Sage 50 UKI Ideas Portal

2 Vote

Activity Checking Stock and Old Invoices

When checking the activity from a product why do you only relate the reference to sales orders only? Why is there no reference to the actual invoice? I always delete my sales orders as otherwise I would have as many sales orders as I do invoices w...

Created 10 Jan 17:01

Invoices and credits

0
4 Vote

Product Credit Notes NOT to update stock OPTION

If a credit note is just a price adjustment only - the item(s) should NOT be added to stock quantity. Old Sage had a pop-up question " do you want to adjust stock Y/N - but this has vanished on recent updates. Raising a SERVICE credit will only ad...

Created 08 Feb 13:35

Invoices and credits

0
1 Vote

Application for Payment

Anyone who issues an Application for Payment will benefit from this. The only other alternative is to create the applications externally (say, in Excel). We're currently trying to get around this by using the sales order function, but that doesn't...

Created 17 Jun 15:14

Invoices and credits

0
1 Vote

On recurring invoices be able to add Quantity/Rate

We have customers who can have varying number of units each month that need to be checked off before running the recurring invoices. Would be great if there was a way to add other columns to the main splash for Recurring items under Customer Invoi...

Created 12 Jun 14:20

Invoices and credits

0
4 Vote

Customer Acc Name Search quick find on Sales Invoices

I always used to be able to do a quick search on the A/C box by alphabet letter when creating new invoices. Now I have to click on the list of customers beneath and then do the alphabet search which is an additional step which takes more time. Ple...

Created 04 Dec 14:22

Invoices and credits

0
3 Vote

Reason code to be added when creating customer credit

A table of reason codes could be set up by the user, for example Reason 1 - Duplication Reason 2 - Incorrect pricing etc It should then be possible to generate a report for a specified time period, splitting the credit notes by reason code and pro...

Created 28 May 13:57

Invoices and credits

0
6 Vote

Free Text Field on quotes, sales orders and invoices

It would be good to have a free text field on quotes, sales orders and invoices which would allow more characters, up to 1000 ideally, we often have to add lots of information to invoices.

Created 26 Oct 23:00

Invoices and credits / Sales orders

1
2 Vote

Update and edit a customer price list ('on the fly') from a sales invoice including adding new products and prices, with user access control.

This would save us a lot of time. All sales and operations would greatly benefit. If the last details saved to a customer account could be retrieved when invoicing, it would eliminate constant checking/editing. A hyperlink to customer history/acti...

Created 22 Oct 09:51

Invoices and credits

0
1 Vote

To search for more than just a product code when invoicing

At present we have to either enter the part number when generating goods into an invoice or use the search box at the top if scanning a barcode of the product or name search. It would be extremely useful it the product code box was more functional...

Created 15 May 14:00

Invoices and credits

0
2 Vote

Product Code for negative values on invoice

I have to enter the same phrase on certain sales invoices for a negative value. Using 'M Message Line' in Product Code column is time consuming. Currently having to memorise an invoice template with this phrase using 'S2 Special item'. Recall the ...

Created 23 Sep 13:07

Invoices and credits

0