Sage 200 Stock Record XML

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

Tasks

XML

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

Sample import file for creating a basic product:

<?xml version="1.0"?>
<Company 
  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
  xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <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 
  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
  xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <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  Notes
Analysis Codes > Name AnalysisCode/Name Sync with Website string 60 Optional
Analysis Codes > Value AnalysisCode/Value true string 60 Optional
Default nominal codes - Stock - A/C Ref StockNominal/Code 13103 int -  Optional 
Default nominal codes - Stock - CC StockNominal/CostCentre - string 3 Optional Code must be provided if specifying CostCentre
Default nominal codes - Stock - Dept StockNominal/Department - string 3 Optional 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 Code must be provided if specifying CostCentre
Default nominal codes - Revenue - Dept RevenueNominal/Department VAL string 3 Optional 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 Code must be provided if specifying CostCentre
Default nominal codes - Accrued receipts - Dept AccruedReceiptsNominal/Department - string 3 Optional 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 Code must be provided if specifying CostCentre
Default nominal codes - Issues - Dept IssuesNominal/Department VAL string 3 Optional Code must be provided if specifying Department
Weight  UnitWeight  12  double  -  Optional  
<?xml version="1.0"?>
<Company 
  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
  xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Products>
    <Product>
      <AnalysisCodes>
        <AnalysisCode>
          <Name>Sync with Website</Name>
          <Value>true</Value>
        </AnalysisCode>
      </AnalysisCodes>
      <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 Optional
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 
  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
  xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <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
Warehouses > Name Location/Name HOME string 20 Required Used to match the location. A new location will be created if it doesn't exist.
Warehouses > Re-order Location/ReorderLevel 10 double - Optional
Warehouses > Minimum Location/MinimumLevel 0 double - Optional
Warehouses > Maximum Location/MaximumLevel 1000 double - Optional
Bins > Name Bin/Name Bin A string 20 Required Used to match the bin. A new bin will be created if it doesn't already exist.
Bins > Priority Bin/AllocationPriority 8 int - Optional 
<?xml version="1.0"?>
<Company 
  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
  xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Products>
    <Product>
      <Locations>
        <Location>
          <Name>HOME</Name>
          <ReorderLevel>10</ReorderLevel>
          <MinimumLevel>0</MinimumLevel>
          <MaximumLevel>1000</MaximumLevel>
          <Bins>
            <Bin>
              <Name>Bin A</Name>
              <AllocationPriority>8</AllocationPriority>
            </Bin>
          </Bins>
        </Location>
      </Locations>
    </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 
  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
  xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Products>
    <Product>
      <DefaultPickingListComment>Picking list comment</DefaultPickingListComment>
      <DefaultDespatchNoteComment>Despatch note comment</DefaultDespatchNoteComment>
    </Product>
  </Products>
</Company>

Search Categories

The information below can be specified on the Search Categories 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 
<?xml version="1.0"?>
<Company 
  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
  xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Products>
    <Product>
      <SearchCategories>
        <SearchCategory>
          <Name>Sync with Website</Name>
          <Value>true</Value>
        </SearchCategory>
      </SearchCategories>
    </Product>
  </Products>
</Company>

Stock Order Fulfilment

The information below can be specified on the Stock Control > Stock Records > Stock Order Fulfilment screen 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 
  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
  xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Products>
    <Product>
      <FulfilmentMethod>FromStock</FulfilmentMethod>
    </Product>
  </Products>
</Company>