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Sales Order Processing (SOP)

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SOP - Alert for Quotation on order entry

When entering an order in SOP, could the system notify the person that there is a live quotation for that customer with that item on it and the reference for that quotation? With a link to the quote so the employee can view it.
Robert Brailsford over 8 years ago in Notification 0 Idea Accepted - Gauging Support

SOP - Quotations automatically close.

Can quotations be automatically closed after a given period? I.e. the set amount of days that the quotation is valid for. (14, 28, 30 days, 1 month, 2 months etc. etc.)
Robert Brailsford over 8 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

Quotation - Prospect Account to Cash Account, loss of address information

When converting a quotation which is an prospect, and selecting the nominated cash sales account any address information put into the Account Selection box is lost when it&s converted, meaning the user has to go back to the quotation and re-en...
Guest over 8 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

Messaging Events for SOP status changes

I work for a company which supplies warehouse management systems and when we have imported a sales order, we need a hook point to see when the status has been changed to on hold and when it is taken off hold. We are using the messaging framework t...
Guest almost 7 years ago in Notification 0 Idea Accepted - Gauging Support

Cancel Sales Orders in bulk

Some of our customers cancel Sales Orders if the lines have not been despatched for a certain amount of time and it is very time consuming having to manually do this order by order. It would be useful if there was an option to be able to cancel mu...
Guest almost 7 years ago in Cancel order 0 Idea Accepted - Gauging Support

Assign payment method to SOP

We need possibility while creating SOP assign existed Payment method. This functionality is very popular for our clients in Sage 50 and Sage200 Professional.
Guest over 5 years ago in New/Amend Order 1 Further Information Required

Automatic allocations

More options on how stock is allocated automatically
Guest almost 9 years ago in Allocate 0 Idea Accepted - Gauging Support

Back to Back Sales Return (Credit Note) - sending items direct back to supplier

A large proportion or sales orders are delivered ‘back to back’.A similarprocess is requiredfor the management or sales returns. i.e.from a sales return the user would have the ability to automatically generate a purchase return.
Guest about 9 years ago in New/Amend Return 0 Idea Accepted - Gauging Support

DIscounts on Pro formas and quotations

There is an area where discounts can be added to orders, proformas and discounts - this only allows the entry of a percentage discount with two decimal places. Sometimes users wish to record a more precise discount:- eg. Say the order value is £5,...
Guest over 5 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

Ability to specify multiple requested dates on a sales order line

The user should have the option to specify multiple request dates on a sales order line. The current work around is to copy the line for each requested date. The Sage Manufacturing module should read the demand of multiple dates and plan according...
Guest over 9 years ago in New/Amend Order 0 Idea Accepted - Gauging Support