> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/integrations/accounting-system/sage-evolution.md).

# Sage Evolution

Connect OrderEazi to Sage 200 Evolution, and choose which documents, records, and stock sync.

Sage Evolution (Sage 200 Evolution) runs on your own server, behind your firewall. The OrderEazi connector, installed on your network, links it to OrderEazi. It sends your documents into Evolution, and brings your clients, suppliers, products, Pricelists, and stock back.

### Before you start

* **Permission:** You'll need the **Accounting System** permission, in the **Integrations** permission group. If you don't have it, ask your OrderEazi administrator to add it to your role.
* **The connector:** Install and link the connector first. See [Setting Up the Sage Evolution Connector](/central/order-management/integrations/accounting-system/sage-evolution/setting-up-the-sage-evolution-connector.md).
* **Accounting System:** Choose **Sage Evolution (SDK - on-premise connector)** and save it, with **Financial Importer** and **Financial Exporter** ticked. See [Accounting System](/central/order-management/integrations/accounting-system.md).

There's also an older **Sage Evolution (Freedom Service - HTTP API)** option. Use the connector unless your OrderEazi representative advises otherwise. See [Freedom Service](/central/order-management/integrations/accounting-system/sage-evolution/freedom-service.md).

### How to set up syncing

1. In the main menu, go to **Integrations** > **Accounting System**.
2. Under **Warehouse Mapping**, match each OrderEazi warehouse to its Evolution warehouses. See [Stock and Warehouses with Sage Evolution](/central/order-management/integrations/accounting-system/sage-evolution/stock-and-warehouses-with-sage-evolution.md).
3. Under **Sage Evolution - SDK Synchronisation Settings**, turn on what you need.
4. Under **Tax Defaults**, choose the **Default Customer Tax Type** and **Default Supplier Tax Type**, for documents with no tax type of their own.
5. Select **Save**.

You see "The Sage Evolution SDK configuration has been saved successfully". If a switch can't run yet, the panel says "Some of the switches below cannot run yet." and which main switch to turn on.

### What syncs

| What                                                    | In Evolution                                                                          | Switch                                                              |
| ------------------------------------------------------- | ------------------------------------------------------------------------------------- | ------------------------------------------------------------------- |
| Purchase Orders                                         | Unprocessed purchase orders                                                           | **Purchase Order Exporter**                                         |
| Supplier Invoices                                       | The purchase order processed into a goods received voucher (GRV) and supplier invoice | **Supplier Invoice Exporter**, with **Purchase Order Exporter** on  |
| Sales Orders                                            | Unprocessed sales orders                                                              | **Sales Order Exporter**                                            |
| Tax Invoices                                            | The sales order processed into an invoice                                             | **Tax Invoice Exporter**                                            |
| Credit Notes                                            | Processed credit notes                                                                | **Customer Credit Note Exporter**, with **Tax Invoice Exporter** on |
| Products                                                | Inventory items                                                                       | **Inventory Exporter**                                              |
| Stock adjustments, stock takes, and warehouse transfers | Inventory adjustments and warehouse transfers                                         | **Stock Level Adjustment Exporter**                                 |
| Disposals                                               | Stock decreases                                                                       | **Send Disposals**                                                  |

New clients and suppliers, and changes to them, are sent on their own. Evolution numbers each document, and OrderEazi shows that number on it. OrderEazi's own project and document number go into Evolution's External Order No.

Coming in, **Customer Importer**, **Supplier Importer**, and **Inventory Importer** bring in clients, suppliers, products, and Pricelists. Tax types, currencies, categories, and bank accounts always come in. **Exchange Rate Importer** brings in exchange rates, and **Item Image Importer** brings in product pictures.

OrderEazi doesn't send GRVs, payments, receipts, supplier returns, or inter-branch documents.

### How sales reps are matched

Evolution links each document to a sales rep by code. OrderEazi uses the **Code** on the rep's user. Fill it in with the rep's Evolution sales rep code. See [Edit User](/central/order-management/settings/manage-users/edit-user.md).

**Example:** Thandi's Evolution sales rep code is "TN01", so you enter it as her **Code**. She creates a Tax Invoice in OrderEazi. Within 5 minutes, Evolution processes it from her Sales Order, with TN01 as the sales rep, and the invoice shows Evolution's number in OrderEazi.

### When syncing happens

OrderEazi sends documents every 5 minutes, and brings records in every hour. Below the Enterprise licence, stock levels come in every hour, at half past. On the Enterprise licence, see [Stock and Warehouses with Sage Evolution](/central/order-management/integrations/accounting-system/sage-evolution/stock-and-warehouses-with-sage-evolution.md). If a document can't go across, the reason shows under it, starting "Unable to sync". A document waiting for another, such as a Credit Note waiting for its invoice, shows "Waiting for", and goes across once the other one has.

### Common sync messages

* **"The client has not been synced to Sage Evolution yet.":** The document waits for its client. It goes across once the client has.
* **"No tax code could be resolved.":** Set the document's tax type, or the default tax types under **Tax Defaults**.
* **"Warehouse '...' has no Sage Evolution mapping.":** Map the warehouse under **Warehouse Mapping**.
* **"Sage Evolution rejected the stock movement":** Evolution refused a stock movement, often because it would make stock negative. OrderEazi tries again every hour.

### Related pages

* [Setting Up the Sage Evolution Connector](/central/order-management/integrations/accounting-system/sage-evolution/setting-up-the-sage-evolution-connector.md): install and link the connector
* [Stock and Warehouses with Sage Evolution](/central/order-management/integrations/accounting-system/sage-evolution/stock-and-warehouses-with-sage-evolution.md): map warehouses and choose who owns stock