Ollie Logistics can export a file which can be used to import to Sage. This is typically done using the “Posting” functionality in Ollie Logistics. Posting orders locks the orders in SL and creates a post batch. The Sage import file and the LDB reporting file can then be downloaded from these post batches.
The reasoning behind this procedure is to lock the orders as they should not change once they have been imported into accounting software and the LDB reporting website.
How do I use the Sage 50 integration?
Go to Orders → Post Orders -- this page will display all orders which are in the “delivered” state.
Under the “Post” column, select the orders to include in the batch and hit the “post orders” button at the top.
On the Batch Page, click on “Download Export” file. If the report was able to run, it will download a file which should be saved.
Next, open Sage and import the saved file.
In order for the Sage file to be generated, customers and products must be mapped in Ollie Logistics. This means that the first time posting orders for a certain product or customer, this must be setup. If there are are any missing mappings, an error will be generated by the export:
To fix the customer mapping errors, head over to the Customers → Mapping page. Edit the mapping and copy/paste the name of the customer from Sage into the field.