Sales Order Processing (SOP)

If a quote is accepted the ability to convert to a proforma rather than an order would be useful especially for new customers.

Have the ability to enter quotes in the rapid grid entry format as you can for orders by using the New Order Rapid on Sage200.

Currently it is possible to complete a SO or PO even when there are lines without a NL code, resulting in a posting to suspense. It would be useful if you couldnt save the order line if the NL Code is blank, or at the very least present a wa

Some users would like to keep a history of quotations that did not result in conversion to sales order. At present the only option is to keep it with a status of live or delete. Users would like also to be able to convert a quotation to a p

When adding a Sales Order item line I would like to see what other items can be added to the order that. E.g Im selling a printer and Id like to see the cables and cartridges that are sold with that printer. This gives me the opp

More status descriptions on the list of Sales Orders and Purchase Orders would allow quicker analysis of orders and allow filters to be applied that would make dealing with specific order stages easier. i.e. Received/Part Received/Allocated/Part

Consolidated billing – printing an invoice from Sales Order processing Consolidated billing combines all sales orders for the same customer on a single invoice in Sage 200.This will not work in all scenarios even if you have chosen to set the cust...

With quotes you can convert them or they stop as live unless you delete them. If you delete them you the lose the ability to show quotes raised against quotes won which customers use. If you dont delete the quote then you end up with live quotes t...

Sage only allows you to one pick note at a time if an item has already been printed to a pick note. There are a lot of instances certainly in our business for multiple customers that an item has been allocated and printed to a pick note. The item ...

Move and Up down is currently available, if you have many items on a order this can be quite time consuming to move items up & down. Would be good have drag optionto move to move items and/or move to a line number