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Sales Order Processing (SOP)

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Customer Payment terms

The Ability to amend customer payment terms at order entry level. For instance if running a promotion you may want to give a discount (catered for in order entry) and extended payment terms for that order. (Not catered for in order entry)
Guest over 7 years ago in New/Amend Order 0 Idea Accepted - Gauging Support

The Option to Hide the Unit of Sale Field on the Sales Return Field.

It would be good if you could either hide the Unit of Sale Field on a Sales Return for a Free Text Item, it is easy to enter the price in here by mistake so would be better if it wasn't displayed or you had the option to either display it or not.
Carolyn Innes over 7 years ago in New/Amend Return 0 Idea Accepted - Gauging Support

Sales Order Date Validation

When entering a new Sales Order in SOP, any date can be entered without any flag. The date entered should be subjected to validation such that if the date is greater than the current year, or any other parameter as set, then it alerts you to check...
Paul Robinson over 7 years ago in New/Amend Order 0 Idea Accepted - Gauging Support

SOP Delivery and invoicing tab tax number field to populate:

Entering a new order, when going to delivery and invoicing tab, if invoice address is used only the code is populated and all the boxes are greyed out. If you un-tick this and use customer delivery address, the 3 fields then populate, our customer...
Guest about 8 years ago in New/Amend Order 0 Idea Accepted - Gauging Support

Quick link button on SOP to include Pro Forma

Currently there are quick link buttons on the top banner of SOP for Orders and Quotes. Idea is to have buttons for Pro Forma&s as well. This is to include New Pro Forma; Print Pro Forma, Convert Pro Forma to Sales Order.
Guest over 8 years ago in List 0 Idea Accepted - Gauging Support

Placing sales orders on hold when switching between rapid order entry and full order entry.

I have tested this and it appears that in v5.1 you could switch between Rapid Order entry and Full Order Entry and it didn’t enforce the credit limit check. Neither myself or Sage 200 Support know the exact version when this changed but currently ...
Guest over 8 years ago in New/Amend Order 0 Idea Accepted - Gauging Support

Being able to print a sales invoice when not using the stock

When not maintaining stock within the system, there should the function to raise an invoice, print a sales invoice and then post the invoice. At the moment we need to Raise Order, Dispatch Order, print Invoice post invoice. There are to many steps...
Guest over 8 years ago in Print Invoice 0 Idea Accepted - Gauging Support

Get SOP Analysis Code from Stock Analysis Codes

Add the ability to get SOP Analysis Code valuefrom the new Stock Analysis Codes in the same way as a Customer Analysis code can be defaulted into a SOP Analysis Code. Also applies to PO&s
Guest over 8 years ago in New/Amend Order 0 Idea Accepted - Gauging Support

Amend sop despatch UI enhancement

Amend sop despatch UI enhancement to allow: Amend quantity despatched without popping another form (unless it has multiple allocations then this form pop might be necessary!) Amend descriptions Amend despatch date Amend line analysis code (user to...
Guest over 8 years ago in Despatch 0 Idea Accepted - Gauging Support

SOP Customer Delivery Addresses - Analysis Codes

It would be useful to have some analysis codes on Customer Delivery Addresses. Would be useful for reporting to analyse customer's "branch" deliveries (ie not the Head Office) Also, from a customisation/development perspective a delivery address c...
Guest over 8 years ago in New/Amend Order 0 Idea Accepted - Gauging Support