User Manual Web DataLink for Sage Line 50
Contents
1. ee Datalink User Manual Web DataLink for Sage Line 50 Version 1 0 1 Table of Contents ABDOUF g 99 01112 10 Pee ne ee eee es ee 3 CUSTOMER SUD DOI ne ae ee nen ee 3 P UIPOSE OT We SO MW AL en ee ee ee ee 3 IS FAUL AU OT a a nee ae E ee ties E E E E E EEE 6 Se HINO S and ConnguraliO NM ee ee ee een 7 SA B 2 Sea ee ee et ence ee ehe 7 I CONNECCION False ren 9 SHE UNS euere een ie einseitige nigra EEEN EANES 12 Order ODUN a ne ene ner een ee 17 GENE AL 9 6 9 Se ee one ae en een A eee ee 18 Synehronisation ODCTANONG acre eccssenscecauiesncenccseenswntinnsssdanvnsadvacwsdeteus O ATE EARE KAEA ORAA NANE RANNE ERNE SA TEAR RENREN ES 21 DOWNIOAU HE F FOG GS ee ESEE 22 Downloading Orders nenne ee EE EEE ETE 25 order ID NUMDCI ie er ee ee ee ee R T 30 IS OME EISEN See re ee en rinnen ee 31 ProducrDAa SYHCHLONIZE Gene ee nenne 34 57d EEE IE EEE eaga as ac E GE NEE eit ocac S eevee ent cc es ea nc ote vas ase wee aaa E E E E 43 IV I EL SS CO US ee sted ig as adac ucts oe ee ee 49 About this manual This guide will explain how to connect your copy of Sage Line 50 with Web DataLink for Sage This will enable the transfer of products from Sage to your website and the transfer of downloaded order information from website to Sage This guide assumes you are already familiar with Sage Line 50 Compatibility Web DataLink for Sage will work with the Sage Line 50 software Web DataLink for Sage supports transfer of Stoc2. Save the file to MY DOCUMENTS b Open MY DOCUMENTS in the computer Desktop and then locate the Web DataLink ZIP File Right click on the ZIP file and then on GO TO Extract DataLink and then click on EXTRACT TO Double click on the folder that you have unzipped and double click on the setup exe file This will launch the SET UP Wizard c Follow the instructions in the SET UP WIZARD and accept the Web DataLink License Agreement Create the Desktop icon Ed DataLink 1 and the Quick Launch icon stan FASE SO mM You will then be able to commence using the software by clicking the Web DataLink icon in the system tray or the icon on the computer Desktop Settings and Configuration Sage Details 1 Click the Sage Line Connections tab to the left to switch to the Sage Details page E off Sage Details Connection Details General Installation Folder C Documents and SettingsV4ll Users pplics u Company Fath CADOCUMENTS AND SETTINSAALL USER SAAPPLEAT OR Ag FP Password System folders BackUp folder Program Files DataLinki 14 BE Default parameters Det Tax Code Def Zero Tax Code Def Tax Rate Det AIC ref a Def prod Dept o Det Department Carriage MG 4000 Global MAZ Customer MIC Bank Accountedef Registered for VAT VAT charged Orders options Edit Delete Download online SOP Set SOF as Allocated Completed
3. Description Image and Category fields will remain unchanged in the Sage Line 50 after synchronization even if changed on the website Orders options E Edt Delete Download online ey SOP Set SOP as f allocated eunpleted aes orders as Invoice ar Set Sage Is master product name description image ee With this option unchecked it works vice versa the product data remains unchanged on the website even if changed in the Sage Line 50 Note A stock level is always taken from the Sage Line 50 It make sense to disable stock subtraction feature on the website You can also add Payment methods here using the Add button below the grid Fill all the necessary fields out with the appropriate information and choose the correct payment on Account or to Invoice and then click the Save button el Add Payment Payment Details Payment method PayPal Bank accounts E tata Post as payment General Options Click the General tab on the left to open the General options page ell Web Datalink options TRIAL amp ell General options schedule General Sunday Monday Tuesday Wednesday amp Thursday Friday Saturday Site Every Day at 9 00 00 Pht Sage ite Ongoing between 9 00 00 Ah and 6 00 00 PM LA mirutel ever Connections Run on Windows startup Synchronize also Products Oty Log options W Store Log Synch
4. Memo BOM Sales Graph Activity Discount Web de Web Defaults Image Description Test Product Detail Test Product al Publish to Web Special Offer Custom Fields Category 4 Wb Category B Category C 1 ei Categories IDs are stored in the Category A field In the screenshot 2 categories IDs are displayed These IDs belong to certain webshop frontends and so are displayed in a certain order and semicolon separated 92 67 Custom Fields EE gt 92 67 Add Category B Category C 11 2 Website frontends IDs are stored in the Category C field below and also shown in a certain order and semicolon separated 1 2 Custom Fields Category 4 i Category B Add CategoyC 1 2 Website frontends get their ID numbers according to the date of their creation the very first site will get ID 1 website created secondly will get ID 2 etc Note Be attentive while specifying categories IDs in Sage manually put them in a proper order according to websites IDs For example like it is shown on screenshot above category 92 belongs to frontend 1 and category 67 belongs to frontend 2 Inventory Please pay attention to Products Attributes and their values displayed in Sage Their order of display is as follows For example Lily Color Red 20 Product Code Description LILY Lily BE ea Lily Colour R ed 20 Double click in an attribute s name to review details In the Product R
