How do I setup purchase order process?
If your business has grown and you are looking to add a process, the starting place will be an approval matrix. Write down the conditions you will need for each of your teams. Start with the buyers and determine what spending limits they can have and when your managers will need to approve.
Then, think about your suppliers. How will you control what suppliers they can use? What suppliers are online, and what suppliers will accept a purchase order?
Next, think about the process. The approvals and the workflow beyond purchasing, including receipting deliveries and matching invoices.
This is where we add value.
Should I continue to use Sage 50?
Some might consider Sage 50 to be past its sell-by date, but it has a vast user base. There has been pressure for 10 or more years to move to a bigger system like Sage Intacct or to move over to something more flexible like Xero.
However, Sage 50 is popular, especially in sectors like construction.
Certainly, our solutions help you get more from Sage, like more friendly purchase orders, supplier payments, and supplier invoice processing designed for Sage 50.
How do I automate sales order processing?
Ideally, you want your customers placing orders online with minimal friction.
If you receive orders as purchase orders from your customers, consider whether you can automate this process further or ask them to provide you with the PO in a format like CSV or JSON that removes ambiguity and the need to key anything in.
Ultimately, your sales orders need to end up in your CRM system and be raised as sales in the finance system. Our expertise and knowledge will be around the Lego bricks you need to join these systems with the incoming sales orders.
How do I create a PowerBI report?
Microsoft PowerBI Desktop (Windows software) is the starting point for creating a report.
The first part of the process, though, is to understand your data. You need to extract, transform, and load your data from various sources, including moving data into a central area or warehouse.
Once you have your data in the right place and format, you can start building your reports.
Although it’s never been easier with tools like ChatGPT to help, it’s still a learned skill. We can help you move faster and teach you a few tricks along the way.
