Ideas

Showing 28

Add Update Company to tblAudit (When an user runs Update Company)

We have problems when someone has updated a test company from a live backup It's difficult to trace when this has happened or who did it - it would be of great help if tblAudit included entries for Company Updated There are audit event types 15,16...

Andrew Dunn 7 months ago in Companies 3 Idea Accepted - Gauging Support

1 VOTE

SSA - Confirm before Update All Companies

I have found myself on multiple occasions, meaning to select Add New Company but accidentally selecting Update All Companies ... and of it goes for ages unless I end task A confirmation prompt before the Update All Companies process starts would b...

Andrew Dunn 8 months ago in Companies 0 Idea Accepted - Gauging Support

2 VOTE

Change pricing structure for all items in an order with 1 click

For Account customers, when you enter a new order, all items are assigned to the customer's specific pricing band. The same thing happens with Cash customers but if you want to change to a different pricing band, you have to do this manually for e...

Gordon Kerr over 1 year ago in New/Amend Invoice / New/Amend Order / New/Amend Pro Forma / New/Amend Quote 0 Idea Accepted - Gauging Support

7 VOTE

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

1 VOTE

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 11 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 almost 7 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

4 VOTE

Alphabetical order, instead of id for adding members into companies or company access into users - sage 200 administration

When trying to add members into companies or company access into users its all in ID order and not in alphabetical name order. Would be good if this could be updated for quick adding purposes

Guest over 5 years ago in Companies 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

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