Order Information Posted to Sage
posts information from the WooCommerce Orders into Sage Sales Orders or Invoices
in the following sections (as per Sage Order tabs):
address details are posted unless the billing address override is off, using the settings from Settings>Customers
is set as the default Sage Account Code or a specific customer account code, if
used (can be searched in Sage on email address or from WP profile)
- The date is the date of the order.
- The Customer Order No. is populated with the WooCommerce Order number in the form Web Order: 7654 (prefix is in settings)
line items use the SKU from the WooCommerce order to retrieve the product description and the quantity, price, net and VAT are populated from the WooCommerce order. There is an option to use the website description in the order/invoice
and totals are also posted from the WooCommerce order.
address details are posted unless the delivery address override is off, using the settings from Settings>Customers
contains the WooCommerce order number, the currency ISO code, the customer VAT
number (if EU VAT plugins are used) and any customer notes (customer notes in
WooCommerce hold more text, so may be truncated to 60 characters).
Order Details are populated with the billing name and telephone number, with
the Order Taken By optionally populated with the text from Settings>Sage.
- Sage custom Fields (Analysis1, Anlysis2 and Analysis3) can be populated with data from WooCommerce Order custom fields as defined in teh Woosage plugin settings. Also see Using Custom Fields
Net and VAT fields are populated from the WooCommerce order and the carriage nominal
code (N/C) field is defined in Settings>Sage.
codes will be set according to the tax code mappings in Configuration>Tax Codes.
- The Global N/C, Details and Department are optionally set based on Settings>Sage. Otherwise Sage defaults are used.
Ref will be the text defined in the settings for this payment method in Configuration>Payment Methods.
bank account nominal code will be set from the payment mappings in Configuration>Payment Methods.
amount will be taken from the WooCommerce order.
type will be Payment already received.
Orders placed in WooCommerce will automatically transfer when the order status is PROCESSING. This state usually indicates that the order has been placed and paid for. Note: if you have set Woosage to transfer orders with other status conditions, ...
Woosage50 provides a range of setting to allow you to override your default nominal and department code settings in Sage when Woosage is processing orders. If you do not want to override the Sage defaults for nominal codes or department codes, then ...
Sage SDO Activation
To allow Woosage to communicate with Sage an API, known as Sage Data Objects or SDO, needs to be activated within Sage, if not already activated for use with another 3rd party application. Note: from v24.1 SDO is already activated, so it is no longer ...
Order Classifications (Nominal and Department Codes)
Woosage allows you to override your default nominal and department code settings in Sage when Woosage is processing orders. Sales Nominal Codes By default, Sage posts product sales invoices to the sales nominal code associated with each product, ...
Bulk Import of Sage Account Codes from Sage to Wordpress
Introduction Assuming you have first installed the Woosage plugin on your website, you can add Sage Accounts Code to User Profiles. Warning. If you are making changes to a live website we strongly advise you to take a database backup prior to ...