Sage 200 UKI Ideas Portal

Edit Customers & Suppliers In Grid Format

If you have an update that effects multiple customer or supplier accounts, it would be nice to be able to edit them en masse in grid format, where you could copy and paste the change into a specific field before arrowing down to the next record, as opposed having to access each individual account in turn by selecting the relevant tab and then updating the field.

An example of a field where this function would be helpful would be the default nominal code on the Trading tab of Supplier Details, where the default code for recharges might change and would effect 100's of accounts.

  • Tracy Thomson
  • May 10 2024
  • Idea Accepted - Gauging Support
Idea Benefit It would save time, 100's of accounts could be updated relatively quickly in minutes, as opposed taking days.
How do you solve for this problem today? Currently there is not alternative I'm aware of, other than accessing each account in turn.
Product Variant Sage 200 Professional
  • Tracy Thomson commented
    13 May 11:12am

    Hi Andrew,


    No, I've not tried exporting & importing.

    Although, I would be loath to do an import to replace existing data, just in case something went wrong with the import. Also, there are certain fields that cannot be updated with an import.


    In the past I've used another finance system, were the vendor and customer lists were a very similar setup to Sage 200, only that system had a function that allowed you to update the list in grid format.

    I found this function invaluable for tidying up existing customers & suppliers that had not been setup correctly by my predecessors, as you could apply filters based on a certain criteria and then only update the accounts that needed to be corrected.


    I wasn't a lover of the other system, as it had many faults as they all do, however this function I thought was genius.

  • Andrew Douglas commented
    13 May 09:53am

    Have you tried the existing Customer csv export and import? The import lets you update existing customers.

    https://desktophelp.sage.co.uk/sage200/professional/Content/General/IMPORT_Customer_accounts.htm

    There is also an import/export for suppliers.