Sage is an extremely popular accounts package but, like all
programs, it has its limitations. "Integration" allows Sage to
become the "accounting component" in a wider, more comprehensive
solution that encompasses other business functions. Integration
also allows developers to build on Sage's own feature set and
provide external features and functionality not found in the
standard product.
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Avoid manual entry into Sage of Invoices created in
another program |
Electronically send Sales Orders into Sage (Purchase
Orders and Quotes too) |
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Using integration it is possible to electronically transfer
invoices from an external system into Sage and completely
remove the need to manually enter the details into Sage. The
process can be batched (e.g. run daily or weekly) or "live"
(e.g. as the original invoices are created). This means you
easily create invoices the way you want to and keep
your accounts up to date without any duplication of
effort. |
Sometimes it is necessary to generate orders in a custom
solution due to complexities or pricing structures that Sage
cannot accommodate. Once an order is created in the custom
solution it can be sent electronically to Sage and form part
of Sage's Sales Order Processing and Stock Control. This
makes it possible to create custom functionality externally
where it is required but still benefit from Sage's key
features. |
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Centrally manage Customer records that exist in more than
one place |
Provide Account Status, Stock Availability and Order
History at Point of Sale in a custom solution |
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When creating a customer focused solution (e.g. a sales or
administration system) it is possible to synchronise the
customer records with Sage's customer data so that you only
need to add or amend customers details in one place.
Changes in one system can be automatically rippled through
to the other and new accounts can be added simply and
quickly including automatic assignment of customer account
references. |
In a telesales environment Sage integration can provide
operators with important account information within their
contact management or CRM system without them having
direct access to Sage. For example, a customer record can
display the current Customer Account Status and even an Aged
Balance so operators don't call accounts placed On
Hold. Integration can also display stock prices and
availability plus previous order history, all instantly on
screen without having to look it up or access Sage directly. |
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Sage Sales Order Processing doesn't suit you but it's
invoicing, stock control and account management is vital |
Central consolidation of Invoices created in multiple
remote locations |
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It is possible to create custom solutions that do fit
your business process and then use integration to send the
appropriate details to Sage so that you can still utilise
the Sage features that are most important to you. For
example, a custom solution will provide the framework to
handle your sales order process then, at the appropriate
point in time, create a Sage invoice and update Sage's stock
control. |
Some organisations have multiple locations that generate
invoices locally and send them to head office for
consolidation. Integration can provide an automated facility
to collect, validate and import invoices from multiple
locations into a central accounts system. |