5. 50 to Magento Click the Products from site button if you wish to download products from Magento to Sage Line 50 Click the Orders from site button if you wish to download orders from Magento to Sage Line 50 The Web DataLink for Sage Line 50 updates product price description model stock pictures and categories Also it creates customer accounts and sales orders in the Sage Line 50 Now let s view some examples of products orders downloading Downloading Products 1 Click the Products from site button at the bottom of the Web DataLink for Sage window 2 The downloading process will take for a few seconds please wait Then right mouse click on the Web DataLink icon in system tray and select the Show Log item Lo Options Synchronize new products From Site anil Se Synchronize orders now Gc 55 synchronize products to Site ahem fe Buy Full ersion now Close this menu Exit The Log Explorer window demonstrates detailed information about all the Web DataLink s actions All records have Type Result Date and Details fields The Type field contains an operation type The following types of operations can be displayed here Synchronization products from site Synchronization orders from site Synchronization products to site The Result field contains the operation results It can display either Ok Error or Begin status The Date field contains oper
6. C ref field is used to set one and the same customer s account number for all online orders Def prod Dept field is used to set department number If you are using the departmental analysis facility you can assign products to a department for reporting purposes Def Department field is used to set a department s number in order to assign carriage fees to it Carriage N C field is used to set a specific nominal code for carriage fees Global N C field is used to set a nominal code in order to assign the entire net value of the invoice to just one nominal account specified in this field Note If you import orders as INVOICES this field should be filled in Default value is 4000 Customer N C field is used to set a specific nominal code for customers Bank Account def field is used to set the nominal code of bank account for online orders to be associated with It is possible to add some additional tax codes for any special purposes To do this press the Add button and select code name specify rate and tick the appropriate checkboxes Then click the Save button ef Web Datalink options TRIAL olf Sage Details Connection Details General Installation Folder C Documents and Settings ll Users pplica pose Company Path c40OcU MENTS AHD SETTIWGSALL USERSWPPLIGATEOR Password as Test Connection System folders Connections BackUp folder Program Files DataLinks 1 aaa Default parameters Def Tax Code mo Ti De
7. Description Big description Updated Short Description Short description updated SKU 100000 Weight 1 0000 Sage Product Record Test product Name Web Detauls nn O Image Description Short description updated Big description Updated e Product Short Description Site Name Test product Name Description Big description Updated2 short Description SKU 100000 Weight 1 0000 Sage Product Record Test product Name Act Discount Web web Defaults Description Short description updated EEE Details Big description Updated Image e Product Image Site g Image type and information need to be specified for each store view Image Label sort Order Base Image Small Image No image fe E Sage Product Record Test product Name Discount Web Web Defaults Description Short description updated Details Big description Updated i NOTE If there is an old product image on site this will be replaced with a new product image from Sage during synchronization B2B The B2B module is an additional functionality You have a possibility to synchronize customers group and product group discount values from site into Sage as well as add this data manually in Sage To add a new customers group and specify discount for products go to Sage gt Prices aL Sage 50 Accounts Professio
8. Test product Name 100 00 Deduction Description Total GBF 100 00 lt Gross GBP 120 75 Less Deposit GBF Amount Due GEF 9 Then go to the Magento site Administrative part gt Sales gt Orders section and view the order s to make sure the synchronisation process was done properly and all the orders details were downloaded to Sage Line 50 Global Record Search Magento Admin Panel Dashboard Sales Catalog Customers Promotions Newsletter CMS E amp Orders Page 1 ofi pages View 20 per page Total 1 records found New Order F eectAl Unselect Al Select Visible Unselect Visible 0 items selected Order PurchasedOn 1 Billto Name Ship to Name Any F From To E 100000001 5 Mar 2009 08 04 50 John smith John smith 10 Highlight an appropriate order in the list and click the View link per page Total 1 records found New Order RSs Reset Filter ect Visible 0 items selected Actions Bill to Name Ship to Name G T Base G T Purchased Status Action John Smith John Smith 120 75 120 75 Pending View 12 View order s details on the webpage ES Order 100000001 Order Date 5 Mar 2009 08 04 50 Back E Eee BE EZ E Order 100000001 Order confirmation email sent Account Information Order Date 5 Mar 2009 03 04 50 Customer Name John Smith Order Status Pending Email ababich tnanic com Purchased From Main Website Customer Group Gene
9. orders as Invoice I Set lnvoice Posted W Sage is master product name description image category Payment method Bank account Post Post Type Fut DEFAULT 1200 Yes Eu Synchronisation operations WebDataLink5 a for Sage Line Copyright 2006 Datalink UK Lid 5 Under System Folders show a path to the backup folder The software uses this folder to store temporary files Click the browse button opposite the BackUp folder field and select a proper directory for example C Program Files DataLink 1 System folders BackUp folder Program Files DataLinks 14 EE 6 Click the Test Connection button in order to confirm the system can connect to the database and also the 3d Party Integration has been activated and is working properly on your local PC Test Connection If everything is OK the Web DataLink will show the Test connection succeeded message x ali Yeb DataLink options TRIAL X off Sage Details Connection Details General Installation Folder C Documents and Settings 4ll Users 4pplica Egg Company Path CADOS UM ENTS AND SETTINGSALL USERSPPLIGATION Gone Password Ys Test Connection Line System folders Connections BackUp folder C Program Files DataLink 1 ee Default parameters Det Tax Code Def Zero Tax Code Def Tax Rate Def AC ref Det prod Dept o Det Department Datalink_osc_sage EW Carriage Orders option
