Data Sheet Purchase Order Plus for Sage 200

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1 Data Sheet Purchase Order Plus for Sage 200 Quick and easy purchase order entry View all of the information needed for PO entry from one screen Add previously purchased items to a purchase order Set up supplier quantity break discounts and price bands

2 Page 1 Introduction The Purchase Order Plus for Sage 200 module has been created to provide enhancements to the Sage 200 order entry screen in POP. The module aims to ensure that all information required by an end user is easily available from the order entry screen, and that order entry is made as rapid as possible. Some of the main features are outlined below: Rapid Line Entry Allows for a grid style rapid entry form to be used within the order entry screen. It is easy to switch back and forth between this and the standard order entry. Extends the standard Sage screen Utilising the order entry screen means no further training on additional complex screens, and also that the functionality can be used via Sage 200 CRM. Outlook style Toolbar The toolbar avoids the screen appearing cluttered, and allows for growth as we create additional utilities. Some of these utilities are listed below: Add Historical Items add items purchased previously by the supplier Add Previous Order add items from a supplier s previous order(s) View Outstanding SO s check to see whether an item is currently awaiting delivery to a customer order Amend Stock Item Prices amend stock prices per price band Create New Stock Item create new stock item Amend Supplier Account allows supplier account to be amended

3 Page 2 Easy to use Purchase Order Plus utilises the standard Sage screen, making it an easy transition for existing users of the software. The utilities toolbar and grid style entry screen are intuitive and easy to follow. Easy to Configure The screen can be easily configured so only the appropriate utilities are made available, and the order entry grid shows only the columns the end user actually needs.

4 Page 3 Impr ove d met hod s of orde r entr y

5 Page 4 Retrieve information about previously ordered items in different ways without leaving the order entry screen. Choose whether to buy items at the previous price or not, and add multiple items to the purchase order at the click of a button. Record changes to the system while keying an order Purchase Order Plus includes utilities which allow the user to change stock prices and details of the stock item without leaving the order entry screen, saving the user from having to remember to make the changes after the order has been entered. Faster Processing

6 Page 5 Purchase Order Plus allows not only for rapid creation of a purchase order, but also for the order to be received at the click of a button. The user is prompted after clicking Save and Receive All for the delivery date and reference number. Supplier Price Bands Our Purchase Order Plus module allows you to set up quantity break discounts for suppliers. These can be set up at either individual stock item level or as a quantity break discount on a product group, with the option to aggregate discounts across the product group.

7 Page 6 Addons included in Purchase Order Plus The following table contains a list of all the individual addons and utilities contained within the Purchase Order Plus pack: Project No Project Brief Description MMS313 Eureka POP for Sage 200 Screen Purchase Order plus for Sage 200 main screen with core functions of this adaptation to the standard Sage 200 order entry screen. MMS314 MMS315 MMS316 Purchase Order Plus for Sage View Account Details Purchase Order Plus for Sage View Item Details Purchase Order Plus for Sage 200 POP Order History An additional button available on our Purchase Order Plus module that gives access to the currently selected supplier ledger account information. An additional button available on our Purchase Order Plus module that gives access to the currently selected stock item details An additional button on our Purchase Order Plus module that allows items from a previous Supplier order to be replicated on this order. MMS317 Purchase Order Plus for Sage Amend Stock Item Prices MMS318 Purchase Order Plus for Sage 200 Historical Purchase List MMS319 Purchase Order Plus For Sage POP Item Balances Functionality in our Purchase Order Plus for Sage 200 module that allows Price Book prices to be amended while in a purchase order An additional button on the Purchase Order Plus for Sage 200 screen that allows previously purchased items to be added to the current purchase order. An additional button available on our Purchase Order Plus module that gives access to the currently selected stock

8 Page 7 Project No Project Brief Description item balance screen. MMS320 Purchase Order Plus for Sage POP View SO s Additional button on the Purchase Order Plus for Sage 200 module that allows Sales Orders for a selected stock item to be viewed. MMS325 Purchase Order Plus for Sage Supplier Price Bands MMS328 Purchase Order Plus for Sage 200- Supplier Items Allows quantity break discounts to be set up for suppliers at product group level or for individual stock items. Allows you to see a list of all stock items linked to a supplier when raising a purchase order and then add multiple items to the purchase order. Our Purchase Order Plus module also includes our Plus Pack for Sage 200 a collection of over 60 other individual addons for Sage 200. Contact Us Eureka Solutions have worked successfully with many Sage 200 customers over the past 5 years. In addition to Purchase Order Plus for Sage 200 and our other modules that we have written for Sage 200, we are also happy to engage in bespoke/customisation work to help tailor your Sage 200 system to meet your specific business requirements. To download a 30 day trial of Purchase Order Plus for Sage 200 and for all up to date information and details of our modules, please refer to our website Our bestselling addon modules include: Our Sales Order Plus module has been specifically designed to provide fast order entry from within Sage 200 and aims to ensure that all information required by users entering orders is easily available from the main order entry screen. Sales Orders Plus has been really successful in telesales and tradecounter environments where fast order entry and access to sales history information is vital. Data Exchange for Sage 200 is ideal for two-way integration between Sage 200 and 3rd party systems, for example websites, CRM and manufacturing systems. Data Exchange allows for the transfer of information such as customer and supplier details, sales and purchase orders, stock records and stock

9 Page 8 levels, and Cash Book transactions in either CSV or XML file formats. Our Plus Pack is a collection of over 50 individual addons for Sage 200, most of which were created as a result of customer requests. The addons included in the pack range from simple sales order entry enhancements to some serious improvements to core Sage 200 functionality. If you wish to discuss a specific project or pricing or would like further information on Purchase Order Plus or any of our addon modules for Sage 200 then please call our head office on or us at development@eurekasolutions.co.uk.