Overview The Document Combiner plugin is used to combine split documents into a single document. The final document will contain all line items, payments, resources, tracking numbers, and some other i...
Overview Creating a manual payment through SalesPad Desktop is a pretty simple process. However, please be aware that this process does not check the validity of the payment information, and it does n...
IMPORTANT: UPS has deprecated access key authentication in favor of an OAuth 2.0 security model and REST API. Beginning June 3, 2024, access keys will no longer be supported for authentication to any...
Overview SalesPad pulls the Trade Discount from Dynamics GP (if set up) and, with proper security, allows users to change the percentage. The Trade Discount displays on the Customer Card Customer Prop...
Overview SalesPad does not calculate sales tax, but recognizes tax schedules predefined within Dynamics GP. If a customer and/or an item have been set up in GP as taxable, based on tax schedule and de...
Below is a key for codes that appear in the Status column of SalesPad’s Sales Monitor and Sales Document Mass Update. BO (Backordered): One or more lines have backordered quantities EM (Emailed): Docu...
Overview In SalesPad, sales documents can be split from the Sales document entry screen, and as they move through workflow. A single sales document can be split into separate documents on a line item ...
Gross Margin Sales Document Totals Before: After (with Gross Margin (GM) Dollars and Percentage): Security Enable Gross Margin in the Security Editor (Modules > Security): In the Security column, ...
Overview The Shipping Weight plugin shows a breakdown of the shipping weight per item and the total shipping weight for an order, which can be used to quote shipping cost. By default, item shipping we...
Overview The Shipping Review module provides a convenient place for users to view and modify sales document lines and forward documents to the next workflow queue for shipping. This is the only place ...