Sage integration

Turn wholesale purchase orders into Sage invoices

Sage Accounting keeps the books for plenty of wholesale brands. Turning purchase orders into Sage invoices by hand means finding the contact, keying each product and checking the VAT rate, order after order. DELLI AI reads your purchase orders, you approve them, and the invoice is raised in Sage.

Try free for 30 days Book a demo

No card needed. Setup takes about 5 minutes.

How it works

Sign in with Sage. Connect Gmail or Outlook first, then ask DELLI AI to connect Sage. You sign in with your Sage account. There is no form to fill in.
Link your products and contacts. DELLI AI imports your active Sage products with their code, sales price and VAT rate, plus your Sage contacts. If you already have products in DELLI AI, it links them instead, matching by code first.
Orders arrive and get checked. Purchase orders from email, WhatsApp, Faire, Ankorstore, EDI and portals land in one queue. Anything not yet linked to Sage stops the accept, and DELLI AI names it.
You approve, Sage invoices. The invoice is created in Sage, which numbers it. You choose whether it stays a draft or is finalised.

What moves between Sage and DELLI AI

Invoices, to Sage. Each approved order becomes a Sage invoice with the order's delivery address and the customer's PO number as the reference.
Products, from Sage. Active products, with code, sales price and VAT rate, when you ask.
Customers, from Sage. Contact name, main email, phone and main address.
Customers, to Sage. A customer with no Sage contact can be linked to one with the same name, or created there with their name, email and phone, once you approve.
Past invoices, from Sage. Imported every night as past orders, so each customer has an order history.

Why brands connect Sage

No more rekeying

An approved order becomes a Sage invoice without anyone typing the lines in again.

VAT that holds up

If a product has no valid Sage tax rate, DELLI AI gives the line one when the invoice is made, so a gap never stops the invoice.

Booked to the right account

Each line goes to the product's sales ledger account in Sage, then the customer's, then Sage's default sales account.

History from day one

Past Sage invoices come in as order history, so DELLI AI knows each customer's usual order.

Good to know

You connect one accounting system at a time: Xero, QuickBooks or Sage.
DELLI AI does not email Sage invoices to your customers. Send them from Sage as you do now.
Sage refuses an invoice for a contact with no address. A contact DELLI AI creates has no address, so add it in Sage before you accept the order.
If the product import comes back empty, your Sage plan may not include a products list. The DELLI team can help.
To show marketplace commission on invoices, set up a product for it in Sage first.

Questions

Will DELLI AI send anything without asking me?

No. Nothing goes to Sage until you approve it, and DELLI AI never emails Sage invoices to your customers.

Can I keep invoices as drafts?

Yes. Draft mode leaves each invoice as a draft in Sage for you to check. Sent mode finalises it in Sage.

How is the due date set?

From the customer's credit days in Sage. Without them, Sage applies its own default.

Can I add shipping to the invoice?

Yes. Shipping shows as its own line against a shipping product. DELLI AI can create that product in Sage for you.

Can I bring in my older invoices?

Yes. New invoices come in every night, and an admin can import your history a month at a time. If a month stops early, run it again. Invoices already imported are skipped.

Let DELLI AI run your wholesale.

Orders processed, stockists watched, invoices chased. Try it free for 30 days, no card needed.

Try now Book a demo