My ideas: Sales Order Processing (SOP)

We need functionality to archive sales orders by customer account number. This is crucial as we cannot delete a customer account without archiving the data first. At present we can only archive based on date, therefore, we are also archiving order...

We need functionality to purge sales orders by customer account number. This is crucial as we cannot delete a customer account without purging the data first. At present we can only purge ALL SOP data based on a date, therefore, we are also purgin...

After raising invoices customers always seem to want to add purchase order numbers. It takes a long time to resolve. You could not allow users to amend invoice numbers or values - but amending reference order number would be really useful.....

It will be beneficial to list just the quotations separately from the standard sales order list. Reducing the need to filter and build complex filters if need just quotes and other fields.

Everyone wants to share good information so deliveries are completed and not have returned as the customer is out or for us to lave it with a neighbour or secure location. We are just converting from Sage 50 and this is standard feature.

We have quotes for clients that are in a order so it might be say Plot 1, Plot 2 etc with the relavant product under that heading. The customer then changes the length or colour and you can't edit that line. You have to delete and then re-add a li...

We update exchange rates in Sage 200 on a monthly basis with rates from HMRC. We've just noticed that when a new quotation is created using the 'copy quotation button', it will also copy the exchange rates from whenever the original quote was crea...

Would be good if there was capacity to unallocate whole order (when the order has been put on in advance).

Can the SOPs and POPs have a facility so that if the order has Stage (milestone) payments, there is a way to facilitate this easily without having to mess with the stock parts? We process contracts that often have stage payments in the orders and ...

We use the purchase order authorisation feature in Sage 200 but need an equivalent system to authorise Sales Orders before orders are put into manufacture in our factory. We currently have to do this manually on paperwork in the absence of a Sage ...