Sage 200 UKI Ideas Portal

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 line which goes to the bottom and then you have to move it up line by line to show back in Plot 1. This could be a number of pages if you have multiple Plots. This used to be a simple change in Sage 50 but is an absolute nightmare in 200

  • Roy Hughes
  • Aug 29 2024
  • Already Exists
Idea Benefit Would save a long time in amending a quote
How do you solve for this problem today? You can't, you have to delete the line and then re-add at the bottom and then move up sometimes 10's of lines if not more when you might havea 15 page quote
  • Admin
    Jo Kirkup commented
    16 Sep 13:18

    Thanks for the reply, let me ask our Customer Services team to reach out to you as this is functionality we've added but it is version specific.

  • Roy Hughes commented
    16 Sep 12:03

    Thanks for your message Jo. I have tried this but I don't seem have any more funcationality on the web screen version than I do on the desktop version. I can not edit a line to choose another SKU or to change from one colour to another. I can only amend the description which is no help. I have to delete that line, add it in and then drag it all the way up. the drag and drop function makes it marginally easier but the ability to amend or add a line in the quote where you wanted it (as per Sage 50) doesn't seem to be on my version

  • Admin
    Jo Kirkup commented
    10 Sep 10:09

    This is possible, in the web screen version of Sage 200. Please visit our product help for more information on how to access.