How to use different Account References when importing into Sage

How to use different Account References when importing into Sage

The Sage view, by default, exports all orders into the WEB Account. If you use different currencies and want to put each currency into different accounts you can use the following default value of the Account Reference field

to be :

X[%Grand total%][$][1][2][=]X£[WEBGBP][X[%Grand total%][$][1][2][=]X$[WEBUSD][WEEUR]]

This formula takes the currency character from the Grand total line and compares it against £ and $ and displays a different value for each type.

The following explains how the formula works out which value to display.

1. Add X to the start of the Grand Total. (X[%Grand total%] becomes X£1.33).
2. Take the first 2 characters of the X and Grand Total. (X£1.33[$][1][2]becomes X£).
3. The 2 characters are compared to X£ and if they are equal 'WEBGBP' is displayed. (X£ [=]X£[WEBGBP][X[%Grand total%][$][1][2][=]X$[WEBUSD][WEEUR] becomes WEBGBP).
4. If the currency is not £ then the other part of the remaining formula is used (i.e. X[%Grand total%][$][1][2][=]X$[WEBUSD][WEEUR]).
5. The same test is done for $ and WEBUSD is displayed if it is the same.
6. If it isn't $ the rest of the formula is used, in this case [WEBEUR}.

    • Related Articles

    • How to use different VAT rate for different products in orders

      This is done by under the Import Orders menu under Adjust TAX, tick Split VAT out at and type in your value (e.g. 20%), This is shown below. However some of the products in an order may have different VAT rates (e.g. books). To use a different VAT ...

    • How to export orders to Sage

      This feature is available in Professional and Premium versions of One Stop Order Processing This solution uses One Stop Order Processing and Sage (All versions except Startup) You can import your Orders into Sage as a series of Invoices, into a ...

    • How to use different PPIs on Invoices

      One-Stop Order Processing: How to use different PPIs on Invoices 

    • Why should I use my support account?

      The following guide explains why you should use your support account. Having a support account gives you a record of all interactions made between you and our support team. This will allow you to easily look back and revisit previous questions and ...

    • How to import product details

            " Import You can import products from a standard CSV file (details described below). When you click on the Import button you are shown the following dialog: Product Type :  This is the import type for the product at the moment the only format ...