Available in Sage 50 Premium Accounting and higher.

Setting Up Sage 50 for Auto-Creation of Purchase Orders

Follow these steps to set up Sage 50 to auto-create Purchase Orders.

1. Select Maintain, Default Information, Inventory Items.
2. Select the Ordering tab.
3. Make the appropriate choices for your company on these fields:
• Include purchase orders when calculating quantity available
• Enable auto-creation of purchase orders for drop ship transactions
• Enable auto-creation of purchase orders for non-drop ship transactions

Note that if you check this option, Sage 50 automatically selects the Include purchase orders when calculating quantity available field.

4. Click OK..
5. Select Maintain, Inventory Items.
6. For each item, make sure that the following fields are completed:
• Minimum Stock
• Reorder Quantity
• Preferred Vendor ID.

Sage 50 will need all of this information for each item to ensure that the Purchase Orders are created properly.

7. Save each customer record as you complete it.

Now, Sage 50 will automatically generate unprinted Purchase Orders for items that fall below minimum stock quantities, based on the vendor you chose and the Reorder Quantity entered for the items.

What do you want to do next?

• Read an overview of auto-creation of purchase orders
• Edit a purchase order
• Receive inventory on a purchase order
• Track drop shipments
• Set up a vendor
• Perform other accounts payable tasks
• Read the purchase orders overview

Published: March 07, 2018
© 2018 The Sage Group plc or its licensors. All rights reserved. Privacy Policy | Copyright/Trademarks