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Sage 200 UKI Ideas Portal

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Picking list to print when SO Highlighted

Currently when you highlight an order and click print picking list it does not automatically select the order highlighted and you still have to type in the order number. It would be helpful and time saving if it would automatically select the orde...
Greer Withers 7 months ago in Picking List 0 Idea Accepted - Gauging Support

Auto logout Sage users:

Customer would like a built-in enhancement where you can define a set period of time where it logs out a Sage user from the program automatically, in their case, 20 minutes, providing there has been no activity.
Guest over 8 years ago in Login/Log Off 3 Idea Accepted - Gauging Support

SOP Archiving by customer account number

We need functionality to archive sales orders by customer account number. This is crucial as we cannot delete a customer account without archiving the data first. At present we can only archive based on date, therefore, we are also archiving order...
Katja Monks almost 2 years ago in Archive 0 Idea Accepted - Gauging Support

Amend customer Order number on sales invoice

An increasing number of customers are unable to supply a PO at the time of order. We are continually having invoices rejected by automated systems due to the PO not being quoted. We are having to reprint invoices to manually add customer PO number...
Oldschool Oldschool almost 2 years ago in New/Amend Order 3 Idea Accepted - Gauging Support

To be able to print multiple quotes at once

To have the ability to print multiple quotes at once while other people are raising quotes in the system. The same thing for proformas you are prevented from doing this. But you can on SO
David Shearer 9 months ago in Users 2 Idea Accepted - Gauging Support

Remove features which the user does not have access to from the columns list

I have discovered that when removing particular features which appear as a column in the list views, this does not remove the ability to view the column. For example, if i was to remove the feature "view stock buying prices" from a users role, tha...
mollie mcewan about 1 year ago in Roles 2 Idea Accepted - Gauging Support

Order Hold Reason

Putting (Sales) orders on hold is a useful way (The only way?) of preventing orders being processed - a typical example is DX imports where users tend to check the option to put created orders on hold. We have another customer trying to implement ...
Andrew Dunn 8 months ago in Amend Order Status 0 Idea Accepted - Gauging Support

Similar to being on hold, is there a way that triggers if a customer is on proforma

We dont want to ship goods before payment has been received with certain customers. There is currently no way of the team knowing if a customer needs a pro-forma before the sales order is raised. Is it possible to raise a warning similar to being ...
Daniel Pearce 6 months ago in New/Amend Order 3 Further Information Required

A flag or warning if an invoice is generated with a zero value line

Our Customer Service Team will sometimes add a line to a sales order and forget to put a unit price. When it comes to despatching/invoicing, the Finance Team can perform allocation through to emailing the invoice, without needing to open or view t...
Tom Allsop 6 months ago in New/Amend Order 1 Idea Accepted - Gauging Support

One click for allocation/ unallocating

When entering customers' orders, these may be in advance. As a fresh produce supplier, we don't always want to allocate stock but have to unallocate each item. A button to unallocate all items on sales order would be useful, as would one to alloca...
Christine Sellick over 1 year ago in Allocate 3 Idea Accepted - Gauging Support