To convert a non-inventory item to inventory: Add the non-inventory item to a sales document (notice the check mark under the NI column) Right-click on the item and select Convert Item from the dropdo...
Overview Note: This feature is new for versions 4.0.1522 and higher. The Contract Pricing tab on the customer card allows users to set up a contract with a customer for a set price on an item or items...
Overview The Contact Type field on the customer card can be directly linked to a user defined field on the GP customer card. This allows the user to label what type of contact a specific address is fo...
Overview The Contact Audit tab on the New Customer Form and the Customer Address card will track changes to customer addresses made by the user. Security Navigate to the Security Editor. In the Securi...
Overview The SalesPad Customer Card allows users to store notes on both the CRM tab and the A/R tab. With proper security, A/R notes can appear on both tabs. Note: Users who have purchased the SalesPa...
Overview Cash receipts are used to apply payments to posted invoices. Creating a cash receipt and applying one to a document are two separate steps. A cash receipt must be posted after being applied t...
Overview Unlike Dynamics GP, which can accept payments from credit cards but not cash or checks, SalesPad has the ability to accept cash or check payments. This document covers setup and use of cash a...
Overview Batch Charging is an action that allows users to charge documents by batch in Sales Batch Processing. In this document you will learn how to use Batch Charging. Any securities and settings re...
Service items can only be backordered if the items are set to Allow Back Orders in Dynamics GP: Click Inventory from the GP Navigation Pane Under Cards, click Item. The Item Maintenance window appears...
Overview The Back plugin on a sales document moves a document to an assigned queue – useful for moving a document from a read-only queue back to a queue where it can be edited. Security To enable the ...