Add free text items (goods and services) to a purchase order
Add free text items
Open: Purchase Orders > Purchase Orders > New Purchase Order
Open: Purchase Orders > Purchase Orders > Amend Purchase Order
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Go to the
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Add a line to the
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Enter a Description for the item.
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Enter the basic details, such as the quantity and unit price.
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To enter more details for the free text item, select More actions > More details.
Free text item
Enter a Item description for the free text item.
Delivery information
Deliver to your warehouse
Deliver to your warehouse
Select the Warehouse where the item will be delivered to.
Delivery dates
You can set a requested delivery date for individual items in the order, and also set multiple delivery dates.
If you've already entered a Delivery requested date for this order, that will be used as the default delivery date for each item in this order.
To enter or amend the requested delivery dates for this item:
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Select Select Delivery Dates.
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Set the delivery dates and quantities for this item.
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To add a new delivery date, select Add, then enter the Requested date and Quantity to deliver.
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You can amend the Requested date or Quantity to deliver for any existing delivery dates.
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To confirm the delivery dates, select Save.
You will only be able to save when the Quantity with no delivery date is zero. This shows the difference between the order quantity for the item and the total of each Quantity to deliver that you have entered.
Item values
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Quantity: Enter the quantity of the item for the
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Buying price unit: The units that the item is bought by, such as a box, crate or bottle.
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Unit price: Check and amend the Unit price if required.
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Unit discount %, Unit discount: If the item is discounted, enter the discount as a percentage or as a fixed amount. You can check the item price after the discount in the Discounted unit price.
Item totals
The appropriate VAT rate for the supplier is displayed.
Check and amend the displayed VAT rate if required.
For foreign currency suppliers (where the supplier's Country Code is set to a foreign country), Sage 200 will default to using the VAT rate set on the supplier's account, and this will override the default VAT rate of stock item.
Nominal analysis
This is the Cost nominal account used to post the value of the item.
The default nominal account is taken from the supplier account.
Check the Cost nominal account displayed, and select a different account if required.
Steps in this task
Enter the purchase order details
Add standard items (goods and services) to a purchase order
Add an additional charge to a purchase order
Add a comment to a purchase order
View the delivery details (purchase order)
Enter the invoice details (purchase order)
Enter analysis codes for the purchase order