This window allows you to either enter vendor purchase invoices or receive inventory for purchase orders.
- Apply to Purchase Order tab: When you select a vendor who has open purchase orders, Sage 50 displays the this tab, allowing you to select which purchase order to receive items against.
- Apply to Purchases tab: If you select a vendor with no open purchase orders, by default Sage 50 displays this tab, where you can enter a purchase that did not originate on a purchase order. In addition, if items were included on the purchase invoice that are not included on the purchase order, you can add them here.
When you enter a purchase or receive inventory on a purchase order, the vendor can be an already-existing vendor, or you can add a new vendor.
Note that if you are paying the vendor by credit card, you do that in the Payments window.
Sage 50 has templates that let you customize Task windows. You can hide certain fields that you never use, such as Ship To fields. If you ever need those fields, just select the Layout button and select the standard template.
You can create a new purchase by copying an existing one. You can create the same purchase in future intervals (i.e. weekly, monthly) by recurring it.
It's an easy matter to find out the status of any outstanding vendor invoices.
Whenever a vendor issues you a credit memo, you enter and apply it right here, on the Purchases/Receive Inventory window.
You can use the Track It panel to update the tracking status of a purchase invoice (pending, approved, etc.), including assigning it to a specific user or all users that have a specific role in your company.
You can attach files, such as Word or Excel documents, to a purchase or inventory receipt. How do I do this?