Overview In SalesPad, you can set up sample items that are marked as sample when they show up on a sales document. Usage Create a new sales document. When you click New to add a new line item to the d...
Overview The Sales Document Notes tab can be modified to include additional customized tabs. Access to these customized tabs can be restricted by security group. Usage To add customized tabs to the no...
Overview Send Sales Document To is a SalesPad security setting that determines whether users can choose where a Sales Document goes when a workflow has more than one destination. For more information ...
Overview Sales Line Distribution Entry is a Sales Line action that allows users to view and customize the accounts that will be used when posting the document. This allows users to decide how each mon...
Overview The SalesPad Today module provides a calendar view for managing CRM and other tasks. With proper security users can view their own tasks as well as other users’ tasks. Usage TASK LISTS Task L...
Overview Sales Batch Processing provides an interface to perform batch-level operations on multiple documents. From this module, users can forward documents in workflow, place payments on orders, and ...
Overview The Sales Transfer function allows the user to create a transfer order for all items included on a sales document set up with a workflow. When the transfer order is completed, the sales docum...
Overview Sales Shipping and Payment is a Sales Document Action and Workflow Plugin that allows users to modify the shipping and payment details of an order being passed through workflow. In this docum...
Overview Sales Monitor provides a complete view of all open sales documents in your system and each document’s status. Individual users can configure their Sales Monitor to show only open documents th...
Overview Sales Line Mass Update functionality allows users to make changes to multiple line items on multiple documents at once, rather than making changes to sales documents one at a time. Usage Sear...