Step 13 – SOP Despatch, Invoicing & Emailing

Estimated time

Estimated time: 3 hrs

These steps extend the order import integration to despatch and invoice each order it created. IMan then prints each invoice to PDF and emails it to the customer.

Together they cover three common tasks beyond a straight import: capturing the numbers Sage 200 generates, asking Sage 200 to produce a document, and sending that document on.

1. SOP Despatch

Adds the fields needed to catch the line ids and despatch numbers Sage 200 generates, filters the order down to its stock lines, then adds a Sage 200 connector that despatches each order.

2. Printing the Invoice

Uses a second Sage 200 connector to raise each invoice, post it to the sales ledger and print it to a PDF file.

3. Email Invoice

Looks the customer up in Sage 200, then uses an email task to send each customer their own invoice, with the PDF attached and the message personalised from the data.