Sales Order Processing (SOP)

It would be handy to convert a quotation into a pro forma.

If a quote is accepted the ability to convert to a proforma rather than an order would be useful especially for new customers.

Currently it is possible to complete a SO or PO even when there are lines without a NL code, resulting in a posting to suspense. It would be useful if you couldnt save the order line if the NL Code is blank, or at the very least present a wa

Some users would like to keep a history of quotations that did not result in conversion to sales order. At present the only option is to keep it with a status of live or delete. Users would like also to be able to convert a quotation to a p

When adding a Sales Order item line I would like to see what other items can be added to the order that. E.g Im selling a printer and Id like to see the cables and cartridges that are sold with that printer. This gives me the opp

The ability to add previous ordered items to a sales order rather than having to remember my customers order history and then manually selecting those items.

Include option to auto refresh screen displays as currently they do not refresh unless you manually refresh or log out then back in to company

Ability to convert a quotation to a Pro Forma Invoice

When entering a sales order I would like to see the preferred items that a customer orders rather than filtering through a full list of stock items. This will improve the speed at which I can enter sales orders and the accuracy of the data

When entering a sales order I would like to see the items that this customer frequently orders from me. This will allow me to enter order more efficiently and accurately.