Ideas

Showing 31

Search/ Filter capabilities when using Cross Sell

When selecting cross sell items on an order, would like the ability to have a search and/or filter capability to make it easier to find the product required

Jo Kirkup 10 months ago in New/Amend Order / New/Amend Quote 0 Idea Accepted - Gauging Support

2 VOTE

Allow the input of unit cost details into Quotations

Users can be set up to allow the entry or change of unit cost (not selling) prices in Sales Orders. However the same facility does not exist in quotations - and I suspect that even if it did then the cost price would not be copied into the sales o...

Guest over 2 years ago in New/Amend Quote 2 Idea Accepted - Gauging Support

5 VOTE

DIscounts on Pro formas and quotations

There is an area where discounts can be added to orders, proformas and discounts - this only allows the entry of a percentage discount with two decimal places. Sometimes users wish to record a more precise discount:- eg. Say the order value is £5,...

Guest over 6 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

2 VOTE

Change Company Name in Provisioning Portal for Archiving

When you have a company that is wanting to archive and start again to be able to change the name to ARCHIVE to that the company select screen shows Archive. currently you have to copy backup, download and reupload creating new company name with AR...

David Shearer about 3 years ago in Ability To Change Company Name For Archiving 0 Idea Accepted - Gauging Support

6 VOTE

Quotation Discount Value

Why can I not enter an order discount VALUE on a quotation - it restricts me to a percentage only.

Guest over 9 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

5 VOTE

SOP - Quotations automatically close.

Can quotations be automatically closed after a given period? I.e. the set amount of days that the quotation is valid for. (14, 28, 30 days, 1 month, 2 months etc. etc.)

Robert Brailsford almost 10 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

5 VOTE

Quotation - Prospect Account to Cash Account, loss of address information

When converting a quotation which is an prospect, and selecting the nominated cash sales account any address information put into the Account Selection box is lost when it&s converted, meaning the user has to go back to the quotation and re-en...

Guest almost 10 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

1 VOTE

SEOS customer operations agent should be allowed to re-send notifications

On www.sageerponlineservices.com a Customer Operations Agent can add new users. Adding a user that does not have a Sage ID will raise a notification. The customer operations agent should have the ability to re-send the notification

Guest over 2 years ago in Provisioning Portal 0 Idea Accepted - Gauging Support

1 VOTE

When logging into the Sage 200 2015 online portal, users have to type in the username which is an email address. Some clients have a long company name hence this a problem. No option is available to remember the username or no provision to create a short

No description provided

Guest over 2 years ago in Provisioning Portal 0 Idea Accepted - Gauging Support

4 VOTE

Find a prospect quotation by column name:

When you go to &view quotation& you then select the prospect account setup (in my case CASH01) when you do a right click &find& and search bythe &name& you entered when entering the new quote entered for the prospect, match...

Guest almost 10 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

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