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Setup

  • Blue Moon Operations Core Shipment Inquiry

    Overview SalesPad Shipment Inquiry is an integration with Blue Moon Operations Core’s Shipment Inquiry functionality that allows users to view shipment and package information related to sales orders....

  • CCH Sales Tax Online WS Setup

    Overview This document covers the necessary setup to use CCH Sales Tax Online WS with SalesPad. Note: This feature may not be in versions prior to 4.2 Setup Dynamics GP The Sales Tax Demand and Sales ...

  • CCH Sales Tax Office Setup

    Overview This document covers the necessary setup to use CCH Sales Tax Office with SalesPad. Note: This feature may not be in versions prior to 4.1 Setup Dynamics GP The Sales Tax Demand and Sales Tax...

  • Catch Weights

    Catch Weights Most commonly used in food service, using catch weights adds the ability to stock inventory by one unit of measure (case/each) and sell to the customer by another (weight). For example, ...

  • Blue Moon Operations Core Integration

    Overview SalesPad integration with Blue Moon’s Operations Core features several components such as Auto Release for sales documents, purchase orders, and inventory item, as well as WMS Status and Lock...

  • Avatax Setup

    Overview This document covers the necessary setup to use Avatax with SalesPad. Setup Microsoft Dynamics GP The customer must have a Sales Tax Schedule of AVATAX, and the Tax Schedule name needs to sta...

  • AutoStart Setup

    Overview The AutoStart feature allows users to choose which tabs start automatically when SalesPad® is opened. It is fully customizable and unique to each user. Setup Right-­-click on an open tab and ...

  • Allow SalesPad To Run With Administrative Rights For All Users

    Overview SalesPad is designed to operate with some users having administrative-level privileges and others assigned varying levels of security. This is accomplished by creating groups in the Security ...

  • Allow Printing but not Editing on a Document

    Overview Following these instructions will allow users to print a document without allowing them to edit the document. In the Security Editor, select Sales Document Entry and modify these sub-­-settin...