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Sales Order Processing (SOP)

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Enable Archived orders to be searched by Job Code

Could you please confirm if there are any options in the admin console to enable Archived orders to be searched by Job Code? On the current orders page (below) Job Code search is enabled (Screenshot A) On the Archived orders page (below) Job Code ...
Guest over 5 years ago in View Order 0 Idea Accepted - Gauging Support

Print Sales Returns

Our customers like us to issue an RMA number and returns paperwork. You can create a Sales Return in Sage200 but you cannot print it? Even though, for the most part, it would use the same template as the Sales Order? It would be super helpful to b...
Guest almost 5 years ago in New/Amend Return 0 Idea Accepted - Gauging Support

For Filters default setting to be stored for each company

If you set up a Sales Order List filter for company 1 called Fred and you set this, close and reopen Sage then the filter is remembered. If you then open company 2, and go to the SOP list view it will show everything unfiltered. Lets say there isn...
Gary Butler almost 3 years ago in List 0 Idea Accepted - Gauging Support

Enable Cancelled Status for Pro Forma Invoice

Could you please Enable a function to Cancel Invoice rather than deleting it and losing trackability or convert it to order and Cancel the Order?
Guest almost 3 years ago in New/Amend Pro Forma 0 Idea Accepted - Gauging Support

SOP Print Invoices Efficiency

In v2016 if you print an invoice with Output Mode set to preview it goes straight to preview (click on Print Invoice Invoices have been printed successfully Click OK - you can now see the invoice & print or email it ) In v2018 if you print an ...
Saeed Malik about 6 years ago in Print Invoice 0 Idea Accepted - Gauging Support

Reprint Invoices

When reprinting invoices in SOP, you open the form select a single invoice to print and then it closes the form Can it either: 1) allow select of multiple invoices to print or 2) return to the reprint invoice form after printing the invoice
Guest about 6 years ago in Reprint Invoice 0 Idea Accepted - Gauging Support

Allow Sales Order Analysis Codes to be altered even when a Sales Order is Complete

Analysis Codes on Sales Orders should be available to be altered even if a Sales Order is completed. These fields are typically used for Analysis reporting (eg assigning Sales Orders to a Sales Rep). It is easy for a user to complete a Sales Order...
Guest about 8 years ago in New/Amend Order 0 Idea Accepted - Gauging Support

Restricting Stock Items by customer or customer country code

The ability to restrict stock items based on particular customers or via a country code. Some items our customers are not allowed to sell to some countries so having some abilities to restrict sales of stock items could be extremely useful.
Guest over 5 years ago in New/Amend Order 0 Idea Accepted - Gauging Support

Quicker method of amending allocations on sales orders

At present, if stock is allocated on order entry and the allocated quantities subsequently need to be amended on a multi-line order, it is a long-winded task to work through each line to amend the allocations. It would be much easier to see and am...
Alan Becker over 8 years ago in Amend Allocations 0 Idea Accepted - Gauging Support

Direct delivery address amendments to free text items

Direct delivery address amendments to free text items, when choosing free text items you cannot choose the delivery address, i.e direct from a supplier to another supplier whereas the stock item lets you do this. Current workaround is to create a ...
Guest over 5 years ago in New/Amend Order 0 Idea Accepted - Gauging Support