Why and how to avoid: Orders input by other users not showing immediately.

SUGGESTED

Problem

We have several users who look after sales and purchasing who are in different offices.
Often, one user will input e.g. a sale; however, other users cannot see this sale immediately which can result in the sale being input again by another user.

A bit more detail

I am unaware of what triggers this: it may be that User B has the sales orders records open when User A inputs the sale. I am not sure.

Sometimes User B may be aware that User A has input a sales record, but cannot see it.
Sometimes the record will appear if the records are sorted in a different way then resorted (e.g. by Name, then back to No.). Sometimes this doesn't work.
Sometimes User B will have to open up a different record list (such as Purchase Orders), then go back to e.g. the Sales List (this works even less often).
In some cases, User B may resort to closing Sage and re-opening in order to see the record.

Resulting Issues

  • Sales can be input twice
  • Purchase orders can be input twice (which is more of a problem as it requires cancelling an order with a supplier)
  • Customers can be given 'incorrect' or conflicting sales order references
  • Communications and paperwork would have 2 different sales order references; which are difficult to tie together effectively once discovered.
  • Manual invoices and could be input twice

Question

Does anyone know of any way to stop this from happening?

Closing down the program and reopening everytime you want to input a new job is not convenient
Double checking verbally with all other users before entering a job is not always possible and is also inefficient.

  • 0
    SUGGESTED

    Hi Karina,

    The ledgers aren't live so once you have a ledger open if user B adds an order it won't automatically show within your screen.

    As a quick workaround, you can press the ESC key to close the ledger or go to File > Close and this will close the ledger.

    This will save closing the full program down.

    Ian