How to add a
Sage Line 50
Step-by-Step guide, taking you
through each stage of adding a
customer to Sage Line 50
Adding customer information to Sage 50 doesn’t need to be a
difficult process. In fact, by following through this step-by-step
guide makes is straightforward.
In Sage Line 50, all the information boxes that need to be filled
in are clearly labelled. Although the basic information is easy to
input, there are lots of sections under the Customer information
that may help you find information quicker and also give you
better sales information from your customers.
#1 Open the Customer section in Sage 50
To start, you need to open your company data in Sage 50 and
navigate to the Customer section. You can do this by selecting
Customer at the bottom left, then select Customers list as
highlighted in the picture below:
Once you have added a Customer they will appear on this
Please note: Customers shown in Red indicate they’re over their
credit limit. You are able to set a specific limit for each
customer. This is shown under the Credit Control section below.
#2 Click Record to start inputting new customer
To Begin inputting information for a new customer, click the
Record icon at the top of the screen:
Once you have selected the Record button, you will receive the
new window, as shown below. Not all the sections need to be
filled in to add a customer, but it is best practice to make sure
you have all these details for your customer.
#3 Add basic account and customer contact
The first tab ‘Details’ shows basic customer information starting
with account number. This is a combination of numbers and
letters that you give your customer. For example, here at Prosyn
we use the first letters and a number sequence ‘PROS001’. You
can see below Sage has acknowledged this is a new account.
The other data in this section is basic customer contact
information, such as company name, address and phone
numbers. It is important to remember when adding an e-mail
address to the customer, this address is the one which Sage will
sync invoices with when you send invoices to Outlook via Sage.
#4 Move to the Defaults Tab
After completing all the basic information, moving onto the
next Tab. This is Default settings. These are the settings Sage
will automatically apply to this Customer’s account; some may
not apply such as Customer Type or Discount. It is important
here to have the correct default nominal code, as this means
each time you create an invoice for this customer the correct
nominal code will be applied. The same also applies to the
Default Tax Code:
#5 Now complete the Credit Control Tab
The next tab is Credit Control. This allows you to input the credit
control details arranged with the customer. The left side shows
all credit options you have given to the Customer. The right side
‘credit review’ Sage Line 50 updates automatically. The memo
box, below the credit review, is handy for when you need to add
information about the Customer, putting information here also
enables other Sage users to view what you have written.
#6 Next move onto the Sales Tab
In the Sales Tab, Sage will update automatically with the
Customer’s Sales. It shows details of total Sales for each month,
as well as useful information like First and Last Invoice date.
#7 Complete the Orders Tab
The next tab, ‘Orders’ shows all the Sales orders allocated to
that customer including details of the order number, date
placed and amounts. Sage updates this automatically when an
order is created.
#8 Move onto the Projects Tab
The project tab is another one Sage will update automatically
with the information for that customer. Any project that is
associated with the Customer will be shown in detail here this
allows you to keep track of all the projects done with this
#9 Now continue to the Graphs Tab
The Graphs tab does exactly what you expect: creating graphs
from the information for that Customer. You are able to change
the layout of the graph at any time. You are also able to cut
paste and save the graphs straight from Sage for reporting.
#10 Next go onto the Activity Tab
The Activity section shows all the transactions between your
company and the customer. The page shows the information
you input with the invoices. There is also a chance to view more
details by selecting the ‘Show Details’ button in the bottom
right. This section is very handy for any queries the customer
may have regarding payments of invoices.
# 11 Complete the Bank Tab
The Bank section is for you to update Sage with all your
customers’ bank details this ensures you have all the details for
your customer in one place.
#12 Include any communications into the
The communications tab is updated with any communications
you make with the customer via Sage Line 50. For example
when you send a statement to the customer sage will ask if you
would like to update your communications, updated
communications are shown in this section. You can also edit the
communications with your own notes.
# 13 Add extra information into the Memo Tab
The memo section is created so you can add information you
may think you need in the future for that customer. Memos are
also good if you have more than one accounts person using
Sage and you need to share notes with each other. Writing
notes under this tab ensures you won’t forget or lost.
#14 Now your new customer is added
Once saved you will now find your new customer saved under
the Customer List on Sage Line 50, You can double click the
Customers name to change these details at any time.
#15 For further IT and Sage Line 50 Support, get
in touch with Prosyn
Are you or any of you colleagues fed up of IT problems getting
in the way of your job? Find out how easy it can be to change
your IT support, get rid of IT problems and be able to get on
with your job.
0845 644 2351