Sage 50 Certification Level 2

The second of a 3-level certification programme, the Sage 50 Level 2 course offers an intermediate understanding of this software. While completion of the Level 1 course is highly recommended, this course can be completed by staff who already have a foundational knowledge of Sage 50.

A great option for providing career advancement opportunities and skills training, this certification programme focuses on the transactional aspects of your business, which is aimed to improve recordkeeping and sales management.

What’s Covered in the Course?

In this course, staff will learn:

  • The basics of accruals and prepayments, including month end reports and setting up prepayments;
  • How to set up fixed assets and calculate depreciation values, including how to use an Asset Disposal Wizard, fixing inaccuracies and the management of customer and supplier information;
  • How to process purchase orders, stock control and monitoring, including how to create, amend and delete orders and how to look up past orders, while maintain stock levels;
  • How to set product pricing, build a price list and calculate customer discounts and credits;
  • The complete sales order process, such as despatching an order, allocating stock and creating an audit trail.

What are the Benefits of the Course?

Here are the benefits of taking the course:

  • Limits the need for accountants outside of your organization, saving you both time and money;
  • Helps your employee to transition from manual to computerised accounting systems, while building on their professional development;
  • Can easily be completed at home or at work, at a pace that suits the demands of everyday life, making it convenient and easy-to-follow, no matter where your employee accesses it;
  • Provides the required background and detail, in order to put learning outcomes into practice, and gives your employee the required confidence, in order to immediately begin implementing each module.


Course Modules/Lessons

Module 1 : Getting started with the Intermediate Course, Accruals and Prepayments

  • Understanding the concept of accruals and prepayments;
  • How to set up prepayments and accruals in Sage 50;
  • How to run month end accounts;
  • How to post manual entries in the prepayment journal and the reversal;

Module 2 : Fixed Assets and Depreciation (I)

  • Understanding fixed assets and depreciation;
  • How to set up a fixed asset record in Sage 50;
  • Three methods of calculating depreciation in Sage 50;
  • How to post a fixed asset record based on hire purchase, and perform asset valuation;

Module 3 : Fixed Assets and Depreciation (Part II), Customer and Supplier Addresses and Purchase Orders (Part I)

  • How to use the Asset Disposal Wizard and record sale of an asset;
  • What to do if depreciation has been missed for a month;
  • What to do if an asset has been recorded and processed inaccurately;
  • How to re-index supplier and customer addresses;

Module 4 : Intermediate Processing Purchase Orders from Product Records

  • Setting up purchase order defaults in Sage 50;
  • Specifying different options, such as invoice numbering and default invoice format;
  • How to set up and calculate discounts on invoices and purchase orders;
  • How to create purchase orders and edit the item line;

Module 5 : Purchase Orders (Part III), Stock Control and Monitoring (Part I)

  • How to amend deliveries;
  • How to use the ‘Update ledgers' option for purchase orders;
  • How to cancel, delete or reverse a purchase order;
  • How to memorise and recall a purchase order;

Module 6 : Stock Control and Monitoring (Part II)

  • How to incorporate stock adjustments using the FIFO or First-in-First-out rule;
  • How to correct an incorrectly entered AI, using the exact method and the average cost price method in Sage 50;
  • How to post stock out, using sales invoices, credits and sales orders;
  • How to maintain stock levels, using the product shortfall and sales order shortfall options.

Module 7 : Inventory and Stock Control (Part III); Bill of Materials

  • Important reasons why businesses need to incorporate adjustments;
  • Assembly levels and link levels of products and sub-components;
  • How to use the ‘Check bill of material' (BOM) feature to track stock availability;
  • How to check the BOM to which a sub-component belongs, and deleting a BOM;

Module 8 : Product Pricing (Part II), Discounts and Credit Notes

  • How to create and apply price lists;
  • How to add products to a price list;
  • How to select calculation and recalculation methods for price lists;
  • How to import products into a customer price list;

Module 9 : Discounts; How to Enter and Post a Credit Note

  • A brief overview of the importance of a pricing strategy.
  • Different types of discounts that can be set up in Sage 50;
  • How to set up a ‘good customer discount';
  • How to set up early settlement and quantity discounts;

Module 10 : Sales Order Processing and Completion; Audit Trail and Credit Control

  • How to enter sales orders;
  • How to despatch a sales order;
  • How to view and interpret despatch information;
  • How to allocate stocks and complete a sales order;

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FAQ's

  • Who can take the Sage 50 Certification Level 2 course?

    There are no entry requirements to take the course.

  • What is the structure of the course?

    The course is broken down into 10 individual modules. Each module takes between 20 and 90 minutes on average to study. Although students are free to spend as much or as little time as they feel necessary on each module.

  • Where / when can the course be studied?

    The course can be studied study at any time and from any internet connected device

  • Is there a test at the end of the course?

    Once you have completed all 10 modules there is a multiple choice test. The questions will be on a range of topics found within the 10 modules. The test, like the course, is online and can be taken a time and location of your choosing.

  • What is the pass mark for the final test?

    The pass mark for the test is 70%.

  • What happens if a user fails the test?

    If the user doesn’t pass the test first time they will get further opportunities to take the test again after extra study. There are no limits to the number of times a test can be taken.

  • How long does it take to complete the Sage 50 Certification Level 2 course?

    We estimate that the course will take about 12 hours to complete in total, plus an additional 30 minutes for the end of course test.