SAGE Line 50 Help

[AndyBorrett]

We have bought Sage 50 Accounts Plus to help us with our book keeping for the website that we run - we also sell on Amazon.

I have set up the Actinic link so I can export orders into Sage and that seems to work well.

When a customer returns an item to us (because it doesn’t fit or they just don't like it) we need to put it back into stock and either issue a full or partial refund. When we get an item returned through Amazon we still have to pay them a percentage of their commission so we need to put the item back in stock but show the charge.

I expected I could simply go to the relevant invoice and click a button marked Return which would take the money back out of the bank account and return the item into stock. I presume no such basic feature exists?

I have followed the instructions on the Sage Forum FAQ and can return a product back into stock but not take the money back out of the bank account.

Does anyone know how I should do this as simple as possible so I can actually start using Sage rather than wanting to throw the laptop through the window.

Thanks in advance for any help

[Krithika]

Hello Andy

Suggest you raise a query with Actinic support either via phone(if you have a cover contract with us) or email (http://www.actinic.co.uk/support-centre/support-enquiry.html) for further suggestions.

Regards

[AndyBorrett]

Thanks for that Krithika, I didn't realise you had sage experts at Actinic too

[saucysal]

Hello Andy. This sounds like a Sage problem exclusively. What I do when having to refund a customer, whether partial or in full, I first do the refund (in my case on SagePay), then go into Sage, search the Customer, click Credit (horizontal row above) and enter a credit note for the amount refunded, then click Customer Refund (link on left) and enter the same amount and post against it. Stock returned has to be manually put back in the Products by clicking In, as far as I know - that is what we do.

Sarah

[AndyBorrett]

Thanks for that Sarah.

May I ask if you bring the orders into sage so each order becomes an account in Sage or do you have all your website orders under one account?

[saucysal]

We have each order come into Sage individually with each customer. This way we can see the separate histories for each customer and any notes on their file (in the Memo field). For us this is important, though I know that others have them come in as one account, such as Online Sales.

Sarah