Sage Training – All About Stock (2 Days)

This 2 day All About Stock Sage training course will teach you how to manage stock, sales processing and purchase orders. It will also show you how to handle foreign current transactions in Sage Line 50.

This course is instructor led, and involves working on a number of practical, hands on examples and exercises in a workshop environment. Led by highly experienced Sage Line 50 trainers with many years of experience our hands-on courses mean that you will leave with lots of practical Sage 50 experience as well as useful tips and tricks.

Before attending this course you should be using or have used the core modules within Sage 50 Accounts or other computerised accounting software.

  • Understand product codes and categories
  • Set up new and amend existing product records
  • How to create and update product price lists and discounts
  • Enter opening stock figures
  • Deal with damaged stock and returns
  • Understand the product activity section
  • Understand the term “free stock”
  • Allocation
  • Stock take and make adjustments
  • The stock period end and year end processes
  • How to set up an assembly
  • Deal with sub-assemblies
  • How to check component availability and to create a purchase order for the products you are short of
  • Create and process purchase orders
  • Create skeleton orders
  • Record goods received
  • Look at reports
  • Create and process sales orders
  • How to put on hold and amend sales orders
  • Create skeleton orders
  • Add payment details to a sales order
  • Create multiple delivery addresses
  • Check for shortfalls
  • How to ship goods
  • Look at reports
  • How to use quotes and see what was won, lost and expired
  • Create proformas, product and service invoices and credit notes
  • How to use recurring, skeleton and duplicate invoices
  • A quick way to raise a credit note against a specific invoice
  • Printing invoices and credit notes
  • Simple changes to invoice layout
  • How to set up the Foreign Trader
  • Rate changes
  • Re-valuation