10. EST Currency Pound Sterling Description Test B2B eee _ _ m Associated Products Customers Froduct Code Description Calculation Method Sales Price Y Cost f Recalculate Prices Details Recalculate Price List prices whenever Product prices change Only recalculate Price List Prices on selection of the Recalculate Prices button First select a product in the list Add Products TEST Test B2B a Select products to be added to Price List p Product Code Description Sales Price Y Cost Price 7 TESTPRODULT Test Product 100 00 0 00 TESTPRODUCT COLOR BLU Test Product Color Blue 120 00 0 00 TESTPRODUCT COLOR RED Test Product Color Red En 100 00 0 00 TESTPRODUCT SIZE MIDDL Test Product Size Middle 2 123 00 0 00 TESTFR DULT SIEE SMALL Test Product Size Small 120 00 0 00 Use these settings to determine how the Product Item Price for this Price List will differ from standard Product pricing Then select Calculation Method from dropdown Set pricing method to Calculation Method Value Rounding Direction To Multiples of And then specify a discount Value Set pricing method to Calculation Method Value Rounding Direction To Multiples of Click OK Product Code TESTPRODUCT Decrease Sales Price by 50 00 FE Round up to 2 ba Decimal Places Decrease Sa
11. Here you can view customer s details to make sure that its information was downloaded to Sage properly John Smith Create Order 4 Back Reset Delete Customer Personal Information Last Logged In 5 Mar 2009 08 04 50 Primary Billing Address Offline John Smith Last Logged In 6 Mar 2009 06 46 27 Datalink UK Lid America Los Angeles Offline 5 Jupiter House Calleva Park ee Cae Reading Berkshire your zip code Account Created on 5 Mar 2009 08 04 49 Ned Kingdom 2 T RG 8NN Account Created in Default Store View Customer Group General Sales Statistics Website Store Store View Lifetime Sales Average Sah Main Website Main Website Store Default Store View 120 75 120 75 All Store Views 120 75 120 75 Recent Orders Shopping Cart 0 itemi5 Wishlist 0 item s 7 When you have finished working with the Web DataLink for Sage Line 50 right mouse click on the Web DataLink icon in system tray and select the Exit item 8 Answer Yes in the message appeared on the screen to confirm exiting of the program Product Data Synchronized The following data is synchronized during DataLink for Sage activity e Product Name Page 1 of 1 pages View 20 per page Total 1 records found J Notify Low Stock RSS Select All Unselect Al Select Visible Unselect Visible O items selected ID Name Type Attrib Set Name SKU Price Any gt From From To To In E S
12. Recumnmg Intrastat Frint Type Date Name Amount Allocated Despatched Ord 05 05 2009 Catalink UE Ltd 120 75 An example above shows the Order ID on site is 100000001 while the Order ID in Sage is 1 Customer Details 1 To view customer s details in the Sage Line 50 press Alt O and T hotkeys Or click Modules and select the Customers item in the upper menu Or in the left panel under the Links click the Customer List item and view a list of new customer s downloaded to Sage Line 50 database 2 Sage 50 Accounts Professional 2008 Test Clear File Edit Wie Settings Tools Favouriteg Weblinks News Feeds F Modules Customers I Suppliers Tasks ize Company T Mem Customer amp Edit Customer Bank Products New Quotation New Sales Orde New Invoice Projects Mer Sales Nominal Ledger Thee a E Allocate Stock 2s al inancials Despatch Orde p Receive Payme Fixed Assets Register Kt Post Invoices Quotations Mew Credit Invoicing mae USE He Sales Order Processing Manage Lredit Purchase Order Processing A Customer Refu Wizards Double click on the customer s name in the list to view details Fie Edit Wem Modules Settings Tools Favourites Weblinks News Feeds Help ustomers us All Records Change Tasks ar amp e E il G amp G B I a ries Record Be List Activity Aged Invoice Cr
13. Web DataLink PRO for Sage options window Under Default parameters there are fields containing default parameters of the orders Web DataLink options TRIAL off Sage Details Connection Details General InstelsheriFolier C Documents and Settings Vall Userswpplical a amp Company Path caADOcUMENTS AND SETTINGSVALL USERSVAPPLIGATION Site Connections Password Test Connection System folders BackUp folder C Program FilesDataLinky1 Default parameters Det Tax Code Def Zero Tax Code Det Tax Rate Det AIC ret Det prod Dept o Def Department Carriage MG 4000 Global MG Customer BIC 4000 Bank Account dety 1200 Ratet UK Europe Registered for YAT_ VAT charged Orders options EE Ei delete Download online 7 SOP Set SOP as Allocated Completed orders az Invoice Set Invoice Posted Sage is master product name description image category Payment method Bank account Post_ Post Type DEFAULT 1200 Yes 5 ao ca Synchronisation operations Products from site Sme f coe Def Tax Code field is used to set the default tax code for online orders Default value is T1 Def Tax Rate field is used to set the default tax rate Default value is 17 5 Def Zero Tax Code field is used to set the default zero tax code Default value is TO Def A
14. allation Web DataLink for Sage Line 50 consists of two parts The web part is pre installed to the Magento website by DataLink UK team Please note Web DataLink for Sage must be installed onto the same computer as Sage Line 50 Notes To install a web part of Web DataLink for Sage a user should have the following information Web Services User Name and IPI Key plus the full rights to manage all the data that is supposed to be synchronized If the user is not provided with access to website Admin Panel for some reasons then it should be provided with details described above The software itself is installed as any other MS Windows based software onto your PC following the instructions of a specially designed Installation Wizard These procedures apply when the Web DataLink software is delivered to the Customer via email or via a web download with a Web DataLink s ZIP file as an attachment and by using the popular WinZip software or when the installation is delivered as an executable file Contained in the installation are the following documents and files Setup exe install file for Web DataLink for Sage Line 50 License Agreement Detailed installation Manual Readme File Now unzip your program and install it to your PC a Firstly save the ZIP file to your computer by either right clicking on the ZIP file attachment in the email or clicking on the website URL given to you in the email and then click SAVE AS
