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New/Amend Quote

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

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 Sentley about 9 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

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 about 1 year ago in New/Amend Quote 0 Idea Accepted - Gauging Support

Allow the creation of a Returns Authorisation

Just the opposite of a quotation for an order - but it comes with its own layout where you can specify the address where returns should be sent, an returns note number, and (within the lines of the quote) details of any restocking charges. Then yo...
Guest about 1 year ago in New/Amend Quote 0 Idea Accepted - Gauging Support

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 about 1 year ago in New/Amend Quote 0 Idea Accepted - Gauging Support