The Purchase orders module

Summary

What each option in the Purchase order module of Sage 50 Accounts Professional does.

Description

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.

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Purchase order options

The Purchase orders module provides you with all of the functions you need to produce quick and accurate purchase orders for your products. You can also use it to record deliveries and update stock. This feature helps you to get to grips with your purchasing.

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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The Purchase orders module

Summary

Description

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Purchase order options

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