Sage Purchase Order Control
Purchase Order Control for Sage 50
Have more control over your purchase orders in Sage 50.
Purchase Order Control add-on allows you to set up an authorisation process to maintain control over your purchase orders.
The Purchase Order Control add on will alert you via email once a PO has been raised that needs authorisation. You’ll then be able to reject or approve the PO which will not be processed until the authoriser has granted permission.
Choosing Softext
When you purchase Purchase Order Control from Softext Ltd, you’ll get the support and expertise of our qualified Sage consultants. We can give you advice and help you to implement the add on within your Sage 50 Accounts software.
Softext has supplied Sage software and training since 2012. We are also a leading supplier of Sage training materials used by individuals, companies, training providers, colleges, and universities throughout the UK.
Description
- Hierarchy Structure – Create different hierarchies within your teams and users, so that different levels of authorisation can be applied. This means you can set authorisers within teams, and if there is no authoriser assigned for a team, the PO can be escalated until there is somebody authorised approve it.
- Spending Limits and Budgets – Keep an eye on your spending by creating individual spending limits and budgets for users and teams, as well as overall budgets.
- Restrictions – Keep control of how Purchase Orders are used by applying restrictions to nominal codes, supplier codes, departments, products, funds and cost codes for individual users or apply to a group policy.
- Auto-send to supplier – Purchase Order Controller will automatically email the supplier once the PO has been approved, so there are no delays.
- All electronic – POC removes the risk of losing documents and chasing paper with its all-electronic processes. All requests and approvals are done via email.
- No Additional Sage Licenses Required – To use POC you don’t need extra Sage users, for example you can have 50 POC users with only 2 Sage users.
- Easily Accessible – With a web application, you can access all POC desktop features online.
System Requirements
The Purchase Order Control is compatible with Sage 50 Accounts Professional v24 (2018) and above.
Server (Host Device)
Integrating POC with Sage requires a Hub Manager application to be installed on the machine holding the Sage 50 Accounts data. Assuming this hosting machine meets the system requirements for the version of Sage that is being used, then the POC Hub Manager will also be supported to run on that machine. It is your responsibility to check these requirements. If you need assistance, please contact us.
Users
POC is a web application, accessed via a web browser from any computer or mobile device which has internet access. It will work in all up-to-date web browsers e.g. Chrome, Edge and Firefox.
Email Integration
To send emails, you will need an SMTP server (e.g. Microsoft Exchange, Gmail, etc.) available.
Sage Remote Data Access (Formerly Sage Drive)
We do not recommend using our products if you are using Sage Remote Data Access (formerly known as ‘Sage Drive’).
We would suggest turning this feature off if possible but if not please take a look at our Sage 50 Hosting service
Why choose Softext as your Sage 50 Accounts supplier?
- Sage Platinum Partner - We are a Sage Platinum Business Partner supplying Sage 50 Accounts, Sage 50 Payroll, and Act! CRM software across the UK.
- Customer Service - You'll always speak to a real person when you call us during office hours - no hold times and no automated answering systems.
- Professional Services - Our other services include providing and implementing software, consultation, support, and training.
- Expertise - As an MSP provider, we understand the infrastructure and hardware required to get the most out of your Sage software. We also provide hosting and backup solutions to protect your data and secure your working environment, alongside 24/7 anywhere, anytime access.
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