Purchasing

• Setting Use Drop Ship Sales Line Item Cost

  You can set up SalesPad to populate the cost when creating a new Purchase Order for dropship items, with the Use Drop Ship Sales Line Item Cost setting. With this setting enabled, it won't be necessar...

• Purchasing Advisor

  Overview The Purchasing Advisor allows users to view demand throughout the system, create purchase plans, and generate purchase orders. Demand can be viewed either from backordered items on sales docu...

• Related Purchases

  Overview The Related Purchases plugin allows users to pull additional line items from an attached PO onto a sales document. Security Sales Document Related Purchases must be enabled in Modules > Secur...

• Receiving Window Right Click Functions

  Overview The Receiving window in Sales Pad has been enhanced in version 4 .2 to add right-click functionality to make more information available to the user. With the Receiving Window Right-Click feat...

• Receiving Serial Entry Plugin

  Overview The Receiving Serial Entry plugin in Sales Pad gives you the ability to key in multiple serial numbers for one item for one receipt. Security In the Sales Pad Security Editor ( Modules > Secu...

• Receiving

  Overview The SalesPad Receiving module provides a search function where vendor purchase lines can be viewed and marked received. Results display purchase orders and quantity of line items ordered and ...

• Receipt Transaction and Vendor Returns

  Overview The following guide explains the receipt transaction module of SalesPad Desktop for a Return to Vendor transaction. In this documentation, you will learn how to do a Return to Vendor transact...

• Purchased Line Editor

  Overview The Purchased Line Editor allows users to look at any sales document with an attached PO and edit quantity ordered, unit price, requested ship date, and ship to address on both the sales orde...

• Purchase Order User Fields Security Allow Historical Edit

  Overview A new security setting in Sales Pad allows you to edit User Fields on historical purchase orders. Setup Security In the Security Editor, search for purchase order and select the Purchase Orde...

• Purchase Order Setting Can Generate PO on Invoice

  Overview By enabling purchase order generation settings in SalesPad, you have the ability to generate Purchase Orders directly from Invoices. Settings In the SalesPad Security Editor ( Modules > Secur...