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. New Feature
  • Optionally set the sales order STATUS to be ALLOCATED by default during import. New Feature
  • 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.

Add-On Pricing & Compatibility

  • Only £150.00 + VAT for a company wide licence plus 20% Annual Renewal Fees.
  • Adept Add-Ons are Multi User at no extra cost.
  • Compatible with the UK Edition of Sage 50 & 50cloud versions 8 to 27.
  • Unless otherwise stated, also works with any minor version numbers such as v26.3 or v27.2
  • 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.
  • Thirty day Free Trial available.
  • The trial version is limited to a 10 Row CSV file per import.
Get Trial

Sales Order CSV in action

Sales Order CSV in Action

Sales Order CSV Options

How much does it cost?

Initial Upfront cost Covering your first 12 Months software use

Adept Sage 50 & 50cloud Add-On Tools

20% Annual Renewal Fee for Continuous use in Year 2 onwards

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