Knowledge Base
PROGRAM: DataPlus for Sage 50 US - Push Act Opportunity

Table of Contents
DataPlus Push Entities
     Push Quotes
    Push Sales Orders - Same method as Quotes
    Push Sales Invoices - Same method as Quotes
Push Quotes
Sage 50 US Push Entities

Once the Push Configuration has been performed you can now create Quotes, Sales Orders, & Sales Invoices from Act to Sage 50.

An existing Sage Prospect or Customer can be used to create Quotes.

An existing Sage Customer can be used to create Sales Orders or Sales Invoices.

An existing Act Opportunity must exist to create Sales Orders or Sales Invoices.

Sage 50 US Push Quote
    Choose Customer
  1. In Act, choose an existing Prospect or Customer that is in Sage 50
Sage 50 US Push Quote
    Create Act Opportunity
  1. In Act, choose an existing Prospect or Customer that is in Sage 50
Sage 50 US Push Quote
    Create Act Opportunity
  1. Name Your Act Opportunity
  2. Change Process to Sage 50
  3. Change Stage to Quote Open
    Note: The DataPlus Act database we provide has the Sage 50 process built in.
  4. Click on Products/Services Tab
  5. Click on Add...
Sage 50 US Push Quote
    Create Act Opportunity
  1. Item # Choose Item
  2. Name Will Auto Populate
  3. Quantity Enter Qty
  4. Modify Cost if needed
  5. Modify Price if needed
  6. Click on OK
  7. Click on OK
  8. Click on Add... to continue adding more products for Quote.
Note: You can either choose the Item #, or the Name first. If you choose Name, the Item # will auto populate.
Note: DataPlus import will import your items from Sage 50. Each item in the list must be in Sage 50.
Sage 50 US Push Quote
    Create Act Opportunity
  1. Menu Bar
  2. Choose Tools
  3. Choose Sage 50-US
  4. Choose Push Quotes..
Sage 50 US Push Quote
    Push Quote
  1. By default the "Use Current Lookup" is Checked
  2. Click on Select for the Quote you are ready to push.
  3. Click on Next
Note: When pushing Quote from detail view the Current Lookup is current Opportunity. If pushing Quote from list view the Current Lookup is all Opportunities in the list.
Sage 50 US Push Quote
    Push Quote
  1. Review of all Quotes & related items by clicking on the + or - sign before the Quote.
  2. Each item will be listed.
  3. Click on Next
Sage 50 US Push Quote
    Push Quote
  1. The Quote was pushed successfully
  2. Click on Finish
Note: The method and behavior for pushing Sales Orders & Sales Invoices are the same as Quotes.
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