Vendors & Purchases

To do this, simply click the drop-down next to the Vendor ID field and select the vendor. The screen will automatically show you only data for that vendor.

Click the Recent Selections link below the vendor ID field.

You can search for vendors using their

• vendor name
• vendor type
• contact name

• telephone or fax number
• city
• state: enter the two-letter abbreviation.
• zip code
• purchase rep
• custom field information

To do so:

1. Enter the information you do know, such as phone number or contact name, in the Find vendor with field.
2. Select the type of information from the in field.
3. Click Find. Sage 50 will find the vendor. If there are multiple items that fit your search criteria, Sage 50 will let you choose the correct one.

• Aged Payables: This section shows you the aged payables for the selected vendor as of the Sage 50 system date. You can drill down on sections of the pie chart or click an aging period to see the Aged Payables report filtered by this aging period.
• Expense Tickets: This section displays expense tickets that have been entered for the selected vendor.
• Find a Report: This section allows you to search for a particular report, which you can then print or display on the screen. Certain reports will automatically be filtered by the selected vendor. If you want to see the report for all vendors, use the regular reports feature by clicking Reports & Forms from the main menubar.
• Item Purchase History: This lists inventory items that have been purchased from the selected vendor.
• Payments: This section displays payments that have been entered for the selected vendor.
• Purchase Orders: This section displays purchase orders that have been created for the selected vendor.
• Purchases/Inventory Received: This section displays purchase invoices that have been entered for the selected vendor.
• Time Tickets: This section displays time tickets that have been entered for the selected vendor.
• Top Vendors: Last Twelve Months: This section displays your top 10 vendors based on purchase totals for the last twelve months. If the selected vendor is not one of the top 10, it will be listed after the 10th vendor.
• Totals: This section gives you a summarized total of different types of transactions that have been created for the selected vendor. You can select which types of transactions you want to appear using the Customize Totals window.
• Vendor Credit Memos: This section displays vendor credit memos that have been entered for the selected vendor.
• Vendor Information: This is general information about the vendor you have selected.
• Vendors and Purchases Tasks: This section will give you a visual display of vendors and purchases tasks. You can click each button for a menu of options (Purchase Order, Enter Bills, and so on). When you select, for instance, to create a new purchase order, Sage 50 will automatically populate the Purchase Orders window with information for the currently-selected vendor.
• Write Checks: This section displays payments that were entered in Write Checks for the selected vendor.

You can:

• Change the date range for the information you want to appear. Simply select a different option in the Date Range field.
• Change the sort of the list by clicking a column header. Clicking once will make the list sort by that column in ascending order (A-Z). Clicking again will make it sort by that column in descending order (Z-A).
• Change the width of columns. Simply click and hold the cursor and drag the column line to widen or narrow the column.
• Search for a particular item of information. To do so,

1. Click Advanced search. This will open the filter controls.
2. Enter the text in the Search for field.
3. Select the field in which the information should appear (for instance, Vendor Type).
4. Click Search. To clear the search information, click Clear Search.

Simply, click the Make this the default page button in the toolbar.

To do this:

1. Click the Customize link at the top right corner of the section, then choose Settings.
2. Use the Settings window to select which fields appear and the order in which they will appear. Tell me more about this window.
3. Click OK. on the Settings window. The data will automatically change.

1. Click the Customize link at the top right corner of the section.
2. Select the number of rows you want to display for that section. You can choose to display 5 rows, 10 rows, the maximum number of rows, or to have the number of rows determined automatically.

To change which lists appear:

1. Click Customize this Page.
2. Use the settings window to add or remove the sections you want. You can also change the order. Tell me more about this window including step-by-step instructions.
3. Click Save.

Click Customize this Page and use the Settings window. Tell me more about this window including step-by-step instructions.

There may be times where you want to have the same list of information, for instance, Sales Invoices, show on your screen at once. To set this window up in this way, click Customize this Page and use the Settings window. Tell me more about this window including step-by-step instructions.

Yes, you can do this by double-clicking the transaction or data that you want to see. Once it opens, you can edit it, and sometimes void or delete it.