The Onsight connector for Sage 50 supports a huge variety of customisation options.

The standard data syncing ensures that:

• Product data and pricing data flows from Sage 50 to Onsight
• Customer contact data flows from Sage 50 to Onsight
• Tax code data flows from Sage 50 to Onsight
• New customers created in Onsight get sent to Sage 50
• Orders created in Onsight get sent to Sage 50
• Quotes created in Onsight get sent to Sage 50

All of these data flows can be customised to work exactly how you need them to work.

Here are some common customisations that we have done:

Allocate new customers to all reps

When you create a new customer in Sage 50, it will get copied to Onsight automatically. Since no sales rep is allocated to it, none of your reps will be able to see the customer. An admin will have to allocate the customer to a sales rep for them to see it. We can configure your account so that new customers that are coming from Sage 50 will automatically be visible to all your sales reps.

Sage 50’s product custom fields

Sage 50 products can have custom fields. You can request that some or all of these fields be stored as product custom fields in Onsight and they will then display in the Onsight app for sales reps and customers to view.

Hide products that are out of stock

If an item has zero stock in Sage 50, we can make that item inactive in Onsight. This will make it disappear from the sales app which means it cannot be ordered. When the item comes back into stock again in Sage 50, we can make it active again in Onsight. Alternatively, instead of hiding, we can add an ‘Out of Stock’ message to the product name. That way it stays visible and can even be ordered but everyone will be made aware that it is out of stock.

Sage 50 order line item sort order

If your orders are printed and used for packing purposes in your warehouse, it becomes important what sort order the line items are displayed when you print or view your orders. The Onsight order line items can be re-arranged and sent to Sage 50 in any specific order that you choose. The sort order can be based on the product name, SKU, product code, barcode, product category name, quantity, unit price or line item total.

Allocate sales orders in Sage 50

When we send sales orders from Onsight to Sage 50 they can be fully allocated or not.

Custom data mapping

When copying product and customer data from Sage 50 to Onsight, any field in Sage 50 can be mapped to a field in Onsight to replace the default value that would have gone into that field. When sending orders and quotes from Onsight to Sage 50, any field in Onsight can be mapped to a field in Sage 50 to replace the default value that would have gone into that field. Please note that this is a billable customisation.

Notification emails for order sync errors

In some rare circumstances, orders can fail to sync to Sage 50 due to problems with the way the products are configured in either one of the two systems. We can set up notification emails that will alert you to this problem immediately so that you can log into both Onsight and Sage 50 to resolve the issue.