Sage 200 UKI Ideas Portal

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New/Amend Order

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

Have an warning to prevent stock being removed from a sales order after pick note is printed. To ensure the pick note reflects the same changes.

After a pick note is printed and is being picked, the sales order can still be amended and have items removed from the order. This has lead to stock being picked and shipped but not despatched or invoiced as had been removed without the warehouse ...
Angie Martin 9 months ago in New/Amend Order 0 Idea Accepted - Gauging Support

Allow default incoterms to be set on a customer record

Set default incoterms on a customer record. This should flow onto Sales Orders. Ability to change the incoterms if required on the sales order, Ability to change at despatch but the changes to be considered as a business setting so the warehouse o...
Jo Kirkup 9 months ago in Account / New/Amend Order 0 Idea Accepted - Gauging Support

Allow users to amend the date on Invoice and Payment when doing payment with order in SOP

If a user takes Payments with Sales Orders, and it is set to Invoice Immediately the date of the invoice that is generated automatically and the receipt that is posted take the current date. This is fine if you are entering live on the same day as...
Alison Alison 9 months ago in 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 9 months ago in New/Amend Order 1 Idea Accepted - Gauging Support

Payment Reference Field Length needs increasing

Within SOP then the current Payment reference field is limited to 20characters - we're seeing increasing numbers of 3rd party systems providing longer than this. e.g. Worldpay at 64 chars. Without this field being populated it makes it impossible ...
Jeff Smith 10 months ago in New/Amend Order 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 about 1 year ago in New/Amend Order / New/Amend Order / New/Amend Quote 2 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 about 1 year ago in New/Amend Invoice / New/Amend Order / New/Amend Pro Forma / New/Amend Quote 0 Idea Accepted - Gauging Support

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 about 1 year 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 over 1 year ago in New/Amend Order 0 Idea Accepted - Gauging Support