In Sage 50 Accounts Professional you can easily produce purchase orders for your products and services.

If you've already created your purchase order and you'd like to update it or create an invoice, please refer to this guide - Read more >

NOTE: The Purchase Orders module is only available in Sage 50cloud Accounts Professional. If you're interested in upgrading to Professional, leave your details and we'll be in touch.

1. On the navigation bar click Purchase orders then click New.
   
   

   TIP: You can also create an order from within a Supplier Record - On the navigation bar click Suppliers then click New and select the relevant supplier account OR highlight the supplier then click Edit. For either option, on the Supplier record menu click the Orders tab, then click New order.

2.  Enter your order details - Read more >

   
   

   Order No.	The order number is automatically assigned when you save the order.
   Date	Enter the tax point date of the order. This is usually the date the order was generated.
   Ref	You can enter seven characters as an additional reference, this is for reporting purposes within Purchase Order Processing only.
   A/C	Enter the supplier account reference.
   Item No.	This shows the number of the item that is currently selected. EXAMPLE: If there are ten item lines and the cursor is on the second line, this box shows 2 of 10.
   Project Ref	If you use projects you can enter a project reference for the purchase here.
   Cost Code	If you use projects you and have entered a project reference for the purchase, enter the cost code here.
   Supplier Order No.	Enter the suppliers' order number or reference.
   Rate	If you use Foreign Trader, this shows the current exchange rate to be used for this transaction. You can edit the rate here, if required.

   
   

3. To select a product, in the Products Code column, click the drop-down and select the required product.
   
   To edit the details for each product item line, in the Description column click the Finder button or press F3.
   
   
   
4. Complete the Order, Footer and Deliveries tabs as required.
   
   

   TIP: For more information on purchase order record details - Read more > 

   
   
   

   Order	Enter the delivery address and contact information for the supplier here, if required. Some information is updated automatically from the Supplier Record. You can enter or amend any entries in this window, but the changes you make only apply to this order.  Read more >
   Footer	Enter information such as carriage costs and settlement terms here, if required. Some information is updated automatically from the Supplier Record. If you enter a default carriage nominal code and net amount in the Invoice and Order Defaults option, they appear here. Read more >
   Deliveries	You can view information relating to the status of the order and GRN details here. When you record a delivery of goods using the GRN option, Sage Accounts updates this section with information relating to the delivery. This provides you with the ability to trace the receipt of the goods and to view or print the goods received notes. Read more >

5. Additional options:
   • To save time you can use the Complete option to automatically update stock, deliver stock, create a goods received note and print order.
   • Set up recurring orders using the memorise option. Read more >
     
     
6. Click Save.

Once you receive your deliveries, you can mark stock as delivered in your software.

TIP: In Sage 50cloud Accounts v27 and above you can create a customised alert to appear when you select a specific supplier or product - Read more >