Zynk Workflow Documentation

Import Stock Records allows you to create and update products within Sage 200.

Any fields not documented below are not supported with our imports.

Sample import file for creating a basic product:

<?xml version="1.0"?>
<Company>
  <Products>
    <Product>
      <Sku>PROD001</Sku>
      <Name>Test Product</Name>
      <SalePrice>100</SalePrice>
      <TaxCode>1</TaxCode>
      <UnitOfSale>Each</UnitOfSale>
    </Product>
  </Products>
</Company>

In each of the following sections most of the XML has been omitted to make the samples easier to read. The whole structure of the Company schema is used below as a reference of where fields should be in the XML.

Details

The information below can be specified on the Details tab in Sage.

Sage Field XML Field  Example  Field Type  Field Length  Input  Notes
Code Sku PROD001  string  30  Required  
Name Name Test Product  string  60  Optional   
Product Group GroupCode TESTGROUP string 20 Optional If the product group does not already exist, it will be created automatically. If no group code is provided, it will default to the setting at the task level.
Product Group - Description GroupName Test Group string 60 Optional Only used when creating a new product group. If it is not provided, the description will default to the value of the GroupCode.
Product Type ItemType Stock string 60 Optional If the product group already exists, the ItemType provided must match that of the product group. If an ItemType is not provided, it will default to the type associated with the product group. When creating a new product group, its type will be set based on the ItemType provided. If it is not provided, it will default to Stock. The following types are supported: Stock, NonStock and Miscellaneous.
Current Status Status 1 string - Optional Set to 1 for ‘Active’, or 0 for ‘Inactive’.
Price SalePrice 100 double - Optional  
Stock unit UnitOfSale Each string 20 Optional The ‘Use multiple units’ option in the Product Group must be enabled to set the UnitOfSale.
Tax Rate TaxCode 1 int - Optional  
Manufacturer Manufacturer Test Company string 40 Optional  
Part No ManufacturerPartNo 1234 string 40 Optional  
Average Buying Price StandardCostPrice 60 double - Optional  
Item Description Description This is a test product string - Optional  
Use Item Description On Orders And Invoices UseDescriptionOnDocs false bool - Optional  
<?xml version="1.0"?>
<Company>
  <Products>
    <Product>
      <Sku>PROD001</Sku>
      <Name>Test Product</Name>
      <GroupCode>TESTGROUP</GroupCode>
      <GroupName>Test Group</GroupName>
      <ItemType>Stock</ItemType>
      <Status>1</Status>
      <SalePrice>100</SalePrice>
      <UnitOfSale>Each</UnitOfSale>
      <TaxCode>1</TaxCode>
      <Manufacturer>Test Company</Manufacturer>
      <ManufacturerPartNo>1234</ManufacturerPartNo>
      <StandardCostPrice>60</StandardCostPrice>
      <Description>This is a test product</Description>
      <UseDescriptionOnDocs>false</UseDescriptionOnDocs>
    </Product>
  </Products>
</Company>

Analysis

The information below can be specified on the Analysis tab in Sage.

Sage Field XML Field  Example  Field Type  Field Length  Input 
Search Category SearchCategories/SearchCategory/Name Sync with Website string 40 Optional
Search Value SearchCategories/SearchCategory/Value true string 40 Optional
Default nominal codes - Stock - A/C Ref StockNominal/Code 13103 int Optional 
Default nominal codes - Stock - CC StockNominal/CostCentre string 3 Optional A StockNominal/Code must be provided if specifying CostCentre  
Default nominal codes - Stock - Dept StockNominal/Department string 3 Optional A StockNominal/Code must be provided if specifying Department  
Default nominal codes - Revenue - A/C Ref RevenueNominal/Code 31100 int Optional 
Default nominal codes - Revenue - CC RevenueNominal/CostCentre SAL string 3 Optional A RevenueNominal/Code must be provided if specifying CostCentre
Default nominal codes - Revenue - Dept RevenueNominal/Department VAL string 3 Optional A RevenueNominal/Code must be provided if specifying Department
Default nominal codes - Accrued receipts - A/C Ref AccruedReceiptsNominal/Code 29100 int Optional 
Default nominal codes - Accrued receipts - CC AccruedReceiptsNominal/CostCentre string 3 Optional A AccruedReceiptsNominal/Code must be provided if specifying CostCentre  
Default nominal codes - Accrued receipts - Dept AccruedReceiptsNominal/Department string 3 Optional A AccruedReceiptsNominal/Code must be provided if specifying Department  
Default nominal codes - Issues - A/C Ref IssuesNominal/Code 44100 int Optional 
Default nominal codes - Issues - CC IssuesNominal/CostCentre SAL string 3 Optional A IssuesNominal/Code must be provided if specifying CostCentre
Default nominal codes - Issues - Dept IssuesNominal/Department VAL string 3 Optional A IssuesNominal/Code must be provided if specifying Department
Weight  UnitWeight  12  double  Optional 
<?xml version="1.0"?>
<Company>
  <Products>
    <Product>
      <SearchCategories>
        <SearchCategory>
          <Name>Sync with Website</Name>
          <Value>true</Value>
        </SearchCategory>
      </SearchCategories>
      <StockNominal>
        <Code>13103</Code>
        <CostCentre/>
        <Department/>
      </StockNominal>
      <RevenueNominal>
        <Code>31100</Code>
        <CostCentre>SAL</CostCentre>
        <Department>VAL</Department>
      </RevenueNominal>
      <AccruedReceiptsNominal>
        <Code>29100</Code>
        <CostCentre/>
        <Department/>
      </AccruedReceiptsNominal>
      <IssuesNominal>
        <Code>44100</Code>
        <CostCentre>SAL</CostCentre>
        <Department>VAL</Department>
      </IssuesNominal>
      <UnitWeight>12</UnitWeight>
    </Product>
  </Products>
</Company>

