Ideas

Showing 162

Customer Part Codes

Allow for customers to have specific codes for your product and allow searching against this code (as well as the master code) on SOP and other relevant forms.

Richard Torr 9 months ago in New/Amend Order / New/Amend Stock Record 1 Idea Accepted - Gauging Support

7 VOTE

In the delivery address form, add an additional optional input field labeled “PO Box” after the primary street address fields.

Some customers may have both a street address and a PO Box. Delivery services sometimes require both to ensure successful delivery. Keeps address data cleanly separated for backend systems and shipping integrations

Edie Collins 6 months ago in New/Amend Order 0 Idea Accepted - Gauging Support

12 VOTE

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 12 months ago in New/Amend Order 0 Idea Accepted - Gauging Support

23 VOTE

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 about 2 years ago in New/Amend Order / New/Amend Order 2 Idea Accepted - Gauging Support

3 VOTE

Posting part payments against sales orders before issuing the invoice

We have a lot of customers who pay upfront for their orders. Using the proforma is a faf, so we just use sales orders and mark them as paid using analysis codes. My question is, if a customer pays for half of an order (like a goodwill gesture) can...

kate thomas 4 months ago in New/Amend Order 3 Already Exists

7 VOTE

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 11 months ago in New/Amend Order 0 Idea Accepted - Gauging Support

59 VOTE

Stop Sales Order transaction when Account is on Hold

When an account is on Hold, you can currently still process a Sales Order within the system. It would be better if you could place a customer on hold and allow it to transact a Sales Order dependant on what 'Hold' status is given. Status ActionOn ...

Guest over 7 years ago in New/Amend Order 3 Idea Accepted - Gauging Support

2 VOTE

Sales Order Discount - Recalculate on Save (Amend Order)

The user is only prompted to apply the order value discount if the discount applied would be greater that the current percentage applied The problem is that if the order is amended to a lower value, the percentage is not re-applied e.g. Create new...

Andrew Dunn 3 months ago in New/Amend Order 5 Idea Accepted - Gauging Support

2 VOTE

SOP Order Discount / Surcharge - Restrict User Access

The Order Discount / Surcharge on the Delivery and Invoicing tab can be amended by any user - even an user with no SOP permissions - it would be helpful of access to this could restricted via SOP permissions Note that the order discount % / value ...

Andrew Dunn 3 months ago in New/Amend Order 0 Idea Accepted - Gauging Support

10 VOTE

Sales Order Authorisation on Sage 200

We use the purchase order authorisation feature in Sage 200 but need an equivalent system to authorise Sales Orders before orders are put into manufacture in our factory. We currently have to do this manually on paperwork in the absence of a Sage ...

Dominic McGivern over 1 year ago in New/Amend Order 0 Idea Accepted - Gauging Support

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