Sage 200 UKI Ideas Portal

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    Credit note reasons

    Add in the ability to select reasons for a credit note from a drop down list to ensure better analysis of credit reasons (i.e. invoicing error, customer returned due to product issue, etc)
    Tayla Adams 9 days ago in Invoice/Credit / New/Amend Invoice / New/Amend Return 0 Idea Accepted - Gauging Support

    Statements to multiple addresses

    More and more now, I'm finding that we are having requests for statements to be sent to multiple addresses. I can set up a reminder to do this manually but it would be wonderful if there was a setting for this.
    Christine Sellick 10 months ago in Statements 2 Idea Accepted - Gauging Support

    Generate separate emailed statements for the same email account

    When emailing statements, if two customers have the same email address, only one email is generated for the email account. It would be good to have an option to split them
    Tim Critchley 5 months ago in Statements 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 almost 2 years ago in New/Amend Return 0 Idea Accepted - Gauging Support

    Customer Statements on Sales Ledger

    It would be a good idea to have customer statements to print from the web portal and send it to the customers.
    Sudheer Sudheer over 1 year ago in Statements 1 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 over 1 year ago in New/Amend Return 0 Idea Accepted - Gauging Support

    When doing a SOP Return it would be great for the system to generate a document that can be sent to the customer in the same way it does when you enter an order.

    No description provided
    Sarah Lancaster almost 8 years ago in New/Amend Return 0 Idea Accepted - Gauging Support

    Ability to WhatsApp Statements

    To have functions other than email available to send documents from, specifically via Whatsapp.
    Charlotte Edwards over 1 year ago in Statements 0 Idea Accepted - Gauging Support

    Setting to allow the user to choose the statement production method

    currently defaults to paper, would like choice of email
    joanne scott almost 6 years ago in Statements 5 Idea Accepted - Gauging Support

    Print Sales Returns

    Our customers like us to issue an RMA number and returns paperwork. You can create a Sales Return in Sage200 but you cannot print it? Even though, for the most part, it would use the same template as the Sales Order? It would be super helpful to b...
    Guest almost 6 years ago in New/Amend Return 0 Idea Accepted - Gauging Support