Sage 200 UKI Ideas Portal

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    One click for allocation/ unallocating

    When entering customers' orders, these may be in advance. As a fresh produce supplier, we don't always want to allocate stock but have to unallocate each item. A button to unallocate all items on sales order would be useful, as would one to alloca...
    Christine Sellick about 1 year ago in Allocate 3 Idea Accepted - Gauging Support

    Part Allocated when using supplier via stock

    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...
    David Shearer 7 months ago in Allocate 1 Idea Accepted - Gauging Support

    Unallocate whole order

    Would be good if there was capacity to unallocate whole order (when the order has been put on in advance).
    Christine Sellick about 2 years ago in Allocate 1 Idea Accepted - Gauging Support

    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 8 months ago in New/Amend Quote 0 Idea Accepted - Gauging Support

    Allocate serial numbers (when using Sell By Dates for fulfilment) by looking at the system date rather than the order date

    Currently the order document date is used to allocate serial numbers to sales orders when using Sell By Dates for fulfilment. This means that expired serial numbers can be allocated if an older order is allocated on the system date, as by using th...
    Damian Graham 9 months ago in Allocate / Allocate 0 Idea Accepted - Gauging Support

    Actual costing prices

    When creating a sales order, or converting a quote to an order, the batch cost is not being used when a batch is allocated to the order. The scenario is fairly, simply, there is a item set as a Batch Numbered and Actual Costing, with an average bu...
    Tim Critchley about 1 year ago in Allocate 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