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Sales and Purchase Contracts, with SOs and POs to be raised from

We had migrated to Sage 200 from a proprietary software. In general we manage fine, but there is certain functionality that we had invested into bespoke development of to try to get Sage 200 to function like the system we used to have, but it failed miserably.

It would be good if there was a Sales Contract module on SOP for certain products, for a set quantity and price, over a period of time, that would be linked to a customer account. So that when you enter an SO, and start adding products, it would display contracts for that customer and product, and available contact qty.

Same would need to be developed for POP.

Also a function that would allow to print these Sales and Purchase Contracts.

Olga Howe
  • in reply to Geoff Turner

    Geoff, thank you very much for the suggestion. However, for us every delivery needs a customer PO reference, it can consist of various products that have different contract periods, prices and limited by time and total volume, and need to track the qty of each product taken on what orders from each contract. We tried to use order templates to try to track, but that also doesn't work.

    Also no such facility on Purchase Orders

  • The usual way to do that without bespoke is to enter a  sales order for the contract, but don't allocate. Then when you need to make a delivery, allocate, despatch and invoice as required.  That assumes you invoice each delivery rather than up-front.  If you do regular deliveries, have a look at Repeat Orders.

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