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Sales Order Processing (SOP)

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Enable Credit Limits for Quotes on SOP

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...
Phil Edmondson almost 5 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

Invoice address to copy across to sales orders when converting a Prospect Quotation to the default Cash Account customer

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...
Guest over 5 years ago in Convert Quote 1 Idea Accepted - Gauging Support

Amend goods Despatched - Return stock to source BIN

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...
Guest about 7 years ago in Amend Despatch 0 Idea Accepted - Gauging Support

General settings option to take cost centre from stock code rather than Customer.

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...
Victoria Holtom 9 months ago in New/Amend Order 1 Idea Accepted - Gauging Support

Search feature

Add a search feature so you can search for a specific word - useful when someone wants to know where they ordered something from in the past.
Guest almost 6 years ago in New/Amend Order / New/Amend Order 0 Idea Accepted - Gauging Support

Free Text Costs from SOP pull through onto PO

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
Jane Smith 9 months ago in New/Amend Order 1 Idea Accepted - Gauging Support

SOP Amend Despatch - too many buttons to click

If an order is despatched in error, or wrong quantity despatched, or we want to bring it back to change some text on the order before running the invoice etc etc, it is a very cumbersome process to 'Amend Despatch'. It must be done line by line, a...
Guest over 7 years ago in Despatch 2 Idea Accepted - Gauging Support

Ability to Complete a Sales Order from within the Sales Order Full form

Option to complete a sales order from within the sales order full entry form. Option would despatch, print and post the invoice.
Guest about 6 years ago in New/Amend Order 0 Idea Accepted - Gauging Support

More cost of sales traceability

We have a customer who have had some cost of sales discrepancies, they use manufacturing, sales orders and traceable items with actual costings. Looking at the postings in the nominal, the postings relate either to the Works order or to the Sales ...
Gary Butler over 4 years ago in Post 0 Idea Accepted - Gauging Support

Have the ability to restrict products to a single customer account

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...
Guest over 2 years ago in New/Amend Order 0 Idea Accepted - Gauging Support