Sales Order Processing (SOP)

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...

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.

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

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...

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...

As a company we ship equipment to customers that can take up to 15-25 weeks to be manufactured and shipped. There is also an installation element and commissioning. We run staged payments so the customer will pay 25% up front, 25% on delivery etc ...

Setting: Sales Order Processing Settings, tab “Order Processing”, and select the option “Update Stock Quantities when: Order dispatch is confirmed”; Scenario: when trying to “Amend goods Despatched” and cancel the current allocation of this “dispa...

the option to ensure certain products can only be sold on a specific account, for example : we set up a single account with multiple delivery addresses for products that are strictly controlled, so it would be very useful if we could set a restric...