Overview Previously, you could not override the Customer Default Items when creating a new sales document. Now, you can manually select which items to add to a sales document in Sales Pad. Security Op...
Overview Customer Default Items functionality allows users to store a list of items on the customer card in order to quickly and easily add the items to a sales document. This feature is particularly ...
Overview The SalesPad Customer card provides a complete view of information regarding the customer and the customer’s sales transactions, including addresses/contacts, open and historical sales docume...
Overview The Customer Audit is a tab located in the Customer Card in SalesPad Desktop. This tab logs any changes that are made to the customer card. In this document, you will learn how to find and re...
Overview The Customer A/R tab displays information on the customer’s past and current Accounts Receivable, including current total balance due, average number of days to pay, aging period, credit limi...
Overview Customer RGA and Internal RGA are SalesPad Desktop securities that allow users to access the Customer RGA and Internal RGA reports. These reports can be copied and edited in Report Designer. ...
Overview The special pricing tab on the customer card displays existing special pricing and, with proper security, allows users to change price levels and custom pricing per customer. The special pric...
The Customer Address Card in SalesPad has a security property where C# script can be used to evaluate the customer before creation. The script can validate the data, return a message, or message the d...
Overview Designed for use by companies that have walk-in customers but do not need a full point of sale terminal system, the Counter Sales function is a quick order entry system that allows for order ...
Overview SalesPad allows users to create a new sales document from an existing open or historical sales document. Sales documents can be copied for the same customer or transferred to a different cust...