Posting part payments against sales orders before issuing the invoice
We have a lot of customers who pay upfront for their orders. Using the proforma is a faf, so we just use sales orders and mark them as paid using analysis codes. My question is, if a customer pays for half of an order (like a goodwill gesture) can...
kate thomas
4 months ago
in New/Amend Order
3
Already Exists
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
10 months ago
in New/Amend Order
0
Idea Accepted - Gauging Support
Sales Order Discount - Recalculate on Save (Amend Order)
The user is only prompted to apply the order value discount if the discount applied would be greater that the current percentage applied The problem is that if the order is amended to a lower value, the percentage is not re-applied e.g. Create new...
Andrew Dunn
3 months ago
in New/Amend Order
5
Idea Accepted - Gauging Support
SOP Order Discount / Surcharge - Restrict User Access
The Order Discount / Surcharge on the Delivery and Invoicing tab can be amended by any user - even an user with no SOP permissions - it would be helpful of access to this could restricted via SOP permissions Note that the order discount % / value ...
Andrew Dunn
3 months 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
over 7 years ago
in New/Amend Order
3
Idea Accepted - Gauging Support
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
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
10 months ago
in New/Amend Order
0
Idea Accepted - Gauging Support
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.
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...
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
almost 2 years ago
in New/Amend Order
1
Idea Accepted - Gauging Support
