Actinic Link suggests 4 methods of getting orders into Sage -
I'm guessing the last 2 would be most appropriate (given I only have the basic version of sage), but has anyone else been there tried that and discovered which one works best (and perhaps which to avoid)?
ditto for linked/unlinked - which is best?
basically I will be doing the order processing in actinic as before and transferring to sage at the end of each day, with the idea of just using sage for the accounting side (ie. not stock control, not product handling, not order processing)
Methods of Order Transfer
Actinic Link supports the transfer of order information from Actinic via four methods:
Invoice/Sales Order Creation
All orders, both invoices and sales orders, are transferred into Sage Line 50 for processing. Sage will then create an invoice or a sales order as necessary. This method is only supported by the 'Financial Controller' version of Sage Line 50.
Invoice Creation
Orders ready to be invoiced are transferred directly into Sage Line 50 for invoicing. Any sales orders will need to be processed in Actinic before the order details can be transferred into Sage Line 50. This method is supported by 'Financial Controller' and 'Accountant Plus'.
Direct Batch Invoice Creation
Information about orders can be transferred directly into Sage Line 50 as a batch invoice. This information will show up as part of a customer's audit trail. The audit trail will include information about the order lines (the items ordered by the customer). This method is supported by all versions of Sage.
Batch Invoice Creation via CSV Import (Unlinked Mode)
Order information can imported into Sage Line 50 via a CSV import file. This information will show up on a customer's audit trail in Sage. CSV import does not include any information about order lines, so you will only see a total order value without an item by item breakdown. This method is supported by all versions of Sage.
Actinic Link supports the transfer of order information from Actinic via four methods:
Invoice/Sales Order Creation
All orders, both invoices and sales orders, are transferred into Sage Line 50 for processing. Sage will then create an invoice or a sales order as necessary. This method is only supported by the 'Financial Controller' version of Sage Line 50.
Invoice Creation
Orders ready to be invoiced are transferred directly into Sage Line 50 for invoicing. Any sales orders will need to be processed in Actinic before the order details can be transferred into Sage Line 50. This method is supported by 'Financial Controller' and 'Accountant Plus'.
Direct Batch Invoice Creation
Information about orders can be transferred directly into Sage Line 50 as a batch invoice. This information will show up as part of a customer's audit trail. The audit trail will include information about the order lines (the items ordered by the customer). This method is supported by all versions of Sage.
Batch Invoice Creation via CSV Import (Unlinked Mode)
Order information can imported into Sage Line 50 via a CSV import file. This information will show up on a customer's audit trail in Sage. CSV import does not include any information about order lines, so you will only see a total order value without an item by item breakdown. This method is supported by all versions of Sage.
ditto for linked/unlinked - which is best?
basically I will be doing the order processing in actinic as before and transferring to sage at the end of each day, with the idea of just using sage for the accounting side (ie. not stock control, not product handling, not order processing)
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