Ideas

Showing 70

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 over 1 year ago in New/Amend Order / New/Amend Quote 5 Idea Accepted - Gauging Support

7 VOTE

Prompt to change Delivery Dates to Line Level

When amending the requested and promised delivery dates at header level on the POP, to ask if the date change should be cascade down to the POP line

Dani Partridge over 1 year ago in New/Amend Order 0 Idea Accepted - Gauging Support

4 VOTE

Enhancements for back to back orders (Creating POs from SOs)

Within Amend SOP > Save and Generate PO(s) - a notification may be flashed on screen but the Amend Order form closes and the notification can't be read There is no indication that the process generates orders - it doesn't do anything if the bac...

Andrew Dunn 10 months ago in New/Amend Order 0 Idea Accepted - Gauging Support

4 VOTE

Raise Orders from Supplier Stock Item Prices

The Supplier Stock Item Prices is a good routine as it shows the user all the stock items that are purchased from certain suppliers along with their last buying price and list price But it would be better if there was a tick box against each stock...

Ashleigh Caddick 10 months ago in New/Amend Order 1 Idea Accepted - Gauging Support

22 VOTE

Ability to add transaction analysis codes to purchase orders

We use transaction analysis codes quite extensively due to having multiple sites. Currently we can only add these at the point of invoice entry which can cause omissions, we would like the ability to add them to POs

Guest over 4 years ago in New/Amend Order 1 Idea Accepted - Gauging Support

4 VOTE

Customer would like to be able to see the value of invoices recorded against received items on a PO. By default you only see the Invoice Qty against PO Items, customer would like to see the Invoice Value also.

Customer would like to be able to see the value of invoices recorded against received items on a PO. By default you only see the Invoice Qty against PO Items, customer would like to see the Invoice Value also.

Timson, Abbi 10 months ago in New/Amend Order 0 Idea Accepted - Gauging Support

3 VOTE

Purchase Orders with Invoicing and payment information - To determine how much is due to pay on purchase orders. (Link POP to Payments)

There is currently no link between purchase orders, invoicing and payments.

Jack Stanley 9 months ago in New/Amend Order 2 Idea Accepted - Gauging Support

9 VOTE

Allow Quotation revision functionality

Currently each quote is created as a unique entry, a customer may request a change, but the original quotation is still valid, can a revision sequence be created so that all details for the project remain under 1 quote.

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

3 VOTE

Unable to see stock levels when creating a quotation

When creating a quote there is no easy way to see if the items are in stock and can be supplied immediately unlike when a full sales order created. Often we are asked for a quotation, which can be accepted the same day and only then do we find out...

Robert Lewis 10 months ago in New/Amend Quote 0 Idea Accepted - Gauging Support

5 VOTE

When you copy a quotation the Fx rate also copies across to your new quote

We update exchange rates in Sage 200 on a monthly basis with rates from HMRC. We've just noticed that when a new quotation is created using the 'copy quotation button', it will also copy the exchange rates from whenever the original quote was crea...

John Wilkins over 1 year ago in New/Amend Order / New/Amend Order / New/Amend Quote 2 Idea Accepted - Gauging Support

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