15. ation date and time information The Details field contains additional data how many products orders were processed elf Log Explorer J cues Operation ype Al S Use period from 37 4 2008 llo Operation result Al tor 20 2008 lo Z m You can filter the log by operation type operation result and date If you click in the column s header all data will be sorted in the alphabetical order v You can delete any log entry by using the Delete button at the bottom of the window 3 For detailed information about the action you can select an item in the list and press the Open button Or double click the Synchronization products from site item F T Synchronization products from site OF 3 5 2009 6 50 42 Pe http datalink magenta he ell Operation log details TRIAL Type Synchronization products from site Result OF Date 35 2009 6 50 42 Pe Details http datalink magenta holbi co ukmagento_uk2 sage Products received from the site 1 Products imported fram the site 1 Products were updated on the site OK lt Operation type Operation result 4 After reading information about Web DataLink s activity close the Log Explorer window by clicking the Close button 5 Then go to the Sage Line 50 4 Inthe left panel under Links click the Product List item and view a list of new product s downloaded to Sage Line database Note If the downloaded product
16. b Datalink for Sage window 2 The downloading process will take for a few seconds please wait Then right mouse click on the Web DataLink icon in system tray and select the Show Log item Show Log Options Synchronize new products Fron Site SYnchronize orders now E i BE t SYnchronize products to Site Buy Full Yersion now x mall ER 5 Close this menu Exit 3 Double click the Synchronization orders from site item in the grid to display the Operation Log Details Or select an item from the list and press the Open button Me Rest Date Details Synchronization orders from site OF 3672009 4 23 37 PM http datalink magenta he Synchronizatio Yatalink2magenta he ef Operation log details TRIAL Type Synchronization orders from site Result OF Date 3 6 2009 4 23 37 PM Details http datalink2magents holbi co uk magento_uk2 sage New orders placed online 1 Orders were imported from the site 1 Orders were updated on the site OF Customers were updated on the site Products were updated on the site OR lt Operation type Operation result i After viewing the information about Web DataLink s activity close the Log Explorer window by clicking the Close button Then go to the Sage Line 50 Press the Alt O and S hotkeys on your keyboard Or click Modules and select the Sales Order Processing item in the upper menu ah sa
17. e returned to the window where you can add a new group using the New button if you wish Price Lists x Description Last Updated Currency Test B26 Customer 14 09 2010 Found Sterling r Ill After uploading data from Sage to site you can go to Magneto site and check this Open Catalog gt Manage Products gt Prices Magento Admin Panel Dashboard Sales Customers Promotions Catalog Product Information General lc atennrieas 4 Latest Message Magento CE Version 1 4 1 1 Patch Available Read detail Product was successfully saved Test product Default wen Price 100 00 USD In the Tier Price box you can see data uploaded to site Test product Default 2 Back Price 100 00 USD Special Price E USD Special Frice From Date i lel Special Price To Date i Cost USD Tax Glass UK VAT Tier Price Customers Is product available for purchase with Google Checkout Yes Customer Group aty Price 1 land above 50 00 Multi Store The Multi Store module is an additional functionality Now you can synchronize products categories of your different frontends from Sage to site and vice versa After synchronization of products from site go to Sage gt Product Record window and open the Web tab Product Record Test Product Details
18. e this menu Exit Synchronize new products from Site downloads products from Magento to Sage Line 50 Show Log Lo Options Synchronize new products From Site a Se Synchronize Orders now 4 3 BS Synchronize products to Site Web Buy Full Yersion now Close this menu Exit This feature is useful for systems that have newly installed the Sage Line 50 software with an empty product database If you already have your product catalogue online you can download it into Sage Line 50 and at a later date if you wish to upgrade your software you can then upload and manage your online catalogue through Sage Line 50 Synchronize products to Site uploads products from Sage to Magento Show Log Te Options Synchronize new products From Site Synchronize orders now Synchronize products bo Site Buy Full Yersion now WebDatal for Sage Line Close this menu Exit Show Log opens Log Explorer window demonstrating information about Web DataLink s activity obes L Options aE amp Synchronize new products From Site ur Ss Synchronize orders now maA BS Synchronize products to Site aim d Buy Full Yersion now Close this menu Exit Options opens the Web DataLink Options window Show Log k50 Synchronize new products From Site Synchronize orders now for Sage Line Synchronize products to Site Buy Full Yersion now WehDatal Close this menu Exit Inst
