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Sales Order Processing (SOP)

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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 10 months ago in New/Amend Return 0 Idea Accepted - Gauging Support

Sales orders turn red when they have gone passed their promised delivery date

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...
Louise Sellars over 1 year ago in List 0 Idea Accepted - Gauging Support

SOP Despatch, tracking screen. Pieces. Need extra fields for package type / no of packages.

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
Karen Ona Gibbons 9 months ago in Despatch 3 Idea Accepted - Gauging Support

Commercial Invoice Printing

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...
Marie Holt over 1 year ago in Print Invoice 6 Idea Accepted - Gauging Support

Back-to-Back Orders

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...
Thompson, Kevin about 1 year ago in Back to Back Orders 1 Idea Accepted - Gauging Support

Allow stock to be allocated to pro forma invoice before payment received

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.
Elka Williams over 1 year ago in New/Amend Pro Forma 0 Idea Accepted - Gauging Support

Serial Number amendment/allocation on despatch

When despatching serial numbers, it is a long task to have to select each number individually by ticking them. it would be a benefit if we could select ranges of numbers via the shift key or similar method, in a similar way that we are able to mul...
Simon Tomkins over 1 year ago in Despatch 0 Idea Accepted - Gauging Support

Add Suggested Items to Proforma Screen

When creating a new proforma please can we have the option to add the Suggested Items function
Sarah Bell about 1 year ago in New/Amend Pro Forma 0 Idea Accepted - Gauging Support

Index Customer Delivery Addresses

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.
Nicola Burns 10 months ago in Delivery Address 3 Idea Accepted - Gauging Support

Comments relating to individual customer delivery address

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 ...
Laura Bingham 7 months ago in Despatch 0 Idea Accepted - Gauging Support