Sana Commerce ↔ Sage 200 Integration
Sana CommerceB2B e-commerceB2B store that reads Sage like a price list — customer-specific pricing, stock and order writeback without the middle-office rework.
Sana Commerce is the B2B e-commerce platform built to sit on an ERP: customers see their own price bands, order history, invoices and stock availability straight from Sage, and orders write back as SOP entries. Its strength is the real-time ERP read — its weakness is that Sage 200's pricing model (price bands, quantity breaks, negotiated prices, trade counters) doesn't always map cleanly to what a B2B buyer expects on the web. We handle the Sage-side hard parts: exposing the right price for each customer, the right stock for their branch, and the right order state flows (proforma, backorder, cash-with-order) so the store behaves like your trade counter, not like a generic cart.
Data Flows
- 1
Pricing → store
Customer price bands, negotiated prices and quantity breaks resolve in Sage the way they do at the trade counter. Where Sana's standard price sync misses custom logic (customer-specific discounts, contract pricing), we publish a clean pricing layer the store queries live.
- 2
Stock availability
Available stock is computed per branch — free stock minus allocations minus your safety buffer — so the store never promises what the warehouse can't ship. Multi-warehouse customers can see branch-level availability.
- 3
Orders → SOP
Store orders land as Sage 200 SOP with the right analysis codes, delivery details and payment state — proforma/cash-with-order customers go to 'awaiting payment', account customers go straight through allocation.
- 4
Documents & history
Invoices, credit notes and order status flow back to the store's self-service portal — Sage stays the ledger of record, the web is a window onto it.
Where These Integrations Go Wrong
The failure modes we design around — most Sana Commerce ↔ Sage projects hit at least two of these.
Price-band logic is deeper than it looks
Sage's precedence rules (customer price > price band > standard sell price, plus quantity breaks and specials) must be mirrored exactly or web prices differ from phone prices — the single biggest B2B-trust killer. We test with a fixed matrix of representative customers before go-live.
Guest vs account pricing
If the store shows public prices to guests, the decision of which price 'public' is (RRP? trade? web-only price band?) is a business rule, not a technical one — get it agreed before build.
Order state sprawl
Sage 200 has more order states than a shopping cart. Backorders, part-ship, awaiting credit check, proforma-unpaid — each needs an explicit web-facing status, or customer service gets the 'my order is stuck' calls.
Real-time vs cached stock
Live stock reads slow the store; cached reads oversell. We size this per product velocity — live for high-velocity SKUs, 15-minute cache for the catalogue tail — rather than one global setting.
What's Included
- Sage 200 pricing layer exposed to Sana (price bands, negotiated prices, breaks)
- Per-branch stock availability computation with safety buffers
- Order writeback to SOP with payment-state routing (proforma/account)
- Order/invoice status publication to the self-service portal
- Price-accuracy UAT matrix across representative customer profiles
- Documentation of the Sage-side data model Sana queries
Who It's For
Sage 200 users rolling out (or rescuing) Sana Commerce — typically B2B distributors and manufacturers where trade-counter pricing complexity is the project risk. Also for shops where the standard Sana–Sage connector covers 80% and the missing 20% is custom pricing or multi-branch stock.
FAQ
Doesn't Sana already integrate with Sage 200?
Sana ships connectors for several ERPs, and Sage 200 coverage exists in some versions — but 'exists' and 'handles your price-band matrix' are different things. Where the standard connector covers the data model, we extend it; where it doesn't reach, we build the Sage-side layer that fills the gap. Either way, Sana reads clean Sage data.
Can customers pay by card on the web and post to Sage?
Yes — a payment provider (Opayo/Stripe/etc.) settles the card transaction and we post the receipt into Sage's cash book, closing the invoice. The store gets the 'paid' status, Sage gets balanced books.
We have Sage 200 + Sage 50 in different entities — does one store work?
Multi-company stores are doable: customers route to the right Sage company by customer account prefix/company mapping. It's real work — but the same pattern we use elsewhere; the store sees one catalogue, Sage sees orders in the right entity.
Scope Your Sana Commerce Build
Fixed quote once we know your Sage version, the flows you need and the volumes.