Ideas for SalesPad Desktop

Add Customer Class on Phone Order documents screen; the field could be used to show Sales Reps a customer's SalesPad Price Group while taking an order.

Allow screen customization option to add Customer Class on Phone Order documents.  We use the field for designating a Price Group, although the customer may be in multiple groups.  This will show Sales Reps to see at a glance what price level the customer should receive on items when using SalesPad Group Pricing, without having to stop and do a Sales Line Pricing Trace.

  • Cathy Lorenz
  • Jul 12 2016
  • Will not implement
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  • Admin
    Jacob Pegg commented
    April 20, 2017 14:48

    This could be handled with UDFs and a bit of scripting.