Using Accounting Integration

Typically, a Sage SalesLogix user manages the integration of accounts and sales orders from Sage SalesLogix and your accounting system by:

Creating an account in Sage SalesLogix.
Linking the Sage SalesLogix account to a trading company in the accounting system.
Creating an opportunity for the account.
Creating a sales order for the opportunity.
Checking product prices.
Submitting the sales order to the accounting system.

After the sales order is submitted, the Accounting department manages the process. Transaction information displays in Sage SalesLogix for tracking purposes.