Qnect 200 2021 R3 for SageCRM Introduced Changes

Nick Rainbird • October 27, 2022

What is Qnect 200 Integration?

Qnect 200 for Sage CRM is a real-time integration that links Sage CRM to the Sage 200 accounts solutions.

It helps to increase efficiency and accuracy in the management of customers/suppliers, products and quotes/orders at an affordable cost.

By combining Sage CRM with Sage Accounts you can enjoy better business insight, greater efficiencies, increased productivity and have a single customer-centric view across your entire business

The latest Qnect2 00 2021 R3 release comes with an array of new customer facing features which to:

Enhanced customer experience for Sage CRM
Bi-directional syncing of major data
Easier integration

Additional default fields on creation of Sage 200 company

New fields have been added when syncing Sage CRM companies to Sage 200. These include:

Credit Limit
VAT Number
Terms Agreed?
Default Nominal Code
Price List
Tax Code
Use VAT code as Invo ice and Order Default

Requesting a Company to Sage 200

Sometimes users who require a prospect to be converted to a Sage 200 customer so that they can process an order should not have rights to create the Sage 200 customer directly. Like the Request Order to Accounts functionality its now possible for users to be given Request Only rights for new customers. When this option is selected against a user they will not be able to link or create new customers but will be able to request that a company in Sage CRM is created in Sage 200.

When they select the Account(s) tab they have the option to request the company is created in Sage 200. This places the company on a Company Post Requests tab in My CRM. Any user who has the Process Company Post Requests option can then either click the company name link and process the company link to Sage 200 as normal or select the checkbox next to the record and deny the request if they do not deem it suitable.

Order Despatch Information

If an order has additional despatch information against it in Sage 200 this can now also be viewed with the Order Live View

Creating Sage 200 Contacts

As part of Qnect 200 changes to contacts now synchronise in both directions. In this latest release its also possible to create new Sage 200 contacts from person records in Sage CRM. Users who have the ‘Post Contacts?’ checkbox ticked against their user will see a ‘Post Contact to Accounts’ button against contacts not currently linked to a Sage 200 contact.

Creating Sage 200 Delivery Addresses

As part of Qnect 200 changes to addresses now synchronise in both directions. In this latest release its also possible to create new Sage 200 delivery addresses from address records in Sage CRM. Users who have the ‘Post Customer Delivery Addresses’ checkbox ticked against their user will see a ‘Post Customer Delivery Address to Accounts’ button against addresses not currently linked to a Sage 200 contact.

Additional Charges

Additional charges are now supported by Qnect 200. As standard Sage CRM does not have a line type of Additional Charges these have been implemented via the use of an Additional Charges product family.

Any additional charges added to Sage 200 will be available by selecting the Additional Charges product family and then adding the available product. When posting to Sage 200 the lines will be added as additional charge lines rather then standard product lines

Customer Alerts

Customer alerts set up in Sage 200 are now displayed in Sage CRM when creating quotes and orders

If you would like to find out more about the latest Qnect 200 release changes or how the Qnect 200 integration between SageCRM and Sage 200 can benefit your business release please feel free to get in touch on 01494 490409 or email me at nick@rainbirdbusiness-solutions.com to discuss these further.

Entegraty Rainbird Business Solutions

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