by Mark Carrington
Sage 50 Accounts Postcode Lookup
We know it's important to have the right address for your customers, and nowhere is it more important than in your accounts system - having the right address lets you find customers quicker, identify duplicates and chase payments more effectively. With Sage 50 Accounts (formerly known as Sage Line 50) being the most popular accounts and bookkeeping package in the UK, we've made things easier by creating some ready-to-use configuration settings for our postcode lookup application to add postcode lookup functionality to Sage 50 Accounts.
- Account Setup
To get started, activate your free trial of our postcode lookup application - you'll need to log in, or register if you haven't already got an account with us.
- Software Installation
After activating your free trial, you'll be sent an email with a link to our software. Download and install this software and you'll see a small orange "8" logo in your system tray (the area next to the Windows clock).
Our software can be trained to work with almost any application, but to make things easier we've put together some configuration settings to work with the New Customer/Supplier/Bank etc. wizard screens, Edit Customer, Edit Supplier and Invoice delivery address screens. To import these settings, right-click on the links above and select "Save Target As...". Save the files to your "My Documents" area. Now, right-click on the orange "8" icon in your system tray and select "Options...". Go to the "Application Settings" tab and click "Import...". Select the first of the files you have downloaded and click OK, then repeat for each of the others.
You'll also need to enter your Data8 username and password details on the "Login" tab, and select "Free Trial" from the "Licence" drop-down list. Finally, click OK to close the Options screen.
- Find an Address
Now you're all configured, you can start to quickly enter addresses into Sage 50 Accounts. When you are entering a new customer, click in the first of the address fields in the New Customer Wizard screen and press Ctrl+8 to bring up the Integr8 Postcode Lookup screen. Enter the postcode (and optionally a building name, number or company name) and click "Get Address". All the matching addresses will be shown in the list - click "Insert Address" next to the address you want to use and it will automatically be placed in the Sage screen.
Now you're all set up and you can start using Sage much more efficiently. Note that you'll need to install and configure the software on each PC you use Sage on. Give us a call on 0151 355 4555 to discuss pricing with one of our account managers - they'll be able to work out the most cost effective licensing option for your business.
If you're a Sage reseller and want to offer our postcode lookup solution to your clients as part of your offering, please get in touch!