NeoPOS - SQL INTEGRATION GUIDE
This guide is to teach you how to setup and use the integration App to post the sales data to SQL accounting system.
This guide is to teach you how to setup and use the integration App to post the sales data to SQL accounting system.
SETTING
1. Please download the Import Tool Version 5 (SQLAccTxtImpV5-setup.exe) provided by SQL.
2. Please download the Export Too Version 1.0 (SQLIntegration V3.0.zip) provided by NIT.
3. Unzip and open the SQLIntegration V1.0.exe provided by NIT, fill in the account information and click save. Make sure the database connection to the POS system is active.
* The tools please contact NIT / SQL to get the download link.
2. Please download the Export Too Version 1.0 (SQLIntegration V3.0.zip) provided by NIT.
3. Unzip and open the SQLIntegration V1.0.exe provided by NIT, fill in the account information and click save. Make sure the database connection to the POS system is active.
* The tools please contact NIT / SQL to get the download link.
Pic 1
- The default value of “Invoice Prefix” will be “CS-”. For “Customer Code”, “Customer Name”, and “Description”, you have to follow the setting from SQL ACC software. Open your SQL ACC software, browse to “Customer”->”Maintain Customer” and look for “Cash Sales” just like the picture (Pic 2) shown below.
Pic 2
4. For “Terms”, open the SQL ACC software and browse to “Tools” -> “Maintain Terms” just like the picture (Pic 3) shown below. Make sure the terms name is saved exactly the same.
Pic 3
5. For “GL Code (Sales)”, open the SQL ACC software and browse to “GL”->”Maintain Account” and look for “SALES”. Get the GL code and save it in the setting.
Pic 4
6. After the setting is saved, you can now generate the sales the day that you wish to import into SQL ACC software. Make sure the product name in the POS System is not in Chinese Character as it is not supported by the Import tool provided by SQL.
EXPORT AND IMPORT
1. Install the SQLAccTxtImpV5-setup.exe. After the installation, make sure the SQL ACC Software is opened and logged in before you run the exe.
2. Browse to “Sales”->”Cash Sales” like the picture (Pic 5) shown at below:
2. Browse to “Sales”->”Cash Sales” like the picture (Pic 5) shown at below:
Pic 5
- Below interface (Pic 6) will appear once you clicked “Cash Sales” from above picture (Pic 5) . Click the “Get File” button and browse to the generated text file.
Pic 6
3. Once you selected the text file, the data of the text file will be displayed inside the table just like the picture shown below. Click “Verify” button so that all the data can be verified before import into the SQL ACC Software.
Pic 7
- Below image (Pic 8) shows the verifying process. You can see the status of each invoices. “Ok” means no problem for that particular invoice.
Pic 8
4. Make sure all the status are verified as “OK” and the checkboxes are checked/selected. Click the “Post To A/c” button to import into SQL ACC Software.
Pic 9
- Import in progress is shown in below image (Pic 10).
Pic 10
5. Imported successfully message will be prompted next.
Pic 11
6. Browse to SQL ACC Software and check the invoices. (Go to “Sales”->”Cash Sales”). Export and import is completed successfully.
Pic 12
Kindly contact us if you have any question on this guide. If you are interesting to integration your NeoPOS system with SQL accounting system, please contact our sales person or live chat us now.
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