SOP Order Discount / Surcharge - Restrict User Access
The Order Discount / Surcharge on the Delivery and Invoicing tab can be amended by any user - even an user with no SOP permissions - it would be helpful of access to this could restricted via SOP permissions Note that the order discount % / value ...
Andrew Dunn
3 months ago
in New/Amend Order
0
Idea Accepted - Gauging Support
It would be useful to have an additional status or column of Order Printed True/False (like you get on the PO List) so that the customer knows if the open sales orders have been printed or not
Sarah Bell
7 months ago
in List / Print
6
Idea Accepted - Gauging Support
We use the purchase order authorisation feature in Sage 200 but need an equivalent system to authorise Sales Orders before orders are put into manufacture in our factory. We currently have to do this manually on paperwork in the absence of a Sage ...
Dominic McGivern
over 1 year ago
in New/Amend Order
0
Idea Accepted - Gauging Support
Credit Limit Check when changing sales order status
Customer imports a lot of sales orders (via DX) - these are put on hold automatically When the user goes to amend order status and set the order Off Hold, they would like to see a credit limit warning, same as if they added a new order They have t...
Andrew Dunn
8 months ago
in Amend Order Status
0
Idea Accepted - Gauging Support
Have an warning to prevent stock being removed from a sales order after pick note is printed. To ensure the pick note reflects the same changes.
After a pick note is printed and is being picked, the sales order can still be amended and have items removed from the order. This has lead to stock being picked and shipped but not despatched or invoiced as had been removed without the warehouse ...
Angie Martin
10 months ago
in New/Amend Order
0
Idea Accepted - Gauging Support
Setting to make Customer Document number mandatory
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.
Quotations - Allow to amend/edit a line without having to delete and add a new line at the bottom and having to move it up to be in the same place
We have quotes for clients that are in a order so it might be say Plot 1, Plot 2 etc with the relavant product under that heading. The customer then changes the length or colour and you can't edit that line. You have to delete and then re-add a li...
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...
Dan Hall
about 2 years ago
in Print
1
Idea Accepted - Gauging Support
