Sage Evolution/Partner - Invoices Not Displaying On The Correct Customer Timeline

Managing Multiple Delivery Addresses in Skynamo with Sage Evolution or Partner:

Skynamo can import your delivery addresses from Sage Evolution and Sage Partner as separate customer entries. This means each branch or delivery point will have its own timeline in Skynamo, allowing your team to:

• Track visits, notes, and orders for each location individually.

• Assign different users to specific branches, instead of everyone working on one shared customer "master" account.

However, there are some limitations to be aware of when it comes to invoices and credit notes.

In Sage, each delivery address has its own unique internal code (for example, “CPT” for Cape Town CBD or “DBN” for Durban Central), but this code does not appear on the invoice or credit note data. Instead, only the full delivery address text is included.

Example:
In Sage, you might have a main account like:

• Checkers (CHE001)
  With branches like:

• Checkers – Cape Town CBD (CPT)

• Checkers – Durban Central (DBN)

In Skynamo, we create separate customer entries like:

• Checkers – Cape Town CBD → Code: CHE001 CPT

• Checkers – Durban Central → Code: CHE001 DBN

This setup gives each branch its own customer record in Skynamo.

Where challenges can occur:

The challenge arises when Skynamo tries to match Sage's invoices/credit notes to the correct delivery address.

Since Sage doesn’t include the unique delivery code in invoice data—only the full address text—Skynamo must try to match the invoice to a customer by comparing the address text. 

This process usually works, but if the delivery address on the invoice is worded differently and doesn’t exactly match what’s stored on the Customer Delivery Address data, then Skynamo might not be able to link the invoice to the correct branch. In those cases, the invoice won’t appear under the right customer entry/timeline on Skynamo.

Note: This is a Sage limitation rather than a Skynamo limitation.