19. ecord details window click the Web tab m Product Record Lily Color Red ee Product Details Ordering UY 11 A Last Cost Price 0 00 Product Code Paes Item Type Standard Description Lily Color Red Last Cost Price 0 0015 Discounted Category 1 Ww Last Ord Oty IntraStat Com Code Location Last Oid Date Com Code Description Weight kg 1 00 Defaults Sales Price Sales Mominal Code 4000 ne Tas Code 77 17 50 ne Price 220 00 Purchase Nominal Code ow Part Mo Unit of Sale 1 Status Stock Take In Stock 9974 00 Free Stock Re order Level Do Date if Allocated On Order Re order Oty 0 00 Quantity 0 00 Attribute s name value and price are stored in the Category B field in Sage according to the displaying order described above Discount Web Lf Web Defaults Image Description Details This Lily Publish to Web Special Offer Custom Fields Remove Note If there are a few attributes they will be displayed semicolon separated For example Details This Lily Publish to web Special Offer Custom Fields Category A 21 Category B Colored 20 Color Blue 22 Category C You can go to Magento site and check if the attributes data has been downloaded properly go to the Catalog gt Manage Products Hame Type Attrib Set Hame SKU Price Cr we we From Fi To T In EUR ow Lily Configurable Default LILY 25 00 MOLE Lily Color Red Simple Default LIL 1_1 Frod
20. edit Dispute C a Edit Customer EA New Quotation Balance Credit Limit Contact Raw pans inet fi fi Ti IB a ee besser ONE SENT ERI e220 New Invoice ear tas ia Slate Sara ata EEE Tr are cate oc alates EEE TEEN ET ET ER ET a a sa Sita Sl ae Se et im i 5 Allocate Stock Despatch Orders des Receive Payment iz Post Invoices New Credit eh E T msr 1 mm Ca Customer s Details in Sage Line 50 Customer DataLink UK Ltd Details Credit Control Account Details AC LATOD ne Name DataLink UK Lid Balance 0 00 1 Address Street A Jupiter House Calleva Park Street Town Reading County Berkshire Post Code your zip code Country United Kingdom GE VAT Humber Contact Information Contact name Smith Johri Trade contact Telephone AG oN C Telephone 2 E Fax Website e Mail Settings e Mail E ababich itrianic com send invoices to this customer electronically d Delivery Addresses 3 After viewing the customer s details in Sage go to the Magento web site Administrative part 4 Click the Customers gt Manage Customers link 5 From the Customers page select a record in the list and click the Edit link Total 1 records found 0 tems selected Group Telephone ZIP Ei m General RG SNN a Exportto csv Ima Es oe Actions Country State Province Customer Since Action All coun From To United Berkshire 5 Mar 2009 08 04 49 Kingdom 6
21. een please click the Test Connection button to check connection to your site Test Connection Then click the OK button on all the message dialogs appearing on the screen Ty Datalink osc 5s Connection successful Datalink_osc_sagelineSO Orders options Online orders can be downloaded into Sage Line 50 as Invoices and or Sales Orders Select the Invoice checkbox if you wish to add orders as Invoices Select the SOP checkbox if you wish to add orders as Sales Orders Orders options Download online SOP ge SOP as Allocated T Completed orders asif Invoice ta Sage is master product name description image lea Note Only sales orders but not invoices can be created in Sage should there be not enough products in stock Also Sales Order can be automatically set into the Completed or Allocated status if the Set SOP as Completed or Allocated checkbox is selected The Invoice can be automatically set into the Posted status if the Set Invoice Posted checkbox is selected Note The Set Invoice Posted checkbox becomes available after the Completed checkbox has been selected Orders options Download online SOP Set SOP es Allocated v eamalcled orders as 4 vo 7 Set Invoice Posted Sage i master produ mr A en cription image category Please pay special attention to the Sage is master checkbox With this option checked the Product Name
22. em wi Last Cost Price Product Code 100000 ltem Type dal Description est product Name Last Cost Price 0 00 Discounted Categor 1 ay IntraStat Com Code Location fs Peedi 1 Com Code Description es Weight kag 1 00 hn nn Sales Frice Sales Nominal Code 4000 Tax Code 71 15 00 Price 100 00 Purchase Nominal Code Part No fF Unit of Sale 1 Supplier A C Department O00 e Product Price Site 100 00 GBP special Frice a GBP Special Price From Date lea Special Price To Date Ed Cost GBP Tax Class UK WAT id Sage Product Record Test product Name Product Details 100000 Item Type Stack Item Product Code Description Category 1 IntraStat Com Code Location Com Code Description es Weight kg Orden A Last Cost Price Standard Last Cost Price 0 00 Discounted Last Ord Date Defaults Sales Nominal Code 4000 Tas Code Ti 15 00 Purchase Nominal Code Part No Supplier 4 0 Department 000 1 Pricing Structure e Tax Class Site Frice 100 00 GBP special Price GBP Special Price From Date lea Special Price To Date Cast GBP Sage Product Record Test product Name Product Details nn rdering nF Pot Co ton Ti L25 Cas Pice Description Lact Cost Price Discounted Categor 1 tet IntraStat Com Code Location te Com Code Description a Weig
23. f Zera Tax Code Def Tax Rate 15 Def ANC ref Registered for YAT Europe YAT charged ao T Allocated orders as Invoice I Setlnvoice Posted W Sage is master product name description image category Payment method Bank account Post Post Type DEFAULT 1200 Ves S Eu Smchronisation operations Products from sit LA Weh Datal ii nkk 0 save coe Copyright 2006 Datalink UK Lid Ti hau Site Options Web DataLink for Sage Line 50 needs to be configured only once It stores configuration settings in the MS Windows registry of the local PC 1 For successful work Web DataLink for Sage requires access to your website Go to Site Options window right mouse click on the icon in system tray and select Options item Show Log Options Synchronize new products From Site Synchronize orders now Synchronize products to Site Buy Full ersion now Close this menu Exit 2 Click the Site tab to the left Web Datalink options TRIAL x off Site options BuyNow General Fip options URL Jatalink2magenta holbi co uk iene Port 21 M Use passive mode Sage d ine e Connections Upload Path Kublic_htmlmagerto_ukFsagesuploach Images Path Ublic_htmiimagento_uk2mediatcatalog product Site URL http YdatalinkZmagenta holbi co uksmagento_uk2feage Test Connection Synchronize orders starting Fram jo ko l Synchroni
