Ideas

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

2 VOTE

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

8 VOTE

Amend stock item memo screen could very easily cause you to lose information

When you click "Amend Item" on a stock item within Stock Control & go to the 'Memo' tab, you can type in the bottom "Memo Text" box. Even if you save the amendment, it will not retain what you've entered. See picture 1 attached. If you want to...

John Wilkins over 2 years ago in Stock 2 Not an idea

3 VOTE

Unable to see stock levels when creating a quotation

When creating a quote there is no easy way to see if the items are in stock and can be supplied immediately unlike when a full sales order created. Often we are asked for a quotation, which can be accepted the same day and only then do we find out...

Robert Lewis 11 months ago in New/Amend Quote 0 Idea Accepted - Gauging Support

27 VOTE

Add a reason for cancelled purchase order

When cancelling a purchase order or lines within it there is no option to record a reason why. This would be helpful to refer back to if there are future queries.

Guest about 8 years ago in Cancel order / Cancel order 1 Idea Accepted - Gauging Support

3 VOTE

Allocate serial numbers (when using Sell By Dates for fulfilment) by looking at the system date rather than the order date

Currently the order document date is used to allocate serial numbers to sales orders when using Sell By Dates for fulfilment. This means that expired serial numbers can be allocated if an older order is allocated on the system date, as by using th...

Damian Graham 11 months ago in Allocate / Allocate 0 Idea Accepted - Gauging Support

5 VOTE

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 over 1 year ago in New/Amend Order / New/Amend Order / New/Amend Quote 2 Idea Accepted - Gauging Support

7 VOTE

To update the exchange rate to the period or current rate when creating an order from a Repeat Order Template.

The Repeat Order Template within SOP uses the exchange rate that was saved with the original template and does not recalculate and use the system or period rates for the new order date

Kyle Moore about 2 years ago in Repeat Order Templates 0 Idea Accepted - Gauging Support

9 VOTE

Commercial Invoice Printing

It would be nice to have the ability to print 'commercial invoice' from the drop down options in the Sales Orders List. At the moment it's hidden away in the Document Printing menu all by itself, therefore having to access a new screen, when it co...

Marie Holt almost 3 years ago in Print Invoice 6 Idea Accepted - Gauging Support

7 VOTE

Back-to-Back Orders

The functionality whilst raising purchase orders directly from sales orders needs vast improvement overall. There are too many pitfalls. It would help the user by being able to raise PO directly from each specific product particularly where multip...

Thompson, Kevin over 2 years ago in Back to Back Orders 1 Idea Accepted - Gauging Support

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