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Sales Order Processing (SOP)

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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 10 months ago in New/Amend Return 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 about 1 year 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 almost 2 years ago in List 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 over 1 year ago in Repeat Order Templates 0 Idea Accepted - Gauging Support

Allow default incoterms to be set on a customer record

Set default incoterms on a customer record. This should flow onto Sales Orders. Ability to change the incoterms if required on the sales order, Ability to change at despatch but the changes to be considered as a business setting so the warehouse o...
Jo Kirkup 3 months ago in Account / New/Amend Order 0 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 almost 2 years ago in Print Invoice 6 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 about 1 year ago in Despatch 3 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 over 1 year ago in Back to Back Orders 1 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 almost 2 years ago in Despatch 0 Idea Accepted - Gauging Support

Use wildcards at time of running a query

It would be useful to be able to use a wildcard in a filter which prompts for data at time of running the filter. An example might be perhaps using and & (or another wildcard) to trigger a pop-up window where a customer/supplier code is entere...
Su Larcombe 7 months ago in List / List 2 Idea Accepted - Gauging Support