Available in Sage 50 Premium Accounting and higher.

Select for Purchase Orders

How Do I...

This window works together with the Select for Purchase Orders--Filter Selection window to generate purchase orders based on inventory items you want to reorder. Unlike the Purchase Orders option, this lets you create purchase orders for multiple vendors.

First, you use the Select for Purchase Orders--Filter Selection window to filter inventory items based on a number of criteria such as item ID, preferred vendor, and stock status. Once you make these selections and click OK, the Select for Purchase Orders window appears with a list of all items that match the selection criteria you set. From this list, you choose the items you want to turn into purchase orders, which you can then print and/or email to the appropriate vendors.

If you'd like to review a hard copy of all the items that will be included on purchase orders as well as the total number of POs to be created and total cost of all items on those orders, select Preview from the drop-down menu of options on the Print button to print the Select for Purchase Orders Preview report.

Learn More

Closed Creating purchase orders for selected items

The Select for Purchase Orders option is a two-part process:

  1. You select those inventory items that you want to appear on purchase orders. You do this in the Select for Purchase Orders--Filter Selection window.
  2. Once you finish selecting items and click OK, the Select for Purchase Orders window appears, listing all items for which purchase orders can be created, based on your selection criteria. The next order of business is to choose which purchase orders you want to create to send to your vendors.

Select items for purchase orders

Select purchase orders to create

Closed Printing and previewing the purchase orders

If you want to see how the purchase order or orders created on this window will look when they are printed, you can preview them beforehand.

How to print purchase orders

How to preview purchase orders

Closed Entering purchase orders for a single vendor

If you want to create a purchase order for a single vendor, you can do so quickly and easily in the Purchase Orders window.

Enter a purchase order

ClosedHelp with specific fields

For a listing of fields in the Select for Purchase Orders window, click the link.

Select for Purchase Order fields

Published: March 21, 2017
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