Note: The UDF field name must be UDF_ExclItemSugarSync and be a checkbox for the integration to recognize it.
D. Sage Customer Inventory Sales History to Sugar Products
This takes Sage inventory sales history by customer and places it into the Sugar Products Module for each account.
Once this sync occurs, you can view sales history, by product, for any customer or account.
E. Sage Customer Product Line Sales History to Sugar Product Line Sales History
This function moves Sage sales history by customer, by product line to the new custom Sales History by Product Line module in Sugar under each account.
Once this sync occurs, you can view sales history by product line for any customer or account.
F. Sage Customer Product Category Sales History to Sugar Product Category Sales History
This function moves Sage sales history by customer, by product category to the new custom Sales History by Product Category module in Sugar under each account.
Once this sync occurs, you can view sales history by product category for any customer or account. Product Categories are the four user-definable CATEGORY fields available in Inventory Maintenance on the Options tab in Sage. Different organizations use these category fields for different purposes.
G. Sage Open Invoices to Sugar Open Invoices
This function moves various Sage open invoices to the new custom Open Invoices module in Sugar.
Note: When an invoice is closed in Sage it is automatically removed from Sugar.
H. Sage Invoice History to Sugar Invoice History
This function moves various Sage invoice history to the new custom Invoice History module in Sugar.
Note: Make sure to only sync the history that you need.
I. Sugar Quotes to Sage Sales Order
This function syncs Sugar quotes Sage sales orders.
Closed quotes (Quote Stage: Closed Accepted) are updated as live or standard sales orders in Sage.
Other quotes are updated as quotes in MAS90. This sync allows you to choose to sync quotes, orders, or both.
In addition, you can sync Sage sales orders back to Sugar if your organization does not use Sugar for order entry, but wants to have order visibility in Sugar. This is a configuration option (see the Sage Orders to Sugar section).