Ideas

Showing 439

Drag and Drop Line Items

On Large PO's or SO's it sometimes take a long time to have to press the up and down buttons on each line when you are organising them a certain way. It's not a problem if you are manually creating the paperwork but for an example we use MRP for P...

Ben Payne about 1 month ago in New/Amend Order / New/Amend Order 4 Already Exists

43 VOTE

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 over 1 year ago in Archive 0 Idea Accepted - Gauging Support

12 VOTE

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 6 months ago in Amend Order Status 0 Idea Accepted - Gauging Support

41 VOTE

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

9 VOTE

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 5 months ago in New/Amend Order 1 Idea Accepted - Gauging Support

5 VOTE

ability to see os unreconciled value on a part bank reconciled transaction to make it easier for selecting

ability to see os unreconciled value on a part bank reconciled transaction to make it easier for selecting. When using the bank rec if you have a part reconciled transaction until you actually match it you cannot see the unreconciled amount it onl...

Adrian Evans 3 months ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

8 VOTE

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 5 months ago in New/Amend Order 3 Further Information Required

4 VOTE

Bank Feeds recall ignored items like Sage 50

When accidently hi-lighting and ignoring items in the Bank Feeds Reconciliation the ability to bring these items back as you can in Sage 50.

Trudie Whitmarsh 3 months ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

7 VOTE

Check if a customer PO is a duplicated before proceeding with a SO

We have had numerous customer orders processed and invoiced where the PO is actually a duplicate. This is due to to customers sending orders to various emails and them being processed by different people. As there is currently no check the PO numb...

Julie McDermaid 5 months ago in Generate orders / New/Amend Order / New/Amend Order 0 Idea Accepted - Gauging Support

10 VOTE

Capability to amend tracking on completed sales orders

We’ve been testing the option in SOP where tracking information can be recorded. It seems that you can’t enter the tracking info for a “Completed” sales order. The completed sales orders are excluded from the dropdown list. We were thinking that w...

John Wilkins 7 months ago in Tracking 3 Idea Accepted - Gauging Support

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