Overview The Funnel module is a specialized sales document processing screen used to control the processing order of documents in a certain queue. Instead of users choosing which documents to process,...
Overview A new Fulfillment plugin brings new functionality to the Fulfillment feature in a new order, so that user defined fields from Serial and Lot items now populate in the Available to Pick Grid. ...
Overview By default, the freight that populates the Freight field on a sales document is the Standard Freight rate. The FedEx Freight Quote feature adds the ability to quote International Freight rate...
Overview In addition to printing and emailing functionality, SalesPad allows the option of faxing sales documents and purchase orders. Settings In order to send faxes through SalesPad, the Email to Fa...
Overview Extended Pricing is a GP function that can be viewed in SalesPad through the Customer Card tab titled Extended Pricing. This card has a record of extended prices for the customer. In this doc...
Overview When you email a document from Sales Document Search, Purchase Order Search, or Sales Monitor, an EM code shows up in the status column to indicate that the document has been emailed. Usage O...
Overview Emailing in SalesPad Desktop is designed to be simple, intuitive, and powerful. This document will explain how to work with email within SalesPad Desktop itself; to learn more about the Micro...
Overview The Customer Default Item Reps tab allows you to assign a item specific Sales Representatives for an individual Customer when an Item Number or Item Class is placed on a Sales Document. Usage...
Overview In an effort to make help functions and documentation more readily available in Sales Pad, documentation hyperlinks have been added to the right- click menu for the main forms that launch the...
Overview The Document Release plugin allows splitting sales documents, adding freight, and adding payments in one process. Usage To use Document Release: Open a sales document that is ready to release...