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Sage 200 UKI Ideas Portal

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Capability to amend tracking on completed sales orders

We’ve been testing the option in SOP where tracking information can be recorded. It seems that you can’t enter the tracking info for a “Completed” sales order. The completed sales orders are excluded from the dropdown list. We were thinking that w...
John Wilkins 1 day ago in SOP 1 Review Required

Allow fields to be searchable in list view even if columns are hidden

In Sage 50, information you could access drilling down into an order could be searchable whether its in a showing column or not. For example, you could search part of an address and it would bring up the orders containing this. Info referenced by ...
Ella Browell 11 days ago in List / List 2 Idea Accepted - Gauging Support

Add Excel Pivot on Invoicecredit and Invoice Credit Line

Useful to bolster existing trading reports e.g. if stock updated by despatch date then such trading information is unavailable.
Owen Orr about 8 hours ago in Excel Reporting 0 Review Required

Add tax data to /v1/sop_order_return_views API endpoint

This endpoint doesn't return tax_number, tax_code or tax_country. /v1/sop_order_return_views
MIKE TREANOR about 11 hours ago in SOP 0 Review Required

Ability to import/export customer discount groups

We have hundreds of customer specific discount groups which has taken a huge amount of time to manually input into the system. We also keep a spreadsheet of this outside of Sage as reference. As new customers or discounts are updated, it would be ...
Ella Browell about 12 hours ago in Price Book 0 Review Required

Allow filters to be set up the same way as custom report manager

There is a function to set a filter on a list view as public or private but it would be really beneficial to be able to tick per user if they have access to it or if it's hidden. We rely heavily on filters across modules and often they are relevan...
Ella Browell 11 days ago in List / List 0 Idea Accepted - Gauging Support

Free stock column in stock list view to split between warehouses

The free stock quantity column in the stock list shows a combined figure between warehouses which is not useful to us as the stock between our two branches isn't something that is shared or transferred easily/regularly. This means that entire colu...
Ella Browell 11 days ago in List 0 Idea Accepted - Gauging Support

To be able to print multiple quotes at once

To have the ability to print multiple quotes at once while other people are raising quotes in the system. The same thing for proformas you are prevented from doing this. But you can on SO
David Shearer 20 days ago in Users 0 Idea Accepted - Gauging Support

Change the numbering system for Quotes and SOs so they match

Like Sage 50, when you have saved a quote, the number it produces should be reserved for when it is converted to a sales order so they stay streamlined and match up rather than having to reference multiple numbers to link them. This would also mea...
Ella Browell 11 days ago in Convert Quote 0 Idea Accepted - Gauging Support

In the delivery address form, add an additional optional input field labeled “PO Box” after the primary street address fields.

Some customers may have both a street address and a PO Box. Delivery services sometimes require both to ensure successful delivery. Keeps address data cleanly separated for backend systems and shipping integrations
Edie Collins 15 days ago in New/Amend Order 0 Idea Accepted - Gauging Support