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Sage 50 Accounts Advanced

Course Duration:

According to modules required

Course Overview

Bespoke training- course can be tailored to suit the client needs. Training can be carried out at the client site to include work associated training.  We look at managing a stock control system and processing sales and purchase orders, sales invoices, credit notes, quotes, pro forma invoices and foreign trading.  This course is aimed at anyone using Sage 50 Accounts Plus or Sage 50 Accounts Professional and primarily deals with Invoice production, Stock Control and Sales and Purchase Order Processing and Foreign Trading.



Knowledge of accounting modules in the Introductory & Intermediate levels of Sage 50 Accounts

Planning a Stock System

  • Planning your Product Codes
  • Creating Product Categories
  • Using Product Defaults
  • EC VAT descriptions

 Creating Product Records

  • Creating your Product Records
  • Editing Product Records
  • Importing Product Records

 Cost of Sales & Opening Balances

  • Profit: Stock and Cost of Sales
  • Nominal Ledger: Posting Opening Stock
  • Correcting Opening Balance Errors
Preparing for Purchase Order Processing
  • Creating Multiple Delivery Addresses
  • Setting up Supplier Price Lists and Discounts
  • Setting Your Purchase Order Defaults
  • Printing a Re-Order List

 Purchase Order Processing

  • Understanding the Purchase Order Cycle
  • Entering a Purchase Order
  • Placing the Order
  • Receiving Delivery of Orders
  • Updating the Ledgers

Customer Discounts

  • Discount Structures and Types
  • Discount Settings

Sage 50 Accounts training course session 7 –

  • Creating Customer Delivery Addresses
  • Setting up Customer Price Lists and Special Prices
  • Foreign currency customer price lists
  • Setting your Sales Order Defaults
  • Allowing Negative Stock

 Sage 50 Accounts training course session 8 - Sales Order Processing

  • Understanding the Sales Order Cycle
  • Entering a New Sales Order
  • Allocating a Sales Order
  • Processing Shortfalls
  • Despatching an Order

 Sage 50 Accounts training course session 9 - Foreign Trade, Intrastat and Cash Sales

  • EC VAT Descriptions
  • Foreign Currency Invoices and Orders
  • Cash Sales

 Sage 50 Accounts training course session 10 - Stock Take & Period End

  • Physical Stock Take: Reports
  • Changing the process date
  • Stock Take Adjustments
  • Processing Stock Returns
  • Period End Process
  • Products dashboard

 Sage 50 Accounts training course session 11 - Bill of Materials (BOM)

  • Understanding the Bill of Materials
  • Creating a Bill of Materials
  • Check Components Shortage
  • Assembling a Bill of Materials

 Sage 50 Accounts training course session 12 - Quotes, Invoices & Credit Notes

  • Understanding Quote Defaults
  • Creating a Quote to be Converted into an Invoice
  • Creating a Quote to be converted into a Sales Order
  • The Invoicing Module
  • Creating Credit Notes
  • Updating Ledgers
  • Updating foreign currency invoices to the ledgers
  • Proformas

 Recurring Transactions, Skeletons & Duplicates

  • Setting up and Processing Recurring Transactions
  • Using Skeleton Transactions

 Year End & Global Changes

  • Year End Procedures
  • Clearing the Stock History
  • Stock Global Changes