Sage 200 UKI Ideas Portal

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    Quotations - Allow to amend/edit a line without having to delete and add a new line at the bottom and having to move it up to be in the same place

    We have quotes for clients that are in a order so it might be say Plot 1, Plot 2 etc with the relavant product under that heading. The customer then changes the length or colour and you can't edit that line. You have to delete and then re-add a li...
    Roy Hughes over 1 year ago in New/Amend Order / New/Amend Quote 5 Idea Accepted - Gauging Support

    When copying invoices, nominal codes should be copied as well

    When copying a Sales Order from a previous Sales Order, all the details are copied across including the nominal codes, then all you have to do is adjust the quantities. However, if you do the same with an Invoice, the customer details and quantiti...
    Jeff Keen almost 2 years ago in New/Amend Order 1 Idea Accepted - Gauging Support

    SOP View Order / View Invoice to show the invoice address

    On the SOP screens, the box labelled Invoice Address is actually the current S/L account address and not the invoice address - i.e the address displayed is from CustomerLocation and not SOPInvCredAddresses All the standard, default Sage invoice la...
    Andrew Dunn 9 months ago in New/Amend Order 3 Idea Accepted - Gauging Support

    When you copy a quotation the Fx rate also copies across to your new quote

    We update exchange rates in Sage 200 on a monthly basis with rates from HMRC. We've just noticed that when a new quotation is created using the 'copy quotation button', it will also copy the exchange rates from whenever the original quote was crea...
    John Wilkins about 1 year ago in New/Amend Order / New/Amend Order / New/Amend Quote 2 Idea Accepted - Gauging Support

    Date requested, date promised - can this be simplified?

    Not sure why there are both dates as there is also the document date. Seems excessive. Do I not understand the reasoning behind this?
    Christine Sellick 11 months ago in New/Amend Order 1 Idea Accepted - Gauging Support

    Add document originator feature from purchase orders to sales orders

    In purchase orders you have the option to set the document originator as someone else from a drop down list. This would be helpful to be a feature in sales orders as the person who takes the order isn't always who inputs it into the system. Curren...
    Bethany Houghton 8 months ago in Convert Pro Forma / New/Amend Order 0 Idea Accepted - Gauging Support

    Sales Order input

    When using rapid invoice, you can't enter extra detail and have to go to detailed. When taking an order we don't always know customer is going to want more detail. Would be good to not have to save and then go into detailed.
    Christine Sellick 9 months ago in New/Amend Order 1 Will not implement

    Allow amendment of customer order number on Sales Invoices

    Very often sales orders are taken and the customer order number is either missed off or is not yet available, some customers will reject a sales invoice if this is missing & currently the only way to issue a replacementsales invoice with a cus...
    Guest over 6 years ago in New/Amend Order 0 Idea Accepted - Gauging Support

    Sales Order Processing - Option to check for duplicate order numbers

    Option to notify if a duplicate customer order number has been entered and to display which order it has been used on. This will avoid duplicate orders being entered.
    Guest about 7 years ago in New/Amend Order 0 Idea Accepted - Gauging Support

    Sage 200 customer addresses

    Please sort Sage 200 customer addresses in alphabetic order, currently they appear just in the order that they were added which makes it difficult if you have many delivery addresses.
    Guest over 3 years ago in New/Amend Order 0 Idea Accepted - Gauging Support