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Sales Order Processing (SOP)

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Allow the entered promise date (when updated) in the order details screen to be automatically applied to each item line in the order

99% of our business is with overseas customers, we rarely ship partially and so the promise date for the order is always the same for each line also. Currently the promise date only applies to each line if the promise date is entered before any li...
Guest over 2 years ago in New/Amend Order 2 Delivered

Add DeliveryAddressID or CustDeliveryAddresses.Description to SOPInvCredDelAddress table

There is currently no way to accurately match the delivery address on a SOP with the delivery address as in delivery address table - the unique values of AddressID and CustDeliveryAddresses.Description are not captured in the SOP and Invoice table...
Linda Capewell 9 months ago in New/Amend Order 2 Delivered

Add Save and Cross-Sell functionality into quotes

The Cross Sell functionality is part of standard Sage 200,but it is only included in sales orders and not quotations.Please can it beexpanded it onto quotations?
Lloyd, Caroline over 2 years ago in New/Amend Quote 1 Delivered

Converting a Quotation to a Pro Forma.

It would be handy to convert a quotation into a pro forma.
Guest over 9 years ago in Convert Quote 0 Delivered

Full order entry -would like to enter data in a grid format

Although you can enter data in a grid format in the Rapid Order Entry and the Trade Order Entry they do not offer all the functionality that the Full Order entry offers, for example, enter free text lines, charges, project details, amend nominal a...
Guest almost 6 years ago in New/Amend Order 1 Delivered

Cancelled Sales Order Status

When amend sales order status is used and a sales order is cancelled, the items are removed and cancelled item line details are added if the user clicks on Yes. Would it be possible to set the status as Cancelled rather than being set to Completed?
Guest over 8 years ago in Cancel order 0 Delivered

Add in Email column to list views

Could an email address column be added in to the list views There is still no option to add this column in and client would find this very useful for quick access to that information.
Phil Edmondson almost 6 years ago in List 1 Delivered

Add A/C Ref to the columns list in SOP and POP

Hard to believe its not already on the list of columns you can add, but the ability to add the A/C Ref to the columns list when viewing SOP and POP List View would be really useful.
Guest over 8 years ago in List 0 Delivered

Mark quotes as lost

Converting a quote to an order marks it as completed, however we dont win all our quotes so it would be nice to be able to mark the ones we dont win as lost. Saying that it would be good if we could re-open it if the customer came back and changed...
Guest about 8 years ago in New/Amend Quote 1 Delivered

SOP Amend Order Screen

It would be beneficial if the line position remained static when amending a SOP Order. Eg.. when you are amending an order with say 20 or 30 lines on and you scroll towards the bottom of the items listed and perhaps Delete or Amend a line, when yo...
Howard Taylor over 2 years ago in New/Amend Order 1 Delivered