Save non Salespad addresses or repeat previous order
We ship alot of things through Shipcenter to non order customers. So shipping without a salesorder to personal addresses or vendors. Shipcenter doesn't allow for those addresses to be saved or at minimum repeat a previous order.
Add Spellcheck to the notes section for Interactions
Within the Sales Document edit screen, the notes dialog has spellcheck functionality. However, in the the Interaction tab, the notes in that dialog there does not have this functionality.
CHRISTOPHER FIELDING
about 2 months ago
in SalesPad
1
Add support for HTML email templates to allow better looking branded email messages to be sent to customers. Plain text is difficult to build highly functional and "pretty" customer facing emails.
Allow first queue in workflow to be autoforwarding
For business object worklow, without the use of Automation Agent, this would allow an action to take place as soon as an object is created. The moment a new customer, new item, new MO, etc. is created, we could print a report or take another action.
Guest
4 months ago
in SalesPad
2
Will not implement
Add Audit and Multi Run Scripts to the Manufacturing Order
The SalesPad Manufacturing Order is missing an Audit trail. Besides recording all changes made in SalesPad, it would be ideal if the SalesPad Audit trail could include the GP MO Audits that are already being recorded in SQL table MOP10213. Add the...
Allow new Manufacturing Orders to be created with MO Status of Released
Currently MOs can only be created from SalesPad with a status of "Quote/Estimate" or "Open". Neither of these statuses will allocate components, so the only option is to re-open the MO in GP and change the status to "Released" there. Note, along w...
Granular permissions for setting Payment Terms on Sales Documents
Add a dropdown selection to Security Editor > Sales Document Entry, similar to that for Available Shipping Methods, that would allow changing Payment Terms on a Sales Document. Document Payment Terms should still initially inherit from Customer...
Shopify Order Export Fulfillments from Multiple Locations
We currently are leveraging a workaround to this that requires 4 export automations for Shopify. the Location matching mapping does not allow multiple locations (warehouses) to be selected. We drop ship our ecommerce orders from our four plants ac...