Customer and Contact Search |
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| Feature |
Platform |
GP Only? |
Offline? |
Demo? |
| Search Customers |
Both |
Yes |
Yes |
Yes |
| Search Contacts |
Both |
Yes |
Yes |
Yes |
| View Customer Details |
Both |
Yes |
Yes |
Yes |
| View Contact Details |
Both |
Yes |
Yes |
Yes |
| Edit Customer Details |
Both |
Yes |
Yes |
Yes |
| Edit Contact Details |
Both |
Yes |
Yes |
Yes |
| View Notes |
Both |
Yes |
Yes |
Yes |
| View CRM Notes |
Both |
No |
Yes |
Yes |
| Add Notes |
Both |
Yes |
No |
Yes |
| Add CRM Notes |
Both |
No |
Yes |
Yes |
| View A/R |
Both |
Yes |
Yes |
Yes |
| View YTD |
Both |
No |
No |
Yes |
| Customer’s Sales Documents |
Both |
Yes |
Yes* |
Yes |
| Historical Sales Documents |
Both |
Yes |
No |
Yes |
| See Recent Purchases |
Both |
Yes |
Yes |
Yes |
| View Sales Graphs |
Both |
Yes |
No |
No |
| View UDFs |
Both |
No |
No |
No |
| Call or Email from the App |
Both |
Yes |
Yes |
Yes |
| Update Catalog Par Quantities |
Both |
Yes |
No |
No |
*Existing documents viewable with a setting. Number to Months to go back is controlled in settings.
Inventory |
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| Feature |
Platform |
GP Only? |
Offline? |
Demo? |
| Search Inventory |
Both |
Yes |
Yes |
Yes |
| View Item Details |
Both |
Yes |
Yes |
Yes |
| View Associated Documents and Purchase Orders |
Both |
Yes |
Yes |
Yes |
| Add Notes |
Both |
Yes |
No |
Yes |
| View Item Quantity by Warehouse |
Both |
Yes |
Yes |
Yes |
| View UDFs |
Both |
No |
No |
No |
Sales Documents |
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| Feature |
Platform |
GP Only? |
Offline? |
Demo? |
| Search Documents |
Both |
Yes |
Yes1 |
Yes |
| Create Documents |
Both |
Yes |
Yes |
Yes |
| Edit Documents |
Both |
Yes |
Yes2 |
Yes |
| Add or Remove Holds |
Both |
Yes |
Yes |
Yes |
| Change / Add Line Items |
Both |
Yes |
Yes |
Yes |
| Add Customer’s Default Items |
Both |
No |
Yes |
Yes |
| Scan Barcodes |
Both |
Yes |
Limited3 |
Yes |
| Capture Signatures |
Both |
Yes! |
Yes |
Yes |
| Email Reports |
Both |
Yes |
No |
No |
| View the Audit Log |
Both |
No |
No |
No |
| View CRM Notes |
Both |
No |
Yes |
Yes |
| Add CRM Notes |
Both |
No |
No |
Yes |
| Enter Cash or Check Payments |
Both | Yes |
No |
Yes |
| Enter Manual Credit Card Payments |
Both | Yes |
No |
Yes |
| Auth or Charge a Card |
Both4 |
No |
No |
Yes |
| Forward a Document Through the Workflow |
Both |
No |
Yes |
Yes |
| SalesPad Pricing |
Both |
No |
Yes5 |
No |
| Browse Catalogs |
Both |
Yes |
No |
No |
| View UDFs |
Both |
No |
No |
No |
1Existing documents viewable with a setting.
2Existing documents viewable with a setting.
3Can only search on Item Number or Short Description.
4Requires Payfabric and a supported EMV device.
5Standard, Special, and Group Pricing only.
Sales Monitor |
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| Feature |
Platform |
GP Only? |
Offline? |
Demo? |
| View Documents by Workflow |
Both |
No |
No |
Yes |
| View Documents by Batch |
Both |
Yes |
No |
Yes |
Misc |
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| Feature |
Platform |
GP Only? |
Offline? |
Demo? |
| Remembers Recent Customers, Contacts, Items, and Documents |
Both |
Yes |
Yes |
Yes |
| Mark Favorites |
Both |
Yes |
Yes |
Yes |
| Supports Spanish Locales |
Both |
Yes |
Yes |
Yes |
| Filter at Server (System Filters) |
Both |
Yes |
Yes* |
Yes |
| Print from Device |
Both |
Yes |
Yes |
Yes |
*Filtered when the database is generated.
SalesPad Support
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