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Prevent Kit Components From Changing When Transferring A Sales Order To An Invoice

We recently implemented a change to our product line which affected several GP kits. We had hundreds of these kits on order, so we carefully planned when to make the change, and implemented it assuming previously entered sales orders would be shipped with the old kit components.

Too late, we discovered all these previously entered sales orders automatically switched to the new kit components when we transferred them to an invoice in SalesPad, which in turn caused the need for inventory corrections, etc.

Please consider implementing changes to the way kits are handled in SalesPad, we need to maintain the original components throughout the life of the order. Note, I believe the same problem would also occur when editing Quantity, Shipping Method, Tax Schedule, etc.

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    • Admin
      Alyssa Strand
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      Jan 24, 2025

      Thank you for this idea! I have created an internal case for further review.