Sage One Business Cloud Integration - Multi Channel Integration

Integration Summary 

• Can import Purchase Invoices on Sage One > ASN import to Fulfillable
• Can imports Sales Invoices from Sage One Business Cloud to Orders in Fulfillable
• Can export Orders (manually and automatically) in Fulfillable to create Sales Invoices in Sage One Business Cloud
• Option to send Sales Channel name as contact name (e.g. Amazon / Ebay) instead of order contact name.

Client Setting Changes

If you are a 3PL admin user setting this up on behalf of a client - please navigate to Clients > Overview > (find client) > Actions > Edit

If you are a Multi Channel account user please navigate to Settings > Client Settings

Then at the bottom of the general tab select Sage Business Cloud:

Setup Connection

Navigate to Connect > Accounting > Sage Business Cloud

Add a new account and change account type to Accounting

Then select relevant other options that you want to use on the connection

Order Sync = Means Invoices will import from Sage as orders into Fulfillable.

Valid Order Statuses to use are: paid or unpaid

We would recommend setting a value in the days to go back - e.g. if you want to import invoices for the last 7 days then you would enter -7

Once account is added hit Authorise: 

Please Note: In order to Connect to Sage, you must be using the https://fulfillable.co.uk/ URL. This will not work when using a custom portal.

Login to sage & authorise:

Then Allow:

Set Default Income Account

Once the connection has successfully authorised - edit the connection in Fulfillable and check the default income account is correct for your sales (sales will get posted here if we do not find an item code already setup)

Then save the connection

Exporting Orders to Sage One

From the orders overview screen tick the orders you want to export and then from the bulk actions drop down select "Export to Accounting Integration"