24. ge 50 Accounts Professional 2008 Test Clear File Edit View Modules Settings Tools Favourites Weblinks Wews Feeds Help A Customers r Proc l oes Suppliers Tasks a ap Company D New Customer AL Edit Customer Bar k New Quotation a Products fe New Sales Orde E Projects New Sales Alle i EE PR Order Sto SA ITMOIGE LL Nominal Ledger m 5 Allocate Stock En E inancials a Despatch Order ew A Receive Payme ge Fixed Assets Register uotation at Fost Invoices E Quotations TE New Credit a Invoicing write DH 7 nee 2 Sales Order Processing 2 Manage Credit I A Customer Refur Mew Invoice i Purchase Order Processing Wizards 7 Inthe Sales Order Processing screen you can see the new order s downloaded to Sage from the website sales Order Processing All Records a B S amp j New Edt Allocate Despatch GON Amend ShorFal Recumng Intrastat Frint Name No Type Date Amount Allocated ees Ord 05 03 2009 Datalink UF Ltd 120 75 Despatched F gt 8 Double click on the order s name in the grid to display its details Details Order Detail Footer Details Payment Details Despatched DataLink UE Ltd Type Sales Order Product Sales Order 5 Jupiter House Calleva Park Nee Date 05 03 2003 InvRef Your zip code PE I United Kingdom AC le DATOOI Product Code Description _ Quantity Price Met o OVATE
25. ht kg 1 00 Sales Price Price 100 00 Unit of Sale 1 Pricing Structure Defaults Sales Nominal Code 4000 Purchase Nominal Code Supplier A C Tas Code Ti 15 00 Department 000 l e Product Quantity Stock Inventory Categories Related Products Up sells Sage Product Record Test product Name inventory Manage Stock Yes Y Use Config Settings aty 4 Qty for Item s Status to 0 become Out of Stock 7 Use Config Settings Minimum Qty Allowed in 4 Shopping Cart M Use Config Settings Dotais Meno EOM Sees Graph Act Discount wer Product Details Product Code 100000 Description IT est product Name Category 1 IntraStat Com Code Default Sales Nominal Code 4000 we Statues In Stock 1 00 Allocated Free stock 000 On rde mm Location Com Code Description Weight kg Tas Code Part No Ordering Last Cost Price Standard Last Cost Price ha ltem Type Discounted Last Ord Cty Last Ord Date 1 00 lt e Sale Price Price T1 15 00 Department 000 vi Unit of Sale Pricing gt e Stock Take 1 00 Reorder Level Date OUO Reorder Qty D Luantity e Product Description Site Name Test product Name
26. imple Default 100000 Product Sage Product Record Test product Name I Product Details Ordering 100000 y Stock Item e Last Cost Price 0 00 Product Code m ltem Type Standard Description Test product Name Last Cost Price 1 00 E Discounted atego wt o Last Ord Oty IntraStat Com Code Location Last Ord Date Com Code Description Weight kg 1 00 Pe Default Sales Price Sales Nominal Code 4000 w TaCode 71 15 00 E Frice 100 00 Purchase Nominal Code Ev Part No Unit of Sale 1 Supplier 4 0 Department ad w Pricing Structure e Product Weight Site Name Test product Name Description Big description Updated short Description Short description updated SKU Weight Sage Product Record Ordering Last Cost Price Standard Last Cost Price 0 00 Discounted Last Ord Date bo j Product Details Product Code 1a Item _ lt Eos Stock Item IntraStat Com Code Weight kg 1 00 FE OO Com Code Description i Sales Price Sales Nominal Code 4000 Tax Code Ti 15 00 Price 100 00 Defaults Purchase Nominal Code Part Mo Unit of Sale 1 oi e Product Model Site Name Test product Name Description Big description Updated short Description short description updated Weight 1 0000 Sage _ Product Record Test product Hame Vi I 7 Ordering 100000 Stock It
27. k Orders and Customer transactions Customer support DataLink provides telephone and email support from Monday to Friday 9am to 50m UK Standard Time GMT excluding UK Public amp Bank Holidays For UK customers please call DataLink on 0800 011 2569 Please note that on calling DataLink a member of our customer support team will always ask if you have sent us a copy of your Log file so send an email to info datalinkuk com and attach a copy of the Log file and your support enquiry It is advisable that you do this before you call We will then investigate your support call and let you know the solution or refer it to our Development team In most cases extended time to amend an issue is less than 6 hours as it is quite involved to check log files and make sure all is setup correctly Purpose of the software Web DataLink for Sage Line 50 can be used to synchronise a Magento based online store with your Sage Line 50 software This includes Orders and customers accounts download from Magento to Sage Line 50 Products download from Magento to Sage Line 50 Products upload from Sage Line 50 to Magento While running Web DataLink for Sage sits in the system tray as an icon EEE EN je ee BT Fia PM Right mouse clicking on the icon displays a pop up menu containing the following items Synchronize orders now downloads orders from Magento to Sage Line 50 Show Log Options Buy Full Yersion now Clos
28. les Price by TESTPRODUCT COLOR BLU TESTPRODUCT COLOR RED TESTFR DUCT SIZE MIDDL TESTPRODUCT SIZE SMALL Round up to 2 Decimal Places 0 00 plus adjustment 0 00 Description Sales Price Cost Price Test Product 100 00 0 00 Test Product Color Blue 120 00 0 00 Test Product Color Red 100 00 0 00 Test Product Size Middle 123 00 0 00 Test Product Si ze Small 120 00 0 00 Use these settings to determine how the Product Item Price for this Price List will differ from standard Product pricing Set pricing method to Calculation Method Decrease Sales Price by amp Value 50 00 Rounding Direction Round up to To 2 Decimal Places Multiples of e g to round to the nearest 0 39 enter a value of 1 00 with an adjustment of I plus adjustment Cancel And click Save in the next window Edit Price List E x Frice List Details Mame PEST Lurency Found Sterling Last Updated 14 09 2070 Description Test B26 Associated Products Customers Product Code Description Calculation Method Sales Pice Cost Price List Price Profit Margins TESTPRODUCT Test Product Sales Price 100 00 0 00 50 00 100 00 Recalculate Prices Details G Recalculate Price List prices whenever Product prices change 9 Only recalculate Price List Prices on selection of the Recalculate Prices button Save Close You will b
