Sales Order Processing (SOP)

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.

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 ...

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...

In Sage 50 when a stock item fell below its minimum stock holding it used to turn red. I have always thought this would be a good feature to apply to both sales and purchase orders that have gone passed their delivery/despatch dates rather than ha...

Pieces is being used to show the number of pallets being sent. Package information is also required, the number of packages and type of package (from a drop down if possible). Box/Carton etc

It would be nice to have the ability to print 'commercial invoice' from the drop down options in the Sales Orders List. At the moment it's hidden away in the Document Printing menu all by itself, therefore having to access a new screen, when it co...

The functionality whilst raising purchase orders directly from sales orders needs vast improvement overall. There are too many pitfalls. It would help the user by being able to raise PO directly from each specific product particularly where multip...