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
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
I'm raising this on behalf of a client who would like to see the below changes on the financial transaction import routines. Username - it would be better if this defaulted to the user doing the import. Posting Date - this should default to the da...
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
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
Functionality to add a Name (Description) and a Short Name to non-standard Sage 200 Modules/Sources
When importing Sage 200 Customer or Supplier transactions, it is possible to specify a Source (Module) number in the 16-90 range to the Excel import file. At present, when the transactions have been imported, the description of Sources 16-90 will ...
