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Sage 200 UKI Ideas Portal
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New/Amend Pro Forma

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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 2 months ago in New/Amend Invoice / New/Amend Order / New/Amend Pro Forma / New/Amend Quote 0 Idea Accepted - Gauging Support

Add Suggested Items to Proforma Screen

When creating a new proforma please can we have the option to add the Suggested Items function
Sarah Bell 12 months ago in New/Amend Pro Forma 0 Idea Accepted - Gauging Support

Allow stock to be allocated to pro forma invoice before payment received

We need to be able to allocate stock to a pro forma before payment is received. Payment can often take +1 days to come through and we run the risk of stock not being available to fulfil the order.
Elka Williams over 1 year ago in New/Amend Pro Forma 0 Idea Accepted - Gauging Support

Enable Cancelled Status for Pro Forma Invoice

Could you please Enable a function to Cancel Invoice rather than deleting it and losing trackability or convert it to order and Cancel the Order?
Guest almost 3 years ago in New/Amend Pro Forma 0 Idea Accepted - Gauging Support

Process Pro Forma Invoices

Can a routine be created to allow the processing of Pro Forma Invoices to allow for the correct processing of the VAT. Once the correct VAT Invoice has been received it then allows the VAT to update the VAT Return.
Guest over 5 years ago in New/Amend Pro Forma 1 Further Information Required