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Sage 200 UKI Ideas Portal

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New/Amend Order

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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 10 months ago in New/Amend Order / New/Amend Quote 5 Idea Accepted - Gauging Support

Sales Order Authorisation on Sage 200

We use the purchase order authorisation feature in Sage 200 but need an equivalent system to authorise Sales Orders before orders are put into manufacture in our factory. We currently have to do this manually on paperwork in the absence of a Sage ...
Dominic McGivern about 1 year ago in New/Amend Order 0 Idea Accepted - Gauging Support

Stop Sales Order transaction when Account is on Hold

When an account is on Hold, you can currently still process a Sales Order within the system. It would be better if you could place a customer on hold and allow it to transact a Sales Order dependant on what 'Hold' status is given. Status ActionOn ...
Guest about 7 years ago in New/Amend Order 2 Idea Accepted - Gauging Support

Sales Order input

When using rapid invoice, you can't enter extra detail and have to go to detailed. When taking an order we don't always know customer is going to want more detail. Would be good to not have to save and then go into detailed.
Christine Sellick 3 months ago in New/Amend Order 1 Will not implement

Setting to make Customer Document number mandatory

When a customer order number is required but users forget or just skip past it. Would like an "Customer Document number mandatory" tick box in settings so that you can't save unless one is entered.
Claire Trim about 1 year ago in New/Amend Order / New/Amend Order 0 Idea Accepted - Gauging Support

Date requested, date promised - can this be simplified?

Not sure why there are both dates as there is also the document date. Seems excessive. Do I not understand the reasoning behind this?
Christine Sellick 5 months ago in New/Amend Order 1 Idea Accepted - Gauging Support

When copying invoices, nominal codes should be copied as well

When copying a Sales Order from a previous Sales Order, all the details are copied across including the nominal codes, then all you have to do is adjust the quantities. However, if you do the same with an Invoice, the customer details and quantiti...
Jeff Keen over 1 year ago in New/Amend Order 1 Idea Accepted - Gauging Support

Search/ Filter capabilities when using Cross Sell

When selecting cross sell items on an order, would like the ability to have a search and/or filter capability to make it easier to find the product required
Jo Kirkup 4 months ago in New/Amend Order / 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 9 months ago in New/Amend Order / New/Amend Order / New/Amend Quote 2 Idea Accepted - Gauging Support

Add linked items to a Sales Order when selecting a parent item.

Our company builds bespoke solutions which are configured from a base specification with the different configurations numbering in the thousands. Our solution includes linked items such as a steering axle which has different braking options depend...
Jay Craig 4 months ago in New/Amend Order 9 Already Exists