Linking WBS to Sage 50 accounts
Overview
The WBS system using the WBS Sage link to both read and write data to sage 50.
The WBS system using the WBS Sage link to both read and write data to sage 50.
Read from Sage 50
The sage link can read basic data from sage such as Products,Customers,Suppliers etc and automatically update this in WBS when changes are made in Sage the information is automatically updated in WBS. This is a synchronization process which means when Customers for example are updated in Sage the sage data is synchronized with the Customer data in WBS.
Write to Sage 50
The Sage link can automatically send data to Sage 50 the most common entry is sending Sales invoices to Sage 50 from WBS but other links include Purchases and Sales orders. In this case the Sales or purchase order,invoice etc is first created in WBS then the sage fields can be sent to Sage 50 to create a copy of the information in Sage.
The sage link can read basic data from sage such as Products,Customers,Suppliers etc and automatically update this in WBS when changes are made in Sage the information is automatically updated in WBS. This is a synchronization process which means when Customers for example are updated in Sage the sage data is synchronized with the Customer data in WBS.
Write to Sage 50
The Sage link can automatically send data to Sage 50 the most common entry is sending Sales invoices to Sage 50 from WBS but other links include Purchases and Sales orders. In this case the Sales or purchase order,invoice etc is first created in WBS then the sage fields can be sent to Sage 50 to create a copy of the information in Sage.
Standard Sage 50 Portal
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The sage 50 portal allows sales agents etc to easily enter their own orders in WBS and send them directly into Sage 50 24 hours a day saving office time and speeding up the process. To see further details of the exact data read from Sage 50. Click Here
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Standard Warehouse configuration for the Sage 50 Link
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Typically a warehouse would use the WBS system to link to Sage 50 to read Customers information such as credit information, special customer prices if set in sage and supplier information.Then to manage Sales,Purchases ,stock ( multiple locations), Batch control and many other features then when goods are dispatched in WBS (possibly using barcode scanning to speed up dispatch and improve accuracy) send the final invoice to sage 50 for payment.To see further details of the exact data read from Sage 50. Click Here
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Standard Manufacture configeration for the Sage 50 Link
There are two typical solutions for manufacturing companies the use WBS linked to Sage 50.
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1-Leave the Sales, Purchases, Dispatch and Stock control in Sage 50
and let WBS take care of all the manufacturing processes such as Bills of Material product costing, routings job tracking (possibly with barcodes or tablets), job costing and when stock is used or finished product made simply update sage with a stock adjustment, cost and a reason ie used or made by Manufacture Order 1234. To see further details of the exact data read from Sage 50. Click Here |
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2-Use WBS to manage all Sales and Purchases order processing
In this set up WBS will just send the invoice to Sage 50 when goods are dispatched. This allows the user to use the full Sales , Purchases, Stock control (possibly at multiple locations and batch control ) plus the full manufacturing process which includes Bills of Material product costing, routings job tracking (possibly with barcodes or tablets), job costing and much more. To see further details of the exact data read from Sage 50. Click Here |
To start the installation process. Click Here
