# Cara Integrasi Sales Invoice, Customer Payment, dan Transfer Stock dengan Accurate Online

**Step 1:** Buka menu **Profile** > **Pengaturan**.

<figure><img src="https://panduan-sap.simplidots.id/~gitbook/image?url=https%3A%2F%2F3837174706-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-ML6LhsHx5TJpV4GOuvJ%252Fuploads%252FM8VYgGQQysmFLf3D4WmL%252Fimage.png%3Falt%3Dmedia%26token%3Df19f062b-c055-46ae-8099-35e98b964d53&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=7763e344&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Step 2:** Masuk ke menu **Integrasi,** kemudian pada **Service** pilih **Accurate.**

<figure><img src="https://panduan-sap.simplidots.id/~gitbook/image?url=https%3A%2F%2F3837174706-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-ML6LhsHx5TJpV4GOuvJ%252Fuploads%252FXgmcL9pyxAZT8AOYXjtd%252Fimage.png%3Falt%3Dmedia%26token%3Dcd06e310-d744-405a-b1e6-01314c492e13&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=5aeb5ebc&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Step 3:** Akan muncul halaman **Otorisasi**, kemudian klik **Beri Akses.**

<figure><img src="https://panduan-sap.simplidots.id/~gitbook/image?url=https%3A%2F%2F3837174706-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-ML6LhsHx5TJpV4GOuvJ%252Fuploads%252Fi8cIRYFIYdnPk3LIwtLO%252Fimage.png%3Falt%3Dmedia%26token%3D8361ce50-6814-440e-9fb2-402aa9509fb6&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=6004cae0&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Step 4:** Akan muncul tampilan **Konfirmasi Integrasi**. Kemudian centang **Silakan tandai kotak jika sudah bernar pada Service.** Selanjutnya klik **Lanjut Integrasi.**

<figure><img src="https://panduan-sap.simplidots.id/~gitbook/image?url=https%3A%2F%2F3837174706-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-ML6LhsHx5TJpV4GOuvJ%252Fuploads%252FJSGJGpAjcxtAGm4G8joR%252Fimage.png%3Falt%3Dmedia%26token%3Dfb89c22d-b8e6-4c86-8d41-344c0c489cab&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=6e022653&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Step 5:** Pilih **Cabang** kemudian klik **Submit**.

<figure><img src="https://panduan-sap.simplidots.id/~gitbook/image?url=https%3A%2F%2F3837174706-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-ML6LhsHx5TJpV4GOuvJ%252Fuploads%252FQCmcDOBaX8CFi2FVmPaa%252Fimage.png%3Falt%3Dmedia%26token%3Dce1d02c3-9126-403a-893e-5d273fe1a3d5&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=bb2ff401&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Step 6:** Anda akan **ter-logout** dari Backoffice, silakan bisa **login** kembali.

**Step 7:** Masuk kembali ke menu **Profile** > **Pengaturan** > **Integrasi**. Kemudian aktifkan **Integrasi SI & CP \[BETA]**. Kemudian

<figure><img src="https://panduan-sap.simplidots.id/~gitbook/image?url=https%3A%2F%2F3837174706-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-ML6LhsHx5TJpV4GOuvJ%252Fuploads%252FCK7pj0QkHymEZtSIjdG7%252Fimage.png%3Falt%3Dmedia%26token%3Da969a4ac-e0b7-42b3-94ba-7736fec33754&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=11d4399e&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Step 8:** Klik **Simpan**.

<figure><img src="https://panduan-sap.simplidots.id/~gitbook/image?url=https%3A%2F%2F3837174706-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-ML6LhsHx5TJpV4GOuvJ%252Fuploads%252FlPVj2iZ4talMXVtjSXfq%252Fimage.png%3Falt%3Dmedia%26token%3D1bad53f3-54f6-4e32-b28c-7d0a2759d9e5&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=f364aa34&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Step 9:** Masuk ke menu **Profile** > **Buat Template**.

<figure><img src="https://panduan-sap.simplidots.id/~gitbook/image?url=https%3A%2F%2F3837174706-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-ML6LhsHx5TJpV4GOuvJ%252Fuploads%252FiSwSKFpWdZguHO0tknBZ%252Fimage.png%3Falt%3Dmedia%26token%3D7fbcc15c-3637-46f0-9aac-1ef9a13121bf&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=edea00ef&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Step 10:** Isi data pada **Generate Template.** Kemudian klik **Generate.**

* **Partner:** Accurate.
* **Cabang:** Pilih cabang pada Accurate.

<figure><img src="https://panduan-sap.simplidots.id/~gitbook/image?url=https%3A%2F%2F3837174706-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-ML6LhsHx5TJpV4GOuvJ%252Fuploads%252FZRwrVQtewIcNDWMbJFyl%252Fimage.png%3Falt%3Dmedia%26token%3D9e5d9f48-4ee4-44de-b1f5-a777cca45bf2&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=400cd7ac&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Step 11:** Masuk ke menu **Data Master** > **Bagan Akun (Chart of Account atau CoA)**.

