Sales Order Processing (SOP)

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 ...

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...

When a customer order number is required but users forget or just skip past it. Would like an "Customer Document number mandatory" tick box in settings so that you can't save unless one is entered.

When copying a Sales Order from a previous Sales Order, all the details are copied across including the nominal codes, then all you have to do is adjust the quantities. However, if you do the same with an Invoice, the customer details and quantiti...

In New Sales Return, when selecting to "Copy Order", only order lines with quantities that have been despatched should be copied. This is to prevent a return of an item or quantity that has not yet been despatched.

This would help blank out the days when we know we are unable to ship

Currently each quote is created as a unique entry, a customer may request a change, but the original quotation is still valid, can a revision sequence be created so that all details for the project remain under 1 quote.

The Repeat Order Template within SOP uses the exchange rate that was saved with the original template and does not recalculate and use the system or period rates for the new order date

I've noticed that Sage will allow you to create returns which then exceed the Qty originally sold. For example if you have a sales order which you sold 4x of something. You can create a return linked to the SO by using the "New Return From Order" ...

We use invoice payments via Stripe for SOP invoices but would like to extend this to pro forma invoices also. Currently it is not possible to add a Pay Now button to a pro forma invoice layout. The benefits of having this on pro forma invoices are...