Sales Order Processing (SOP)

99% of our business is with overseas customers, we rarely ship partially and so the promise date for the order is always the same for each line also. Currently the promise date only applies to each line if the promise date is entered before any li...

It would be handy to convert a quotation into a pro forma.

When amend sales order status is used and a sales order is cancelled, the items are removed and cancelled item line details are added if the user clicks on Yes. Would it be possible to set the status as Cancelled rather than being set to Completed?

Hard to believe its not already on the list of columns you can add, but the ability to add the A/C Ref to the columns list when viewing SOP and POP List View would be really useful.

Converting a quote to an order marks it as completed, however we dont win all our quotes so it would be nice to be able to mark the ones we dont win as lost. Saying that it would be good if we could re-open it if the customer came back and changed...

Although you can enter data in a grid format in the Rapid Order Entry and the Trade Order Entry they do not offer all the functionality that the Full Order entry offers, for example, enter free text lines, charges, project details, amend nominal a...

If a quote is accepted the ability to convert to a proforma rather than an order would be useful especially for new customers.

Currently it is possible to complete a SO or PO even when there are lines without a NL code, resulting in a posting to suspense. It would be useful if you couldnt save the order line if the NL Code is blank, or at the very least present a wa

Could an email address column be added in to the list views There is still no option to add this column in and client would find this very useful for quick access to that information.

Some users would like to keep a history of quotations that did not result in conversion to sales order. At present the only option is to keep it with a status of live or delete. Users would like also to be able to convert a quotation to a p