Features - Order Importer for Sage

Out of the Box Evaluation
Order Importer for Sage comes ready to use "Out the Box", it comes pre-configured to download orders from our demo site and save to Sage Line 50 demo company data. This means you can fully evaluate the program immediately and see it in action without accessing your live accounts data until required.*
Import Invoices, Sales Orders and Purchase Orders
You can import orders as an invoice, sales order (SOP) or Purchase Orders (POP), plus you can specify which customer or supplier account to use.

Multiple Sage Accounts
Supports multiple Sage Accounts companies with their own separate web sites by defining an "Order Importer Job" for each company; an unlimited number of jobs can be defined making Order Importer one of the most cost effective solutions around.

Data Import
Order Importer can import orders data from the following sources
- XML or CSV feed via HTTP Web Page**
- MS Access Database
- MS SQL Server
- MySQL
- CSV Files
- Excel Spreadsheets
Save Data to Any Sage field desired
Order Importer can be configured to save order data to any Sage field found on Customers, Invoices/Sales Orders/Purchase Orders and Invoice Items. If you want to save order data to a Sage field not natively supported by Order Importer you can simply define a custom field. Custom fields are used to map any import field you decide to invent to any Sage field you like.
Control Invoice/Sales Order Types
You can choose the type of Invoice or Sales Order to import on a global or order basis, orders can be imported as any of the following:
- Product Invoice
- Sales Order
- Service Invoice
- Product Credit Note
- Service Credit Note
- Product Invoice Proforma
- Product Invoice Quotation
- Service Invoice Proforma
- Service Invoice Quotation
- Sales Order Quotation
- Sales Order Proforma
Sage Price Lists
Order Importer supports Sage price lists and special customer prices.
Create Order Specific and Open Purchase Orders
Order Importer can create and manage purchase orders based on the content of imported Invoices and Sales Orders. Purchase orders can be created on a per orders basis or can be left open and amended as new orders are imported.
Advanced Customer/Supplier Recognition
Order Importer can be configured to match order up with existing Sage customer/supplier accounts using rules you define.
Security Features
Implements integrated security features designed to stop unauthorised personnel from accessing specific program features.

Reporting
Provides job based printable summary reports of orders previously saved to Sage.

Import Schedule
Simple and advanced scheduling features, these allow you to fully automate Order Importer for Sage.

Order Validation
Powerful validation is performed on all order and customer data to ensure compatibility with Sage Line 50 Accounts prior to saving orders. Any orders failing validation, for example customer address field to large for Sage are clearly shown. Order Importer for Sage has a built in editing facility allowing quick and easy rectification of any problematic orders

Failed Order Notification
Order Importer for Sage can send email notification when an order fails the validation checks. This can be helpful if the application is being automated with the scheduling feature, you can be notified of problematic orders immediately without the need to check the application.

Network Compatible
Order Importer for Sage is fully network capable; it can connect to sage installations across a local area connection (LAN)

Developer Tools
Developer tools and support are also included; sample files for your web site are supplied.
For those ASP.NET developers we have a helper assembly for use on your website.

* You must have access to the Sage demo company data to view orders inserted by Order Importer for Sages demo job.

** When setting up Order Importer for Sage to connect to your E-commerce website your web developers help may be required to set up the retrieval and notification pages to work.