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Sales Order Processing (SOP)

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When you copy a quotation the Fx rate also copies across to your new quote

We update exchange rates in Sage 200 on a monthly basis with rates from HMRC. We've just noticed that when a new quotation is created using the 'copy quotation button', it will also copy the exchange rates from whenever the original quote was crea...
John Wilkins about 1 month ago in New/Amend Order / New/Amend Order / New/Amend Quote 0 Idea Accepted - Gauging Support

Change pricing structure for all items in an order with 1 click

For Account customers, when you enter a new order, all items are assigned to the customer's specific pricing band. The same thing happens with Cash customers but if you want to change to a different pricing band, you have to do this manually for e...
Gordon Kerr about 1 month ago in New/Amend Invoice / New/Amend Order / New/Amend Pro Forma / New/Amend Quote 0 Idea Accepted - Gauging Support

Quotations - Allow to amend/edit a line without having to delete and add a new line at the bottom and having to move it up to be in the same place

We have quotes for clients that are in a order so it might be say Plot 1, Plot 2 etc with the relavant product under that heading. The customer then changes the length or colour and you can't edit that line. You have to delete and then re-add a li...
Roy Hughes 2 months ago in New/Amend Order / New/Amend Quote 5 Idea Accepted - Gauging Support

Add delivery instructions to SOP Delivery addresses.

Everyone wants to share good information so deliveries are completed and not have returned as the customer is out or for us to lave it with a neighbour or secure location. We are just converting from Sage 50 and this is standard feature.
Carl Chapman 3 months ago in Delivery Address 0 Idea Accepted - Gauging Support

In SOP under Quotations - add a Quotations list

It will be beneficial to list just the quotations separately from the standard sales order list. Reducing the need to filter and build complex filters if need just quotes and other fields.
Karen Ona Gibbons 4 months ago in List 0 Idea Accepted - Gauging Support

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

Sales Order Authorisation on Sage 200

We use the purchase order authorisation feature in Sage 200 but need an equivalent system to authorise Sales Orders before orders are put into manufacture in our factory. We currently have to do this manually on paperwork in the absence of a Sage ...
Dominic McGivern 4 months ago in New/Amend Order 0 Idea Accepted - Gauging Support

SOP Purging by customer account number

We need functionality to purge sales orders by customer account number. This is crucial as we cannot delete a customer account without purging the data first. At present we can only purge ALL SOP data based on a date, therefore, we are also purgin...
Katja Monks 5 months ago in Purge 0 Idea Accepted - Gauging Support

SOP Archiving by customer account number

We need functionality to archive sales orders by customer account number. This is crucial as we cannot delete a customer account without archiving the data first. At present we can only archive based on date, therefore, we are also archiving order...
Katja Monks 5 months ago in Archive 0 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 5 months ago in Despatch 0 Idea Accepted - Gauging Support