize field error
v16.0.17 Sage 50 v16 2010 Compatibility
v16.0.17 Move Options file to sub folder of ACCDATA
Simple and Straightforward
Installation of the Sales Order CSV Import 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:
- 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)
- 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 30 day free trial of the Sage 50 Sales Order CSV Import, limited to 10 lines per import, 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) |
Sales Order CSV Import Addon
for Sale Line 50 / Sage 50 Accounts
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| Ref: S50-013 |
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