Sage 200 UKI Ideas Portal

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    Change pricing structure for all items in an order with 1 click

    For Account customers, when you enter a new order, all items are assigned to the customer's specific pricing band. The same thing happens with Cash customers but if you want to change to a different pricing band, you have to do this manually for e...
    Gordon Kerr over 1 year ago in New/Amend Invoice / New/Amend Order / New/Amend Pro Forma / New/Amend Quote 0 Idea Accepted - Gauging Support

    Ability to WhatsApp Statements

    To have functions other than email available to send documents from, specifically via Whatsapp.
    Charlotte Edwards over 1 year ago in Statements 0 Idea Accepted - Gauging Support

    Create Alert when Customer has exceeded their credit limit

    Create an email alert when a customer has exceeded their credit limit. Email could be issued to an appointed user within the company, or multiple users.
    Kate Hutchinson almost 7 years ago in Notifications 0 Idea Accepted - Gauging Support

    Re-Print Multiple Outstanding Invoices from Transaction Enquiry

    It would be good to be able to re-print multiple Invoices that are outstanding i.e. Customer has more than one Invoice outstanding and wants a copy of all Rather than generating each one individually we want to generate in a batch and then can ema...
    Guest almost 7 years ago in Transaction Enquiry 0 Idea Accepted - Gauging Support

    set a default sales product quantity

    Currently when raising a sales order the quantity of any product defaults to zero. In our business the majority of sales are either single items or set quantities as a minimum.
    Guest over 3 years ago in New/Amend Order 0 Idea Accepted - Gauging Support

    Despatch List Sort

    In previous versions of sage 200, the ability to sort despatches via. the columns within the view option for a sales order was present. From at least 2022 R2, this ability has disappeared. It would be beneficial to have this option reinstated in f...
    David Casey about 2 years ago in View Order 4 Further Information Required

    Copy Filters on List Views

    It would be a good idea to allow Filters on the List View to be copied and then allow you to amend. We have a site that has a lot of filters that are very similar and it would be useful to allow them to be able to copy the filter and then adjust i...
    Guest over 4 years ago in List 0 Idea Accepted - Gauging Support

    Sales Order Button for Save and Generate Order Acknowledgement

    A customer has requested an option to produce the Order Acknowledgement from within the Enter Sales Order process, which would save time for them as the person entering the order is the person printing the acknowledgement. For people who don't wan...
    Gary Butler about 5 years ago in New/Amend Order 0 Idea Accepted - Gauging Support

    Setting to allow the user to choose the statement production method

    currently defaults to paper, would like choice of email
    joanne scott about 6 years ago in Statements 5 Idea Accepted - Gauging Support

    Lock down 'Order Taken By' field on Sales Order

    Some sort of lock on this field or remove the ability to amend the order taken by field on Sales Orders after the initial order has been taken. An alternative would be an audit log to trace changes to this field.
    Guest almost 7 years ago in New/Amend Order 0 Idea Accepted - Gauging Support