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Video

  • Create Return from a Posted Invoice

    How to create a return document from a posted invoice....

  • Copying Sales Documents

    Shows how to copy from one sales document to another....

  • Copy User Fields

    This quick video shows how to enable SalesPad to copy a user field value from the customer to a new sales document. It's also possible to copy an item user field to a sales line....

  • Auto Forwarding Workflow Queue

    How to create an auto forwarding workflow queue....

  • Aggregate Pricing

    Use the Aggregate Pricing modules to group sales line items based on definable filters. In this video you'll see an example of implementing quantity price breaks....