29. nal 2009 kudos Fie Edit View Modules Settings Tools Favourites We Hews Feeds Help Pr e B A aA a A Tasks 4 New Product New Record Prices Activity Shortfall In Out wea Edit Product 2 Record Stock Take Product Code Description g Record Adjustment In TESTPRODUCT Test Product lif Record Adjustment Out TESTPRODUCT COLOR BLUE Test Product Color Blue Check For Shortfall TESTPRODUCT COLOR RED Test Product Color led HA Check BOM TESTPRODUCT SIZE MIDDLE Test Product Size Middle eh Accept Returris TESTPRODUCT SIZE SMALL Test Product S ze Small g Make Allocations i Open Closing Stock Wizard Links Ez Product List ig Price Lists JA TT r Click the Customer button on the popup window Price Lists Ina Name Description Type Last Updated Currency Which type of Price List do you wish to create lt illl gt Specify Name and Description of new customers group Mew Customer Price List Price List Details Name TEST Currency Pound Sterling Associated Products Customers Description Froduct Code Description Calculation Method Sales Pice Cost f Recalculate Prices Details Recalculate Price List prices whenever Product prices change Only recalculate Price List Prices on selection of the Recalculate Prices button Click the Add button to specify products discounts for newly created group Mew Customer Price List Price List Details Name T
30. ral Main Website Store Default Store View Placed from IP 194 44 10 106 0 0000 GBP rate 1 0000 Biling Address Shipping Address John Smith John Smith DataLink UK Ltd DataLink UK Ltd 5 Jupiter House Calleva Park 5 Jupiter House Calleva Park Reading Berkshire your zip code Reading Berkshire your zip code United Kingdom United Kingdom T RG 8NN T RG 8NN Payment Information Shipping amp Handling Information Check Money order Flat Rate Fixed 5 00 Order was placed using GBP ltems Ordered Predict ltem Status Orininal Price Price Clie Subtotal Tax Amm nt Tax Percent Misrmunt Ament Order ID Number Order ID number in Sage can differ from Order ID number on the website Let s view this on a certain example from the Product Sales Order window in Sage Line 50 click the Order Details tab See the website Order ID number in the Customer Order No field Product Sales Order la Betas Order Data Delver Address Notes DataLink UK Ltd 5 Jupiter House Calleva Park Reading your zip code United Kingdom Charge Tax Code DUNS Number Customer Order Details Sales Order Status Customer Tel Mo Allocation Customer Contact Jahn Smith Despatch Order Taken By Due i ei Save Discard Print Complete Cash Sales Close 5 The Sage Order ID number is shown on the Sales Order Processing screen in the first column of the grid New Edt Allocate Despatch GON Amend ShorFal
31. ronisation operations Pcs mom site The General Options page contains options making the Web DataLink for Sage easier for you to run 1 To synchronize your data once a week you should choose any one day If you want to do this every day you should tick all days of the week To disable automatic synchronization simply untick all days options You can set the time for Web DataLink for Sage to run If you want it to run once a day you can tick the Every day option and then set a time for example 9 00 00 PM Schedule Sunday Monday Tuesday Wednesday Also you can synchronize your data several times a day In this case you should tick the Ongoing between option and then set a time range for example 8 00 00 AM and 5 00 00 PM and then set an interval for example every 10 minutes So with such settings the Web DataLink for Sage will synchronize data every 10 minutes between 8 00 00 AM and 5 00 00 PM on the selected days of the week Schedule Sunday Monday Tuesday Wednesday Thursday Friday Saturday C Ever Day at 9 00 00 Phi 00 00 AMS and 5 00 00 Phi h T ts minutel In this section there is Run on Windows startup option If this option is ticked the Web DataLink for Sage will run on Windows startup Please note in this case it doesn t mean the synchronization process will be started immediately It will start on time according to the Scheduler options described above If
32. s Add Edit Delete Download online SOP Set SOP as Allocated Completed orders as Invoice f Set Invoice Posted iw Sage is master product name description image category Payment method Bank account Post_ Post Type DEFAULT 1200 Yes SH Em Sumnchronisation operations Tr Ti E 4 ve IE GIE i WEUDGaLdLiiIN i i Ep J Ewa ee N 7 S ir Ch i Si kA Fi in TA f J Cw ILI f If Connection Fails I If connection fails you need to check create User Access Rights within the Sage Line 50 a Go to Sage Line 50 b Press the Alt lI and A hotkeys Or open Settings gt Access Rights in the upper menu c Answer Yes in the message box appeared on the screen d Ifthere is no user in the list click the New button to create a new user and enter the name in the Logon Name field You may leave the Password field empty if you do not want to protect the access by password e Click the Save button and close the Create New User window by clicking the Close button f Then close the User Access Rights window by clicking the Close button and return to the Web DataLink for Sage dialog User Access Righ Create New User User Name User Details Access Rights FullAccess C No Access g In the Sage Details page enter a username in the Login field and click the Test Connection button again h Click the OK button in the Test connection succeeded message box Return to the
