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I often get a PO for a client, but they pay via a ProForma. So, if I create a Sales Order, I have to dispatch the goods in advance to create the invoice. So, for these, I enter the Invoice directly. However, with just an invoice, I don't seem to be able…
Hi,
I am just wondering if there is some kind flag in Sage that will allow me to see if a Sales Order has been amended from the original details entered? if there isn't, would there be an easy way of doing this? ie the SOP number would go from 1234…
Trying to add the component location on the sales order with bom details, but it shows the location of the last item in the bom for every component in the bom.
Has anyone else come across this or what I have done wrong?
Learn how to use the Sales orders - Shortfall option to enable you to fulfil your orders. This live session has taken place, but you can catch up with a recording:
Hi,
Looking for a Third Party add on who could possibly add that we can default a product/service to individual customers, so that when raising a customer order it automatically appears.
Racheal
Sometimes on a Sales Order the wrong QTY or Parts get despatched, would be handy if we could cancel the despatch or modify it to include the correct information.
Users who do online sales and do not create customer record for every single sale rely on sales orders to help identify transactions that need to be processed into sage. The payment tab in SO is used to process those payments. Now the bank feeds has its…
Hello,
I'm looking for a solution to streamline our ordering process. Specifically, does there exist a plugin or software that allows customers to fill in an order form, which then automatically imports the data directly into Sage? I'd like to eliminate…
Hi All, wouldn't it be amazing if when opayo downloaded receipts in the chain as it does this in sage that you get to change the bank account the payment + invoice goes to ??
at the moment every opayo payment automates to Nominal 1200 bank which would…
We use Abstract/Surrogate Primary Keys for our products. This is historical and is necessary to link to other systems. Therefore we need to search for products by their description. This approach is needed by the business due to the multiple variations…
Could Sales Invoices that have been generated from a Sales Order/Quotes be amended so that any "additional" stock added at the invoice stage have their stock levels updated when posted?
Presently, as the SO updates stock levels upon despatch (not when…
For customers without credit accounts, they require proforma invoices. So that we can be paid before processing an order. It would be good if
Scrap the Proforma Sales order, as you cannot convert only to a sales order, but this is just duplication…
Batch changes on the sales order and purchase order modules would be helpful for applying the same consignment number and courier selection to multiple orders.
Quite often it is the case that multiple sales orders for the same customer are despatched…
Hello,
We use Sage 50 and I have amended our invoice template to include a payment link which is connected to our SagePay account
However, I would also like to put this option on our Proforma Invoices - does anyone know if this is possible?
I can…
Hello
If the recently added (3) Analysis fields now found in Customer Record in V29. were also built into the Sales Order and Invoicing Modules this would allow a greater analysis of sales data which for us would be a wonderful addition
We are restricted…
When on a sales order and you go to "Despatched" it tells you what date it was despatched. When you try to use the search engine to search for all packages dispatched for a certain date it will not work. It is in fact pulling the "Due Date" from the order…
I know it's possible to add the date to invoices and sales orders but i would also like to have the time it was created/printed (whichever is possible) to them too.
Very often I place a complete purchase order which is for a specific customer and I then have to invoice the complete order when it has arrived.
It can be very tiresome duplicating this into an invoice especially with multiple stock codes and then adding…
We currently raise sales orders for our customers which are then converted to invoices. We are a kitchen cabinet manufacturer and we work off a list price price list. The customers have individual discount structure but he discounts (in general) are only…
We have started using the Projects Module which seems to be working very well other than the fact it is not possible to set up sales orders / product invoices with the relevant project codes, from what I can tell the only ways to do this currently is…
There needs to be a direct relationship between the GDN and the sales invoice in order to display the GDN number on both the GDN and the sales invoice. This is particularly relevant for part deliveries as it will allow the customer to easily match the…
This would be extremely helpful in saving e-mail communications, pdf's to each sales order fir future reference. I.e details of a complaint reference, and confirmation of authorisation of a credit note and proof of delivery from courier incase of query…
This question is regarding Printed and Emailed fields on Sales Orders and our businesses internal process.
We use Sage50 Accounts for our telephone, email and online orders.
• The process we have is that an order gets put on the system and a delivery…