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StoreTrader and Sage 50

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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 – PowerPoint PPT presentation

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Title: StoreTrader and Sage 50


1
StoreTrader and Sage 50
Sage 50 is a general accounting package for small
businesses
The StoreTrader link with Sage 50 won a
Developers Award from Sage for the excellence
of the integration!
2
StoreTrader and Sage 50
This tutorial describes how to set up and use the
StoreTrader Sage 50 Link
3
Step 1 Define the link
4
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
5
Modify default accounts for payments
6
Customer account updates
7
Enable stock account update
8
Step 1 complete!
9
Sage accounts now appear in StoreTrader
Sage 50 folders are shown green
10
Customer records are in Sage50
11
Customer enquiries use Sage50 data
12
Products are in Sage
13
So stock enquiries are on Sage data
14
StoreTrader sales transactions update Sage50
15
Step 2 Update Sage
16
Update can be done at any time
17
Review financial transactions to post
18
Review stock transactions to post
19
Review helps resolve errors
This means you havent 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
20
Posting complete
21
Enquiries reflect the last updates
22
StoreTraders product enquiry shows all
transactions for the product
23
StoreTrader Sage 50 integration
The best PoS system for Sage
  • 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
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