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...

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.

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.

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.

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

My client has requested the ability to consolidate SOP Despatch Notes in the same way that you can consolidate invoices. The example being, if you have multiple Sales Orders on the system for one customer you might want to ship the goods together ...

A customer has requested an option to produce the Order Acknowledgement from within the Enter Sales Order process, which would save time for them as the person entering the order is the person printing the acknowledgement. For people who don't wan...

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...