Ideas for SalesPad Desktop

Void Line Items when creating Sales Transfer

Currently when a user takes a Sales Order and uses Sales Transfer the line items within that sales order are deleted. What I would request is the line item from that Sales Order be marked as voided much like when you transfer a Sales Order to Invoice it is not deleted but "voided" since the units and items are transferred to an invoice.

  • Robert Delatorre
  • Jun 17 2015
  • Already exists
  • Attach files
  • Admin
    Jacob Pegg commented
    June 18, 2015 11:17

    Robert,

    This has already been implemented.  In security under Sales Transfers, there is a sub option for Delete Sales Lines On Transfer.  If you set this to false, you'll see the lines on the historical order.  This was added in version 4.3.1.1 back in July of last year, so you will need to be on at least that version or newer.  If you have questions, feel free to contact support and they should be able to help you out.

  • Robert Delatorre commented
    June 18, 2015 19:17

    Hi Jacob,

     

    Thanks for the help! I need to update my SP :)