Ideas

Showing 531

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

6 VOTE

Change the numbering system for Quotes and SOs so they match

Like Sage 50, when you have saved a quote, the number it produces should be reserved for when it is converted to a sales order so they stay streamlined and match up rather than having to reference multiple numbers to link them. This would also mea...

Ella Browell 7 months ago in Convert Quote 0 Idea Accepted - Gauging Support

6 VOTE

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 8 months ago in New/Amend Pro Forma 0 Idea Accepted - Gauging Support

30 VOTE

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 over 3 years ago in Account / Account 0 Idea Accepted - Gauging Support

4 VOTE

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 5 months ago in New/Amend Order 3 Already Exists

30 VOTE

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 almost 4 years ago in Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

60 VOTE

Stop Sales Order transaction when Account is on Hold

When an account is on Hold, you can currently still process a Sales Order within the system. It would be better if you could place a customer on hold and allow it to transact a Sales Order dependant on what 'Hold' status is given. Status ActionOn ...

Guest over 7 years ago in New/Amend Order 3 Idea Accepted - Gauging Support

15 VOTE

Make the 'Use by' fulfilment sequence work when batch numbers are selected when despatching stock.

The 'Use By oldest date' stock fulfilment sequence is over ridden by bin priority when the system is configured to assign batch/serial numbers upon despatch rather than allocation. When despatching stock we would like to be able to choose batches ...

mollie mcewan about 2 years ago in Despatch 2 Idea Accepted - Gauging Support

12 VOTE

Import Memo Notes from a spreadsheet to Various Customers or Suppliers Accounts

Doing credit control for a larger organisation it is easier to put everything into a spreadsheet where we can put notes that can be seen by all line managers, not everyone has access to Sage. But once done we are then having to put the notes onto ...

Tina Baldwin over 1 year ago in Account / Account 4 Idea Accepted - Gauging Support

6 VOTE

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 10 months ago in Statements 2 Idea Accepted - Gauging Support

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