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Setup

  • Signature Pad

    Overview The signature pad module in SalesPad will allow a user to capture signatures on sales documents via a touch-screen device or a Topaz device. SalesPad currently supports the T-S460 model. Note...

  • Setting Up PreSaved Comments

    Pre-saved comments can be set up in Dynamics™ GP and added from a list to sales documents in SalesPad. To populate the comments list: Open Microsoft Dynamics™ GP Go to Microsoft Dynamics GP button > T...

  • Setting On Load Email Script

    Overview The On Load Email Script setting allows you to run a script that can be used to specify which email addresses to use when emailing from a Sales Document or Purchase Order in SalesPad. When th...

  • Sample Email Templates with Merge Fields

    Sample templates can be downloaded at the end of this document. The examples included are for emailing the following: PO RGA Past Due Order Confirmation Quote See also: Emailing and Email Templates (f...

  • SalesPad Setup Guide

    Overview This guide is intended to provide details on configuring SalesPad users and groups, and configuring Dynamics™ GP to work properly with SalesPad. Users and groups are set up in SalesPad in the...

  • SalesPad Product Licensing

    Overview SalesPad currently has a number of products which integrate with Microsoft Dynamics GP. Each product in the SalesPad line has its own licensing policies. This document breaks down the various...

  • SalesPad Installation and Connection Guide

    Overview SalesPad GP is a standalone application that integrates with and enhances Microsoft Dynamics GP. Its primary function is to provide a better, faster Sales and Customer Service interface for D...

  • Run Script

    Overview The Run Script button/plugin allows a user to execute a predetermined C# script on a sales document.  Usage Run Script is a plugin available under the Actions dropdown ) on the sales document...

  • Sales Document Setup

    Overview Sales Document Setup is a module within SalesPad that allows users to edit how a sales document transfers between document types. In this documentation, you will learn about how to edit docum...

  • Registry Maintenance

    Overview Registry Maintenance is a module within SalesPad Desktop that allows users to view and delete registry entries for SalesPad. This module can be used to easily edit connections from within Sal...