Storehub.io Integrated eCommerce

Sage 200 Evolution

The Power of Syncing Relevant Products from Sage 200 Evolution

When using Sage 200 Evolution, syncing your entire product catalog might seem logical, but it can lead to inefficiencies.  Filtering for relevant products allows you to maintain a cleaner, more organized online inventory. Below is a quick guide to to show you how to filter only relevant products in preparation for syncing products between Sage 200 Evolution and Storehub.io Ecommerce integration.

How to Set Up User Defined Fields in Sage 200 Evolution Accounting

Step 1: Accessing the Maintain Menu.

Navigate to the top menu and click on Administration / System Configuration.

Depending on where you want to add the user-defined field, choose one of the following options:

  • Customers/Prospects
  • Vendors
  • Inventory Items
  • Employees/Sales Reps

For the purpose of filtering products you will select “Inventory Items” though it is equally important to filter Customers if you have a lot in Evolution.

YouTube Video Link: Sage 200 Evolution UDF’s

Step 2: Customizing Fields

In the selected Maintain window, look for the Fields tab.

Here, you will see several predefined fields. At the bottom of this list, you will find a section for User-Defined Fields.

 Click on a field that says “User-defined” or is blank to start editing.

Step 3: Naming and Defining the Field

Enter a descriptive name for your new field that indicates the data it will hold, such as “Web Active” or “Web Item”.

Define the field type (text, date, numeric, etc.) based on what kind of information you want to track.

Step 4: Saving and Using the Field

Once you’ve named and defined your field, click Save to apply the changes.

You can now use this field “Web Active” to mark relevant items as “True” and Irrelevant items as “false” and Storehub.io will only sync with items that have the value of True.

The Storehub.io Implementation Team will generally ask you for the precise name and type of fields you have chosen for your Inventory and Customer UDF filter fields, so keep this information handy – screen shots of the field settings can go a long way to assist with this.

Conclusion

User-defined fields in Sage 200 Accounting offer a powerful way to tailor the software to your specific business needs. Whether you need to track additional information about customers, vendors, inventory items, or employees, userdefined fields give you the flexibility to do so for a seamless integration with Storehub.io.

Contact Storehub.io for more information.

See also:

Amazon Marketplace Integration with Sage 200 for South African Businesses, a Seamless Expansion

Sage 200 integration with Amazon Marketplace will boost e-commerce growth in South Africa

Increasing Your eCommerce Presence: Sage 200’s Integration with Amazon Marketplace Benefits South African Sellers