Ideas

Showing 21

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 over 6 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

6 VOTE

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

5 VOTE

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

5 VOTE

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

4 VOTE

Find a prospect quotation by column name:

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

3 VOTE

Allow Prospect Accounts in multiple currencies

Current SOP settings only allows a single PROSPECT account. Customers want to be able to create quotations in multiple currencies - typically Euros and US Dollars - but you can only set up a single prospect account, usually in sterling. If an when...

Guest over 8 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

3 VOTE

Direct Delivery Serial Number

When confirming receipt of a direct delivery serial numbered item the function to enter the serial number would be appreciated. At present, a serial number is generated, however this is the PO number. Just because you have not physically received ...

Guest almost 11 years ago in Confirm Direct Delivery Goods Received 0 Idea Accepted - Gauging Support

2 VOTE

Allow Negative Values on Quotes

Allow Quotes to have negative value lines in the same way Sales Order can. E.g. A Trade in discount.

Sentley Wilson about 10 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

1 VOTE

The ability to add multiple batches when using PO Direct Delivery

When you raise a PO with direct delivery from a SO,and the direct delivery is confirmed the goods are automatically marked as despatched. A temporary batch number is created for the traceable item but if the qty was made up of multiple batches, th...

Guest about 9 years ago in Confirm Direct Delivery Goods Received 0 Idea Accepted - Gauging Support

0 VOTE

Copying International Quotations to UK Company does not copy VAT CODE

When you copy a Quotation produced for an International Customer for a UK Customer, the VAT codes do not update. This has caused us to make mistakes in the past. However, when you copy a Quote originally created for a UK company, to an internation...

Guest over 2 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

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