Select the Ordering tabof the Inventory Item Defaults window to make choices about how you want Sage 50 to handle matters dealing with the ordering of inventory items for your company. These choices include whether or not you want to be warned when an item is out of stock and what transactions should be included in the auto creation of purchase orders.
Quantity Available: These check boxes let you decide whether you want Sage 50 to consider the number of units of an item appearing on purchase orders and work tickets when calculating an item's quantity available. Select the appropriate check box to include items on purchase orders and/or work tickets when calculating the quantity available (Sage 50 Quantum Accounting).
Sales Invoice/Receipt Out of Stock Warning Message: These options let you decide whether you want to be warned, when entering invoices/receipts, that an item is out of stock. Select the appropriate option button to tell Sage 50 that you don't want to be warned, that you want to be warned when an item is out of stock based on quantity on hand, or that you want to be warned when an item is out of stock based on quantity available.
Sales Order/Proposal Out of Stock Warning Message: These options let you decide whether you want to be warned, when entering sales orders or proposals, that an item is out of stock. Select the appropriate option button to tell Sage 50 that you don't want to be warned, that you want to be warned when an item is out of stock based on quantity on hand, or that you want to be warned when an item is out of stock based on quantity available.
Auto Creation of Purchase Orders: These options let you choose which types of transaction will trigger the auto-creation of purchase orders. (Sage 50 Premium Accounting and higher)
- If you choose to enable auto-creation for drop-ship transactions, Sage 50 will automatically create purchase orders whenever a drop-ship quote is converted to a sales order or sales invoice. In addition, Sage 50 will create a purchase order automatically each time a drop-ship sales order or drop-ship sales invoice is created and saved.
Note: Drop-ship proposals will not auto create purchase orders. Nor will proposals auto create purchase orders when they are converted from quotes.
- If you choose to enable auto-creation of purchase orders for non-drop-ship transactions,Sage 50 will automatically create purchase orders whenever a quote is converted to a sales order or sales invoice and certain stocking conditions are met. In addition, Sage 50 will create a purchase order automatically each time a sales order, sales invoice, or receipt that is applied to revenues is created and certain stocking conditions are met. Tell me more about this.
Note: Non drop-ship proposals will not auto create purchase orders. Nor will proposals auto create purchase orders when they are converted from quotes.
- Choose the third option if you want Sage 50 to automatically create a purchase order each time a work ticket is created and saved.
Note: To use auto-creation of purchase orders fully and effectively, you need to follow certain guidelines while adding items in Maintain Inventory Items. Tell me more about auto-creating purchase orders.