Sales Order Processing (SOP)

When despatching serial numbers, it is a long task to have to select each number individually by ticking them. it would be a benefit if we could select ranges of numbers via the shift key or similar method, in a similar way that we are able to mul...

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...

We need to be able to allocate stock to a pro forma before payment is received. Payment can often take +1 days to come through and we run the risk of stock not being available to fulfil the order.

When cancelling a purchase order or lines within it there is no option to record a reason why. This would be helpful to refer back to if there are future queries.

The ability to assign specific sales accounts to SOPs and Salesmen would give us better control of our data and streamline the data for both those roles so they only see the accounts relevant to them

When creating a new proforma please can we have the option to add the Suggested Items function

If a primary key ID is added to the Customer Delivery Addresses data table, it could then be possible to overwrite / replace records using an upload based on matching record ID.

In SOP you can now create a Return from a Sales Order. In these days of prices fluctuating a lot due to inflation, its important to get the item cost correct on Sage. If stock is added at a value into Sage, when you are using FIFO and adding it to...

The document created by field can be amended by anyone, this creates an issue when managers check an order. Would be great to have the ability to make this field non amendable, either from System Admin features or a setting in the SOP settings.

When a customer has multiple delivery addresses, with differing book in details, there is no where to link "notes" to a specific address. This then doesn't populate automatically (because I cant link a relevant field in report designer) Even if I ...