Setting Sage Customer Account Codes in the Customers Website Profile
The Woosage50 plugin adds a field to the website user account profile (shown below) to allow the Sage Customer Account Code to be added to orders generated by the user (when logged on), so that the order is imported to the relevant Sage account.
Add a Sage Account Code to a user profile, as follows:
- Select the User tab on the left of the WP dashboard
- Find the user you wish to add the Sage account to (it can also be added when creating a new user profile)
- Scroll down to the section head Woosage
- Insert the Sage account code in to the Sage Account field
- Click Update User (or Add New User)
If the Sage account code is not present in Sage or the user did not log on to place the order, then the order will be imported to the default account. The default account is configured in Woosage50>Settings>Customers and is usually generic customer account similar to a cash account. If the default code is not found, then the Order will not be imported. When setting the default account ensure it is setup correctly in Sage and matches the code in the Settings.
User
accounts can have their Sage Account Codes added manually, as described above, or by bulk import (see Bulk Update of Sage Users)
Woosage50 Professional Edition facilitates checking for existing accounts and dynamic account creation, based on the customers email address.