Ideas for SalesPad Desktop

Add "Customer Item" column option when viewing sales orders

Many of our customers have their own part numbers that we have to include on the printed documents. Users cannot currently see if a customer item exists in GP when creating/editing a sales order. Having that ability during order entry, and then being able to add it on the fly would be ideal.

  • Scott Reed
  • Jul 2 2015
  • Already exists
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  • Admin
    Jacob Pegg commented
    July 28, 2015 14:52


    Part of what you are asking for already exists.  There is a setting in SalesPad called Customer Item Num field.  This allows you to create a sales line UDF and put the UDF name in that setting, then if a customer item number exists, when the line is added to a sales transaction, the customer item number will be written to the sale line UDF.  There is also one for customer item description.  We are looking into the ability to add customer item numbers but from the customer card, not from a sales document.