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Below are the options you will see in this module, with an explanation of what they do.

New

Create a new order, enter details of the purchase of goods and services.

Edit

Amend details of the purchase of goods and services. 

NOTE: If you try to edit a purchase order that has an Allocation status of ON-ORDER or despatch status as COMPLETE, you will receive a message telling you any changes made to the order could affect its status.

Duplicate Duplicates the selected order. You can make any changes to it before you click Save.

Place orders

Place stock on order, updates the product records with the required order levels.

Receive deliveries

Use this option when you want to record the delivery of goods against the selected purchase order. This option also prints a Goods Received Note and updates the product record.

Received note

Provides a quick and easy way of recording the deliveries you make for your purchase orders using Goods Received Notes. You can use this option to record deliveries against more than one purchase order at the same time.

Amend deliveries

Amend purchase orders for when you want to cancel a purchase order or record a part-delivery of goods against a purchase order.

Update ledgers

Create purchase invoices from purchase orders.

Recurring items

You can set up your recurring transactions for different time periods, including daily, weekly, monthly and annually.

Intrastat Return

If your business is in Northern Ireland,  VAT registered and trades in goods with other European Union (EU) member states, you need to provide details of these transactions to be used for statistical purposes. Intrastat is the system used to collect these statistics.

Quick print

Seamlessly print selected orders.

Quick Print saves you time when printing an order by removing the need to select a layout every time.

Simply choose the layout you want to use for each document type, then use Quick Print to generate the documents.

NOTE: You only need to choose the layout once.

Print

Opens the report browser to select a document you want to generate.

Email

Generates purchase orders that are ready to be emailed.

For the best results you also need an email address stored on the records of the suppliers you want to email this way. As well as setting up the desired email options on the layouts you want to use to generate the documents.

Delete Deletes any orders currently selected.
Swap Inverts your currently selected orders. 
Clear Orders you have selected are no longer highlighted.
Print list Prints the list of items in this window.
Send to Excel Exports the list to an Excel spreadsheet.

Labels

Opens the report browser to print labels.

Reports

Open purchase order reports using the report browser.


 

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