CatalogueLINK for SAGE 300 ERP (Setup and Configuration)
SAGE 300 ERP Connection Requirements
The following is required to facilitate a connection between CatalogueLINK and SAGE 300 ERP
Local or network access to the Sage 300 ERP SQL database
Client installation of Sage 300 ERP
Server account must have ODBC connectivity to the production SAGE 300 ERP SQL database
CatalogueLINK Upload Connection Settings
The following information is mandatory for CatalogueLINK Upload connection configuration:
IMPORTANT: Please supply the information below to Straightsell in order to have CatalogueLINK Upload connected to SAGE 300 ERP
SQL Server name e.g. ‘servername/instancename’
Live SAGE 300 ERP database name
SQL account e.g. ‘sa’
SQL account password for above account
SAGE 300 ERP client availability for availability for remote login account
Username and password for login (application) to SAGE 300 ERP
The following settings are configurable in Setup - Sage Accpac in CatalogueLINK Upload version 'CL 3.0.7.0 - Accpac 3.0.4.0'
Setup - Sage Accpac | |||
AccPac Login | Data Type | Example Data | Definition |
User Name | Text | Username | An Accpac username |
Password | Text | Password | Your Accpac Password |
Database Name | Text | Database | The name of the Accpac database |
SQL Details | Data Type | Example Data | Definition |
SQL Server Name | Text | Server | The SQL Server name |
SQL Database Name | Text | Database | The SQL database name |
SQL User Name | Text | SQLuser | A SQL user name |
SQL Password | Text | SQLpass | Your SQL account password |
Accpac Settings | Data Type | Example Data | Text |
Retail Customer Currency Code | Text | AUD | Default currency code |
GST Tax Rate | Text | 10 | Your tax percentage for items |
Default Pricing Location Code | Text | 1 | If a customer is not assigned a location code in ACCPAC, any specials which are based only on locations will use this value for customers. |
Ignore Item ‘Allow On Web’ Flag | Checkbox | Y/N | Import products if ‘Allow on Web’ is checked or unchecked |
Ignore Item ‘Inactive’ Flag | Checkbox | Y/N | Import products if ’Inactive’ is checked or unchecked |
Ignore Item ‘Sellable’ Flag | Checkbox | Y/N | Import products if ’Sellable’ is checked or unchecked |
The following settings are configurable in Setup - Catalogue Account Details in CatalogueLINK Upload version 'CL 3.0.7.0 - Accpac 3.0.4.0'
Setup - Catalogue Account Details | |||
|---|---|---|---|
Account Details | Data Type | Example Data | Definition |
User Name | Text | administrator | Your Straightsell username |
Password | Text | password123 | Your Straightsell password |
Short Name | Text | USAGE | Your Straightsell short name |
Straight Sell SOAP Server | Data Type | Example Data | Definition |
URL | Text | https://interface.straightsell.com.au:443/soap/soapserver_5_0.php | SOAP Server URL: Same for everyone |
Email Settings | Data Type | Example Data | Definition |
Mail Server | Text | The mail server of your email address(es) | |
Email Address | Text | Your email | |
CatalogueLINK Download Connection Settings
The following information is mandatory for CatalogueLINK Download connection configuration:
IMPORTANT: Please supply the information below to Straightsell in order to have CatalogueLINK Download configuration to SAGE 300 ERP
Account (debtor) code to use for test of order and payment export to SAGE 300 ERP
Order Settings:
Freight Item Code and Type (Item / Misc)
Web Customer Code
Payment settings:
Payment Code
Export Locations in SAGE 300 ERP:
Orders - Order Entry >> O/E Transactions > Order Entry
Customers - A/R Customers >> Customers
Payments - A/R Transactions >> Receipt Inquiry/Entry
The following settings are configurable in Setup - Sage Accpac in CatalogueLINK Download version 'CL 3.0.2.0 - Accpac 3.0.0.0'
Setup - Sage Accpac | |||
Version and Login | Data Type | Example Data | Definition |
Version | 5.4 /5.5 / 5.5a+ | 5.5a | The version of Sage in use |
Username | Text | ADMIN | The Sage username (MUST BE UPPERCASE) |
Password | Text | ADMIN | The account password (MUST BE UPPERCASE) |
Database Name | Text | DATABASE | The SQL database name |
Order Settings | Data Type | Example Data | Definition |
Default Ship From Location Code | Text | 1 | Identifies the location used for decrementation of stock |
Web Customer Code | Text | 1100 | The anonymous customer code for web orders |
International Web Customer Code | Text | 1200 | The anonymous customer code for international web orders (will not work without template changes to have international anonymous orders going against a specific buyer. |
Freight Item Code | Text | FREIGHT | The item code to be used to represent the order freight line item |
Freight Line Type | Radio Button | Item / Misc | Identifies the type (class) of stock code used |
Export As Quote | Checkbox | Y/N | Orders Can be Exported as Quotes |
WMS Details | Data Type | Example Data | Definition |
Export Order to WMS | Checkbox | Y/N | Enable Export of Orders to a Warehouse Management System |
SQL Server Name | Text | SERVER | The SQL Server name |
SQL Database Name | Text | DATABASE | The SQL database name |
SQL Username | Text | sa | A SQL user name |
SQL Password | Text | Password123 | Your SQL account password |
Payment Settings | Data Type | Example Data | Definition |
Payment Code | Text | CARD | The payment type the Straightsell payment will be exported as. (Accounts Receivable >> A/R Setup >> Payment Codes >> Payment Code) |
The following settings are configurable in Setup - Catalogue Account Details in CatalogueLINK Download version 'CL 3.0.2.0 - Accpac 3.0.0.0'
Setup - Catalogue Account Details | |||
|---|---|---|---|
Account Details | Data Type | Example Data | Definition |
User Name | Text | administrator | Your Straightsell username |
Password | Text | password123 | Your Straightsell password |
Short Name | Text | USAGE | Your Straightsell short name |
Straight Sell SOAP Server | Data Type | Example Data | Definition |
URL | Text | https://interface.straightsell.com.au:443/soap/soapserver_5_0.php | SOAP Server URL: Same for everyone |
Email Settings | Data Type | Example Data | Definition |
Mail Server | Text | The mail server of your email address(es) | |
Email Address | Text | Your email | |