Step 13 – O/E Shipment, Invoicing & Emailing

Estimated time

Estimated time: 3 hours

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

Together they cover the three tasks a Sage 300 integration most often needs beyond a straight import: capturing the numbers Sage 300 generates, asking Sage 300 to produce a document, and sending that document on.

1. Create Shipments & Invoices

Adds the fields that receive the shipment and invoice numbers Sage 300 generates, then a Sage 300 connector that ships each order and raises its invoice in the same operation.

2. Printing the O/E Invoice

Uses a second Sage 300 connector to print each invoice to a PDF file.

3. Email Invoice

Looks up each customer in Sage 300, then uses an email task to send each customer their own invoice. The PDF is attached and the message is personalised from the data.