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Sage 200 UKI Ideas Portal

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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

Import Stock adjustments

I have a large amount of stock transactions to import, Adding to Stock or 'Writing off' as a result of stock taking. We cannot use the Stock taking facility because of it's limitations in not reading a retrospective date for the Stock level, just ...
Jon Watkin about 6 years ago in Stock 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

Stock Item Import - Specify BOM Item Type

When importing new Stock Items in to Sage 200, you cannot specify a BOM Item Type on the CSV file, e.g. BOM, Component, Phantom item or Built/Bought. Therefore, the newly imported Stock Items have to be amended manually once they're in Sage. This ...
Guest almost 10 years ago in Stock 1 Idea Accepted - Gauging Support

Export Product Groups

You can import Product Groups, much like stock items, and they can be a complicated structure with all of the Search Categories, Batch/Serial settings and what not, but you cannot Export them. This is useful if you are moving Product Groups to oth...
Gary Butler almost 7 years ago in Stock 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

It would be helpful if we could bulk import stock description changes.

We need to change the description on several of our stock items but there doesn&t appear to be a way to import changes, in the same way that purchase and sales prices can be imported.
Guest about 9 years ago in Stock 0 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

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

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