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Accessibility × 21
- Desktop Settings × 1
- Focus × 0
- High resolution displays × 1
- Keyboard Controls × 5
- Menu × 8
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- Tabbing × 1
- Tabs/ Open Forms × 3
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Accounting System Manager × 55
- Accounting Periods × 12
- Analysis Codes × 6
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- Company Details × 4
- Currencies and Exchange Rates × 6
- Decimal Precision × 3
- Document Storage × 1
- Intrastat × 2
- Maintain Analysis Codes × 0
- Transaction Analysis Codes × 2
- URN × 3
- VAT Rates × 3
- Verify Data × 7
Admin/ SAA × 76
- Authentication × 6
- Bank - Dual Authorisation for Changing Supplier Bank Details × 2
- Bank/Nominal - Allow Access To Specific Codes × 2
- Companies × 7
- Default Save Behaviour × 0
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- Features × 4
- Home page × 1
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- Licence × 6
- Log Off × 1
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- Roles × 16
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API × 42
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- Analysis Codes × 1
- Attachments × 1
- Filtering × 2
- Invoicing × 4
- Nominal × 2
- POP × 1
- Purchase Ledger × 1
- Sales Ledger × 1
- SOP × 4
- Stock × 18
- Stock × 0
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Bill of Materials × 22
- Labels × 1
- List × 3
- Maintenance × 1
- New/Amend BOM × 6
- Processing × 8
- Reports × 2
- Trial kitting × 1
Business Intelligence × 12
Cash Book × 89
- Archive × 1
- Bank Feeds (Bank Reconciliation) × 24
- Batch Transactions × 1
- Cheques × 1
- Corrections × 5
- Direct Debits and Standing Orders × 9
- Ebanking (Bank Reconciliation) × 1
- Foreign Bank Revaluation × 3
- Inter Account Transfer × 3
- List × 3
- New/Amend Account × 9
- Payment/Receipt × 25
- Settings × 0
- Short Term Cashflow Projection × 2
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Database × 12
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- Tracking of Cross Sell Items × 1
Education × 5
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Excel Reporting × 18
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- Excel × 7
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Integration × 41
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Invoicing × 33
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Legislation × 6
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Migration Tool × 3
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MTD Submission Module × 2
Nominal Ledger × 167
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Price Book × 22
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Project Accounting × 38
Provisioning Portal × 11
- Ability To Change Company Name For Archiving × 1
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Purchase Ledger (Suppliers) × 192
- Account × 25
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- Transaction Enquiry × 28
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Purchase Order Processing (POP) × 183
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- GRN × 17
- List × 7
- New/Amend Order × 31
- New/Amend Return × 18
- Notification × 3
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- Purge × 1
- Record invoice × 20
- Requisition × 32
- User permissions × 1
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Report Designer × 43
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- BOM - Components Report × 2
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Reports × 34
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- Commas on Reports × 1
- Criteria × 3
- Day Books Reports × 0
- Invoice layouts × 1
- Invoicing - Profitability Reports × 2
- Locations × 0
- Nominal × 4
- Nominal - Budget Reports × 0
- POP × 1
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- Profitability × 1
- Purchase Ledger - Time taken to pay report × 1
- Purchase Ledger - Trading Reports × 1
- Remittance layouts × 0
- SAA - Roles and enabled features × 1
- Sales Ledger - Debtor Reconcilation × 2
- Sales Ledger - Remove Inactive accounts × 0
- Sales Ledger - Sales Margin Report × 0
- Sales Ledger - Settlement Discounts × 1
- Sales Ledger - Show Credit Values as Negatives × 1
- Sales ledger - Time Taken to Pay Sales Invoices × 0
- Send To Excel × 2
- SOP × 0
- Stock × 3
- Stock - WEEE Sales By Product Report × 0
Sales Ledger (Customers) × 162
- Account × 30
- Account Status × 5
- Aged Debtors × 1
- Allocate × 10
- BACS Payments × 2
- Batch Change × 3
- Batched Transactions × 1
- Communications × 0
- Corrections × 11
- Dashboards × 0
- Delete Account × 1
- Duplicate Transaction × 1
- EC Sales × 1
- Free Text Invoice × 8
- GDPR × 1
- Invoice/Credit × 10
- Labels × 1
- Letters × 2
- List × 20
- Notifications × 2
- Payment/Receipt × 4
- Provisions for Bad Debt × 1
- Purge × 1
- Rapid Invoice × 1
- Receipt × 0
- Statements × 2
- Transaction Enquiry × 35
- Write Off Bad Debt × 6
- Write Off Small Amounts × 2
Sales Order Processing (SOP) × 241
- Allocate × 7
- Amend Allocations × 2
- Amend Despatch × 2
- Amend Order Number × 1
- Amend Order Status × 0
- Archive × 4
- Back to Back Orders × 6
- Cancel order × 3
- Convert Pro Forma × 3
- Convert Quote × 6
- Customer Price Enquiry × 2
- Delivery Address × 2
- Despatch × 17
- Email × 0
- List × 12
- New Trade Order × 1
- New/Amend Order × 106
- New/Amend Pro Forma × 3
- New/Amend Quote × 13
- New/Amend Return × 9
- Notification × 2
- Picking List × 3
- Post × 4
- Print × 2
- Print Acknowledge × 2
- Print Invoice × 13
- Purge × 1
- Repeat Invoice Templates × 0
- Repeat Order Templates × 2
- Reprint Invoice × 6
- Reprint Invoice × 0
- User Permissions × 2
- View Order × 2
- Write Off Orders × 2
Security × 1
Stock × 112
- Allocate × 1
- Archive × 2
- Batch Change × 4
- Delete Record × 1
- Enquiry × 1
- Fulfilment × 1
- Internal Return × 1
- Issue Allocation × 1
- List × 12
- Locations × 3
- New/Amend Stock Record × 26
- Nominal Postings × 1
- Product Groups × 4
- Revalue stock × 1
- Settings × 3
- Standard Cost Variances × 1
- Stock Transaction Report × 1
- Stock valuation report × 3
- Stocktake × 17
- Traceability Enquiry × 3
- Transfer × 6
- Valuation × 1
- View Buying Prices × 1
- View Stock Item Balances × 4
- View Stock Item History × 8
- Write off stock × 4
Support × 2
- Email Notifications × 0
- Incident Management System × 1
- Known Issue × 1
Web screens × 1
Workspaces × 30
- Auto Refresh × 1
- Credit Control × 2
- Drilldown Reports × 2
- Grids × 1
- My Budgets Overview × 1
- Payments Control × 1
- Print × 1
- Purchase Document Status × 1
- Reset Workspaces × 1
- Resize Workspace panels × 1
- Sales Document Status × 2
- Sales Summary × 2
- SOP Document Status × 1
- Stock Status × 1
- Supplier Invoice Authorisation × 1
- Switch Companies × 1
- View All × 1
- Workspace Designer × 4

2 Vote

Create sales order quotation from Trial Kitting in BOMs

We can create sales orders & works orders from trial kitting but not sales order quotations. Fine if the parts have been made/sold previously. But new parts need to be quoted first. We need a really quick method of getting a list of parts to s...

Created 25 Oct 12:00am by Guest

Trial kitting

0 Idea Accepted - Gauging Support