Sales Order Processing (SOP)

We have a lot of customers who pay upfront for their orders. Using the proforma is a faf, so we just use sales orders and mark them as paid using analysis codes. My question is, if a customer pays for half of an order (like a goodwill gesture) can...

With Microsoft Outlook Classic support ending in 2029, Sage 200 needs to ensure full compatibility with the New Outlook application. This includes maintaining existing integrations, such as email functionality and the use of Report Designer, so th...

Is it possible to change the date of an invoice after it has been printed and posted in Sage 200 Professional, also change the wrong date on a bank transaction instead of having to do a payment/receipt to correct, and also change date on journals....

Putting (Sales) orders on hold is a useful way (The only way?) of preventing orders being processed - a typical example is DX imports where users tend to check the option to put created orders on hold. We have another customer trying to implement ...

Some customers may have both a street address and a PO Box. Delivery services sometimes require both to ensure successful delivery. Keeps address data cleanly separated for backend systems and shipping integrations

When using Supplier via Stock the Sales Order does not mark up as PART allocated if only part of the goods coming from supplier have been delivered. This needs to be added on so that a client can see if it is ready to be despatched as FULL. Curren...

We’ve been testing the option in SOP where tracking information can be recorded. It seems that you can’t enter the tracking info for a “Completed” sales order. The completed sales orders are excluded from the dropdown list. We were thinking that w...

Like Sage 50, when you have saved a quote, the number it produces should be reserved for when it is converted to a sales order so they stay streamlined and match up rather than having to reference multiple numbers to link them. This would also mea...

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...

Pro forma's don't show whether item in stock or not (turns the item yellow) - this means that whenever a pro-forma is raised for a customer we are unable to identify whether the stock is available or not until it is converted to an order. This is ...