How to import your Actinic orders into Sage

This solution uses One Stop Order Processing and Sage (All versions except Startup)

You can import your Actinic orders into Sage as a series of Invoices, into a selected account. All invoices are imported as a single customer (Sales) for a single product (Goods). The total invoice cost and VAT is split into the relevant accounts.

The following instructions explain how to set this up.

1 If the Sage view isn't available you can Import the view from the installation directory (e.g. C:\Program Files\MoleEnd\1StopOrders\V10).
For information on how to import views click here.

There are 2 choices of views to import:

Sage.mev Where all orders are imported as individual invoices
Sage-GroupedByDayInvoices.mev Where each day's orders are imported as a single invoice.

The grouped invoices are useful if you have a lot of orders. They are imported into Sage as a single invoice with the day's total order values (and VAT). Each invoice will have a unique sequential order number. As the views are configurable you can group the orders by any field.

2 Click on the Export Orders button. This will display the Export orders details dialog, shown below.

Click on the Export orders button.

This will create an CSV file in the root of drive C. You can change the location of the file if required.

3 Start Sage.

4 Below is a description of where the order information is imported into. You either need to make sure that the accounts (And items) exist in Sage or amend the default values, shown below, to match your setup.

Field Description Default Value
Account Reference The customer account who the order is assigned to WEB
Details The income account the sales are assign to Internet Sales

If you need to change any of the values (or add in your own rules or macros) you should customize the current view and change the default values assigned to the Fields shown above. For information on how to change values in views click here.

5 select the File->Import menu option.

6 Select Audit Trail Transactions and click on Run.

7 Select the C:\Sage.csv file.

8 The should then be imported.