Sage 200 UKI Ideas Portal

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    show who is the user of the sop on the main invoice screen

    i would like to see who raised an invoice in the invoice screen, rather than having to check in the sales order screen each time
    Naraine Seth 8 months ago in List 0 Idea Accepted - Gauging Support

    Use wildcards at time of running a query

    It would be useful to be able to use a wildcard in a filter which prompts for data at time of running the filter. An example might be perhaps using and & (or another wildcard) to trigger a pop-up window where a customer/supplier code is entere...
    Su Larcombe over 1 year ago in List / List 2 Idea Accepted - Gauging Support

    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

    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

    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

    SOP Type status to be expanded

    It is difficult to see what status a sales order is & it would be better f the Type wasn't just left as Order, but expanded to say the following: Order Order/Delivered (this means a part delivered order) Delivered - this means a fully delivere...
    Guest almost 7 years ago in List 0 Idea Accepted - Gauging Support

    New Proforma Button on customer list

    It would be really helpful if we would: With an account that has multiple delivery address could these be filtered alphabetically without having to do this manually each time.The “New Proforma Button” be on the customer list as well as the sales o...
    Guest over 3 years ago in List 0 Idea Accepted - Gauging Support

    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

    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

    For Filters default setting to be stored for each company

    If you set up a Sales Order List filter for company 1 called Fred and you set this, close and reopen Sage then the filter is remembered. If you then open company 2, and go to the SOP list view it will show everything unfiltered. Lets say there isn...
    Gary Butler about 4 years ago in List 0 Idea Accepted - Gauging Support