Ideas for SalesPad Desktop

Duplicate Customer PO # Easy Lookup Screen

Right now Salespad has a simple popup that alerts the user to any sales documents that have the same PO number. A better screen would be one that looks for all orders for that specific customer with the same PO number rather than comparing to every customer in Salespad.

All orders for that specific customer with the exact same customer PO number would appear in this pop up and they would be clickable. When you click them it would bring you to a view of that order so the user can quickly determine if it is in fact a duplicate order or a completely different order where the customer happened to use the exact same PO #.

This streamlines the order entry process because without this feature our customer service team has to manually look up every single order # that comes up in this window to determine if it is an actual duplicate order or not. 

  • Guest
  • Sep 29 2017
  • Future consideration
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    Jacob Pegg commented
    14 Feb, 2018 08:57pm

    Couple of comments here.  The duplicate PO# pop up is driven by a pre-save script which can be modified to only look at sales documents for the customer specified on the current document.  Typically, that is the default functionality.

    Secondly, while I like the idea, I think there is a pretty easy work around for now.  If the script determines that the customer PO# has been used previously for that customer, click on the customer number and then on the sales document tab.  Make sure you have the customer PO# field on the grid, and then filter by that PO# to see the documents that have that PO #.

    Another option would be to have the script modified to only throw a message if the PO # is a duplicate and all or a percentage of the lines on the document match another document.  We can also show a list of document numbers that are considered duplicates.  The user would still need to evaluate the documents in that list to make the final determination.  

  • Lauren Lomoriello commented
    29 Sep, 2017 08:34pm

    Great idea!  This would help out our office alot.