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Sales Order Processing (SOP)

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Make the 'Use by' fulfilment sequence work when batch numbers are selected when despatching stock.

The 'Use By oldest date' stock fulfilment sequence is over ridden by bin priority when the system is configured to assign batch/serial numbers upon despatch rather than allocation. When despatching stock we would like to be able to choose batches ...
mollie mcewan 10 months ago in Despatch 2 Idea Accepted - Gauging Support

Change pricing structure for all items in an order with 1 click

For Account customers, when you enter a new order, all items are assigned to the customer's specific pricing band. The same thing happens with Cash customers but if you want to change to a different pricing band, you have to do this manually for e...
Gordon Kerr about 1 month ago in New/Amend Invoice / New/Amend Order / New/Amend Pro Forma / New/Amend Quote 0 Idea Accepted - Gauging Support

Setting to make Customer Document number mandatory

When a customer order number is required but users forget or just skip past it. Would like an "Customer Document number mandatory" tick box in settings so that you can't save unless one is entered.
Claire Trim 6 months ago in New/Amend Order / New/Amend Order 0 Idea Accepted - Gauging Support

When copying invoices, nominal codes should be copied as well

When copying a Sales Order from a previous Sales Order, all the details are copied across including the nominal codes, then all you have to do is adjust the quantities. However, if you do the same with an Invoice, the customer details and quantiti...
Jeff Keen 10 months ago in New/Amend Order 1 Idea Accepted - Gauging Support

Sales Return - Copy from order to exclude order lines not despatched

In New Sales Return, when selecting to "Copy Order", only order lines with quantities that have been despatched should be copied. This is to prevent a return of an item or quantity that has not yet been despatched.
Kate Hutchinson 4 months ago in New/Amend Return 0 Idea Accepted - Gauging Support

Ability to have 'non ship' days as not available for despatch

This would help blank out the days when we know we are unable to ship
Pauline Douglass 11 months ago in Despatch 1 Idea Accepted - Gauging Support

Allow Quotation revision functionality

Currently each quote is created as a unique entry, a customer may request a change, but the original quotation is still valid, can a revision sequence be created so that all details for the project remain under 1 quote.
Rebecca Knight 12 months ago in New/Amend Quote 0 Idea Accepted - Gauging Support

To update the exchange rate to the period or current rate when creating an order from a Repeat Order Template.

The Repeat Order Template within SOP uses the exchange rate that was saved with the original template and does not recalculate and use the system or period rates for the new order date
Kyle Moore 10 months ago in Repeat Order Templates 0 Idea Accepted - Gauging Support

SOP - New Return From Order allows you to return higher Qty than what was originally sold

I've noticed that Sage will allow you to create returns which then exceed the Qty originally sold. For example if you have a sales order which you sold 4x of something. You can create a return linked to the SO by using the "New Return From Order" ...
John Wilkins 9 months ago in New/Amend Return 0 Idea Accepted - Gauging Support

Pay Now button on Pro Forma Invoices

We use invoice payments via Stripe for SOP invoices but would like to extend this to pro forma invoices also. Currently it is not possible to add a Pay Now button to a pro forma invoice layout. The benefits of having this on pro forma invoices are...
Dan Hall about 1 year ago in Print 0 Idea Accepted - Gauging Support