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  • Quotations

    Hi, Can anyone please tell me how I can email a Quotation (as a pdf attachment) where the attachment will be labeled as a Quotation and not an Invoice? TIA, Daphne

  • Live Webinar - Quotations - Recording available

    Learn about entering and processing quotations in Sage 50 Accounts. This webinar has now taken place, but you can catch up with a recording:

  • Live Webinar - Quotations - Recording available

    In this session you'll learn about entering quotations in Sage 50 Accounts. This session has now taken place, but you can catch up with a recording >

  • Quotation - Quality Of Life Improvement

    Add the option to disable the notification telling you "No stock Available for Item" on quotes. When adding items without available stock to a quotation it pops up with this message when changing 0 quantity to 1 or more. Every. Single. Time. it gets quite…

  • Quotation - do not create sales order or invoice record until won

    We are starting to use the quotation module and are very confused. I understand that you can set up quotes to either go to the sales order or the sales invoice module within settings. However, why does it do this at the point of quote? Surely it would…

  • Total weight shown when creating Sales Order / Quotation

    We have a range of shipping rates that are all dependent on the weight of the order. At the moment, we have to create the order, click print to find the weight on our created layout. After this the Sales Order window automatically reverts to a new Sales…

  • Search and filter in quotations

    Filter and search added to the quotations list, the same as transactions and all other areas.

  • Mark as Won / Lost buttons on Product Quote screen

    Adding the "Mark as Won" & "Mark as Lost" buttons to the product quote screen would forever more eliminate careless users not seeing the popup warning about converting all available quotes and would make it easier to only ever convert the correct quote…

  • Customer/Quantity Discount improvements

    FormerMember
    FormerMember
    Two main things here: 1. QUANTITY DISCOUNTS UNUSABLE: For example, for a quotation/sales order for X quantity of product Y for customer A, where X quantity has discount of 3% and Customer A has a set discount of 15%, Sage will ADD them and apply an…

  • Setting a Default Expiry date up on Customer Product Quotations SOP

    Is there an option within Sage 50 which allows customer quotations that are entered on the system to automatically have a date set up for expiry date? Within our company we set Customer Quotations up with a 3 month Expiry, is there a way we can implement…

  • Quantities on Quotation are appearing on Outstanding Sales Orders by Product Code, leading to inaccurate shortfall!

    Hi I have come across a situation where the products listed on quote sent from Sage 50 Accounts Professional are appearing on the Outstanding Sales Orders by Product Code report. Due to this, the shortfall is misleading as products not needed to be…

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