Shogo supports the following posting methods for posting your Point of Sales data to Sage One:
- Journal Entry
- Sales Invoice
Creates a single journal entry with the sales grouped item category, along with discounts, payments, tax, and cash drawer. The options look like this:
Creates a single Sales Invoice that summarizes the entire day of activity. Its options look like this:
The individual options are as follows and will vary, depending on what your Point of Sale supports.
Customer: Only applies for Sales Invoices and optionally allows you to associate the Shogo posting with a Sage One Customer. Please note that the Shogo integration is not based on each Point of Sale transaction, so this contact should be something like "Walk-In" or "Point of Sale" not an individual customer who purchased a product or service.
Track Sales Tax in Sage: If this is checked, Shogo use the sales tax rates as defined in Sage, allowing you to match the Point of Sale tax rates with Sage One. You can also optionally specify a non- taxable rate, if applicable.
Book Inventory/COGS: Creates a journal entry representing Inventory and Cost of Goods Sold offset value amounts based on products sold net of returns. Inventory and COGS accounts are specified at the category level. Please note that this option is a VALUE based not a QUANTITY based integration (i.e. Shogo will post the cost of how much was sold not how many) . If you are applying your vendor invoices directly to a COGS account in Sage One as you are paying your bills, you do not want to enable this option as it will result in duplicate COGS amounts as well as reduce an Inventory Asset account balance that does not exist.
Sync Purchase Orders: Currently only available for Lightspeed Retail. When a PO is marked as Completed in Lightspeed, this option will create a Purchase Invoice in Sage One. The PO Vendor is auto-created if it doesn’t already exist in Sage. The PO is itemized, using inventory accounts specified in the Inventory/COGS settings.
Once you have set all of your accounting options, press the Apply button and you can then continue with your accounting mapping.