Firstly – what’s Sage Integration all about?
It all starts when you choose which products to display and sell online. Here’s how it works:
- Through our smart, integrated software, your online products are always synced with Sage
- This also monitors current stock levels and available stock (not already allocated to sales orders)
- Orders placed online are downloaded automatically into Sage
- From here, your stock levels are automatically reduced, and orders are ready for picking and dispatch
- You can also view sales order listings which give you an overview of anything outstanding (including partially-delivered orders.)
What about price lists and discounts?
You can give your customers a really personal experience, as customer-specific price lists and discounts are also synced with Sage, allowing them to login and view their own pricing before placing an order. They can either pay there and then, or, well, see below…
Can existing customers charge on account?
Absolutely! Through the data you have on Sage, the software ‘knows’ each customer’s current balance and credit limits, so they can only order up to their limit. These can also be checked online before placing an order. If a customer is ‘on hold’ in Sage, they can’t order online either, so no nasty surprises or unpayable orders!
Once they have placed their order, we create an invoice against their customer account in Sage. Right down to the item detail and shipping charges.
Which versions of Sage are supported?
Currently, we link to Sage 50c, Sage 200, Sage 500 and Sage 1000. Unlike some systems, we integrate directly with Sage. There are no CSV files or manual processes here. (We can hear you breathing a sigh of relief!) What’s more, we are always up-to-date with the latest Sage versions, meaning you can upgrade Sage as soon as a new version is available. With us, you always get the latest features and enhancements.
What can I do beyond Sage eCommerce integration?
Linking Sage with your online shop is just the beginning for some. What about picking and dispatching those orders? How will you handle retail transactions? What about transferring stock between locations? Don’t worry! At KCPOS we specialise in bringing multiple solutions together. Making you more streamline and efficient along the way.
Can we use Sage EPOS if we have a shop?
This is where we started! Our Sage integrated EPOS links directly with your existing products, stock levels and customers – just like our Sage eCommerce integration. From here, you can process retail and trade account transactions from literally any location, whether you have a traditional bricks and mortar store, or you need something for a pop-up event. Currently using Sage POS for your EPOS requirements? Take a look at our article on a seamless upgrade for Sage POS users.
What about sales order picking?
Don’t you worry about that – we’ve got it covered. First of all, orders are sent to the sales order listing. From here you can print and pick, quickly and easily. Then, you can get rid of even more stress by linking with our warehouse management software. This enables you to pick orders using tablet devices. Staff can scan each product on the order, and will be alerted if the wrong item has been picked, so you don’t have to worry about re-sending incorrect orders.
How about picking and dispatching orders?
You might have noticed, we bring everything you need together in one place. So, it won’t surprise you to know that we go further than just picking orders. We manage all of the other parts, too! So, whether you need to raise purchase orders, transfer stock, or carry out stock takes, we have it covered – all in an integrated, simple-to-use software system.
Working at scale? Not a problem.
Route picking sequences allow you to set the best route around your warehouse to pick orders. And, the smart group picking function means staff can pick for multiple orders whilst at a Bin location, rather than double back on themselves time and time again.
If you’d like to find out more about how KCPOS, get in touch with our team using the contact form at the top of this page.