Sales Order Processing (SOP)

When an account is on Hold, you can currently still process a Sales Order within the system. It would be better if you could place a customer on hold and allow it to transact a Sales Order dependant on what 'Hold' status is given. Status ActionOn ...

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" ...

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...

Pieces is being used to show the number of pallets being sent. Package information is also required, the number of packages and type of package (from a drop down if possible). Box/Carton etc

In Sage 50 when a stock item fell below its minimum stock holding it used to turn red. I have always thought this would be a good feature to apply to both sales and purchase orders that have gone passed their delivery/despatch dates rather than ha...

It would be nice to have the ability to print 'commercial invoice' from the drop down options in the Sales Orders List. At the moment it's hidden away in the Document Printing menu all by itself, therefore having to access a new screen, when it co...

The functionality whilst raising purchase orders directly from sales orders needs vast improvement overall. There are too many pitfalls. It would help the user by being able to raise PO directly from each specific product particularly where multip...

When a customer has multiple delivery addresses, with differing book in details, there is no where to link "notes" to a specific address. This then doesn't populate automatically (because I cant link a relevant field in report designer) Even if I ...

If a primary key ID is added to the Customer Delivery Addresses data table, it could then be possible to overwrite / replace records using an upload based on matching record ID.

We need to be able to allocate stock to a pro forma before payment is received. Payment can often take +1 days to come through and we run the risk of stock not being available to fulfil the order.