<figure><img src="https://panduan-sap.simplidots.id/~gitbook/image?url=https%3A%2F%2F3837174706-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-ML6LhsHx5TJpV4GOuvJ%252Fuploads%252F2zCdKv7m0PYZ4VjlGbhA%252Fimage.png%3Falt%3Dmedia%26token%3D7451cbd8-de62-4969-857e-99ca68504260&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=dc612cd2&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Step 12:** Klik **Sinkronisasi Data**.

Data **Akun Perkiraan** Accurate akan ditarik ke akun SimpliDOTS.

<figure><img src="https://panduan-sap.simplidots.id/~gitbook/image?url=https%3A%2F%2F3837174706-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-ML6LhsHx5TJpV4GOuvJ%252Fuploads%252F6Y4rOtCTjqT11T9c2t7j%252Fimage.png%3Falt%3Dmedia%26token%3D4c91e369-c4e0-43e1-86c1-e28ac82f08ed&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=1ff9cde&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Step 13:** Masuk ke **Data Master** > **Pegawai** > **Metode Pembayaran.**

<figure><img src="https://panduan-sap.simplidots.id/~gitbook/image?url=https%3A%2F%2F3837174706-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-ML6LhsHx5TJpV4GOuvJ%252Fuploads%252FiEyH7xncdH6ie5vXQORK%252Fimage.png%3Falt%3Dmedia%26token%3D14e9d5ed-bb76-4743-a467-5c66197df348&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=13da6093&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Step 14:** Pilih **Metode Pembayaran.** Kemudian klik **Ubah.**

<figure><img src="https://panduan-sap.simplidots.id/~gitbook/image?url=https%3A%2F%2F3837174706-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-ML6LhsHx5TJpV4GOuvJ%252Fuploads%252Fyr7HcFFZQed1kDrf0iW8%252Fimage.png%3Falt%3Dmedia%26token%3Dffdf4c06-582e-4f30-943c-9603afaf3e3c&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=6ffbb104&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Step 15:** Pilih **Nama Metode Pembayaran Accurate**. Kemudian klik **Simpan**.

Update semua metode dengan metode dari Accurate. Data ini akan dikirim ke Accurate untuk setiap transaksi Penerimaan Pembayaran dan akan mengisi bagian Metode Pembayaran pada Penerimaan Pembayaran di Accurate.

<figure><img src="https://panduan-sap.simplidots.id/~gitbook/image?url=https%3A%2F%2F3837174706-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-ML6LhsHx5TJpV4GOuvJ%252Fuploads%252FiDXHt9TimIBUEeqRfJ3F%252Fimage.png%3Falt%3Dmedia%26token%3Dc4bcb5b0-6d75-4165-9751-5de6155970b3&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=6d2d72f&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Step 16:** Masuk kembali ke menu **Profile** > **Pengaturan** > **Integrasi**. Kemudian atur **CoA Pembayaran Default**.

<figure><img src="https://panduan-sap.simplidots.id/~gitbook/image?url=https%3A%2F%2F3837174706-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-ML6LhsHx5TJpV4GOuvJ%252Fuploads%252F67aLILoG2WsOneGihLlV%252Fimage.png%3Falt%3Dmedia%26token%3D0cbbfd27-071c-4c15-9c3f-7ad86b12d8a7&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=9d60de3f&#x26;sv=2" alt=""><figcaption></figcaption></figure>

Data ini akan dikirim ke Accurate untuk setiap transaksi **Penerimaan Pembayaran** dan akan mengisi bagian **Bank** pada **Penerimaan Pembayaran** di **Accurate**.

<figure><img src="https://panduan-sap.simplidots.id/~gitbook/image?url=https%3A%2F%2F3837174706-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-ML6LhsHx5TJpV4GOuvJ%252Fuploads%252FTprH4kHfOGvTx0qnuorw%252Fimage.png%3Falt%3Dmedia%26token%3Da4e65041-4218-487e-8bea-72abcdfc5cb2&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=c45631b4&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Step 17:** Klik **Simpan**.

<figure><img src="https://panduan-sap.simplidots.id/~gitbook/image?url=https%3A%2F%2F3837174706-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-ML6LhsHx5TJpV4GOuvJ%252Fuploads%252FlPVj2iZ4talMXVtjSXfq%252Fimage.png%3Falt%3Dmedia%26token%3D1bad53f3-54f6-4e32-b28c-7d0a2759d9e5&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=f364aa34&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Step 18:** Setelah berhasil integrasi, kemudian **Buat Template**. Untuk membuat template silakan ikuti panduan berikut:

{% embed url="<https://panduan-sap.simplidots.id/sales-automation-platform/smh-sales-management-hub/integrasi/cara-buat-template>" %}

Selamat mencoba, Kawan Simpli :)
