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Sage 200 UKI Ideas Portal
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2022 R1

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Barclays Business banking and Sage Bank Feeds

Would be great if we could use Barclays Business Banking through sage bank feeds just to make life easier
Guest almost 6 years ago in Bank Feeds 6 Delivered

Add Save and Cross-Sell functionality into quotes

The Cross Sell functionality is part of standard Sage 200,but it is only included in sales orders and not quotations.Please can it beexpanded it onto quotations?
Lloyd, Caroline almost 3 years ago in New/Amend Quote 1 Delivered

Full order entry -would like to enter data in a grid format

Although you can enter data in a grid format in the Rapid Order Entry and the Trade Order Entry they do not offer all the functionality that the Full Order entry offers, for example, enter free text lines, charges, project details, amend nominal a...
Guest about 6 years ago in New/Amend Order 1 Delivered

For the column width adjustment within all Enquiry screens to be remembered

In some enquiry screens (like stock view history) if you adjust the column widths, it remembers changes made. This isnt something that happens elsewhere, including the Sales and Purchase Ledger Transaction Enquiry screens. Can this be done please?
Guest about 6 years ago in Desktop Settings 1 Delivered

Mark quotes as lost

Converting a quote to an order marks it as completed, however we dont win all our quotes so it would be nice to be able to mark the ones we dont win as lost. Saying that it would be good if we could re-open it if the customer came back and changed...
Guest about 8 years ago in New/Amend Quote 1 Delivered

SOP Amend Order Screen

It would be beneficial if the line position remained static when amending a SOP Order. Eg.. when you are amending an order with say 20 or 30 lines on and you scroll towards the bottom of the items listed and perhaps Delete or Amend a line, when yo...
Howard Taylor almost 3 years ago in New/Amend Order 1 Delivered

Add ability to pass Nominal Analysis information through sales_order and sales_order_line API endpoints

Using the API it is possible to raise sales orders with lines, but there is no way to pass in nominal code data for either the order or the lines. This creates a completely unnecessary manual task in our case as the data has to be derived from wha...
Guest about 4 years ago in SOP 1 Delivered

Add a status of lost available for Quotes

With quotes you can convert them or they stop as live unless you delete them. If you delete them you the lose the ability to show quotes raised against quotes won which customers use. If you dont delete the quote then you end up with live quotes t...
Guest over 6 years ago in New/Amend Quote 1 Delivered

Completed quotations allowed to be marked as LOST

Current software allows orders and quotations to be deleted and immediately removed from the system. However, it is also possible to keep a record of cancelled order lines - but not cancelled whole orders? Our customer wants the ability to complet...
Guest over 6 years ago in New/Amend Quote 1 Delivered

Ability to change the status of a quotation to completed

This would mean when a customer places an order without a reference you could clear the quotation to a completed state and clear it from LIVE quotations.
Robert Brailsford over 9 years ago in New/Amend Quote 1 Delivered