Clarus WMS connects to Sage so operations and finance teams can keep order flow, stock movements and financial records aligned. Once connected, sales orders processed in Clarus are passed through to Sage in a structured way, allocation is controlled by quantity inside the WMS, and shipment details, tracking references and inventory positions can be reflected for finance. Label data and sales order line information are shared between Clarus and Sage so documents in finance match what left the warehouse. Setup is simple, with no third-party middleware or coding required.
What are WMS integrations with Sage and how does Clarus support them?
A WMS integration with Sage links day-to-day warehouse activity to the financial documents used for billing and reconciliation. The principle is straightforward, orders flow into Clarus, you allocate by quantity, pick, pack and label in the WMS, then Clarus passes the outcome to Sage using the appropriate document types and line-level detail.
Clarus WMS supports this model in a clear, dependable way:
- Sales order pass-through from Clarus to Sage
Orders fulfilled in Clarus are represented in Sage using standard documents, for example invoices or sales orders depending on your Sage edition and configuration. Lines and quantities mirror what actually shipped so finance stays close to operational truth. - Allocate by quantity in Clarus
Allocation is controlled at order or line level in the WMS. The quantities you commit and then ship are the quantities that flow into Sage for posting and reporting. - Label data and sales order line information shared
Line-level context and label-related references can be written to Sage documents using notes or custom fields so paperwork and finance records remain consistent. - Orders, tracking and inventory kept in sync
After connection, Clarus provides shipment confirmations with tracking references and updates inventory positions. Finance can reconcile revenue and stock on hand without rekeying.
The outcome is a warehouse-first workflow that keeps Sage aligned with what is physically happening in the operation.
How does Clarus manage order and inventory syncing with Sage?
Clarus WMS focuses on the essential paths that keep operations and finance in step.
Inbound to Clarus WMS
- Sales orders arrive in Clarus from your sales channels as usual, including customer details, delivery addresses and line items with quantities.
- Operational status is visible in the WMS so teams can stage allocation, picking, packing and despatch.
Within Clarus WMS
- Allocation by quantity reserves what you plan to ship and prevents accidental double commitment.
- Picking and packing confirm the exact lines and quantities fulfilled.
- Label generation uses the same line context that will be referenced in finance.
Outbound to Sage
- Order outcomes post to Sage as the agreed document type, for example invoices or sales orders.
- Tracking references and despatch identifiers can be stored on the Sage document using notes or custom fields, which helps customer service and finance reconcile shipments.
- Inventory signals from Clarus reflect movement and availability, keeping Sage figures aligned to warehouse reality.
This keeps both teams working from a shared source of truth, operational in Clarus and financial in Sage.
Is any development work needed to set up WMS integrations with Sage?
No. The Sage connection is provided natively in Clarus WMS. You authorise Clarus with your Sage organisation, choose the posting preferences that suit your chart of accounts and tax settings, and start syncing. There is no external middleware to host and no custom scripts to maintain for a standard deployment.
What’s the fastest way to connect Clarus WMS to Sage?
Setup follows three straightforward steps:
- Connect your Sage organisation to Clarus
Authorise Clarus with the appropriate permissions to read items and post documents. - Orders, tracking and inventory begin syncing
As you ship in Clarus, documents are created in Sage that reflect the lines and quantities fulfilled. Tracking references and shipment identifiers are written where you specify, and inventory positions follow fulfilment events. - Manage everything from one dashboard
Keep allocation, picking, packing and labelling in Clarus. Review, reconcile and report in Sage with confidence that the figures match what left the warehouse.
No third-party middleware or coding is required.
How does allocation by quantity in Clarus improve Sage reconciliation?
Allocation by quantity gives you precise control before work touches the floor. It ensures that the quantities you promise, pick and ship are the quantities that appear on the corresponding Sage documents.
- Prioritise by promised date or service so urgent orders are committed first
- Reserve partial quantities when only part of a line is available, then ship the balance later
- Avoid double allocation because reservations are explicit in the WMS
The result is fewer corrections in Sage and simpler month-end reconciliation. Any time saving will vary by organisation, treat figures as estimates unless confirmed.
