In both SalesPad and Dynamics™ GP, a customer can be placed On Hold for multiple reasons. Even with the customer On Hold check box checked, nothing out of the box prevents a user from creating a new s...
Overview The Direct Sales Entry module is a free-floating screen that allows users to create a new document for a customer by selecting a specific document type and ID and entering the Customer Number...
Overview New customers can be created in SalesPad through the New Customer screen, accessed from the Customer Search module. (Customer Search > New). Usage From the Customer Search Screen, click New. ...
Overview The following SalesPad headers and tabs can be customized, allowing for easier access to the information needed for each document type, customer class, etc., and allows for important user def...
Overview SalesPad Customer Search allows users to quickly find customers and access detailed customer information via individual Customer Cards. New customers can also be added on the Customer Search ...
Overview Customer One Time Items functionality allows users to select items from a customer’s Item History tab to be remembered and automatically added to only the next new sales document for that cus...
Overview Sales Inventory Lookup (Inventory Lookup screen accessed from a sales document) now has a tab where Customer Items can be viewed. A Customer Item, which is set up in Dynamics GP under Custome...
Overview Customer Holds is a tab located on the Customer Card in SalesPad Desktop. This tab allows users to manage Sales Document Holds for customers directly from the Customer Card. In this document,...
Overview Customer Group Pricing allows users to see all the items with all the Group Pricing pricing details, for the selected customer, directly from the Customer card. Usage Customer Group Pricing i...
Overview The Customer Discounts module allows users to set up discount percentages and time frames. Discounts can then be associated with a specific customer or customers in the Customer Discount Main...