SAGE 50 ACCOUNTS STEP GUIDE

ENTERING CUSTOMERS
Go to “module” > “customers”
Select “new customer”, click “next”
Fill the “names” and CU for “A/C Ref”
Fill other customer information while clicking next
Enter opening balances
Finish
ENTERING SUPPLIERS
Go to “module” > “suppliers”
Select “new supplier”, click “next”
Fill the “names” and SU for “A/C Ref”
Fill other supplier information while clicking next
Enter opening balances
Finish
ENTERING PRODUCTS
Go to “modules” > select “products”
Click on “new” enter the relevant details
CHANGING PRODUCT QUANTITY
Go to “modules” > select “products”
Select the item you wish to change and select “stock take”
In the “actual” box, fill in the new quantity
Click save
ENTERING FIXED ASSETS
Go to “company” > “manage fixed assets”
Select “record”. Enter the description details on the “details” panel and the value on the
“posting” panel. Click save
CREATING AN INVOICE
Got to “modules” > “invoicing”
Select “new/edit”
Once done, go to customer center, click “post invoices”
Select the invoice to post, click “update”
CREATING A QUOTATION
Got to “modules” > “quotations”
Select “new/edit”
CREATING CASH SALE
Got to “modules” > “sales order processing”
Select “new/edit”
CREATING PURCHASE ORDERS
Got to “modules” > “purchase order processing”
Select “new/edit”
RECEIVING ITEMS
Got to “modules” > “purchase order processing”
Select the order you want to receive items for
Click “deliver”
RECEIVING PAYMENT
Go to “modules”> “receive payment”
Select the customer you want to receive payment from
PAYING SUPPLIERS
Go to “modules” > “suppliers”
Select “pay supplier”
HOW TO CHANGE TAX/TAX CODES
Go to “settings” > “configuration”
Select “tax codes”
Select the tax code to edit and click “edit”
Input the details and click “apply”
MAKING CORRECTIONS TO TRANSACTIONS
Go to “file”> “maintenance” > “corrections
Select the transaction you wish to correct and click on “edit” in the window that opens
CREATING REPORTS
Go to “modules” > “financials”
Select the report you want to create
CHANGING CURRENCIES
Got to “settings” > “currencies”
Select an unspecified currency and click “edit”
CREATING USERS
Got to “settings”> “Access rights”
Click “new”, enter the details required
CHANGING USER PASSWORD
Go to “settings” > “change password”
Enter the username and the new password