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
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
Standing Order and Direct Debit set-up to allow the Goods and VAT amount split to be amended as in Sage50
Vatable Payments and Receipts do not allow the same functionality as is available in Sage50 to change the values when creating, the goods / vat split is determined by the VAT code and cannot be adjusted - in Sage50 it can, this is causing customer...
Would like extra information in the Process Standing Orders and Direct Debits screen
When processing standing orders and direct debits, would like an additional screen that comes up which simply lets the user know which direct debits and standing orders are going to be done based on the date entered. They would then be able to con...
Maintain Standing Orders and Direct debits screen to show values/ability to add this as a column!
The information is already there and can use the workspace or the report for it so please have the ability to include this as a column into the list view screen. especially if the user has lots of standing orders and direct debits setup!
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
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
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