33. s don t show up in the list please click the Search button at the bottom of the Sage window and then click Apply File Edit View Modules Settings Tools Favourites Weblinks Mews Feeds Help Products I Products All Records c a a E k A New Product Wie use fees eine nee In Tr Edit Product GA Record Stock Take Product Code Description Sales Price Record Adjustment In Fy Record Adjustment Out Check For Shortfall E Check BOM fy Accept Returns E4 Make Allocations E Open Closing Stock wizard Links _ Product List Price Lists re Transfers amp Activity et Product Defaults For example there is one new product downloaded to Sage from site Test product Name Products All Records _ Change View aa H B Mew Record Prices Activity 5 hortfall In Product Code 7 Description Sales Price Quantity In Stock ake You can go to the website and view this product in the Catalog gt Manage Products section to make sure the product was downloaded to Sage Line 50 properly Manage Products Page 1 of 1 pages View 20 per page Total 1 records found Notify Low Stock RSS Select All Unselect Al Select Visible UnseectVeibe tems selected ID Name Type Attrib Set Name SKU Price Qty Any From From From To To To in cBP E 1 Test product Name 100000 100 00 Downloading Orders 1 Click the Orders from site button at the bottom of the We
34. sation operations Products from site jj Orders from site 2 lA Ein hry mA i WebDataLmk5 fi The image above demonstrates test data in the fields Actually the fields are pre filled with the default links and settings already so you only need to press the Test Connection button to make sure the local PC actually can connect to the Magento installation Test Connection Due to the license restrictions only FTP username and password can be changed but not the URL and host Please note that all standard installations of the program are hardcoded with your FTP details to ensure that if you connect every time If you have requested that we leave your username and password fields so that you can change these as you update your FTP login details please make sure that if you change your FTP you also change options in Web DataLink for Sage 3 The Synchronize orders from option allows for a specific order ID on the site If you don t want to synchronize all online orders you can set an Order ID in this field so only orders with greater IDs will be synchronized Example a Open Administrative Panel of the Magento web store b Search for the Orders on site go to Sales gt Orders Magento Admin Panel Dashboard Sales Catalog Customers Promotions Newsletter CMS Re da Orders Page 4 ofipages View 20 per page Total 1 records found New Order RSE select All Unselect Al Select Visible Unselect Veibe 0 i
35. tems selected Order PurchasedOn BilltoName Any E From c Inthe Orders list choose a record 1 Back d Find an Order and copy it For example the order is 100000001 Order 100000001 Order Date 25 feb 2009 01 18 29 Account Information Customer Name Email Customer Group Order 100000001 Order confirmation email sent 25 feb 2009 01 18 29 Order Date Pending Order Status Purchased From Main Website a Then go to Web DataLink for Sage gt Site Options window b Inthe Synchronize orders starting from field paste the order s ID All the new orders with IDs greater than set in this field will be downloaded to Sage Upload Path foublic Ktmiimagento uke esagefupload Images Path foublic _hitmlinagento_uk2imediaicatalog praducts Site URL http datalink2magenta holbi co uksmagento_ukefsaqe Synchronize orders starting From 100000004 Bi bio jo If you want to synchronize a certain range of orders for example from ID 100000001 to ID 100000005 specify the appropriate orders IDs in the Synchronize orders starting from and to fields Synchronize orders starting From 100000001 to 100000005 4 Fill the Login and Password fields in specify login name and password provided to you by Web DataLink developers This will protect the scripts necessary for Sage s proper work from using these by other people l Es l After you have finished with settings on this scr
36. uct Variation Product Test Attribute Test Test Simple Default VARPROD 554 00 Attribute Tes Froduct HOLBI RED Variation Product Configurable Default VARPROD errr 00 Product LAST Simple Default Tir 50 00 Frarliirt Also go to Product Edit page gt Associated Products and see your attribute lor Attribute Name Color Option Red Price Fixed we 1 ofl pages View 20 perpage Total 1 records found Ib Hame Attrib Set Hame SEU Price Inventory H we From To 201 Lily Color Fed Default LIL 1_1 270 00 In Stock
37. you wish to synchronize Product s Quantity please tick the Products Qty checkbox under the Synchronize also Synchronize also w Products Why We strongly recommend you to tick the Store Log checkbox It means detailed information about all the Web DataLink s activities will be stored in the log file It will help us solve the problems with its work if any will take place Log options W Store Log The Reg export button allows for creating a file which contains information about current Web DataLink s settings This file can be sent to the Web DataLink for Sage Line 50 developers in order to help them solve the problems if any will take place To create a cop file click the Reg export button and save the file to your PC Synchronization operations After setting the Options up you may start synchronization operations using buttons at the bottom of the Web DataLink for Sage options window elf Web Datalink options TRIAL General Site Sage te General options Schedule Sunday Monday Tuesday Wednesday Thursday Friday Saturday Ever Day at 3 00 00 PM Ongoing between 3 00 00 AMS and 6 00 00 Phi Connections eee I La minutels M Run on windows startup Synchronize also Products Qty Log options IY Store Log Synchronisation operations Proc mom site Click the Products to site button if you wish to upload products from Sage Line
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