Navigate to https://shopify.dev/ & create an account Create a development store Select ‘Stores’ → Create a development store Fill out the developer store information and select create development stor...
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. Supported...
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 within...
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 org...
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 ONESOURCE...
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 Customers Vendors Cas...
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 usa...
Table of Contents Overview Workflow Setup Add New Workflow Delete Existing Workflow Edit Existing Workflow Workflow Card Workflow Properties Workflow Key Batches Rules Conditions Value Comparison Fiel...
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 Dynamic...