Sage 200 UKI Ideas Portal

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    Add Bin Location column to Workspace screens for Stock Qty Breakdown, Stock Status, Stock List etc

    It would be helpful to see / filter stock items by location, we currently have in excess of 40,000 stock items some possibly in three separate locations due to quantities.
    Peter Dowdeswell about 2 years ago in List 1 Idea Accepted - Gauging Support

    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

    Setting to make Customer Document number mandatory

    When a customer order number is required but users forget or just skip past it. Would like an "Customer Document number mandatory" tick box in settings so that you can't save unless one is entered.
    Claire Trim almost 2 years ago in New/Amend Order / 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 over 1 year ago in New/Amend Order / New/Amend Quote 5 Idea Accepted - Gauging Support

    When copying invoices, nominal codes should be copied as well

    When copying a Sales Order from a previous Sales Order, all the details are copied across including the nominal codes, then all you have to do is adjust the quantities. However, if you do the same with an Invoice, the customer details and quantiti...
    Jeff Keen about 2 years ago in New/Amend Order 1 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 12 months ago in New/Amend Order 0 Idea Accepted - Gauging Support

    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 6 months ago in New/Amend Order 5 Idea Accepted - Gauging Support

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

    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

    SOP View Order / View Invoice to show the invoice address

    On the SOP screens, the box labelled Invoice Address is actually the current S/L account address and not the invoice address - i.e the address displayed is from CustomerLocation and not SOPInvCredAddresses All the standard, default Sage invoice la...
    Andrew Dunn 11 months ago in New/Amend Order 3 Idea Accepted - Gauging Support