Ideas

Showing 28

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 11 months ago in New/Amend Quote 5 Already Exists

Customer transactions to import at a summary invoice/credit note level

It would be great if customer transactions can be imported at a summary invoice/credit note level with the option to drill down to individual transaction lines available when looking at the customer's account transaction history.

Cecilia Akum over 1 year ago in Customer/Supplier Transactions 0 Idea Accepted - Gauging Support

8 VOTE

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

3 VOTE

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

9 VOTE

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

5 VOTE

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

7 VOTE

Imported transactions not being able to go to hidden codes

When importing journals, sales invoices and purchase invoices it allows transactions to still be imported to nominal accounts that are hidden, which shouldn't be able to happen as they are hidden as we don't want them to be able to be posted to.

Guest about 4 years ago in Customer/Supplier Transactions 0 Idea Accepted - Gauging Support

2 VOTE

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

13 VOTE

Import Sales Transactions - Validate Nominal Accounts to check that they exist

Invalid Report to show transactions that have non-existent nominal codes as at present postings go to suspense

Saeed Malik over 10 years ago in Customer/Supplier Transactions 1 Idea Accepted - Gauging Support

7 VOTE

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

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