Sage Line 50 tutorial is designed for book-keeping software, in this blog we will teach you how to use this software. In sage line 50 blog you will learn about how to install and operate Sage Line 50 and how to install on network.

Entering Supplier Records

There are three ways of entering a supplier record.

􀂄 Firstly, you can use the wizard which guides you through the process step-by-step, by
clicking New.
􀂄 Alternatively, you can choose the Record option from the Suppliers toolbar and enter the
details manually. Remember, if you have set up your supplier defaults, some details will
automatically be entered for each new account you create. You can change these if you
􀂄 Finally, if a record already exists that contains much of the same information as the new
record you require, you can use the Duplicate option to create a copy of the original record.
This option saves you time if you need to set up several records with very similar details,
for example if you have a number of suppliers based at the same address.

To enter supplier records

1. From the Suppliers toolbar, click Record.
The Supplier Record window appears.

2. Use the Details tab to enter the basic supplier account details.

3. If you have an Accountant Plus or Financial Controller version of Sage Line 50, you can
also enter delivery addresses for your supplier. If your supplier has several different offices,
you can enter a different delivery address for each office. To do this, click Delivery
Addresses. Click New and then enter the details you require. To save the address, click

4. Use the Defaults tab to amend the defaults that you have already set up from the Settings
menu. If you make a change on this tab, it only applies to the selected supplier.
Note: If you do not specify a nominal code, Sage Line 50 automatically assigns each
supplier with a default code.

5. Use the Credit Control tab to enter or edit your credit control details.

6. Use the next series of tabs to view information about how you trade with your suppliers.
􀂄 The Purchases tab shows the value of invoices and credit notes sent by your suppliers
and the money you have paid out to them for each month of your financial year. You
can use this tab to show the trends in your supplier’s monthly transactions.
􀂄 Financial Controller users can click on the Orders tab to view a history of the
purchase orders that you have placed with the selected supplier. Double-click on any
of the orders in the list to view the Purchase Order record.
You can also create a new purchase order for this supplier from this window by
clicking the New Order button, or duplicate an order by selecting it and clicking
􀂄 The Graphs tab shows invoices, credits and balances month by month in a graphical
􀂄 The Activity tab shows the transactions you have made with each supplier. You can
see invoices, credit notes, payments, payments on account and even cash discounts
you have been given. In addition, the Activity window also shows a supplier’s balance,
turnover and monies paid. Each line of the Activity list represents a single invoice,
credit note, payment on account, payment or discount. Each line is in turn made up
of one or more individual items. To see these items, click the '+' symbol at the
left-hand side of the transaction line you want to view. If any of the transaction’s items
have been paid, then click the '+' symbol against these items to show the payment

7. If you use the BACS (Bank Automated Clearing Services) to make payment transfers
directly to this supplier’s bank account, use the Bank tab to enter your supplier’s bank
account details.

8. If you have the Financial Controller version of Sage Line 50 you can use the Contacts tab
to record telephone conversations you have with your suppliers. The information entered
here also appears in the Task Manager. For example, if you enter a follow up call date, the
details appear in the 'Contacts' section of the 'To Do’ list in the Task Manager.

9. The supplier Memo tab enables you to attach electronic documents and filing system
references to your records using the Document Manager functionality.

The Memo tab also lets you keep additional notes about each of your suppliers. For
example, you may want to make a note of the date and times you talk and write to your
suppliers, or you could enter reminder notes to yourself, to follow up special new products
from your suppliers and special prices you have been offered.
Each memo creates a separate text file with the extension .PLM and stores it in a
sub-directory of your Sage Line 50 program directory called Memo.
The supplier’s account reference is used as the file name. For example, a memo for
supplier SMITH01 would be stored in a file called SMITH01.PLM.

10. To exit and save your supplier record, click Save. To exit the Supplier record without
saving, click Close and click No to the message that appears.


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