How do I set up a Sales order with payment terms = letter of credit or cash with order or proforma in such a way that other business functions (production and purchasing) do not incur cost against the order until payment has been received? We run both Sage50 Accounts and Sage50 Manufacturing.
Thanks
Need more, need help now?
- - - - - - - - - - - - - - - - - - pay-as-you-go support - no contract - tenth of an hour billing - expert help - fast service - no call queues
Need integration?
- - - - - - - - - - - - - - - - - - with your shipping system - website - invoicing system - crm - cms - manufacturing - order import - back to back orders..
Need a report?
- - - - - - - - - - - - - - - - - - Excel reporting that pulls data from Sage - custom layouts - layouts that change adapt to your brands and/or for drop shipping.
Want web hosting?
- - - - - - - - - - - - - - - - - - Your own domain name - email - a shop - wordpress - woo commerce - ticket systems - help desks - forums - portals
- - - - - - - - - - - - - - - - - - pay-as-you-go support - no contract - tenth of an hour billing - expert help - fast service - no call queues
Need integration?
- - - - - - - - - - - - - - - - - - with your shipping system - website - invoicing system - crm - cms - manufacturing - order import - back to back orders..
Need a report?
- - - - - - - - - - - - - - - - - - Excel reporting that pulls data from Sage - custom layouts - layouts that change adapt to your brands and/or for drop shipping.
Want web hosting?
- - - - - - - - - - - - - - - - - - Your own domain name - email - a shop - wordpress - woo commerce - ticket systems - help desks - forums - portals
Managing sales orders with payment terms = letter of credit
- brucedenney
- Site Admin
- Posts: 4631
- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
Re: Managing sales orders with payment terms = letter of credit
I suggest that the way to do this is to enter the order as a quotation, only when the quotation is "won" will it become a sales order and available to Manufacturing to order and process and plan.
You do need to set quotations to be based on Sales Orders rather than Invoices for this to work.
Settings>Invoice and Order Defaults>General about half way down look for "Convert quotes to" and select Sales Orders in the adjacent drop down box.
You do need to set quotations to be based on Sales Orders rather than Invoices for this to work.
Settings>Invoice and Order Defaults>General about half way down look for "Convert quotes to" and select Sales Orders in the adjacent drop down box.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
Who is online
Users browsing this forum: No registered users and 16 guests