February 3rd, 2020 Release
- Tax Changes
In response to a change within QuickBooks Online, we've made some changes to the Tax Engine within SalesPad Cloud.
In summary; QBO will now overwrite any manually modified tax codes on a sales document. To counteract this, we adjusted the way taxes work within SalesPad Cloud. Within these adjustments, there are two big changes that are worth highlighting:
- SPC will no longer follow QBO's tax calculation, instead, documents will be sent to QBO as "Non-Taxable" and the tax will be represented on the document via 'QBO Tax Item' line items.
- Users will be able to create tax schedules, as well as modify tax schedules that they've created (tax schedules imported from QBO will remain read-only).
See below for some screenshots showing what a Journal Entry looked like before the update, as well as an example of a Journal Entry after the changes.
January 15th, 2020 Release
The Recent Pages functionality has received a bit of a face-lift! We've moved it to the navigation bar for easier access, added some new icons, and added the ability to resize the window to your liking. With all of these changes tracking your recent activity and navigating back to your recently viewed pages should be easier than ever!
The location of the Dashboard on the Customer module (as well as the Sales has been moved. Rather than the screen-wide bar, that would expand when clicked, the Dashboard can now be found under the 'Toggle Report' icon, located next to the header of the screen.
We've also updated a few grid filters across the application! In an effort to make filtering data within SalesPad Cloud easier, we've moved some of the more commonly-used filters (Hide Voided, Hide Posted, and Hide Historical) into the menu located just above the grid.
February 18, 2019 Release
- Outsourced Work
- Reporting and Dashboards
- Sellbrite Integration
- Zapier Integration
- On-the-fly BOMs
- SMTP Email Support
- Landed Costs
- PayLink Integration
- Updated Login Screen
If you have a piece of inventory that needs to be sent out to a third-party company for additional services then brought back into inventory as a new item with a new cost, you need to take advantage of outsourced work orders. Outsourced work orders allow you to first create an adjustment out in order to take the original inventory out at a specified cost, then create an adjustment in to bring the new inventory item back into your warehouse. Once this process is finished, outsourced work orders automatically create a new vendor invoice for the outsourced work that is being done.
For example, if you’re a company that stocks screws, you might want to sell some of them with a different finish (such as chrome). Using outsourced work orders, you could send the screws offsite to an external vendor who would apply the finish for you. When the finished screws are sent back to your warehouse, they have a different Item Master associated with them, and a vendor invoice is generated.
We’ve made some changes to how the dashboard and reports are viewed when you first log in and reduced the number of clicks required to view or create a report. The report screen is now accessible from the main menu on the left-hand side of the screen, and reports can be starred for even quicker access.
Sellbrite allows users to manage their inventory, digital sales channels, and ecommerce stores from one easy-to-use screen. By integrating with Sellbrite, SalesPad Cloud is able to push items and inventory quantities out to Sellbrite and pull customer and sales transaction data back into SalesPad Cloud. Once an order is shipped, SalesPad Cloud sends an update to Sellbrite with tracking information so that the customer can be notified that their goods are on their way.
Integrating with Sellbrite saves you time by simplifying the updating process for your various sales channels.
With Zapier, you can create “zaps” to automate processes and send notifications. Zaps are designed to connect your various web applications into a seamless whole by keeping each program up-to-date and accurate.
Some example zaps include:
- Salespad Cloud to a CRM platform — Moving customer information
- Salespad Cloud to Slack — Order notifications
- Salespad Cloud to Printer Service — Forwarding documents to a printer
- SalesPad Cloud to Google Sheets — Exporting sales information
On-the-fly BOMs let you create a BOM directly from a sales document, which results in an assembly transaction that is posted before the sales order can be fulfilled. The assembly transaction is linked to the sales line, allowing you to modify components and quantity/unit of measure data needed for that assembled transaction. Once the linked assembly transaction has been posted, the sales line will automatically be fulfilled. Please note that this functionality only works for backordered pre-assembled bundle items.
For example, if you add a pre-assembled bundle item, such as a shelving unit, to a sales document and it is backordered, once the assembly has been added, the assembly will pull the warehouse information from the sales document, along with any other relevant information. If the SalesPad Cloud user knows that they will be selling more bundles, the quantity can be adjusted from the sales document, and when viewing the sales document, they can also view any linked purchase orders or assembly transactions.
SMTP email support means that emails sent from SalesPad Cloud can now be sent from your organization’s email server.
If you are a customer who imports products from different countries, landed costs allow you to record and track the additional costs that come with international transactions. Adding these costs into the inventory cost will provide a more accurate view of profitability on the sale of imported items.
Landed costs can be a flat fee, a percentage of the items’ overall cost, or the lines’ extended cost. If you are order a lot of repeat items, pre-assigned landed cost groups can be created and then applied to the items. This helps speed up the process of associating the landed costs to a transaction, and means that these added fees can be broken out and charged to separate vendors.
For example, if you’re a lighting company who imports products from abroad, possible additional costs for these items would include shipping, insurance, import duties, warehouse storage, and port fees. If 1,000 bulbs are delivered once a month, you could create a landed cost group that incorporates all of these fees.
Knowing the total landed cost of these 1,000 bulbs will help you establish your margin on the item. So, if you purchase each bulb for $6.00 and sell it for $13.00, your margin is 53% if you don’t consider the landed costs. With landed costs of $1.50 per bulb factored in, however, your actual margin is only 42%.
With Nodus’s PayLink service integrated with SalesPad Cloud, users are able to send customer payment URLs via email or text messages, which translates to easier, faster payment requests, and ultimately results in your company receiving payments faster.
The main Login and Organization screens have been updated. These changes were made so that we can better handle the authentication with SalesPad Cloud integrations. This is strictly a UI update and does not affect any SalesPad Cloud functionality.