Enter a Sales Order

Turn on the customer order feature.

If you accept credit card payments:

• Add the credit cards that your company accepts.
• If you are using the Sage Payment Solutions online credit card processing service, add the merchant account information to Sage 50 Accounting and install Sage Exchange on your computer. To print a credit card receipt, you must have an attached printer installed on your system.

If you want to accept pre-authorized debit payments, sign up with Sage 50 Accounting and set up your company and customer for pre-authorized debit payments.

1. Create a new sales order.
   How?

   1. In the Home window, click Customers & Sales on the navigation pane.
   2. In the Tasks pane, right-click the Sales Order icon and select Create Order from the menu.
2. Select Cash from the Payment Method list.
3. Select the account from the Deposit To list.
4. Enter a deposit reference number in the Reference No. box.
3. In the Customer box, select a name from the list or enter the customer name.

To enter an order for a new customer, add the customer "on the fly".

4. In the Order Number box, enter a sales order number.
5. If this customer uses a foreign currency, in the Exchange Rate box, modify or enter a new exchange rate.
6. (Optional) Select a Salesperson. This box will be filled in if you have assigned a salesperson to this customer's record.
7. (Optional) Allocate the entire transaction using the Project List menu. Line items can also be allocated to separate projects.
8. (Optional) Open the Ship from list and select the location from where you are selling the items. (Sage 50 Premium Accounting)
9. Enter the sales information about the goods or services you are planning to sell to this customer. Other additional information you should enter in this table include:
Sales tax

Add or change the type of sales tax charged by choosing the List button in the Tax column. You can also change the type or amount of sales tax charged per item, or for the entire invoice.

An account

If you select an inventory item or service that already appears on your inventory and services list in Sage 50 Accounting, the Account (Acct) box is filled automatically. If not, select the account that will record the item's value. Usually, you select a revenue account, in the 4000 range.

(Optional) Allocation of the sales amount to a project

To allocate sales amounts to a project, click the Project Allocation toolbar button.

10. If you want to use the same customer when you enter the next sales order, click the pushpin button next to the Customer box.
11. When you have finished making additions or changes to the order, select either Record or Print & Record.

1. Create a new sales order.
   How?

   1. In the Home window, click Customers & Sales on the navigation pane.
   2. In the Tasks pane, right-click the Sales Order icon and select Create Order from the menu.
2. Select Cheque from the Payment Method list.
3. Select the account from the Deposit To list.
3. In the Customer box, select a name from the list or enter the customer name.

To enter an order for a new customer, add the customer "on the fly".

4. In the Order Number box, enter a sales order number.
5. Enter a Date.
6. (Optional) Enter a Shipping Date.
7. If this customer uses a foreign currency, in the Exchange Rate box, modify or enter a new exchange rate.
8. (Optional) Select a Salesperson. This box will be filled in if you have assigned a salesperson to this customer's record.
9. (Optional) Allocate the entire transaction using the Project List menu. Line items can also be allocated to separate projects.
10. (Optional) Open the Ship from list and select the location from where you are selling the items. (Sage 50 Premium Accounting)
11. Enter the sales information about the goods or services you are planning to sell to this customer. Other additional information you should enter in this table include:
Sales tax

Add or change the type of sales tax charged by choosing the List button in the Tax column. You can also change the type or amount of sales tax charged per item, or for the entire invoice.

An account

If you select an inventory item or service that already appears on your inventory and services list in Sage 50 Accounting, the Account (Acct) box is filled automatically. If not, select the account that will record the item's value. Usually, you select a revenue account, in the 4000 range.

(Optional) Allocation of the sales amount to a project

To allocate sales amounts to a project, click the Project Allocation toolbar button.

12. If you want to use the same customer when you enter the next sales order, click the pushpin button next to the Customer box.
13. When you have finished making additions or changes to the order, select either Record or Print & Record.

1. Create a new sales order.
   How?

   1. In the Home window, click Customers & Sales on the navigation pane.
   2. In the Tasks pane, right-click the Sales Order icon and select Create Order from the menu.
2. Select a credit card from the Payment Method list.
3. In the Customer box, select a name from the list or enter the customer name.

To enter an order for a new customer, add the customer "on the fly".

4. In the Order Number box, enter a sales order number.
5. Enter a Date.
6. (Optional) Enter a Shipping Date.
7. If this customer uses a foreign currency, in the Exchange Rate box, modify or enter a new exchange rate.
8. (Optional) Select a Salesperson. This box will be filled in if you have assigned a salesperson to this customer's record.
9. (Optional) Allocate the entire transaction using the Project List menu. Line items can also be allocated to separate projects.
10. (Optional) Open the Ship from list and select the location from where you are selling the items. (Sage 50 Premium Accounting)
11. Enter the sales information about the goods or services you are planning to sell to this customer. Other additional information you should enter in this table include:
Sales tax

Add or change the type of sales tax charged by choosing the List button in the Tax column. You can also change the type or amount of sales tax charged per item, or for the entire invoice.

