Sage 50 UKI Ideas Portal

1 Vote

default the PRODUCT department to the customer DEPTARTMENT

when keying in the customer order, I currently have to drill in the description of the product to enter the department related to the customer. ideally, the product department should default to the related customer

Created 15 May 10:31am

Defaults / Settings

0
1 Vote

Flagged (Red) Customers when they exceed there credit terms by days not limit

No description provided

Created 30 Apr 01:18pm

Defaults / Settings

0
3 Vote

To have the extra reference to show on the supplier account activity rather than have to go to the drop down arrow detail field

No description provided

Created 19 Mar 09:43am

Defaults / Settings

0
4 Vote

Tax on Delivery address to have a default on settings somewhere or follow the Customer tax code.

When a customer is created and you select a Tax code T6, the registered address follows that no problem BUT for some reason the Delivery address is going to T1, this too should follow the Customer tax code.

Created 12 Jan 08:44pm

Defaults / Settings

0
14 Vote

Facility to change quotations to proforma

I repair tools, as such we quote on repairs. Every now and then, my customers say great, but can you send it as a proforma. Which means we have tp lose the quote and start again

Created 23 Jan 11:58am

Defaults / Settings

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16 Vote

To stop 'Yes' appearing in the printed column when an invoice/purchase order etc. has been emailed (not printed)

Whether we have or have not printed an invoice/purchase order is useful for us to see so that we do not have duplicates or be missing documents that can make it confusing or mean we miss something. Clicking on the email button and having it then s...

Created 7 Nov 12:00pm

Defaults / Settings

0
1 Vote

Report shortcuts in menu bar / macros

It'd be great if the menu bars could be updated (Quick Print / Print / Email, etc.) to include multiple customisable shortcuts. i.e press one of them, it saves the PDF file to your desktop (or saved location) with a certain file name (rather than ...

Created 9 Apr 09:56am

Defaults / Settings

0
9 Vote

When running differnt companies use different colours for each

No description provided

Created 25 Apr 11:58am

Defaults / Settings

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2 Vote

Close after saving

If you make a change to a supplier/customer record or invoice. There should be a save and close option or an auto close default. Instead of having a blank one then show. if youre going through various records it adds time on and is just a bit anno...

Created 6 Feb 10:44am

Defaults / Settings

0
6 Vote

Enable Sales Orders to be linked to Projects, like Purchase Orders can be.

We can allocate PO's to a Project, but cannot do the same with SO's. This makes the Project module of not much use. It would be so much more useful if SO's could be allocate to Projects in the same way as PO's can.

Created 27 Jun 08:28pm

Defaults / Settings

1