purchase order plus for sage 200 data sheet€¦ · outlook style toolbar ... users of the...

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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

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Page 1: Purchase Order Plus for Sage 200 Data Sheet€¦ · Outlook style Toolbar ... users of the software. The utilities toolbar and grid style entry screen are intuitive and easy to follow

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

Page 2: Purchase Order Plus for Sage 200 Data Sheet€¦ · Outlook style Toolbar ... users of the software. The utilities toolbar and grid style entry screen are intuitive and easy to follow

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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

Page 3: Purchase Order Plus for Sage 200 Data Sheet€¦ · Outlook style Toolbar ... users of the software. The utilities toolbar and grid style entry screen are intuitive and easy to follow

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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.

Page 4: Purchase Order Plus for Sage 200 Data Sheet€¦ · Outlook style Toolbar ... users of the software. The utilities toolbar and grid style entry screen are intuitive and easy to follow

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Improved methods of order entry

Page 5: Purchase Order Plus for Sage 200 Data Sheet€¦ · Outlook style Toolbar ... users of the software. The utilities toolbar and grid style entry screen are intuitive and easy to follow

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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

Page 6: Purchase Order Plus for Sage 200 Data Sheet€¦ · Outlook style Toolbar ... users of the software. The utilities toolbar and grid style entry screen are intuitive and easy to follow

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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.

Page 7: Purchase Order Plus for Sage 200 Data Sheet€¦ · Outlook style Toolbar ... users of the software. The utilities toolbar and grid style entry screen are intuitive and easy to follow

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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 Purchase Order Plus for Sage 200 - View

Account Details

An additional button available on our Purchase Order Plus

module that gives access to the currently selected supplier

ledger account information.

MMS315 Purchase Order Plus for Sage 200 - View

Item Details

An additional button available on our Purchase Order Plus

module that gives access to the currently selected stock

item details

MMS316 Purchase Order Plus for Sage 200 – POP

Order History

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 200 -

Amend Stock Item Prices

Functionality in our Purchase Order Plus for Sage 200

module that allows Price Book prices to be amended while

in a purchase order

MMS318 Purchase Order Plus for Sage 200 –

Historical Purchase List

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.

MMS319 Purchase Order Plus For Sage 200 -

POP Item Balances

An additional button available on our Purchase Order Plus

module that gives access to the currently selected stock

Page 8: Purchase Order Plus for Sage 200 Data Sheet€¦ · Outlook style Toolbar ... users of the software. The utilities toolbar and grid style entry screen are intuitive and easy to follow

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Project No Project Brief Description

item balance screen.

MMS320 Purchase Order Plus for Sage 200 - 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 200 -

Supplier Price Bands

Allows quantity break discounts to be set up for suppliers

at product group level or for individual stock items.

MMS328 Purchase Order Plus for Sage 200-

Supplier 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 www.eurekaaddons.co.uk.

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

Page 9: Purchase Order Plus for Sage 200 Data Sheet€¦ · Outlook style Toolbar ... users of the software. The utilities toolbar and grid style entry screen are intuitive and easy to follow

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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 01355

581 960 or e-mail us at [email protected].