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New/Amend Order

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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 5 days ago in New/Amend Order / New/Amend Quote 0 Idea Accepted - Gauging Support

Allow users to amend the date on Invoice and Payment when doing payment with order in SOP

If a user takes Payments with Sales Orders, and it is set to Invoice Immediately the date of the invoice that is generated automatically and the receipt that is posted take the current date. This is fine if you are entering live on the same day as...
Alison Alison about 1 month ago in New/Amend Order 0 Idea Accepted - Gauging Support

Payment Reference Field Length needs increasing

Within SOP then the current Payment reference field is limited to 20characters - we're seeing increasing numbers of 3rd party systems providing longer than this. e.g. Worldpay at 64 chars. Without this field being populated it makes it impossible ...
Jeff Smith 2 months ago in New/Amend Order 0 Idea Accepted - Gauging Support

Have an warning to prevent stock being removed from a sales order after pick note is printed. To ensure the pick note reflects the same changes.

After a pick note is printed and is being picked, the sales order can still be amended and have items removed from the order. This has lead to stock being picked and shipped but not despatched or invoiced as had been removed without the warehouse ...
Angie Martin 23 days ago in New/Amend Order 0 Idea Accepted - Gauging Support

Amend customer reference on sales invoice

After raising invoices customers always seem to want to add purchase order numbers. It takes a long time to resolve. You could not allow users to amend invoice numbers or values - but amending reference order number would be really useful.....
Oldschool Oldschool 11 months ago in New/Amend Order 1 Idea Accepted - Gauging Support

Add linked items to a Sales Order when selecting a parent item.

Our company builds bespoke solutions which are configured from a base specification with the different configurations numbering in the thousands. Our solution includes linked items such as a steering axle which has different braking options depend...
Jay Craig 15 days ago in New/Amend Order 9 Already Exists

Date requested, date promised - can this be simplified?

Not sure why there are both dates as there is also the document date. Seems excessive. Do I not understand the reasoning behind this?
Christine Sellick about 2 months ago in New/Amend Order 1 Idea Accepted - Gauging Support

Create Stage Payments (Milestones) for Sales and Purchase Orders

Can the SOPs and POPs have a facility so that if the order has Stage (milestone) payments, there is a way to facilitate this easily without having to mess with the stock parts? We process contracts that often have stage payments in the orders and ...
Paul Cordell over 1 year ago in New/Amend Order / New/Amend Order 2 Idea Accepted - Gauging Support

Allow default incoterms to be set on a customer record

Set default incoterms on a customer record. This should flow onto Sales Orders. Ability to change the incoterms if required on the sales order, Ability to change at despatch but the changes to be considered as a business setting so the warehouse o...
Jo Kirkup about 1 month ago in Account / New/Amend Order 0 Idea Accepted - Gauging Support

Quotations - Allow to amend/edit a line without having to delete and add a new line at the bottom and having to move it up to be in the same place

We have quotes for clients that are in a order so it might be say Plot 1, Plot 2 etc with the relavant product under that heading. The customer then changes the length or colour and you can't edit that line. You have to delete and then re-add a li...
Roy Hughes 7 months ago in New/Amend Order / New/Amend Quote 5 Idea Accepted - Gauging Support