8 Overview of the SIS for Sage 100 / Office Line


The SIS supports the Sage Office Line 2014 and 2015 as well as Sage 100.

Overview of the versions


Features
Basic
Extended

Synchronisation of standard panels (time-controlled, direction adjustable):

  • Company - Address / Current account
  • Address - Address
  • Person - Contact person
  • Account - Current account
  • Bank details - Bank details
YesYes

Synchronisation of:

  • Person - Address
  • Product family - Item group
  • Product - Item
  • Price list - Price list
  • Prices - Prices
  • Project - Opportunity
  • Project - Project
  • Project process - Project step
  • Project staff - Project stakeholder
NoYes
Generic demanding pluginNoYes
Adhoc transfer from CRM to Sage 100YesYes
Storage of historical data for rollback, time adjustableYesYes
Admin interface (windows) for operation, log analysis and controllingYesYes
Templates for standard synchronisation processesYesYes
Sending emails of status notificationsYesYes
Display of Sage 100 data in Sage CRM ERP focus (no storage in CRM)Yes Yes

Display of Sage 100 data in Sage CRM with adaptability possibilities and definition of storage location (SIS/CRM), usage of Sage 100 data in groups and reports

 NoYes
Attachment of proofs from CRM to Sage 100NoYes
Pricing of offers and orders in CRMYesYes
Junction of duplicated dataNoYes
Individual panel mappings (standard and user Panels)NoYes
Several mandates (Sage 100 or Sage CRM)NoYes*

*) We charge for each additional mandatory licensed.