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Sage 200 UKI Ideas Portal

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Picking list to print when SO Highlighted

Currently when you highlight an order and click print picking list it does not automatically select the order highlighted and you still have to type in the order number. It would be helpful and time saving if it would automatically select the orde...
Greer Withers 6 months ago in Picking List 0 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 11 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 9 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

Print Picking List when all products are to follow

It would be very helpful to be able to print a picking list without any products being allocated. This is not possible now.
Pauline Douglass almost 3 years ago in Picking List 3 Further Information Required

Picking List Options from SOP Screen

Would be beneficial to have a column to show if the picking list has been printed for an order or not - this will help clients see if the order has been sent to be picked. Printing Picking Lists - option to be able to select Sales orders then righ...
Phil Edmondson about 6 years ago in Picking List 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

Complete picking list option

When looking at the help function for picking lists you help function states "Everything on an order is included on the picking list, even service and free text items." This is untrue. The picking list does not produce a line for goods if you have...
Guest over 2 years ago in Picking List 2 Further Information Required