Overview RMA Entry is used to create new RMAs, edit RMAs, and view existing RMAs. RMAs are Return Merchandise Authorizations, which are warehouse returns that can be used with workflow in Dynamics GP....
Overview With proper security enabled, returns can be created in SalesPad from the Customer Card or from a posted invoice. Note: Unlike in Dynamics GP, SalesPad does not allow users to assign status s...
Overview This module is used to create Request for Quote (RFQ) documents. These RFQ documents can be created as a standalone document, or they can be generated from a sales document or a vendor. From ...
Overview SalesPad Recurring Sales allows users to create templates for sales documents. These templates, called Document Definitions, may then be used to automatically generate actual sales documents....
Overview The Recent Customers module provides a list of recently viewed customers. The Recent Sales Documents module provides a list of recently viewed sales documents. These modules, which can run si...
Overview Some properties of sales documents do not require that the entire document be saved to the database when they are changed. To facilitate a smoother experience, sales documents may be “quick s...
Overview The Profitability plugin, available from the Actions dropdown on the sales document header, can be used to calculate and adjust gross margin on a sales document, allowing users determine how ...
Overview The Pick Ticket Printing module allows for batch printing of pick tickets for sales documents based on the documents’ current queue. Pick tickets will print using the custom Bulk Pick Ticket ...
Overview Packages are grouped inventory items equivalent to Kits set up in Microsoft Dynamics GP, but SalesPad lists each line item in a Package separately, allowing for line-by-line customization ins...
Overview The SalesPad Package Editor is a Sales Line Item plugin that is designed to make it easy for clients to create packages on the fly while using any inventory item. Setup Go into the User Field...