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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: // ================================ // be...

  • 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...

  • 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 can...

  • 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, docu...