Sage 50 Accounts UKI Ideas Portal

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Quotations

Mark quote as won improvements

Having prompts to add a customer order number when marking as won and being able to mark quotes as won from the sales order screen would be beneficial.
over 1 year ago in Quotations

Change quote number after send so when won it matches latest invoice sequence

Currently the quote system is of no use, as if not won an invoice number is missing on month end, and if won it is totally out of sequence.
over 1 year ago in Quotations

Quotes having a unique index

We do not want this to happen automatically as it clutters up our sales order list with quotes which are not yet sales orders. There should be a way to only create the SO when the quote is actually marked as 'Won'. Is there a way of preventing thi...
about 2 years ago in Quotations

It would be great to be able to convert Quotations directly to a Pro Forma Sales Order

Converting quotations directly to a Pro Forma Sales Order in Sage 50 Accounting can streamline our sales process and enhance efficiency in several ways: Time Savings: Manually transferring quotation details to a Pro Forma Sales Order can be time-c...
about 2 years ago in Quotations

Duplicate Quotation to Invoice and Retain Original Quotation

No description provided
about 2 years ago in Quotations

covert a quote to a pro-forma

we would like to mark the quote as won, and select pro-forma in the drop down box as marking the quote as won raises a sales order. We are having to mark the quote as lost as this does not raise a sales order and raise a new sales order and select...
about 2 years ago in Quotations

To have creating a quote and creating a invoice separate.

Currently if you create a quote you can see it in quotes but you can also see it where you create invoices. This can cause confusion. Would be great if the quotes and invoices are kept separately and the quotes that have been won then go over to t...
over 2 years ago in Quotations

CONVERT QUOTATIONS TO A PROFORMA

If a customer wants to proceed with a quotation and it gets marked as won it automatically goes to a sales order or invoice but we have no way of identifying if they have paid or not. It needs to have the proforma option.
over 2 years ago in Quotations

Adding more analysis tabs in custom fields under quotations/sales orders

No description provided
over 2 years ago in Quotations

Change quotation status back from won to open or lost

It would be very useful to be able to change a quotation from won status back to either open or lost. For example if a quotation is marked as won in error or something changes sage does not allow you to change the status to anything else you canno...
over 2 years ago in Quotations