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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.

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Presentation on theme: "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."— Presentation transcript:

1 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 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 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: 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 haven’t 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 StoreTrader’s product enquiry shows all transactions for the product

23 StoreTrader – Sage 50 integration 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 The best PoS system for Sage


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