Evopos Help - 2.09.068

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Please see the Accounting systems - Overview sections first

There currently 2 versions of Sage that Evopos can export to.

Sage 50

Sage 50 has the following Export Method options:

Individual Trans by Department

Individual Trans by Area

Summary Trans by Department

Summary Trans by Area

If you have multiple Divisions you can select to do just 1 or All

All options will create a comma separated line for every invoice

Transaction Type (SC=Sales Credit  Note, S!=Sales Invoice

sCustNo (if Individual uses Evopos CustNo else uses EVOPOS (Since 2.05.127)

sArea

sDept

sDate

Transaction_No

sDetails

dNet

TaxCode

dTax

 

If you select a Department option it will enter a Sage nominal of '1051' to '1059' where the last digit (1 to 9) is the department ID (Sales transaction Sub-Type_ID field)

If you select an Area option it will enter a Sage nominal based on the first letter of the Area code in the contact record in Evopos. If Evopos Contact Area code is blank the code will be of '1001'. If Evopos Contact Area code is 1 to 9 the code will be of '1001' to '1009'. If Evopos Contact Area code is 10 to 19 the code will be of '1010' to '1019'. If Evopos Contact Area code is A to Z the code will be of '10??' where ?? is the ASC number of the letter - 55 (A: 65 - 55 = 10). Anything else is '1031'

 

If you export individual transaction you will normally have to maintain the customers in both systems with the same Customer Numbers.

 

On Summary options it use the Customer Number of EVOPOS

 

Payments are not currently supported so these will have to be entered manually in Sage

 

Sage 200

Customer (Contact) records

If using Sage Line 200 by date it will also create a Customers export files for contacts created in that period.

To get an Export file for all the Contacts, you should run from a very early date.

Make sure you import the Customers before the Transactions.

It creates a  import file for Contacts called Customer.csv (in the same location), so you can first add any new contacts that may have been created since the last import. You must have a Customer record in Sage for each customer that has a sale in Evopos (Matching Customer Numbers).

The Contact Export file should be as follows:

AccountNumber

AccountName

CurrencyISOCode

SYSExchangeRateType

TaxCode

ContactName

TelephoneNumber

FaxNumber

Address Line 1

Address Line 2

Address Line 3

Address Line 4

PostCode

 

Prior to Exporting go into Accounts / Nominal and for each Income account (04-01-01 to 04-01-09) ensure the correct Sage Nominal account for each department in the Export field in the top right of the screen.

The sales import creates a line for each invoice

sCustNo

(Blank field)

sDate

(Blank field)

dInc

dTax

1

1

Company_Number (From Division)

Transaction_No

Sales_Sub_Type")

1

iType (4=Sales Invoice, 5=Sales Credit Note)

dNet

sCode

(Blank field)

(Blank field)

Sales_Sub_Type

sTaxCode

dNet

dTax

 

The payments are also exported in the same format as above with a different Type code

 

sCustNo

(Blank field)

sDate

(Blank field)

dInc

dTax

1

1

Company_Number (From Division)

Transaction_No

Sales_Sub_Type")

1

iType (2=Payment)

dNet (always 0)

sCode

(Blank field)

(Blank field)

Sales_Sub_Type

sTaxCode

dNet (always 0)

dTax (always 0)