The purchase order process

Summary

The purchase order process in Sage 50 Accounts Professional.

Description

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

When you use the purchase order option, there are a few stages to follow to complete an order.

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NOTE: You can now create a purchase order from a sales order in Sage 50 Accounts v29.2 and above. If you're using a previous version you can upgrade to the latest version here.

Create a purchase order

The first step is to Create a purchase order record:

Click Purchase orders then click New

Print a purchase order

Once created, if required you can print or email the purchase order to your supplier.

Place a purchase order on order

Place the stock on-order to see the stock ordered.

Receive deliveries

When you receive your order, mark the stock as delivered.

Print a goods received note (GRN)

When you receive deliveries, view or print a Goods Received Note for your records. You can print this later if required.

Update ledgers to post purchase invoices

To make the purchase invoice appear on your supplier ledger, you must now update the ledgers. This creates a purchase invoice from the purchase order.

Edit purchase orders

Follow our article if you need to delete or reverse a purchase order.

Upgrading your licence

Need a little more room? To add extra companies, users, employees or more to your software licence, leave your details and we'll be in touch.

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