How to create a Purchase Order

This tutorial is how to create a purchase order in Sage 50.

I am using Sage 50 version 2018 Premium.

I am in the Classic mode you can change the home screen mode by clicking the top right hand corner of the home screen.


Sage 50 Home Screen


Now if your using the Purchase Order module for the first time, decide what number you want it to star at.

I will start at numberĀ 1000. Sage 50 will save that number and advance numerically with each purchase order recorded.

Lets click on the Purchase Order & Quotes module.


Purchase order module

You can create your order.



Inputing an order


From the top – drop down the Menu beside Transaction and choose Order.

Payment Method should be pay later.

Order number is 1000

Date is todays date or you can give it a previous or future date.

Choose the supplier your ordering goods from.

If you use the inventory module and have all your inventory recorded you can choose the item or place a non-inventory item.

I have both recorded for you to see how it works and the account numbers that it will go to.

If you choose an inventory item the account number is an asset account to track your inventory.

And if the item is non-inventory the account is an expense account.

Once the order is entered, it can be emailed directly to the supplier’s email address or you can print and fax to the supplier.

click process to record the purchase order.

By processing, it will not be posted until the invoice is recorded.

You will call up the same purchase order # (1000) and convert it to an invoice.


Convert PO to Invoice

Below is the PO that is converted to an invoice.



Recoprd Converted PO



If all the items have been received you can check off the red Check Mark and fill all the back orders quantities. or enter each item that you received and leave the rest on back order.

Fill in the invoice number and invoice date.

Make sure the total matches the supplier invoice and Record.

Hope this tutorial helped.

If you have any other questions I look forward getting them