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  1. Cavallo Support

SalesPad

  1. System

    1. Search Screens
    2. System User Card
    3. System Information
      4. See all 26 articles »

  2. Setup

    1. Create a Dev Shopify Store
    2. OAuth for Microsoft Outlook 365 and Google Gmail
    3. Text Message Reminders
      4. See all 59 articles »

  3. Sales

    1. Payment Splitting
    2. Cross/UpSell
    3. Overriding Shortages
      4. See all 104 articles »

  4. CRM

    1. TeleSales
    2. Sales Person Search
    3. Sales Person Card
      4. See all 10 articles »

  5. Reporting

    1. Quick Report Designer
    2. Using Report Designer For Quick Reports
    3. System Security Printing
      4. See all 46 articles »

  6. Inventory

    1. Warehouse Maintenance
    2. Barcode Maintenance
    3. Inventory Transaction Search
      4. See all 27 articles »

  7. Purchasing

    1. Purchase Receipt Entry
    2. Vendor VRM
    3. Vendor Special Costing
      4. See all 30 articles »

  8. Distribution BOMS/Assemblies

    1. Distribution BOMs and Assemblies

  9. EDI

    1. EDI 855 - Set Possible Status Codes For Each Trading Partner
    2. EDI 855 - Accept With Changes Support
    3. EDI 846 - Inventory Inquiry/Advice
      4. See all 18 articles »

  10. Returns Tracker (fka Case Tracker)

    1. Update Email From Customer Plugin
    2. Returns Tracker (fka Case Tracker)

  11. Utilities

    1. Import Manager - Customer And Address Imports
    2. Workflow Visualizer
    3. Import Manager - New Serial Item Import Options
      4. See all 11 articles »

  12. Dispatch

    1. Dispatch Geo-coordinates
    2. Dispatch

  13. Equipment Management

    1. Equipment Management

  14. Manufacturing

    1. Manufacturing Routing
    2. Manufacturing Orders
    3. Manufacturing BOMs

  15. Configurator

    1. Configurator
    2. Configurator with Manufacturing
    3. Configurator Advanced Part One
      4. See all 6 articles »

  16. PayFabric

    1. PayFabric eCheck/ACH Payments
    2. PayFabric Gift Cards
    3. Setting up the EVO Gateway
      4. See all 7 articles »

  17. Troubleshooting

    1. Contacting Cavallo Support
    2. SQL Error in a Table Beginning with spx
    3. Upgrading Microsoft Dynamics GP with SalesPad
      4. See all 44 articles »

  18. Miscellaneous

    1. Binary Collation Database Support
    2. FedEx Address Validation REST API Configuration
    3. UPS Address Validation REST API Configuration
      4. See all 8 articles »

  19. Video

    1. Workflow: Setting up a Batch/Queue
    2. Working with Quick Reports
    3. SalesPad Scheduled Tasks
      4. See all 65 articles »

  20. Release Notes

    1. SalesPad Desktop Release Notes
    2. SalesPad Desktop Release Notes (2017-2015)
    3. SalesPad Desktop Release Notes (2020-2018)
      4. See all 4 articles »

  21. FAQ

    1. What are the benefits of Enhancement?
    2. What can the National Account plugin on the Customer Card do?
    3. Why won’t my PO print?
      4. See all 34 articles »

  22. Extended Modules

    1. Square Terminal Device Setup For SalesPad Desktop
    2. Square Payment Links
    3. HubSpot Integration
      4. See all 8 articles »