Product images can be added using user defined fields on the Item Master business object. You can also set up a user defined field as a hyperlink that automatically generates the item's page on your c...
Your Invoice form is essentially a type of report that can be copied and edited with the Report Manager and Report Designer tools. Once the report is customized, security settings determine which us...
Emailing, faxing, and printing are all performed from the Print dialog. Open the sales document you would like to print and click Print*. Select the report to print and select either Email, Fax, Quick...
You can’t override per se, but you can set the Can Forward Documents security setting to allow the user to move an item out of a batch by forwarding it to another stage in the queue: Go to Modules > S...
You can change the shipping address on a sales document from the Addresses tab (Sales Document Addrs must be enabled in the Security Editor). Select a different Address Code from the drop-down under t...
SalesPad Desktop supports all OmniPrice pricing that returns either a calculated price or a markdown percent. SalesPad Desktop does not support any OmniPrice pricing functionality that returns a markd...
Yes, Historic documents can be viewed on the mobile device from the Hist tab on Customer. Selecting a document here will bring the user the sales document card for the historical document. Please no...
Yes, SalesPad Desktop has a number of options that can be configured to meet your needs. If those options are not robust enough, SalesPad can write additions to our software for your specific needs. ...
You can search customers by email address using the Auto-Filter Row. Open Customer Search and click Search or hit Enter without entering any search criteria. If the Auto-Filter Row is not turned on, s...
No, Sales Monitor does not display line item detail, but here's a Quick Report (no UDFs required) that will display Sales Line Detail by Workflow Queue: <report name=Sales Line AutoLinks=true autoRu...