Sage 50/PDFDataNet Documentation
This page will guide you through the pre-installation process of our Sage 50 solution and how to update external product/address lookup files.
Sage 50 & PDFDataNet Instructions
1. Send Us Example PDF's
- In preparation for the installation of the proof of concept system, please select 5 customers for automation and send us 5 – 10 PDF’s for each template required and the Sage account code for the selected customers.
2. Export Customer Delivery Addresses (For Processing Customer Orders)
- Open/login to Sage 50, then on the left-side panel click on Customers.
- At the top right click on the Reports button.
- On the left-side panel click on Customer details
- Then for the Customer Delivery Addresses option click on the Data to Excel button (if you hover over each of the buttons you should see the text Data to Excel appear).
3. Export Product List (For Processing Customer Orders)
- Open/login to Sage 50, then on the left-side panel click on Products and services.
- At the top right click on the Reports button.
- On the left-side panel click on Product details
- Then for the Product List option click on the Data to Excel button (if you hover over each of the buttons you should see the text Data to Excel appear).
- Also, if when creating the orders manually you enter anything into the Notes or Analysis fields please let us know what is required so that we can automatically populate those fields.
4. Export Supplier Address List (For Processing Supplier Invoices)
- Open/login to Sage 50, then on the left-side panel click on Suppliers.
- At the top right click on the Reports button.
- On the left-side panel click on Supplier details
- Then for the Supplier Address List option click on the Data to Excel button (if you hover over each of the buttons you should see the text Data to Excel appear).
5. Create An "Adept" Sage User
- You will need to create a new Sage user with the username “Adept” and the password that we have provided you via our support portal.
- If you don’t know how to do this, please watch this tutorial: https://youtu.be/OCPjRvaAbMU
6. Upgrading An Adept License
- For Adept configuration instructions please visit this page.
- Open the Adept program and change it to Manual mode. Then click on Menu > License.
- Add the details we provide to you (via email/the portal) to the dialogue box and press Ok.
- If you get stuck, please see this video tutorial on how to do this: https://youtu.be/RNl3sFTPF_o
7. Update Product/Address Lookup Files
- Follow the steps in 2-4 on this page on how to export the relevant, new lookup files.
- Go to this file path: C:\PDFDataNet to Sage 50\Excel Files From Sage
- Your newly exported Sage lookup files will need to be renamed to match what is in the folder above (we recommend opening the file to know what needs replacing with what).
- Once renamed, drag the new lookup files into the C:\PDFDataNet to Sage 50\Excel Files From Sage folder and replace what is currently there.
- You will then need to make sure you close/re-open Document Indexing or stop/start the Universal Service Monitor.
- Make sure you don’t have the excel/lookup files open when using Document Indexing (as our program may fail to read the files to find the lookups).
- You can then begin testing this all works as should, by dragging a PDF into Document Indexing.
