Setting Sage Customer Account Codes via the Woosage Plugin

Setting Sage Customer Account Codes via the Woosage Plugin

The Woosage plugin adds a field to the website user account details (shown below) to allow the Sage Account Code to be added to order 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:
  1. Select the User tab on the left of the WP dashboard
  2. Find the user you wish to add the Sage account to (it can also be added when creating a new user profile)
  3. Scroll down to the section head Woosage Sage Account Code
  4. Insert the Sage account code in to the Sage Account field
  5. 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 teh order, then the order will be imported to the default account. The default account is configured in the Woosage settings and is usually WEBSALES, WEBORDERS or similar.  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 Account Codes)

Woosage Pro facilitates checking for existing account and dynamic account creation, based on the customers email address.


    • Related Articles

    • How Sage Customer Account Codes are Applied

      All website orders must be created in Sage against a particular Customer Account as a Sales Order or Sales Invoice and Woosage provides a number of methods for determining which Customer Account an order is allocated to. Sage Customer Accounts are ...
    • 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 ...
    • Setting up Role Based Pricing to utilise Sage Customer and Special Price Lists

      Introduction Woosage now supports the application of Customer and Special Price Lists to customer roles in WooCommerce (WordPress roles). Each Customer Price List is mapped to a website role that will apply the relevant prices to customers with a ...
    • Setting up Tax Codes

      Under normal circumstances WooCommerce uses tax classes to determine how the add tax to orders and shipping by using table of rates based on the billing or shipping address in the order (or shop base address). Each product and the shipping classes ...
    • Sage Customer and Special Price Lists

      Introduction Woosage now supports the application of Customer and Special Price Lists to customer roles in WooCommerce (WordPress role). Each Customer Price List is mapped to a website role that will apply the relevant prices to customers with a role ...