Adding job areas, departments or services
To add a job area: access the list of job areas (Settings > Third party – Job areas) and add a job area.
General
Disabling a third party
In Sage Active, you have the option to classify your created third parties as inactive. Designating a customer or supplier as inactive restricts their usage in sales documents. This includes quotes, orders, invoices, and delivery notes. Applying the inactive status to employees acknowledges their departure from the business. To classify a third party as inactive: …
Adding a supplier, customer or employee
To create third parties: go to the list of third parties (Third parties > Supplier or Customer or Employees) then add a new Third party…
Adding payment methods
To add a payment method: access Third party settings (Settings > Third party – Payment methods)…
Change active business
If you have created multiple businesses, you can switch between them. To do this activate the list in the title bar and select another business.
Removing personal data from a third party
Third parties have rights to their data and may ask you to erase it. To do this, access the third party (Third parties > Suppliers or Customers or Employees)…
Changing the language
The application comes with multiple languages. As a user you can change the language of the application. Access you profile in the top right part of the title bar. Profile > My profile Choose a language from the Select language list. Save your preferences. Return to Sage Active by using the Back to product list …
Follow all the news from Sage