Ideas for SalesPad Desktop

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
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

Split Purchase Order Similar to Split Sales Order

We will purchase a large quantity of product at one time on one PO but then ship it one truck load at a time. I would like to be able to split a PO for the product that is being shipped so we can use that to build a inbound load board.

Created 14 Oct 01:21pm by Bonnie Tonsager

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
2 Vote

Document combiner without master order number

We have a business case where our operations perform jobs on different sites for the customer. There are requests where the customer wants to have one invoice for a group of jobs (Sales Orders). Will it be possible to add the feature in the Docume...

Created 15 Sep 08:17pm by Guest

SalesPad Desktop

0
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

Pull through customer discounts from Discount Master

AT present we have a Discount Master in Desktop SalesPad, but the orders are primarily put through SalesPad mobile, the app, and the discounts cannot be pulled through to there, rather the reps must do manually each time, which introduces a high p...

Created 28 Sep 06:26pm by Guest

SalesPad Mobile

0
4 Vote

Serial/Lot Trace

Recreate the functionality of the "Serial/Lot Trace" tool from the Inventory module of GP. This allows you to view historical transactions for a given item and serial or lot. Very useful tool that is missing from SalesPad

Created 10 Jun 06:06pm by Guest

SalesPad Desktop

0
14 Vote

Web API compatible with workflow plugins & email

We use the SalesPad web API to make many of our processes more efficient; however when the API forwards sales documents through queues it doesn't trigger the smartprint email plugin rules we have set up. It would be incredible to use the web API ...

Created 8 May 03:18pm by Rebecca Jensen

SalesPad Desktop

7 Already exists