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System

  • Search Screens

    Overview As of SalesPad Desktop version 4.6.4.0, search screens throughout the application have been updated. Each search screen varies slightly, depending on the nature of the screen and what would b...

  • System User Card

    Overview The System User Card gives users easy access to recent documents or contacts that they have created or their Sales Representative may have created. The card is also beneficial for Administrat...

  • System Information

    Overview The System Information module allows users to view current connection information, current software versions .dll’s that are loaded, whether or not certain GP features are enabled, as well as...

  • Security Validate Customer PO

    Overview When the security setting Validate Customer PO is enabled, a warming prompt automatically pops up when you are entering a new document that has an identical Customer PO number. Security In th...

  • Security Script Manager

    Overview Security Script Manager is a module in SalesPad Desktop that allows users to easily view and modify any C# scripts that pertain to a specific security in security editor. Any scripts from dif...

  • Security Editor Managing Users and Groups

    Overview Security in SalesPad is controlled by Group, where individual users are assigned to security groups. Users with administrative privileges can create or delete users or security groups within ...

  • Sales Document Holds

    Overview Process holds are manually set up through Dynamics GP but can be added or removed from documents from within SalesPad. This document explains how to remove a hold from a sales document or add...

  • New Customer PreSave Script

    The New Customer screen in SalesPad™ has a security property where C# script can be used to evaluate the customer before creation. The script can validate the data, return a message, or modify the dat...

  • Item Configuration

    Overview Item Configuration Maintenance allows users to set up items that can be configured to individual customer specifications at order entry time, for example, a computer configured with hard driv...

  • Intrastat Entry

    Settings and Security The Intrastat Entry window must be enabled for each security group that needs access. Check the box next to Sales Line Intrastat Entry to enable for each security group that will...