Ideas for SalesPad Desktop

1 Vote

Change Purchase Order type

The ability to change the Purchase Order type from Standard to Drop-Ship and vice versa after the PO has been saved. Currently this has to be done in GP so this isn't a GP limitation.

Created 1 Dec 08:49am by Alvin Evans

SalesPad Desktop

0
1 Vote

Additional fields available on Vendor Card Purchase Orders Tab

Add "Amount Remaining" as a field to choose from "Column Chooser". Right now there is no way to understand what PO's have been partially received from this summary screen. We can manage our open PO's by vendor much easier by seeing this informat...

Created 25 Nov 05:42pm by David Smith

SalesPad Desktop

0
1 Vote

CRM

When a user emails or calls from the salespad mobile app they are recorded in the CRMNotes table, and they type are CRM. The types should be noted as Phone call and Email, so they match the Interactions table on types. When reporting sales reps ac...

Created 24 Nov 04:35pm by Chris Kelly

SalesPad Mobile

0
41 Vote

Bulk Link and Bulk Unlink of PO's from Sales orders

When you have an order with 250 lines connected to a PO . As of right now we have to unlink line by line by line. There should be a button that will allow me to unlink or link the entire PO to the order at one time. We can't bulk unlink or l...

Created 6 Aug 05:50pm by Guest

SalesPad Desktop

12
1 Vote

Sales Order Import

The ability to import complete sales orders including ship to addresses and line items.

Created 13 Nov 05:28pm by Guest

SalesPad Desktop

0
21 Vote

Ship To Address Book for ShipCenter

Currently, ShipCenter does not offer an address book to capture and store different ship to locations when not associated with a sales document. A lot of different companies send shipments from ShipCenter not associated with a SalesPad Desktop/GP ...

Created 9 Aug 06:32pm by Sam Griswold

ShipCenter

1
89 Vote

Allow posting from SalesPad

Users would not need to go to GP to post key transactions, like inventory transfers, receipts, SOP returns and SOP Invoices.

Created 10 Dec 07:58pm by Jacob Pegg

SalesPad Desktop

9 Future consideration
1 Vote

Sales Document Promotions- add feature--- Buy X Get (percentage off ) Y

Under the promotion types we need this option.

Created 3 Nov 04:04pm by Bruce Barber

SalesPad Desktop

0
1 Vote

Credit Limit Display

When reviewing or creating an order (or invoice), display the customer credit limit. Would be nice to also know the balance of their credit and any non-invoiced orders floating around.

Created 29 Oct 01:39pm by Jerrod Davenport

SalesPad Desktop

0
1 Vote

INET info for Items

A recent patch opened up the following:Customer: GP Inet fields are now accessible on the Customer Entry formWould like to see this database opened up for Items with the user defined fields in GP and the additional information field in GP

Created 27 Oct 03:11pm by Chris Emshoff

SalesPad Desktop

0