Ideas for SalesPad Desktop

Ability to add a ship method directly in SalesPad

This would allow Sales Pad users to add ship methods for those merchants that control their own transportation.

Currently most of  our Sales Pad users do not have access to GP and they have to wait for a GP log in user to assist when processing in order entry to invoicing.

  • Wanda Hasselbalch
  • Nov 28 2018
  • Needs Discussion
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    Jacob Pegg commented
    29 Nov, 2018 02:39pm


    I've usually handled this differently.  Typically, I advised against adding one-off shipping methods to GP, especially when it was due to customer/merchant controlled transportation.  We usually setup a single shipping method, something like "Customer" or "Customer Own", and then if we needed to reference the specific carrier, we used a SalesPad userfield.  That would allow us to do things like making that field required if that shipping method was set as well as modifying the printed reports to include that additional field when that shipping method was set.  This keeps your shipping method list a lot cleaner in GP.