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Sage 200 UKI Ideas Portal

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Sales Order Processing (SOP)

Showing 309 of 2176

One click for allocation/ unallocating

When entering customers' orders, these may be in advance. As a fresh produce supplier, we don't always want to allocate stock but have to unallocate each item. A button to unallocate all items on sales order would be useful, as would one to alloca...
Christine Sellick 7 months ago in Allocate 3 Idea Accepted - Gauging Support

In sales orders need column to show customer invoice post code

In sales orders need column to show customer invoice post code.
Mark Kent about 2 months ago in List 0 Idea Accepted - Gauging Support

Amend customer reference on sales invoice

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.....
Oldschool Oldschool about 1 year ago in New/Amend Order 1 Idea Accepted - Gauging Support

Payment Reference Field Length needs increasing

Within SOP then the current Payment reference field is limited to 20characters - we're seeing increasing numbers of 3rd party systems providing longer than this. e.g. Worldpay at 64 chars. Without this field being populated it makes it impossible ...
Jeff Smith 6 months ago in New/Amend Order 0 Idea Accepted - Gauging Support

SOP Purging by customer account number

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...
Katja Monks about 1 year ago in Purge 0 Idea Accepted - Gauging Support

Credit Limit Check when changing sales order status

Customer imports a lot of sales orders (via DX) - these are put on hold automatically When the user goes to amend order status and set the order Off Hold, they would like to see a credit limit warning, same as if they added a new order They have t...
Andrew Dunn 2 months ago in Amend Order Status 0 Idea Accepted - Gauging Support

Allocate serial numbers (when using Sell By Dates for fulfilment) by looking at the system date rather than the order date

Currently the order document date is used to allocate serial numbers to sales orders when using Sell By Dates for fulfilment. This means that expired serial numbers can be allocated if an older order is allocated on the system date, as by using th...
Damian Graham 2 months ago in Allocate / Allocate 0 Idea Accepted - Gauging Support

Save and print button on create quotation screen

When creating quotation's in sage it would be ideal to have a save and print button.
Craig Ingram 4 months ago in New/Amend Quote 5 Already Exists

Allow users to amend the date on Invoice and Payment when doing payment with order in SOP

If a user takes Payments with Sales Orders, and it is set to Invoice Immediately the date of the invoice that is generated automatically and the receipt that is posted take the current date. This is fine if you are entering live on the same day as...
Alison Alison 5 months ago in New/Amend Order 0 Idea Accepted - Gauging Support

In SOP under Quotations - add a Quotations list

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.
Karen Ona Gibbons 12 months ago in List 0 Idea Accepted - Gauging Support