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New feature alert: Sage 50 back-to-back ordering

25 August 2023

Summary

One of the great new features in Sage 50 v29.2 is back-to-back ordering, which enables you to create a purchase order from a sales order.

Using the Create Purchase Order(s) option from the sales order window removes the need to duplicate work and saves you time. You can quickly create one or more purchase orders from one or more of your sales orders.

In the Create purchase orders from a sales order window, the products from the sales order are shown and you can create a purchase order on a per supplier record basis.

How to create a purchase order from a sales order

1. Click Sales orders then click New and enter your details as required.

2. Click Generate PO.

Product Sales Order in Sage 50

3. Click Yes to save the sales order.

Sales Order in Sage 50 Accounts

This will open the Create purchase orders from sales orders window, as shown below:

Create purchase orders from sales orders in Sage 50

4. Select which products and quantity to order that are required on the new purchase order. 

TIP: These amounts can be edited, or products deselected.

5. The Cost Price will be the last cost price (standard) in the product record or a price list. Check this is correct and edit if required.

6. The Supplier A/C will display the supplier from the product record, this can be edited to choose a different supplier.

7. Select the delivery address for the purchase order in the PO delivery address.

8. The PO due date is the date from the sales order, this can also be changed.

9. An information icon will appear to alert you if there’s already sufficient stock, the product is part of a BOM or if the credit limit for the supplier has been exceeded.  You can place your cursor over the icon to see further details.

Sage 50 Back to back ordering

10. Finally, click Create purchase order to generate the order.

Further Information

If you have any questions about this or need assistance, then please contact the GCC Group Support Team on 0345 260 1151 or servicedesk@gccgroup.co.uk

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