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Sage 200 UKI Ideas Portal

Please note the following Sage 200 Ideas Portal Guidelines apply to the use of this portal.

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Ability to open Sage 200 Standard twice

Before the update on 28/10/2024 you had the option of opening the Sage 200 application twice. This was an undocumented feature but very useful for Sage 200 Standard Online customers that had more than one company. For one of our customers it's abs...
John Dunn about 1 year ago in Launch multiple instances of Sage 200 2 Idea Accepted - Gauging Support

Save and print button on create quotation screen

When creating quotation's in sage it would be ideal to have a save and print button.
Craig Ingram 10 months ago in New/Amend Quote 5 Already Exists

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 li...
Roy Hughes over 1 year ago in New/Amend Order / New/Amend Quote 5 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 8 months ago in New/Amend Quote 0 Idea Accepted - Gauging Support

Allow Quotation revision functionality

Currently each quote is created as a unique entry, a customer may request a change, but the original quotation is still valid, can a revision sequence be created so that all details for the project remain under 1 quote.
Rebecca Knight about 2 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

When you copy a quotation the Fx rate also copies across to your new quote

We update exchange rates in Sage 200 on a monthly basis with rates from HMRC. We've just noticed that when a new quotation is created using the 'copy quotation button', it will also copy the exchange rates from whenever the original quote was crea...
John Wilkins over 1 year ago in New/Amend Order / New/Amend Order / New/Amend Quote 2 Idea Accepted - Gauging Support

Sage 200 Standard - Calculate Net Function

Sage 50 has a calculate net button when entering transactions. Can we have the same in 200 Standard?
Wendy Greaves almost 3 years ago in Calculate Net 0 Idea Accepted - Gauging Support

Change pricing structure for all items in an order with 1 click

For Account customers, when you enter a new order, all items are assigned to the customer's specific pricing band. The same thing happens with Cash customers but if you want to change to a different pricing band, you have to do this manually for e...
Gordon Kerr over 1 year ago in New/Amend Invoice / New/Amend Order / New/Amend Pro Forma / New/Amend Quote 0 Idea Accepted - Gauging Support

Folders for Favourites

It would be great if you could put your favourites into folders to save having to keep strolling up and down.
Karen Marsh over 2 years ago in Desktop 1 Already Exists

Search/ Filter capabilities when using Cross Sell

When selecting cross sell items on an order, would like the ability to have a search and/or filter capability to make it easier to find the product required
Jo Kirkup 10 months ago in New/Amend Order / New/Amend Quote 0 Idea Accepted - Gauging Support