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  • Accounts/Sage 50 Accounts Level 3 Duration: According to modules required.

Sage 50 Accounts Level 3 Duration: According To Modules Required.

Course Overview

Bespoke training- Training will 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.

 

 

Prerequisites: 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