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Sales Order Processing (SOP)

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Change date on posted invoice, journal and bank transaction

Is it possible to change the date of an invoice after it has been printed and posted in Sage 200 Professional, also change the wrong date on a bank transaction instead of having to do a payment/receipt to correct, and also change date on journals....
Janine Holloway about 1 month ago in Corrections / Corrections / New/Amend Invoice / New/Amend Order / Payment/Receipt 0 Idea Accepted - Gauging Support

Ensure Full Compatibility of Sage 200 with New Outlook Before 2029

With Microsoft Outlook Classic support ending in 2029, Sage 200 needs to ensure full compatibility with the New Outlook application. This includes maintaining existing integrations, such as email functionality and the use of Report Designer, so th...
Pete Pete 5 months ago in Email / Emailing 0 Idea Accepted - Gauging Support

Send multiple acknowledgements

We often have to raise multiple sales orders for a single customer and need the facility to send a single email with several acknowledgement pdfs attached
Kay Johnson 9 days ago in Sales Order Processing (SOP) 2 Review Required

In sales orders need column to show customer invoice post code

In sales orders need column to show customer invoice post code.
Mark Kent 9 days ago in List 0 Idea Accepted - Gauging Support

Allow Repeat Order Templates to Allocate stock where stock quantities are negative

Allow Repeat Order Templates to Allocate stock where 'allow negative stock' and 'Can over allocate negative stock' is selected on the product group. Even when Auto Allocate is selected this does not happen. You take orders for a fresh product you ...
Terence Bell 18 days ago in Repeat Order Templates 6 Idea Accepted - Gauging Support

Unable to see stock levels when creating a quotation

When creating a quote there is no easy way to see if the items are in stock and can be supplied immediately unlike when a full sales order created. Often we are asked for a quotation, which can be accepted the same day and only then do we find out...
Robert Lewis 10 days ago in New/Amend Quote 0 Idea Accepted - Gauging Support

Credit Limit Check when changing sales order status

Customer imports a lot of sales orders (via DX) - these are put on hold automatically When the user goes to amend order status and set the order Off Hold, they would like to see a credit limit warning, same as if they added a new order They have t...
Andrew Dunn 23 days ago in Amend Order Status 0 Idea Accepted - Gauging Support

Allocate serial numbers (when using Sell By Dates for fulfilment) by looking at the system date rather than the order date

Currently the order document date is used to allocate serial numbers to sales orders when using Sell By Dates for fulfilment. This means that expired serial numbers can be allocated if an older order is allocated on the system date, as by using th...
Damian Graham 18 days ago in Allocate / Allocate 0 Idea Accepted - Gauging Support

Customer Part Codes

Allow for customers to have specific codes for your product and allow searching against this code (as well as the master code) on SOP and other relevant forms.
Richard Torr about 2 months ago in New/Amend Order / New/Amend Stock Record 1 Idea Accepted - Gauging Support

SOP Archiving by customer account number

We need functionality to archive sales orders by customer account number. This is crucial as we cannot delete a customer account without archiving the data first. At present we can only archive based on date, therefore, we are also archiving order...
Katja Monks 12 months ago in Archive 0 Idea Accepted - Gauging Support