Ideas

Showing 22

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

5 VOTE

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

Ability to mark bins and locations as inactive

Our Customers would like the ability to mark bins and/or locations as inactive. They should then be hidden inall screen in the system with the ability to show inactive bins/locations but not have any transactions posted to them.

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

2 VOTE