Overview The Child Accounts tab on the Customer card allows the addition or removal of Child Accounts to the specified customer. Summary of Parent-Child Accounts A national account is a combination of...
Overview The Calculate Freight function automatically calculates the shipping charge for an order. Setup Administrator access to the SQL server is required to set up the freight values. SalesPad ships...
Overview Blocked Items functionality allows an authorized user to block the automatic allocation of an item on a sales document. This function is used when there is a limited quantity of an item avail...
Overview SalesPad includes two plugins to add functionality for blanket orders – Blanket Order Release and Blanket Order Invoicing. Blanket Order Release converts a specified quantity of line items on...
Overview Binary Stream is a third party GP add-on that allows a company to be divided into facilities (entities). GP can be assigned one or many facilities. Customers and vendors are also assigned one...
Overview The Activity Locks module allows a user with access to view or clear activity locks on a document or batch. Usage The upper section of the screen displays document-level locks. The user name ...
Overview The Active Users module allows users to view user data for those who are logged into SalesPad, as well as force a user’s session to be logged out. Any relevant securities will be addressed at...