Sage 100 Evolution

Integrate Sage 100 Evolution with supported online sales channels.

Product / Customer Syncing

Features

Descriptions

Data retrieval method

Stock2Shop will either push or pull product and customer data from your ERP / accounting system at regular intervals. This will depend on the nature of your database.

Orders

Features

Descriptions

Allow negative inventory

Determine whether items with zero (or negative) stock quantities can be ordered. If negative stock is not allowed and a customer tries to order an item that is out of stock, the order will fail to sync to Evolution.

Check customer credit limit

Check customer credit limit when posting orders to Sage Evolution.

Complete invoices in Evolution

Allow Stock2Shop to complete invoices in Evolution.

Create orders in your ERP / accounting system

Decide whether or not you want Stock2Shop to create orders in your ERP / accounting system.

Define due date for orders in Evolution

When syncing orders, you can set the due date for Evolution.

Define order currency

Set the order currency when syncing orders to Sage Evolution. This is determined by the currency setting on your ecommerce sales channel.

Include or exclude shipping line items from order

Determine whether or not you would like to sync order shipping line item information from your sales channel to the order in Evolution.

Process invoices

This setting lets you create invoices in Evolution when Stock2Shop sends orders from the sales channel.

Raise orders against specific branch

Stock2Shop can raise orders against a designated branch. This is useful if you have multiple branches on Sage Evolution.

Raising orders into lots

When syncing orders line item quantities within an order are split across available lots before being raised into Evolution.

Reserve stock on a Sales Order

If you are syncing Sales Orders, you can reserve the stock on the Sales Order.

Set default tax code

Set the default tax code used for line items that require tax.

Set default tax code for shipping items

Set the default tax code used for shipping line items that require tax when syncing orders to Evolution.

Set default tax exempt code

Define the default tax code used for line items that are exempt from tax when syncing orders to Evolution.

Set external order number

Set the external order number in Evolution as the channel order code when syncing orders.

Set line item warehouse

When an order is raised into Evolution, each line item SKU is set to their own warehouse. User Defined Field (UDF) must be added to Evolution to specify the default warehouse.

Set new customer's area code

If Stock2Shop is required to create an account when receiving an order from a new customer, we can set the customer's area code for their account.

Set new customer's group code

If Stock2Shop is required to create an account when receiving an order from a new customer, we can set the customer's group code for their account.

Set new customer's price list

If Stock2Shop is required to create an account when receiving an order from a new customer, we can set the customer's price list for their account.

Set new customer's sales rep code

If Stock2Shop is required to create an account when receiving an order from a new customer, we can set the customer's sales rep for their account.

Set order delivery date

You can set the order delivery date in Evolution when syncing orders. The date must be is ISO 8601 formatting.

Set order delivery method

You can set the delivery method for the order. Note that if this feature is activated and the delivery method does not exist, the order will fail to sync to Evolution.

Set order document type

When syncing orders to Evolution, Stock2Shop can create them as quotes, sales orders or invoices.

Set order project code

Define a project code when syncing orders to Evolution.

Set order time zone

Set which time zone is applied to your orders when they are raised in Evolution.

Set sales rep code

Set a sales rep on each order being created in Evolution.

Set shipping line item

Let Stock2Shop link the shipping line item on your sales channel orders to the shipping line item on your ERP / accounting system.

Set warehouse for orders

Determine the warehouse to which orders should allocated.

Specify the order code in ERP / accounting system

Create the document in the ERP / accounting system, giving it the same code as the channel order number.

Sync orders to a default account

Create orders under a default customer (account) in your ERP / accounting system. This is considered best practice for retail businesses.

Use customer address in ERP / accounting system

Let your ERP / accounting system set the address details on the order instead of the sales channel.