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Customers & Sales Navigation Center

This section covers how to record the key steps in the sales cycle using Sage 50. You will learn how to set up customers in Sage 50 and record a sales order from a customer. Next, you will find out how to record various types of sales transactions and how to record the collection of receivables from credit sales. Finally, you will learn how to record a sales return just in case your customers return their merchandise to you. To obtain a brief overview of the Customers & Sales Navigation Center you may find it useful to watch the video tutorial below.

The topics covered in this section are summarized in the Key Topics list below. To view our step-by-step instructions and screen illustrations of a particular topic, just click on that topic link now.

Key Topics

Customer setup

This topic shows you how to set up customer defaults and how to set up a new sales tax in Sage 50.

Add a customer

If you are using Sage 50 Complete Accounting, we recommend you to read this topic to find out how to add a customer and how to modify or delete customer records in case you ever need to do this.

Recording a sales order

Sales orders allows you to record a customer's order now but have the general ledger accounts updated at a later time when you record the sale by invoicing the client. This topic demonstrates where and how to enter sales order information in Sage 50.

Sales transactions

One common task you will perform in Sage 50 is to enter details of sales transactions. In this topic you learn how to record different types of sales transactions, from applying a sale to a sales order to recording credit and cash sales using an invoice.

Collection of an accounts receivable

This topic shows you where and how to record the collection of a receivable from a customer.

Sales returns

When selling merchandise to customers, unfortunately sometimes things don't go quite as planned. Occasionally, customers may return items of inventory for various reasons. This topic explains where and how a sales return is recorded in Sage 50.

Video Tutorial: Customers & Sales Navigation Center

This video from Sage University provides an overview of how to use the Customers & Sales Navigation Center in Sage 50. You can view other videos from Sage by visiting their Sage 50 YouTube channel.

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Helpful Hint!

If you are completing the Sage 50 Practice Set, you need to be be aware that the instructions on how to perform certain tasks in Sage 50 in this video may be slightly different than the instructions provided in this Learning Center. Additionally this video may contain information that is not relevant to your practice set. However, you may still find this video useful as an introduction to using Sage 50. If in doubt, always follow the instructions in your practice set and in the helpful hint boxes provided throughout this Learning Center.

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