Sage 50 UKI Ideas Portal

3 Vote

Customer Payment Terms

You are currently only able to select between 0-30 on payment terms, some customers may pay on 45 nett or 60 day terms but you are unable to enter on the system to show this.

Created 01 Feb 13:20

Customers

0
3 Vote

Integration with phone system

We would like to be able to phone a customer from his customer page. Also when a customer phone in we would like his customer details to pop up on our screen.

Created 31 Jan 14:51

Customers

0
4 Vote

PRINTING A RECEIPT FOR A CUSTOMER WHO REQUESTS ONE IN PDF FORMAT

No description provided

Created 24 Oct 11:06

Customers

0
3 Vote

Having a report which can identify which cusomer/supplier records have alerts created

No description provided

Created 10 Jan 09:02

Customers

0
2 Vote

Customer Default Department code should pull through on Sales transactions unless specifically overridden on order line

No description provided

Created 18 Apr 10:43

Customers

0
2 Vote

ALERTS ON FOLLOW-UP

When chasing customers for payments etc. there is a tab to click follow up - this should flag up when you log onto sage for the follow-up date as a reminder. Also the follow up date should be the latest date and not the 1st date which is currently...

Created 16 Apr 14:35

Customers

0
3 Vote

Display invoice quantity on the customer activity tab

Currently the customer activity tab only displays date/inv no/details and value of sales invoices, it would be helpful to have the qty and rate values displayed.

Created 02 Jan 13:02

Customers

0
13 Vote

Customer Order Number - warning if duplicated

To avoid errors, does sage 50 currently highlight to the user if a customer's order number has already been used, to save orders being duplicated

Created 01 Mar 00:00

Customers / Preventing mistakes

0
6 Vote

Add New to Toolbar on the top of Customer Record

We have just moved to start using the Quotations feature in Sage 50. It seems a glaring omission (and I would imagine a simple fix) to NOT have a "New Quote" button on the Toolbar at the top of a Customer Record page to go along with the "New Invo...

Created 17 Feb 00:00

Customers

0
2 Vote

The ability to view postcodes on all customers in the column headers

As a senior sales operative this tool would be very useful for field visits when auditing clients

Created 14 Mar 14:05

Customers

1