Ideas for SalesPad Cloud

Purchase Receipt and Vendor Invoice Workflow Subsections

This is regarding the last update that it looks like you recalled. I really like the concept of the purchase receipt and vendor invoicing, but in practice it was clunky, poorly executed and just difficult to follow. I think if you set up the receiving tab like the Sales tab where you have subsections for Receipts and Vendor Invoices like you have Estimates, Sales, and Invoices your customers/users would have a much easier time using the functionality to its fullest and setting up workflows to help create an internal process for it as well. starting with the creation of the PR then the posting which transfers the document to a VINV and then that has its own workflow where it can be easily found, tracked, and controlled. 

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  • Sep 18 2018
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