Sales Orders Into Sage 200, Done Properly

Yes. Orders are created as sales orders in the SOP module against the correct customer account, with the right stock items, prices and analysis, so they behave exactly like an order your team entered, and flow through to picking, invoicing and the ledger as normal.

It is not a raw data dump; it respects how Sage 200 structures an order.

Yes, and how we connect depends on which you run. Sage 200 Standard is cloud-hosted and exposes an API, while Sage 200 Professional is usually on-premise or on Azure with its own data service. We build to whichever your business uses.

The reading and validation are the same; the connection to Sage is tailored to your deployment.

We apply the price band, customer-specific price or discount held against the account in Sage 200 and validate each line against it, rather than trusting the price on the buyer's document. Lines that do not reconcile are flagged for review, which stops undercharging feeding into your invoices.

Where credit control matters to you, we can hold an order that would take an account over its credit limit for review rather than posting it automatically. The exact behaviour is defined with you, so automation never bypasses a control you rely on.

PDF purchase orders across many layouts, CSV and Excel files, Word documents, and orders in the email body. We train the reading on your real orders, and it extracts the account, the purchase order reference, the delivery details and each product line.

Every order is reviewed by a person first, so nothing posts to Sage 200 unchecked while we tune the reading and confirm pricing and credit behaviour. Once accuracy is consistently high, orders that meet your confidence rules are created automatically, with exceptions held back.