Sage 200 UKI Ideas Portal

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    Pro forma's don't show whether item in stock or not

    Pro forma's don't show whether item in stock or not (turns the item yellow) - this means that whenever a pro-forma is raised for a customer we are unable to identify whether the stock is available or not until it is converted to an order. This is ...
    Lynn Jeffery 6 months ago in New/Amend Pro Forma 0 Idea Accepted - Gauging Support

    Add delivery instructions to SOP Delivery addresses.

    Everyone wants to share good information so deliveries are completed and not have returned as the customer is out or for us to lave it with a neighbour or secure location. We are just converting from Sage 50 and this is standard feature.
    Carl Chapman over 1 year ago in Delivery Address 0 Idea Accepted - Gauging Support

    Create Stage Payments (Milestones) for Sales and Purchase Orders

    Can the SOPs and POPs have a facility so that if the order has Stage (milestone) payments, there is a way to facilitate this easily without having to mess with the stock parts? We process contracts that often have stage payments in the orders and ...
    Paul Cordell about 2 years ago in New/Amend Order / New/Amend Order 2 Idea Accepted - Gauging Support

    In SOP under Quotations - add a Quotations list

    It will be beneficial to list just the quotations separately from the standard sales order list. Reducing the need to filter and build complex filters if need just quotes and other fields.
    Karen Ona Gibbons over 1 year ago in List 0 Idea Accepted - Gauging Support

    Receipts/payments - Show open transactions before clicking Save & Allocate

    When entering a customer receipt or supplier payment, would it be possible show the customers/suppliers open transactions BEFORE you click on 'Save and Allocate'. This would enable you to check you have selected the correct account, and enable you...
    Elaine Newton 3 months ago in Payment / Payment/Receipt 0 Idea Accepted - Gauging Support

    Customer/Supplier Code

    When we add customers or suppliers, the code we assign to their account is based on their company name. Sometimes these entities change their names and then it would be really useful if there was a way to change their account code too.
    David Selvage about 3 years ago in Account / Account 0 Idea Accepted - Gauging Support

    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

    Generate separate emailed statements for the same email account

    When emailing statements, if two customers have the same email address, only one email is generated for the email account. It would be good to have an option to split them
    Tim Critchley 4 months ago in Statements 0 Idea Accepted - Gauging Support

    Statements to multiple addresses

    More and more now, I'm finding that we are having requests for statements to be sent to multiple addresses. I can set up a reminder to do this manually but it would be wonderful if there was a setting for this.
    Christine Sellick 9 months ago in Statements 2 Idea Accepted - Gauging Support

    Add links between Sales transactions and SOP invoices, Purchase transactions and POP invoices

    It's not unusual to want to drill down from a sales or purchase invoice/credit note to the SOP/POP invoice. At present, the database structure makes this difficult or impossible as it depends on the transaction reference - which can be amended. A ...
    Geoff Turner over 3 years ago in Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support