Change the numbering system for Quotes and SOs so they match
Like Sage 50, when you have saved a quote, the number it produces should be reserved for when it is converted to a sales order so they stay streamlined and match up rather than having to reference multiple numbers to link them. This would also mea...
Ella Browell
8 months ago
in Convert Quote
0
Idea Accepted - Gauging Support
Invoice address to copy across to sales orders when converting a Prospect Quotation to the default Cash Account customer
Customers would like the invoice address that is entered against prospect quotations to be copied across the sales order when converting from a prospect quote to the default cash account customer as the invoice address is appearing wrong on the fi...
Guest
almost 7 years ago
in Convert Quote
1
Idea Accepted - Gauging Support
We have a number of customers who receive an blanket order or order line discount. We then have a range of SKU from certain suppliers (managed by product group) where we do not wish the discount to apply.
Chris Jones
about 1 year ago
in Multiple Discounts
0
Idea Accepted - Gauging Support
It would be a really good idea to have a button at the bottom of the amend quote form which would allow direct conversion of the quote to an order, instead of having to go through the menu and then find the quotation again. Invariably customers al...
Guest
over 10 years ago
in Convert Quote
0
Idea Accepted - Gauging Support
Retain stored warehouse in Sales Quotation when converting to a Sales Order
Currently as per Sage documentation, it states 'You cannot convert a quotation in the following circumstance': 'The stock item is no longer stored at the warehouse specified for the item in the quotation'. Every time you go to convert a quote, it ...
Guest
about 9 years ago
in Convert Quote
0
Idea Accepted - Gauging Support
Convert Quote from Prospect to Customer to pick up nominal structure for stock items.
We have a customer who builds the nominal account for stock items using the nominal from stock and cost centre/dept from customers. When they create a quotation for a prospect account, it uses the default nominal details from the prospect. However...
Christie O'Connor
almost 8 years ago
in Convert Quote
0
Idea Accepted - Gauging Support
It would be great to set multiple discounts against the customer file which can be picked up on order entry. Customer File Select Discount groupSelect valid until dateSelect if Discount is Active/InactiveSelect if Default DiscountOrder Entry Defau...
Guest
over 8 years ago
in Multiple Discounts
0
Idea Accepted - Gauging Support
When creating Customer Discount Groups it would be helpful to have a function that allows for the copying of an existing Discount Group to a new Group. For example - a site has 10,000 stock items for sale and one of their customers has a Discount ...
Guest
over 2 years ago
in Multiple Discounts
0
Idea Accepted - Gauging Support
GENERIC SALES QUOTATION CONVERTION TO LIVE SALES ORDER - NEW CUSTOMER ACCOUNT
Convert a generic Sale Quotation e.g. ENQ9 to a new customer account MCCA0012? When the quotation is converted to a live SOP the customer box is greyed out and cannot be amended to a new customer a/c. At the point of quotation we do not alw....
Guest
over 2 years ago
in Convert Quote
0
Idea Accepted - Gauging Support