An account

If you select an inventory item or service that already appears on your inventory and services list in Sage 50 Accounting, the Account (Acct) box is filled automatically. If not, select the account that will record the item's value. Usually, you select a revenue account, in the 4000 range.

(Optional) Allocation of the sales amount to a project

To allocate sales amounts to a project, click the Project Allocation toolbar button.

12. If you want to use the same customer when you enter the next sales order, click the pushpin button next to the Customer box.
13. (Optional) If you have set up a merchant account, click the Process Credit Card button .
1. In the Credit Card Information window, make sure the billing information is correct.
2. If you have more than one merchant account set up, select the merchant account you want to use to accept the payment. (Sage 50 Premium Accounting)
3. If the payment is in a foreign currency, you can use the exchange rate displayed or enter a new rate. This rate will be used to convert the foreign currency to the currency accepted by your Sage Payment Solutions merchant account. (Sage 50 Premium Accounting)
4. Select the method of authorization:

If you want to do this:	Do the following:
Enter an authorization code manually	Select Enter Authorization Code Manually and type the code in the Authorization Code box.
Generate a new authorization code	Click Charge in the Sage Exchange Module, verify and submit the customer's billing information. After the authorization is complete, in the Credit Card Information window, click Print Receipt to print an authorization receipt.

5. Click OK to return to the transaction window.
14. When you have finished making additions or changes to the order, select either Record or Print & Record.

1. Create a new sales order.
   How?

   1. In the Home window, click Customers & Sales on the navigation pane.
   2. In the Tasks pane, right-click the Sales Order icon and select Create Order from the menu.
2. Select Pay Later from the Payment Method list.
3. In the Customer box, select a name from the list or enter the customer name.

To enter an order for a new customer, add the customer "on the fly".

4. In the Order Number box, enter a sales order number.
5. Enter a Date.
6. (Optional) Enter a Shipping Date.
7. If this customer uses a foreign currency, in the Exchange Rate box, modify or enter a new exchange rate.
8. (Optional) Select a Salesperson. This box will be filled in if you have assigned a salesperson to this customer's record.
9. (Optional) Allocate the entire transaction using the Project List menu. Line items can also be allocated to separate projects.
10. (Optional) Open the Ship from list and select the location from where you are selling the items. (Sage 50 Premium Accounting)
11. Enter the sales information about the goods or services you are planning to sell to this customer. Other additional information you should enter in this table include:
Sales tax

Add or change the type of sales tax charged by choosing the List button in the Tax column. You can also change the type or amount of sales tax charged per item, or for the entire invoice.

An account

If you select an inventory item or service that already appears on your inventory and services list in Sage 50 Accounting, the Account (Acct) box is filled automatically. If not, select the account that will record the item's value. Usually, you select a revenue account, in the 4000 range.

(Optional) Allocation of the sales amount to a project

To allocate sales amounts to a project, click the Project Allocation toolbar button.

12. If you want to use the same customer when you enter the next sales order, click the pushpin button next to the Customer box.
13. When you have finished making additions or changes to the order, select either Record or Print & Record.

1. Create a new sales order.
   How?

   1. In the Home window, click Customers & Sales on the navigation pane.
   2. In the Tasks pane, right-click the Sales Order icon and select Create Order from the menu.
2. Select Pre-Authorized Debit (PAD) from the Payment Method list.
3. Select the account from the Deposit To list.
4. In the PAD No. box, enter a payment reference number for this pre-authorized debit transaction. This number will also be used to identify this transaction when you upload the debit file to your direct debit service provider.
3. In the Customer box, select a name from the list or enter the customer name.

To enter an order for a new customer, add the customer "on the fly".

4. In the Order Number box, enter a sales order number.
5. Enter a Date.
6. (Optional) Enter a Shipping Date.
7. If this customer uses a foreign currency, in the Exchange Rate box, modify or enter a new exchange rate.
8. (Optional) Select a Salesperson. This box will be filled in if you have assigned a salesperson to this customer's record.
9. (Optional) Allocate the entire transaction using the Project List menu. Line items can also be allocated to separate projects.
10. (Optional) Open the Ship from list and select the location from where you are selling the items. (Sage 50 Premium Accounting)
11. Enter the sales information about the goods or services you are planning to sell to this customer. Other additional information you should enter in this table include:
Sales tax

Add or change the type of sales tax charged by choosing the List button in the Tax column. You can also change the type or amount of sales tax charged per item, or for the entire invoice.

An account

If you select an inventory item or service that already appears on your inventory and services list in Sage 50 Accounting, the Account (Acct) box is filled automatically. If not, select the account that will record the item's value. Usually, you select a revenue account, in the 4000 range.

(Optional) Allocation of the sales amount to a project

To allocate sales amounts to a project, click the Project Allocation toolbar button.

12. If you want to use the same customer when you enter the next sales order, click the pushpin button next to the Customer box.
13. When you have finished making additions or changes to the order, select either Record or Print & Record.
14. Upload the pre-authorized debit file. You can submit multiple debit payments in a single file.