Set up the order defaults
- On the menu bar click Settings then click Invoice & Order Defaults.
- Make any required changes. For details of each tab, please see the sections below.
- Click OK.
Once order defaults have been set up, they apply to all new orders you create.
Footer Defaults tab
Purchase Order Carriage Defaults
Net | Enter the net carriage amount to be added to your order. |
N/C | From this drop-down list, choose the nominal code to post the carriage to. If you are using the Sage Accounts default chart of accounts, this is 5100. |
Dept. | From this drop-down list, choose the Department number to post the carriage to. |
If the value, nominal code or department for carriage isn't always the same, either leave the default field blank or enter the most likely default. These can be amended from within the order entry window when you create the purchase order.
Options tab
When you open the order entry window, the order number appears as . The number is assigned when you save the purchase order.
Invoice and Order Numbering
If required, change the starting number of your orders and GDNs:
Purchase orders start from | Enter the starting number of your orders. |
Goods received start from | Enter the starting number of your Goods Received Notes or GRN. |
Options
When an Invoice or Order is saved | To either create a new invoice/credit note/order at the point of saving the document, or edit the existing document. From the drop-down list, choose the required option. |
GDN and GRN Options
From the drop-down lists, choose one of the following GDN options:
Generate for all received | Sage Accounts generates a GRN automatically for each delivery or despatch. |
Prompt at each received | Sage Accounts prompts you to generate a GRN each time you record a delivery or despatch. |
don't generate | Sage Accounts updates the purchase order and stock levels, but does not produce a GRN. If you choose don't generate, the GRN option does not appear on the Purchase Order Processing toolbar. |
Special Items
Change the default tax codes that are used for the special stock codes, S1, S2 and S3.
Intrastat tab
Use the Intrastat tab to complete your Supplementary Declarations by identifying EU transactions. You can then transfer these figures onto the official Supplementary Declaration forms. For further information, please refer to -
A guide to Intrastat - UK only.