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Jul 13, 2021In this article we’ll look at the benefits of integrating your Sage Accounting Software with an eCommerce system like WooCommerce in order to streamline your business. Should you integrate Sage to eCommerce or not? You decide:
- Should you integrate your Sage Accounting with an eCommerce store?
- In order to integrate my Sage Accounting with an eCommerce store, do I need technical skills?
- Different types of pricing and stock used from Sage for an eCommerce store.
- Order types raised in Sage: what's best for my business?
- Sync speeds from Sage to eCommerce.
1 - Why should you integrate your Sage Accounting with an eCommerce store?
An accounting system like Sage Accounting is the core of all your business data (financial transactions, stock and product management, pricing and profit margins etc.), so it would make sense for a couple reasons for Sage Accounting to integrate with eCommerce:
- Customers always see the correct stock on your website, which means they’ll never be disappointed when they buy something, only to be told the next day it’s out of stock. If the product stock syncs from Sage to your online WooCommerce store, you’ll never have to worry again.
- If someone buys something online, they’ve gone through the effort of choosing the item they fancy, entering all their personal details, completing a credit card transaction, only to receive an email the following day information them they need to pay more because the price was incorrect on the website, don’t expect them to return to your WooCommerce store in a hurry. Integrating product price from Sage Accounting to your eCommerce store means the price is always 100% accurate.
- In the ever increasingly digital world, where speed and turnaround times for orders are essential, having Sage Accounting eCommerce integration for your orders is paramount. As soon as the customers’ order is placed, the fulfillment process needs to kick into gear immediately. If you’re bogged down with manually capturing order information into Sage, you’re losing valuable time and making potentially critical errors with any manual entry.
2 - In order to integrate my Sage Accounting with an eCommerce store, do I need technical skills?
There’s understandably a lot of apprehension when terms like “integrate”, “Integration” and “accounting eCommerce integration” get thrown around, for a business owner who may not have a dedicated IT team to assist in setting up their Sage Accounting to eCommerce integration, the question is: “What technical skills do I need”. The answer may surprise you:
- For online/cloud based versions of Sage Accounting like Sage Business Cloud Accounting, the integration with Storehub.io is simple - all you need is your username & password and which pricelist you want to sync from Sage Business Cloud to your online store.
- For desktop/server-based accounting systems like Sage 200 Evolution, a little more setup knowledge is required, but only of your ERP system - Information like username, passwords, database path etc. will be easy enough for you to supply. When setting up your Storehub.io, you’ll received a document on where to find this information in Sage 200 Evolution.
The short answer is “No”, you do not need any special skills to integrate Sage Business Cloud Accounting with your eCommerce or WooCommerce store.
3 - Different types of pricing and stock used from Sage for an eCommerce store.
When Sage Accounting is integrated with eCommerce, there’s a couple choices one can make pertaining to price & stock being synced from Sage through to your eCommerce/WooCommerce store:
- Price & Tax:
- You can sync “Tax inclusive” or “Tax exclusive” pricing from Sage Accounting when integrating with an eCommerce system. Typically for B2C (Retail eCommerce) stores, a tax-inclusive price will be send to your eCommerce store, like WooCommerce.
- When using Storehub.io you can set up multiple sales channels (read: many stores) and on each one of them, you can select a default pricelist, so you can sell in different regions/countries with different product prices (and currency types). The tax rates per product pricelist will automatically sync from Sage Accounting through to eCommerce platform.
- Stock
- When Sage Accounting syncs stock to your eCommerce store, there’s two main types of stock that one can use. “Stock on hand” means the stock that is physically available in your warehouse (ignoring orders that may have been placed).
- “Stock available” is the most common type of stock to be synced through from Sage Accounting and integrated with your eCommerce platform. This is due to it taking into consideration any pending orders (Sales Orders) that may have reserved stock, ensuring you never sell an item that's out of stock on your website again, or that you can’t fulfill.
4 - Order types raised in Sage: what's best for my business?
There are 3 main order types that one can receive from an eCommerce store back into your Sage Accounting software, and each have their own use-cases.
Quote: A Quote is useful if you’re unsure if the customer is going to proceed/confirm an order with a payment or not. If the customer has paid for an order, you can, in Sage Accounting, turn the order into an invoice easily.
