Sage 200 UKI Ideas Portal

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    Save and print button on create quotation screen

    When creating quotation's in sage it would be ideal to have a save and print button.
    Craig Ingram 10 months ago in New/Amend Quote 5 Already Exists

    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 over 1 year ago in New/Amend Order / New/Amend Quote 5 Idea Accepted - Gauging Support

    Unable to see stock levels when creating a quotation

    When creating a quote there is no easy way to see if the items are in stock and can be supplied immediately unlike when a full sales order created. Often we are asked for a quotation, which can be accepted the same day and only then do we find out...
    Robert Lewis 9 months ago in New/Amend Quote 0 Idea Accepted - Gauging Support

    Allow Quotation revision functionality

    Currently each quote is created as a unique entry, a customer may request a change, but the original quotation is still valid, can a revision sequence be created so that all details for the project remain under 1 quote.
    Rebecca Knight about 2 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

    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 over 1 year ago in New/Amend Order / New/Amend Order / New/Amend Quote 2 Idea Accepted - Gauging Support

    Allow multiple processes to take place in the Provisioning portal

    Hi,I'd like to request the ability to have more than one ongoing process for a site in the Sage provisioning portal. As things stand if I initiate an on demand backup I then have to wait a good 30 minutes or more before I can initiate another for ...
    Stuart Mcalister almost 3 years ago in Provisioning Portal 0 Idea Accepted - Gauging Support

    Restore backup from one Company into another in SEOS

    In SEOS its not possible to restore a backup from one Company e.g. the Live Company into another e.g. Year End Archive or Training without downloading a bacpac, importing it, running the online migration, creating a new bacpac, uploading it and th...
    Guest over 2 years ago in Backups 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 over 1 year ago in New/Amend Invoice / New/Amend Order / New/Amend Pro Forma / New/Amend Quote 0 Idea Accepted - Gauging Support

    Sage BMS Online services - Assigning to sites feature - request to improve

    Hi, Sage recently introduced authorization features to Sage BMS Online services which now adds an extra safety step when users are assigning to sites but who are not marked as a Customer Administrator or Customer Operations Agent. This is a great ...
    Stuart Mcalister over 5 years ago in Assign Sites to Features 0 Idea Accepted - Gauging Support

    Enable Credit Limits for Quotes on SOP

    Would be a good feature to be able to see credit limits across SOP alloptions i.e. Quotes/Pro Forma. Client wants to have more control on what customers are offered when Quoting so would be beneficial for a credit limit pop up to show if the quote...
    Phil Edmondson almost 6 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support