The following is a list of sales line indicators you will encounter in SalesPad: * Red ! - General indicator/notification * Blue ! - The quantity backordered is greater than 0, but the item is a...
OVERVIEW The SalesPad Sales Line Excel Import tool allows users to load large amounts of line items quickly onto an existing order. CREATING AN IMPORT DEFINITION First you will create an import def...
OVERVIEW The Show Extended Cost setting in Sales Pad displays an extended cost column to the Kit Component popup window. In addition, there is a summary bar on the bottom of the popup window grid tha...
OVERVIEW The Sales Fulfillment screen in SalesPad allows serial/lot tracked or multibin items to be fulfilled. Users manually select items from serial/lot numbers and bins to fulfill orders. If the i...
OVERVIEW SalesPad Sales Entry Quick Pick Module provides the user with a faster and more customizable way to add items to a Sales Document. It allows the user to set up a hierarchy of categories and ...
OVERVIEW Sales Document Tasks allows users to automatically create a CRM task on the customer card from any sales document, based on document characteristics and items on the document. Sales Document...
OVERVIEW Sales Document Mass Update functionality allows users to make changes to multiple sales documents at one time, rather than making changes one at a time. Sales Document Mass Update is accessi...
OVERVIEW This document overviews the sales document entry screen. It covers the creation and entering of quotes, orders, and invoices. Note: Refer to the SalesPad Returns [https://www.cavallo.com/S...
OVERVIEW The SalesPad Sales Analysis Report functionality allows users to pull Raw Sale Data from historical SOP tables and store it in a Data Warehouse. The data presented within this reporting tool...
OVERVIEW RMA Search is used to search for open and historical RMA Documents. A blank search can be used to return all RMA Documents or various search fields along the top can be used to filter down t...