Skip to Main Content
Sage 200 UKI Ideas Portal

Please note the following Sage 200 Ideas Portal Guidelines apply to the use of this portal.

ADD A NEW IDEA

Clear

Ideas

Showing 107

Sage stocktake

Stocktake logic seems to be incorrect. Stocktake run on one date -- items booked in/out -- stocktake then physically taken place and entered on sage but the count ignores the bookings in/out and makes the adjustment based on the actual stock at th...
Guest almost 10 years ago in Stocktake 0 Idea Accepted - Gauging Support

Pass e-mail details to Sage Pay for Sales Ledger Online Card Receipt

When using the Sales Ledger Online Card Receipt option, this doesn&t pass any e-mail information over to Sage Pay. Sage Pay advised our customer, if this did pass an address across, an e-mail receipt could be sent. Currently nothing available ...
Guest almost 10 years ago in Opayo 0 Idea Accepted - Gauging Support

Calendar management and scheduling

To provide a scheduling tool for tasks that in turn integrates with MS Outlook Calendar, but also with Sage 200 Project Accounting and Sage 200 CRM. The current WTE assumes that all work is carried out against cost buckets of project item(s). In r...
Guest about 10 years ago in CRM 0 Idea Accepted - Gauging Support

Stock take unit by location (2595)

When carrying out a stock take it should be possible to select a unit of measure by location. This facility would allow stock to be counted much more quickly and easily. For example - A customer buys palettes of components (palette are made up of ...
Guest almost 11 years ago in Stocktake 0 Idea Accepted - Gauging Support

Sage Connect - Automation is on by default on certain templates - this should be a customer selection

Perhaps it can be a step on the homepage to say a suggested piece to set up Risk would be that an automated email goes out before the customer is expecting it to
Jo Kirkup about 1 year ago in Sage Connect 0 Idea Accepted - Gauging Support

Sage Connect - Templates > automation rules > wording change

Edit a template on the automation section for a template with automation enabled click on the cog In the recipients section click on the excluded customers the wording that appears says: These customers have been excluded from their customer recor...
Jo Kirkup about 1 year ago in Sage Connect 0 Idea Accepted - Gauging Support

Sage Connect - Templates criteria search box needs to be made wider, rather than wrapping the names

Edit a template on the automation section for a template with automation enabled click on the cog In the recipients section click on the included customers/ excluded customers (doesn't matter if its all or selected customers) When you then get the...
Jo Kirkup about 1 year ago in Sage Connect 0 Idea Accepted - Gauging Support

Sage Connect - add the account reference to the account look up/ filter screens

Businesses are used to knowing their account reference so need to reflect business processes. Provides greater choice and ensures a level of consistency with the ERP
Jo Kirkup about 1 year ago in Sage Connect 0 Idea Accepted - Gauging Support

Sage Connect - Templates criteria needs expanding to include other options rather than e.g just account name for customers

Edit a template on the automation section for a template with automation engable click on the cog In the recipients section click on the included customers/ excluded customers (doesn't matter if its all or selected customers) when you then get the...
Jo Kirkup about 1 year ago in Sage Connect 0 Idea Accepted - Gauging Support

Sage Connect - Transaction list > payments, the payment number is confusing should be able to choose what is displayed or the reference used by the product

as above
Jo Kirkup about 1 year ago in Sage Connect 0 Idea Accepted - Gauging Support