Ideas

Showing 40

Allow Quotation revision functionality

Currently each quote is created as a unique entry, a customer may request a change, but the original quotation is still valid, can a revision sequence be created so that all details for the project remain under 1 quote.

Rebecca Knight about 2 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

5 VOTE

When you copy a quotation the Fx rate also copies across to your new quote

We update exchange rates in Sage 200 on a monthly basis with rates from HMRC. We've just noticed that when a new quotation is created using the 'copy quotation button', it will also copy the exchange rates from whenever the original quote was crea...

John Wilkins over 1 year ago in New/Amend Order / New/Amend Order / New/Amend Quote 2 Idea Accepted - Gauging Support

28 VOTE

Add the ability to use transaction analysis code when raising an invoice to a customer

We use transaction analysis codes to balance the costs of projects within our school. This works from when paying supplier invoices and processing bank transactions, but there is no way to add this code when we are raising invoices to customers wh...

Guest about 8 years ago in New/Amend Invoice 0 Idea Accepted - Gauging Support

20 VOTE

Be able to edit/amend a printed invoice raised from Invoicing Module

At the moment once you print invoices from the invoicing module the then become locked down so no editing is possible. Would be great if this wasn't the case as clients raise and print invoices and realise a spelling/pricing mistake, get told to c...

Phil Edmondson almost 7 years ago in New/Amend Invoice 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

9 VOTE

Add functionality to be able to use Batch/Serial numbered items on Invoicing

Currently you cannot use batch/serial items on the invoicing module, they simply don't show due to the number being set to select the number on allocation or despatch. Having functionality to do this on an invoice (Select item, select batch number...

Gary Butler about 6 years ago in New/Amend Invoice 0 Idea Accepted - Gauging Support

6 VOTE

Duplicate invoice

Sage 50 had a button you could just press after highlighting the invoice from the list to duplicate the text, customer and coding. Sage200 has a copy invoice button in enter new invoice section, but only copies the text, nothing else. Can we have ...

Guest over 4 years ago in New/Amend Invoice 0 Idea Accepted - Gauging Support

3 VOTE

Invoicing reference & 2nd reference

We have just started looking at the invoicing module in our demo company and have noticed that the same reference (the Inv number) is used as the Reference and 2nd Reference in customer enquiry. Has anybody asked for the 2nd reference to be the cu...

Guest over 2 years ago in New/Amend Invoice 2 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

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