Sales Order Processing (SOP)

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

When copying a Sales Order from a previous Sales Order, all the details are copied across including the nominal codes, then all you have to do is adjust the quantities. However, if you do the same with an Invoice, the customer details and quantiti...

When using additional charge lines in Sale Orders created by copy order or repeat order templates the additional charge line defaults to zero and not the original line value from the order template if the 'Copy Sales Order prices and discounts' is...

In previous versions of sage 200, the ability to sort despatches via. the columns within the view option for a sales order was present. From at least 2022 R2, this ability has disappeared. It would be beneficial to have this option reinstated in f...

The ability to assign specific sales accounts to SOPs and Salesmen would give us better control of our data and streamline the data for both those roles so they only see the accounts relevant to them

Where order isn't allocated, being able to allocate whole order would be time saving.

Can the SOPs and POPs have a facility so that if the order has Stage (milestone) payments, there is a way to facilitate this easily without having to mess with the stock parts? We process contracts that often have stage payments in the orders and ...

This would help blank out the days when we know we are unable to ship

When creating a new proforma please can we have the option to add the Suggested Items function

The actual sale price does not show on the stock screen page. This is confusing as it is necessary to click onto view and then view sales orders to find the most current price. Difficult when a customer is asking for the price.