Sales Order Processing (SOP)

Stock items have a section where you can fill in the nominal code, including cost centre and department, but when raising a sales order every line defaults to the Customer cost centre and department even if there is data in the stock item. We want...

A client cancelled a PO due to disagreement on price with supplier, then the supplier advised they would honour the price. In this case the client liked to used the original PO as the supplier had that PO number from the client and not raise a new...

When entering a free text item on a SOP and then creating an PO from that sale, the costs dont pull through so have to be retyped in - also if you amend a stock item cost on a sale it reverts back on the PO

Have later versions separated the amend order hold status from cancelling orders function? It would be good to have these separate as our users need to be able to take orders off hold but do not need to be able to cancel orders. It's a control issue.

Mostly described in the title, but at present you can only use transaction analysis codes on sales transactions retrospectively, which doesn't make much sense. Ideally transaction analysis codes could be assigned at any point through the process.

In the list view currently, the document status for a converted pro-forma is completed. I think it would be really helpful to have the status as converted rather than completed.

Ability to insert a line on an order/quote. For example if you have a 30 line order and need to add a line at position 3 you currently have to click Move Up 27 times, it would save time to have an 'Insert Below' option.

Would be a good feature to be able to see credit limits across SOP alloptions i.e. Quotes/Pro Forma. Client wants to have more control on what customers are offered when Quoting so would be beneficial for a credit limit pop up to show if the quote...

Add sales orders to document storage so that non-sage users can access sales orders

Customers would like the invoice address that is entered against prospect quotations to be copied across the sales order when converting from a prospect quote to the default cash account customer as the invoice address is appearing wrong on the fi...