Do you need to Import Sales Orders into Sage 50? This program will import Sales Orders, Quotes & Proforma’s into the Sage 50 Sales Order Module from a CSV file.

Core Features of Adept Sage 50 Sales Order CSV Add-On

  • Can be used to import data into any field in the Sage 50 Sales Order file that is exposed by the Sage SDO.
  • The column headings in the 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 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.
  • Select a delivery address from the customer’s list of delivery addresses by entering its description in a DELIVERY_DESCRIPTION column.
  • Optionally move the CSV file to an Archive folder after it has been successfully imported.
  • Optionally monitor a specified folder for new CSV files and import them automatically.
  • Option to be run from the command line with -F <filename>
  • Optionally create new Customer or Product records if they don’t exist.
  • This Add-On creates new Sales Orders, Quotes & Proforma’s, it cannot add item lines to existing ones.
  • Export option will load your CSV template with data from your current sales order file.
  • In a multi company Sage environment the company that each sales order should be loaded into can be specified in the CSV file.
  • You do not have to log other users out of Sage while using this Add-On Tool.
  • The program can be run from an icon in the Sage Sales Order module tool bar (dependant on Sage version).
  • Only Compatible with Sage 50 Pro and Financial Controller, see below for version compatibility.

Add-On Compatibility and Pricing

  • Compatible with the UK Edition of Sage 50 & 50cloud versions 8 to 26.
  • Unless otherwise stated, also works with any minor version numbers such as v25.2 or v26.1
  • Adept Add-Ons are backwards compatible when it comes to Sage versions, most go back to v8
  • Web Update facility to keep your program up to date, accessed via Menu>About.
  • Only £150.00 + VAT for a company wide licence plus Annual Renewal Fees.
  • Adept Add-Ons are Multi User at no extra cost.
  • Thirty day Free Trial available.
  • The trial version is limited to a 10 Row CSV file per import.
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Sage 50 & 50cloud Accounts Authorised Product

Sales Order CSV in action

Sales Order CSV in Action
Sales Order CSV Options

How to create a CSV Template from Menu>Fields.

How to import a CSV File & Basic Options.

How to setup and configure Automatic Importing.

How to Export a CSV File of Invoices.

Adept are Sage Platinum Partners for Sage 50 and certified Sage Developers