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
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
