SAP, QuickBooks or Voltix only
Voltix works on its own or connected to SAP Business One or QuickBooks Desktop. The screens look the same; what happens when you save a document is different.
Show the steps for
How to tell which setup you have
Look at the top bar of Voltix:
| Badge next to the search icon | Your setup |
|---|---|
| SAP Live | Connected to SAP Business One |
| QB Live | Connected to QuickBooks Desktop |
| Local Mode | Voltix on its own |
Without SAP
Voltix is your only system.
- Every document you create (quotation, sales order, invoice, return) is saved in Voltix right away.
- Stock, customers, prices and numbering are all kept in Voltix.
- With the Finance app switched on, each invoice, payment and purchase invoice also creates its journal entries automatically, so your books stay up to date.
With SAP Business One
Voltix is your front office; SAP keeps the books.
- When you create a quotation, sales order, invoice or return, Voltix sends it to SAP first. Only when SAP accepts it is it saved in Voltix, with the SAP document number.
- If SAP refuses a document (for example a missing item or a closed period), nothing is saved and you see SAP's reason. Fix the problem and try again.
- Customers, items, prices, stock and tax codes come from SAP and are refreshed automatically.
- The Finance app is not used: your accounting is done in SAP.
With QuickBooks
Voltix runs your sales; QuickBooks Desktop keeps the books.
- Documents are saved in Voltix right away.
- Invoices and quotations are sent to QuickBooks in batches, about every five minutes. You do not need to wait for them.
- Returns, sales orders and delivery notes stay in Voltix.
- Stock, units and variants are managed in Voltix.
- The Finance app is not used: your accounting is done in QuickBooks.
Changing the guide you read
The switch at the top right of this help centre only changes which guide you read. It does not change anything in your company.