New/Amend 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...

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...

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...

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.

When you copy a Quotation produced for an International Customer for a UK Customer, the VAT codes do not update. This has caused us to make mistakes in the past. However, when you copy a Quote originally created for a UK company, to an internation...

Just the opposite of a quotation for an order - but it comes with its own layout where you can specify the address where returns should be sent, an returns note number, and (within the lines of the quote) details of any restocking charges. Then yo...

Users can be set up to allow the entry or change of unit cost (not selling) prices in Sales Orders. However the same facility does not exist in quotations - and I suspect that even if it did then the cost price would not be copied into the sales o...

Would be a good feature to be able to see credit limits across SOP alloptions i.e. Quotes/Pro Forma. Client wants to have more control on what customers are offered when Quoting so would be beneficial for a credit limit pop up to show if the quote...

There is an area where discounts can be added to orders, proformas and discounts - this only allows the entry of a percentage discount with two decimal places. Sometimes users wish to record a more precise discount:- eg. Say the order value is £5,...

Current SOP settings only allows a single PROSPECT account. Customers want to be able to create quotations in multiple currencies - typically Euros and US Dollars - but you can only set up a single prospect account, usually in sterling. If an when...