Sage 50 UKI Ideas Portal

7 Vote

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...

Created 24 Apr 12:47

Quotations

2
1 Vote

Stop quotes going to sales order

A quote becomes a sales order when the customer accepts the quote. The conversions between quoting and winning a quote is all over the place. I have read there is a technical reason why this is happening but from a client and logical business pers...

Created 14 Oct 18:00

Quotations

0
4 Vote

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...

Created 10 Jun 11:28

Quotations

2
4 Vote

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...

Created 16 Apr 09:39

Quotations

0
5 Vote

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...

Created 31 Jan 15:12

Quotations

0
2 Vote

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.

Created 04 Mar 15:02

Quotations

0
2 Vote

View price when adding item from Products and Services to a quote

When adding an item to a quote, I want to be able to see the price of the item before it is added.

Created 14 Dec 13:26

Quotations

0
1 Vote

Duplicate Quotation to Invoice and Retain Original Quotation

No description provided

Created 16 Apr 14:37

Quotations

0
1 Vote

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...

Created 22 Mar 09:24

Quotations

0
1 Vote

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

No description provided

Created 23 Feb 14:00

Quotations

0