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Setup

  • Quick Load Grids

    Note: This functionality has been removed and been replaced by the Load Visible Columns Security as of version 4.6.2.0 of SalesPad Desktop. Overview Quick Load Grids have been placed on key screens wh...

  • Profile Selector and Script Manager

    Overview SalesPad Profile Selector and Script Manager allow users to filter the data returned to a user in grids on the Customer Search, Vendor Search, Inventory Lookup, Sales Document Search, Purchas...

  • PreSave Script for Sales Document Entry

    To stop a user from processing an order with discontinued items, enter the following script in Security Editor > Sales Document Entry > Pre Save Script field: // ================================ // be...

  • PreSave Script to Open Cash Drawer

    The following pre-save script will pop open a cash drawer when a document with a payment on it is saved. This example script was written to support an APG 100-series single cash drawer and can be cust...

  • PreSave Examples and Field Reference

    Download the following Excel worksheet for reference and examples including: Sales Document Entry PreSave Customer Address Card PreSave New Customer PreSave Sales Document Fields Sales Line Item Field...

  • PreAuth Setup

    Overview This document explains how to set up and process PreAuth credit card transactions. Usage Access the Payments screen from a sales document (Actions > Payments or click the amount hyperlink in ...

  • Pre-Email Script

    Overview The Pre-Email Script setting allows users to run a script that can be used to edit report attachment names, change the subject line of a message, update user defined fields, or write an audit...

  • Configure Actions and Display Plugins in the Sales Document Toolbar

    Overview The Configure Actions feature, accessible from the Actions button ( ) on sales documents, sales lines, Customer Cards, or purchase orders, allows users to organize the sequence of the menu it...

  • On Load User Fields Script

    Overview On Load User Fields Scripts allow users to control the layout of one or more User Field tabs. Upon loading the tab, an assigned C# script can make changes to the default layout by showing or ...

  • MultiCurrency

    Overview Allows users to view Sales Documents and Purchase Orders values in functional currency. Use Create a sales document or a purchase order. Select a document currency that is different than what...