Suppliers

The information below can be specified on the Suppliers tab in Sage.

Sage Field XML Field  Example  Field Type  Field Length  Input  Notes
A/C Ref AccountReference SUP001 string 8 Required  
Supplier stock code SupplierStockCode S-PROD001 string 40 Required  
Lead Time LeadTime 3 short - Optional  
Lead Time Unit LeadTimeUnit EnumTimeUnitDay enum - Optional Can be either EnumTimeUnitDay, EnumTimeUnitWeek, EnumTimeUnitMonth, or EnumTimeUnitYear.
Usual Order Quantity UsualOrderQuantity 1 decimal - Optional  
Minimum Order Quantity MinimumOrderQuantity 1 decimal - Optional  
Supplier List Price ListPrice 60 decimal - Optional  
List Price Updated DateListPriceChanged 2014-01-01T00:00:00 datetime - Optional  
List Price Expiry ListPriceExpiryDate 2015-01-01T00:00:00 datetime - Optional  
Price Source PricingSource LastBuyingPrice enum - Optional Can be either LastBuyingPrice or ListPrice.
Pref Preferred true bool - Optional  
<?xml version="1.0"?>
<Company>
  <Products>
    <Product>
      <ProductSuppliers>
        <ProductSupplier>
          <AccountReference>SUP001</AccountReference>
          <SupplierStockCode>S-PROD001</SupplierStockCode>
          <LeadTime>3</LeadTime>
          <LeadTimeUnit>EnumTimeUnitDay</LeadTimeUnit>
          <UsualOrderQuantity>1</UsualOrderQuantity>
          <MinimumOrderQuantity>1</MinimumOrderQuantity>
          <ListPrice>60</ListPrice>
          <DateListPriceChanged>2014-01-01T00:00:00</DateListPriceChanged>
          <ListPriceExpiryDate>2015-01-01T00:00:00</ListPriceExpiryDate>
          <PricingSource>LastBuyingPrice</PricingSource>
          <Preferred>true</Preferred>
        </ProductSupplier>
      </ProductSuppliers>
    </Product>
  </Products>
</Company>

Locations

The information below can be specified on the Locations tab in Sage.

Sage Field XML Field  Example  Field Type  Field Length  Input Notes
Re-order ReorderLvl 10 double - Optional This will set the Re-order level on the first warehouse in the list.
<?xml version="1.0"?>
<Company>
  <Products>
    <Product>
      <ReorderLvl>10</ReorderLvl>
    </Product>
  </Products>
</Company>

Comments

The information below can be specified on the Comments tab in Sage.

Sage Field XML Field  Example  Field Type  Field Length  Input 
Default Comment for Picking List DefaultPickingListComment Picking list comment string 160 Optional
Default Comment for Despatch Note DefaultDespatchNoteComment Despatch note comment string 160 Optional
<?xml version="1.0"?>
<Company>
  <Products>
    <Product>
      <ProductSuppliers>
        <ProductSupplier>
          <DefaultPickingListComment>Picking list comment</DefaultPickingListComment>
          <DefaultDespatchNoteComment>Despatch note comment</DefaultDespatchNoteComment>
        </ProductSupplier>
      </ProductSuppliers>
    </Product>
  </Products>
</Company>

Stock Order Fulfilment

The information below can be specified on the Stock Records > Stock Order Fulfilment section in Sage.

Sage Field XML Field  Example  Field Type  Field Length  Input Notes
Fulfilment Method FulfilmentMethod FromStock enum - Optional Can be set to FromStock, FromSupplier or DirectToCustomer. Defaults to FromStock.
<?xml version="1.0"?>
<Company>
  <Products>
    <Product>
      <FulfilmentMethod>FromStock</FulfilmentMethod>
    </Product>
  </Products>
</Company>

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