Add the ability for outside sales teams to build quotes in HubSpot, have those sync back to SalesPad, and then update those deals in HubSpot at certain stages throughout the document life cycle. Does not need to be fully two way, but some ability ...
Add fields to Purchases/Sales tab Grids in Inventory Lookup
In Inventory Lookup, allow adding additional fields to the Purchases/Sales tab Grids. I'm envisioning this being an option to add a custom SQL procedure, similar to other extensible Grid views such as Sales Monitor. See also Idea # SP-I-18 Add Qty...
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 Qty Commited/Uncommitted Columns to Purchases tab in Inventory Lookup
Being able to see the quantity committed and quantity uncommitted on the Purchases tab you get when viewing an item in Inventory Lookup would be helpful.
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.
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...
There are no settings available for what to audit on the Vendor card. Add Vendor Columns to Include in Audit to Settings (similar to Customer Card) There is no auditing of Vendor Addresses. Add auditing of Vendor Addresses, along with the option t...
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