If your business does not hold stock and relies on sourcing products from suppliers before being able to fulfill the order, a quote allows you to easily amend the order should the entire order request not be possible
Sales Order: If your eCommerce sells items that are stock-sensitive i.e you can not make more items, or source items on demand, you’ll want to reserve stock in Sage Accounting every time an order is placed. Every time a Sales Order is generated in Sage Accounting, you can set it so stock is reserved. Any order placed online, will reserve stock in Sage Accounting.
Invoice: For orders placed online on your WooCommerce store, if you’ve received payment via a payment gateway, you can set your Storehub.io account to raise an invoice automatically. This essentially confirms the transaction, and remove the item/s from stock so no other shopper may purchase the now newly out of stock items. Storehub.io will then update the stock on your website if its integrated with Sage Accounting in under 1 minute.
5 - Sync speeds from Sage Accounting to eCommerce.
Depending on your industry, having an eCommerce integration sync with Sage Accounting that performs efficiently (read: regularly) can be critical to your business.
If you have fast moving products and have a lead time for new stock that’s not conducive to good customer service, you’ll need the integration between Sage Accounting and your eCommerce store to be as fast as possible - this is so you never sell items that are not in stock and you’re unable to fulfill.
If you need your stock and price to sync quickly, Storehub.io syncs with Sage Accounting every 2 minutes for Sage 200 Evolution and Sage 50 Cloud, and for Sage Business Cloud, the stock, price and orders sync every 1 minute or less with Sage.
Even with an exceptionally large product inventory (we’re talking 30 000 product SKUs and above), the Storehub.io sync with Sage Accounting runs efficiently as we only scan for the latest product stock and price changes since the last sync time stamp.
In this short article we’ll take a look at the advantages of incorporating your Sage Accounting Software with an eCommerce system like WooCommerce in order to enhance your organization. Should you incorporate Sage to eCommerce or otherwise? You determine:
- Should you incorporate your Sage Accounting with an eCommerce shop?
- In order to incorporate my Sage Accounting with an eCommerce shop, do I require technological abilities?
- Various sorts of prices as well as supply utilized from Sage for an eCommerce shop.
- Order kinds increased in Sage: what’s ideal for my service?
- Sync rates from Sage to eCommerce.
1. Why should you incorporate your Sage Accounting with an eCommerce shop?
A bookkeeping system like Sage Accounting is the core of all your service information (monetary purchases, supply and also item monitoring, prices as well as revenue margins and so on), so it would certainly make good sense for a pair factors for Sage Accounting to incorporate with eCommerce:
- Clients constantly see the proper supply on your web site, which suggests they’ll never ever be dissatisfied when they acquire something, just to be informed the following day it’s out of supply. If the item supply synchronizes from Sage to your on the internet WooCommerce shop, you’ll never ever need to fret once more.
- If a person purchases something online, they’ve undergone the initiative of picking the product they expensive, going into all their individual information, finishing a bank card purchase, just to get an e-mail the complying with day details them they require to pay even more since the cost was inaccurate on the internet site, do not anticipate them to go back to your WooCommerce shop quickly. Incorporating item cost from Sage Accounting to your eCommerce shop indicates the cost is constantly 100% exact.
- In the ever before significantly electronic globe, where rate and also turn-around times for orders are vital, having Sage Accounting eCommerce combination for your orders is vital. As quickly as the clients’ order is put, the gratification procedure requires to kick right into equipment promptly. If you’re stalled with by hand recording order info right into Sage, you’re shedding beneficial time and also making possibly important mistakes with any kind of hand-operated entrance.
2. In order to incorporate my Sage Accounting with an eCommerce shop, do I require technological abilities?
There’s naturally a great deal of concern when terms like “incorporate”, “Integration” and also “accounting eCommerce assimilation” obtain sprayed, for a local business owner that might not have a specialized IT group to aid in establishing their Sage Accounting to eCommerce combination, the inquiry is: “What technological abilities do I require”. The solution might stun you:
- For online/cloud based variations of Sage Accounting like Sage Business Cloud Accounting, the combination with Storehub.io is basic – all you require is your username & & password and also which pricelist you intend to sync from Sage Business Cloud to your on-line shop.
