* Navigate to https://shopify.dev/ & create an account * Create a development store * Select ‘Stores’ → Create a development store [img src="https://lh5.googleusercontent.com/NQg2ELUcbQ7FWzPHn...
OVERVIEW SalesPad versions 5.2.33 and above can use OAuth when sending email via Microsoft Outlook 365 or Google Gmail. OAuth provides more security than basic authentication and receives much better...
Overview SalesPad can send text message reminders using the Smart Printing functionality. To send text reminders, the user will need to sign up for a new or use an existing service provider. Support...
OVERVIEW SalesPad Desktop now integrates with Pacejet! Sales documents have a new plugin called “Process Shipment”. Running the plugin will create a shipment in Pacejet based on the information with...
OVERVIEW The GP Information Tool is a simple and easy-to-use tool that quickly gathers important Dynamics GP configuration data. The GP Information Tool looks at your Dynamics GP database, then it or...
OVERVIEW The ONESOURCE Sales Tax Query Handler is a powerful tool used to calculate taxes on sales documents in SalesPad. This document will provide instructions on how to set up and use the ONESOURC...
OVERVIEW In this module, users can easily create and maintain note templates. Once the shortcuts have been created, they can be added to: * Sales Documents * Purchase Orders * Contacts * Cus...
OVERVIEW Packaging Template Setup is used to create package templates that are added to a document on the Shipment tab of the sales document entry screen. Templates created in this manner are also us...
Table of Contents * Overview * Workflow Setup * Add New Workflow * Delete Existing Workflow * Edit Existing Workflow * Workflow Card * Workflow Properties * Workflow Key *...
OVERVIEW Zip Code Functionality available in SalesPad will pull data to automatically complete a contact’s city and state once the zip code has been entered. Users can choose to pull data from Dynami...