Skip to content

Shiptheory & Sage 200 Solution

This solution allows you to connect your Shiptheory with Sage 200, downloading Shipments into Shiptheory and updating the corresponding order with Tracking Information and despatch.

List integration points:

The Solution will be split into two options, please see below a explanation of both options below:

Option A - Despatch Notes to Shipments

Process Flow:

  1. Export Despatch Notes from Sage 200 to Shiptheory
  2. Zynk will extract despatch notes from Sage 200.
  3. The extracted data will be formatted and imported into Shiptheory as shipments.

  4. Each shipment entry in Shiptheory will be linked to its corresponding order from Sage 200.

  5. Import Completed Shipments from Shiptheory to Sage 200

  6. Zynk will check for completed shipments in Shiptheory.
  7. Once a shipment is marked as complete, Zynk will extract the tracking number from Shiptheory.
  8. The corresponding order in Sage 200 will be updated with the tracking details.
sequenceDiagram
    Sage ->> Zynk: Export Despatch Notes
    Zynk ->> Shiptheory: Import Shipments

    Shiptheory -->> Zynk: Export Completed Shipments 
    Zynk -->> Sage: Update Sales Orders

Option B - Fully Allocated Orders to Shipments

Process Flow:

  1. Export Fully Allocated Orders from Sage 200 to Shiptheory
  2. Zynk will identify and extract fully allocated sales orders from Sage 200.

  3. These orders will be imported into Shiptheory as shipments.

  4. Import Completed Shipments from Shiptheory to Sage 200

  5. Once a shipment is complete, Zynk will extract the tracking number and update the corresponding sales order in Sage 200.

  6. Create Despatch Notes in Sage 200

  7. After a shipment is marked as complete, Zynk will automatically generate a despatch note for the order in Sage 200.
sequenceDiagram
    Sage ->> Zynk: Export Allocated Orders
    Zynk ->> Shiptheory: Import Shipments

    Shiptheory -->> Zynk: Export Completed Shipments 
    Zynk -->> Sage: Update Sales Orders
    Zynk -->> Sage: Import Despatch Notes

Requirements and Assumptions

  • We do not recommend installing Zynk on a laptop due to the increased risk of the machine being turned off/closed or losing internet access.
  • The machine requires internet access.
  • The machine needs to be constantly on for Zynk to function correctly.
  • Zynk requires a Windows user to run on a schedule.
  • Zynk will log into Sage 200 using the Windows User.
  • Zynk must be installed on the same machine where the Sage 200 Client is available

Settings

Setting Name Description Additional
CarrierServiceAnalysis This setting will be configured to the name of the analysis code in Sage 200 where the carrier service name is stored. If not set, the shipment will be imported without Carrier information
CarrierAnalysis This setting will be configured to the name of the analysis code in Sage 200 where the carrier name is stored. If not set, the shipment will be imported without Carrier information
InstructionAnalysis This can be configured to match the name of an analysis code in Sage 200, where the customer delivery instructions are stored
TrackingAnalysis This setting will need to be configured to the name of the analysis code in Sage 200 where you want the tracking number to be imported. This must be set when updating the Sage 200 order with the tracking number.

Scheduling

All parts of the integration run every 15 minutes.

Connecting to Sage 200

Please see our Connecting to Sage 200 article for guidance on creating a Sage 200 connection.