Overview The Purchase Order Generation plugin automatically creates purchase orders on sales document line items that need purchasing. Vendors for purchase orders can either be specified by the user o...
Overview The SalesPad Purchase Line Excel Import tool allows users to load large amounts of purchase line items quickly onto an existing order. Note: The import will only work for Excel versions 2003,...
Overview Purchase Line Distribution Entry is a Purchase Line action that allows users to view and customize the account that will be used when posting the document. This allows users to decide how eac...
Overview The Attach Sales Line to PO plugin on a sales document and the Attach PO to Sales Line plugin on a purchase order allow users to link sales document line items with open purchase orders with ...
Overview Great Plains PO Link is a security module that allows users to toggle the ability to enter Dynamics GP from SalesPad on a purchase order. In this document, you will learn how to toggle this s...
Overview Purchase orders can be created in SalesPad from a sales document with backordered line items, or from a vendor card. They can then be sent to the vendor via email or print. Existing POs can b...
Security Settings Go to Modules > Security Editor to modify security settings. Note: You must log out and back in for security changes to take effect. SEARCHING The following security settings should ...
Overview You can modify the "Choose Purchase Plan" screen in the Purchasing Advisor Module to check an Item's Vendor Minimum Purchase Quantity when generating a purchase order, rounding the quantities...
Overview When purchasing items within SalesPad, an item will sometimes have a default Vendor ID attached to it. However, it is possible to change vendors for that item from the PO screen. Instructions...
Overview The Backordered Items module displays a searchable list of items throughout SalesPad that are currently on backorder on a sales document. Report columns are customizable, and users can alloca...