- For desktop/server-based accountancy systems like Sage 200 Evolution, a little bit even more configuration understanding is needed, however just of your ERP system – Information like username, passwords, data source course etc. will certainly be very easy sufficient for you to provide. When establishing your Storehub.io, you’ll got a file on where to discover this info in Sage 200 Evolution.
The brief response is “No”, you do not require any type of unique abilities to incorporate Sage Business Cloud Accounting with your eCommerce or WooCommerce shop.
3. Various sorts of prices and also supply made use of from Sage for an eCommerce shop.
When Sage Accounting is incorporated with eCommerce, there’s a pair selections one can make referring to cost & & supply being synced from Sage with to your eCommerce/WooCommerce shop:
- Rate & & Tax:
- You can sync “Tax comprehensive” or “Tax unique” rates from Sage Accounting when incorporating with an eCommerce system. Normally for B2C (Retail eCommerce) shops, a tax-inclusive rate will certainly be send out to your eCommerce shop, like WooCommerce.
- When making use of Storehub.io you can establish several sales networks (read: several shops) as well as on every one of them, you can pick a default pricelist, so you can offer in various regions/countries with various item rates (as well as money kinds). The tax obligation prices per item pricelist will immediately sync from Sage Accounting with to eCommerce system.
- Supply.
- When Sage Accounting synchronizes supply to your eCommerce shop, there’s 2 primary sorts of supply that can utilize. “Stock accessible” implies the supply that is literally offered in your storage facility (neglecting orders that might have been put).
- ” Stock readily available” is one of the most usual sort of supply to be synced via from Sage Accounting and also incorporated with your eCommerce system. This results from it thinking about any kind of pending orders (Sales Orders) that might have booked supply, guaranteeing you never ever market a product that’s out of supply on your site once more, or that you can not meet.
4 – Order kinds increased in Sage: what’s ideal for my service?
There are 3 major order kinds that a person can obtain from an eCommerce shop back right into your Sage Accounting software application, and also each have their very own use-cases.
Quote: A Quote works if you’re unclear if the client is mosting likely to proceed/confirm an order with a settlement or otherwise. If the consumer has actually spent for an order, you can, in Sage Accounting, transform the order right into a billing quickly.
If your company does not hold supply as well as counts on sourcing items from vendors prior to having the ability to accomplish the order, a quote enables you to quickly modify the order ought to the whole order demand not be feasible.
Sales Order: If your eCommerce offers products that are stock-sensitive i.e you can not make even more products, or resource things as needed, you’ll intend to book supply in Sage Accounting whenever an order is positioned. Whenever a Sales Order is created in Sage Accounting, you can establish it so supply is booked. Any kind of order put on the internet, will certainly book supply in Sage Accounting.
Billing: For orders positioned online on your WooCommerce shop, if you’ve obtained settlement using a settlement portal, you can establish your Storehub.io account to increase a billing immediately. This basically validates the purchase, and also get rid of the item/s from supply so nothing else customer might buy the currently recently unavailable products. Storehub.io will certainly after that upgrade the supply on your site if its incorporated with Sage Accounting in under 1 min.
5 – Sync rates from Sage Accounting to eCommerce.
Relying on your market, having an eCommerce combination sync with Sage Accounting that executes successfully (read: consistently) can be important to your organization.
If you have quickly relocating items as well as have a preparation for brand-new supply that’s not for great customer support, you’ll require the combination in between Sage Accounting and also your eCommerce shop to be as quick as feasible – this is so you never ever market products that are not in supply as well as you’re not able to accomplish.
If you require your supply and also rate to sync rapidly, Storehub.io synchronizes with Sage Accounting every 2 mins for Sage 200 Evolution as well as Sage 50 Cloud, as well as for Sage Business Cloud, the supply, rate and also orders sync every 1 min or much less with Sage.
Despite an incredibly huge item stock (we’re speaking 30 000 item SKUs as well as over), the Storehub.io sync with Sage Accounting runs successfully as we just check for the most recent item supply as well as rate modifications given that the last sync time stamp.
