Delivery Management + Sage

Delivery Management Software for Sage

Sage manages your invoices, accounts, and financial reporting with precision. But between creating a sales order in Sage and collecting payment, there is an entire delivery operation that Sage cannot see. Locate2u bridges that gap -- managing driver dispatch, route optimization, real-time tracking, and proof of delivery, then syncing completion data back to Sage for clean financial reconciliation.

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Integration Overview

Connecting Sage financials to physical delivery

Sage logo

What Sage does well

Sage is trusted by millions of businesses for accounting, invoicing, purchase orders, payroll, and financial reporting. Products like Sage 50, Sage Intacct, and Sage Business Cloud provide robust financial management that keeps your books accurate and your compliance on track. Sage excels at the money side of your business -- knowing what is owed, what has been paid, and what your margins look like.

The delivery management gap

Sage is purely a financial and accounting platform. It has zero delivery management capabilities. There is no mechanism for planning delivery routes, dispatching drivers, tracking vehicles in real time, notifying customers of ETAs, or capturing proof of delivery. Businesses using Sage manage deliveries through entirely separate tools -- often spreadsheets, phone calls, and paper manifests -- creating a disconnect between order fulfillment and financial reconciliation. Invoices are sent before delivery is confirmed. Costs are estimated rather than tracked. Disputes lack evidence.

How Locate2u completes the picture

Locate2u adds the operational delivery layer that Sage lacks. Sales orders from Sage become delivery tasks with optimized routes, assigned drivers, and real-time tracking. When drivers complete deliveries, proof of delivery data triggers financial actions back in Sage -- confirming that goods were received so invoices can be sent with confidence and delivery costs can be recorded accurately.

SAGE ACCOUNTING + LOCATE2U DELIVERY SAGE Sales Orders Invoices Purchase Orders Financial Reports Knows: money in / money out ? No delivery visibility LOCATE2U Driver Dispatch Route Optimization GPS Tracking Proof of Delivery Knows: where, when, how delivered Orders POD + costs FINANCIAL RECONCILIATION FLOW Sage Order $2,450 equipment Delivered POD captured Invoice Sent Auto-triggered Paid Reconciled Delivery costs tracked per order: fuel, mileage, driver time Exported to Sage as expense entries for accurate margin reporting
Pain Points

Delivery headaches every Sage user knows

Invoicing before delivery confirmation

Without delivery status data in Sage, many businesses invoice based on dispatch rather than confirmed receipt. This leads to billing disputes, payment delays, and awkward conversations when customers say they never received the goods. Locate2u ensures invoices are only triggered after proof of delivery is captured.

Delivery costs are invisible in your books

Sage tracks every dollar, but delivery costs are often estimated or lumped into general overhead because there is no system tracking actual mileage, driver hours, fuel usage, or cost per delivery. This distorts your true cost of goods sold and makes margin reporting unreliable.

No proof when customers dispute deliveries

When a customer claims they did not receive an order, Sage has no delivery evidence to reference. Without timestamped photos, GPS data, and e-signatures, resolving disputes becomes a time-consuming exercise of faith -- often resulting in costly re-deliveries or write-offs.

Completely separate delivery workflow

Sage users manage delivery operations through spreadsheets, phone calls, and paper route sheets that have no connection to their accounting system. This creates duplicate data entry, increased error rates, and a manual reconciliation burden at the end of every day or week.

How It Works

Three steps to connect Sage with Locate2u

1

Connect Sage orders

Link your Sage account to Locate2u through API or data connector. Sales orders requiring delivery are automatically imported with customer details, item lists, and delivery addresses -- no manual re-entry needed.

2

Configure financial sync

Set up rules for how delivery data flows back to Sage. Choose whether completed deliveries trigger invoice creation, update order status, or generate expense entries for delivery costs. Map cost categories to your Sage chart of accounts.

3

Deliver and reconcile

Drivers receive optimized routes, customers get tracking links, and proof of delivery is captured digitally. Delivery confirmations and cost data sync back to Sage automatically, closing the loop between operations and accounting.

Feature Highlights

Delivery features that complement Sage accounting

GPS delivery tracking

Know where every delivery vehicle is in real time. Track every Sage order from warehouse to customer door on a live map.

Delivery cost capture

Track actual delivery costs per order -- mileage, fuel, driver time -- and sync to Sage as expense entries for accurate margin calculations.

Proof of delivery

Digital signatures, timestamped photos, and GPS confirmation provide auditable evidence for every delivery -- eliminating billing disputes.

Customer notifications

SMS and email alerts with live tracking links keep your Sage customers informed about when their delivery will arrive.

Route optimization

AI-powered routing reduces delivery costs by minimizing mileage and drive time across your fleet, directly improving the margins visible in Sage.

Delivery-triggered invoicing

Automatically update Sage order status or trigger invoice creation when proof of delivery is confirmed, ensuring you bill only for received goods.

Results

What Sage users achieve with Locate2u

95%

Reduction in billing disputes with proof of delivery attached to every Sage invoice

28%

Lower delivery costs through route optimization and accurate per-delivery cost tracking

5hrs

Saved weekly on manual reconciliation between delivery records and Sage accounting entries

98%

On-time delivery rate improving customer satisfaction and reducing re-delivery costs

FAQ

Frequently asked questions

Locate2u connects to Sage 50, Sage 200, Sage 300, Sage Intacct, and Sage Business Cloud through APIs and data connectors. Sales orders and invoices from Sage automatically create delivery tasks in Locate2u. When deliveries are completed, delivery data flows back to Sage for financial reconciliation.
Yes. When a driver confirms delivery and captures proof of delivery in Locate2u, the system can trigger invoice creation or status updates in Sage. This ensures you only invoice for deliveries that have been confirmed as received, reducing billing disputes and improving cash flow accuracy.
No. Sage is an accounting and financial management platform. It handles invoices, purchase orders, accounts payable and receivable, and financial reporting. Sage does not include delivery route planning, driver dispatch, real-time GPS tracking, or proof of delivery capture. These operational capabilities require a dedicated delivery management solution like Locate2u.
Locate2u integrates with the full range of Sage products including Sage 50 (Peachtree), Sage 200, Sage 300, Sage Intacct, Sage X3, and Sage Business Cloud Accounting. The integration method varies by product -- API for cloud products, data connector for on-premise -- but the delivery management functionality is identical.
Locate2u tracks delivery costs including driver time, fuel consumption, mileage, and cost per delivery. This data can be exported or synced to Sage as expense entries or journal entries, allowing your finance team to allocate delivery costs to the correct accounts, departments, or cost centers in Sage without manual data entry.