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Setup

  • 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 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: // ================================ // b...

  • 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 * ...

  • 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 [img src="https://kayakodocs.blob.core.wi...

  • 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 audi...

  • Configure Actions and Display Plugins in the Sales Document Toolbar

    OVERVIEW The Configure Actions feature, accessible from the Actions button ( [img src="https://kayakodocs.blob.core.windows.net/images/554110884.png" class="fr-draggable fr-dii"]) on sales documents,...

  • 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 w...

  • Localization

    OVERVIEW SalesPad localization allows users to use SalesPad in three different languages. Current supported languages are English, Spanish, and French. USAGE To switch languages in SalesPad, users ...

  • Layout Tabs Setup

    OVERVIEW The Layout Tabs Setup module allows users to display only selected tabs on the Customer Card, Purchase Order, Sales Document, and/or Vendor Card, based on a property of the customer, PO, doc...