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. It can also set the status of the Sales Orders and Allocate available stock to the new orders if required.
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.
Setting the STATUS column to ALLOCATED will allocate available stock to the new order.
Optionally set the sales order STATUS to be ALLOCATED by default during import.
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
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.