How are labels, tracking and shipment updates handled?
Sage is often the system of record for customer documents and reconciliation, so clarity matters.
- Label data alignment
The label fields used in Clarus sit alongside the relevant lines and can be referenced from Sage documents, which keeps paperwork and finance in sync. - Tracking and references
Shipment numbers and tracking can be written to invoice notes or custom fields so finance and customer service can cross-reference shipments quickly. - Line-level accuracy
Only what you actually packed and shipped becomes the financial record, which supports clean crediting and partial shipment handling.
How does Clarus WMS keep inventory accurate?
Clarus treats the WMS as the source of truth for stock on hand. When you receive, pick, pack or adjust inventory, Clarus records the movement and updates availability. These positions can be reflected in Sage so valuation and reporting stay aligned with the warehouse. If you operate multiple locations, Clarus can track by site and reflect location-specific figures where configured.
What data is exchanged between Sage and Clarus WMS during the order lifecycle?
The integration focuses on the fields teams use every day.
- From Clarus to Sage
Invoices or sales orders aligned to shipped lines and quantities, customer details, order and shipment references, tracking numbers written to notes or custom fields where you choose, and inventory signals for movement and valuation. - From Sage to Clarus
Item catalogues and accounting settings required for correct posting, such as accounts and tax treatments, so documents created from WMS activity conform to finance rules.
By concentrating on these fields, the flow remains stable and easy to support.
Are partial shipments and pre-despatch changes supported?
Yes. Clarus supports partial shipments when needed to meet service levels. You can allocate and ship available quantities by line, then complete the remainder later. Clarus posts what was shipped to Sage with accurate line-level detail, and inventory updates reflect the movement. If an order changes before despatch, for example a quantity adjustment, Clarus shows the update so you can ship accordingly and post accurate lines to Sage.
How do I operate day to day once Clarus and Sage are connected?
You can manage the day from Clarus and reconcile in Sage:
- Review incoming orders in Clarus and prioritise using allocation by quantity
- Pick and pack using your configured workflows and scanners where used
- Label and despatch with label data shared across Clarus and Sage documents
- Post to Sage automatically as shipments complete, with references and tracking attached
- Reconcile in Sage using documents that mirror warehouse activity and inventory positions
This keeps operational control in the WMS while finance runs on consistent, line-accurate data.
Implementation considerations for technical buyers
The Clarus WMS integration with Sage is delivered natively to reduce moving parts. There is no separate integration vendor to manage and no middleware to maintain for a standard setup. Access control, audit and environment separation follow your governance. You can connect a test Sage organisation first, verify document posting and mappings, then connect live.
For reporting, Clarus provides operational dashboards for orders, inventory and despatch. Sage remains the source for financial statements, revenue recognition and tax. If you maintain a data warehouse, you can export from both systems for combined analysis without duplicating logic.
Want a WMS that integrates directly with Sage?
Connect your Sage organisation to Clarus WMS, let orders, tracking and inventory signals sync, and run fulfilment and finance with shared accuracy. If you would like to see the flow end to end, request a demo and we will walk through connection, allocation by quantity, posting to Sage and reconciliation.
FAQs
What data syncs between Clarus WMS and Sage?
Invoices or sales orders that mirror shipped lines and quantities, customer details, shipment and tracking references written to notes or custom fields, and inventory signals for movement and valuation. Item and posting settings can be read from Sage so documents post to the correct accounts and tax codes.
Can I allocate inventory before sending orders to finance?
Yes. Allocation by quantity is performed in Clarus. The quantities you ship are the quantities that post to Sage, which reduces adjustments and credits.
How often do updates sync between systems?
Documents and references are posted as shipments complete, and inventory signals follow fulfilment events. Exact intervals can be set to meet your governance requirements.
Do I need a developer to manage the integration?
No. You connect your Sage organisation in the Clarus UI, choose accounts and mappings, then begin syncing. There is no third-party middleware or custom code for a standard setup.
What happens if order details change after syncing?
If quantities change before despatch, ship the updated quantities in Clarus. The documents created in Sage will reflect what actually shipped. If a correction is needed after posting, Clarus supports crediting the difference so finance remains accurate.