Notes
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Outline
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S-Link: Sage 50 Accounts Integration for Sage CRM
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Business Benefits
  • Import Sage 50 Customer and Supplier accounts to create or update CRM company, address or person records, including delivery addresses;
  • Create Sage 50 Customer and Supplier accounts from within CRM;
  • Maintain Sage 50 Customer and Supplier enquiries including transaction drilldown and aged analysis.


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Business Benefits
  • Sales and purchase order enquiries, including allocation/despatch status, drilldown to line items (stock availability), sales delivery notes and sales invoices;
  • Sales invoice enquiries including printed/posted status and drill down to line items (stock availability)


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Customer Enquiry Activity
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Customer Enquiry Aged Analysis
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Customer Enquiry Invoice List
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Customer Enquiry Invoice Detail
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Business Benefits – Orders and Quotations
  • Create CRM quotations and orders utilising Sage 50 stock information and customer specific pricing and discounts including volume discounts;
  • Convert CRM orders directly to Sage 50 sales orders saving time over re-entering sales order data;
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Customer Enquiry Sales Orders
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CRM Sales Order
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Sales Order Entry Line Item
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Customer Enquiry Stock Item Availability with Allocation Breakdown
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Product Search Screen
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Customer Account Maintenance
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Business Benefits
  • Optional customer branch management component;
  • Security matrix provides full control over user access;
  • Completely thin client (no ActiveX controls)