Creating Purchase Orders from Sales Orders in Sage v29.2
An exclusive feature for professional users ...
Posted by Alison Mead on 02/10/2023 @ 8:00AM
In the bustling world of business, efficiency is paramount. The latest Sage 50 Accounts v29.2 Professional brings a feature that epitomises this principle: the ability to create a Purchase Order directly from a Sales Order ...
The ability to create a Purchase Order from a Sales Order in Sage 50 Accounts v29.2 Professional is a game-changer!
This enhancement is set to revolutionise the way businesses manage their orders, ensuring a seamless transition from sales to procurement.
So, how does It work?
Initiating the Process: Within the Sales Orders ledger, users will find a new, button labelled "Generate PO." This, button is also accessible within an individual Sales Order, making it convenient for users to initiate the Purchase Order creation process.
Selecting Sales Orders: The feature allows users to create Purchase Orders from a single Sales Order or from a selection, offering flexibility based on the business's needs.
Detailed Overview: Once initiated, the "Create purchase orders from sales orders" screen provides a comprehensive view of the products from the selected sales orders. From here, users can utilise the "Create purchase order(s)", button to generate a Purchase Order based on each supplier record, ensuring that orders are directed to the appropriate vendors.
An information panel displays the number of selected products and the unique purchase orders that will be created.
Users have the option to deselect products if there's no need for additional stock procurement.
Relevant product record details, such as Quantity in Stock, Re-order Level, and Re-order Quantity, are displayed.
The quantity from the Sales Order is set as the default, but can be adjusted as needed.
The supplier from the product record is the default, but users can modify this.
Users can choose the delivery address for the Purchase Order from the Sales Order, supplier, or company delivery address.
Alerts provide insights into factors like stock availability, bill of materials inclusion, or if the supplier's credit limit has been exceeded.
After the Purchase Orders are generated, they can be viewed and modified if necessary, ensuring that businesses have full control over their procurement process.
The ability to create a Purchase Order from a Sales Order in Sage 50 Accounts v29.2 Professional is a game-changer. It streamlines operations and ensures that businesses can respond swiftly to sales demands, enhancing overall efficiency and customer satisfaction.
Until next time ...
Would you like to know more?
If anything I've written in this blog post resonates with you and you'd like to discover more about creating purchase orders from sales orders in Sage v29.2, it may be a great idea to give me a call on 01604 217365 and let's see how I can help you.
Alison loves bookkeeping and supporting bookkeepers. She has been helping clients to be better bookkeepers in Sage 50 for over 24 years and has been Xero Accredited in accounts and payroll for a number of years too.
She specialises in a very unique hand-holding method of training, helping bookkeepers and business owners to use their accounts software as and when they need support in setting up and producing their invoices, reports and financial information.
Alison combines her role at Silicon Bullet with her Forever Living network marketing businesses and is often to be seen at business networking meetings as she likes to keep busy.
You know what they say: if you want something done well ask a busy person!
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