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Sales

  • Overriding Shortages

    Overview If line items added to a sales document are showing up as backordered (Red exclamation point) but are known to actually be in stock, this backorder can be manually overridden as long as SOP s...

  • Sales Document Promotions

    Overview Sales promotions are used to provide Spend X, Get Y discounts for sales documents and to generate coupon codes that can be given out to customers. Item promotions allow users to create and im...

  • FedEx Address Validation

    Overview FedEx Address Validation adds the ability to validate addresses through FedEx's API. Addresses are validated on the Customer Address card and the Ship To Address on a sales document. Note: Th...

  • Special Pricing Maintenance

    Overview This module allows for maintaining customer special pricing, provided a customer already has existing special pricing. Existing special pricing appears on the Special Pricing tab on the Custo...

  • Price Maintenance

    Overview The Price Maintenance module can be used to update prices and costs of items. Items can be updated individually, or all items can be updated at one time. Updating List Price Search for the it...

  • Creating and Opening Sales Documents

    Overview Sales documents can be created in SalesPad from the Customer card. After entry, sales documents can be sent to customers via email or print. A list of open sales documents for each customer c...

  • Workflow

    Overview The Workflow function allows users to create logic/rules to automatically stage, flag, or move documents through the system, based on business needs. Workflow Setup allows users to create a s...

  • PayLink Plugin for SalesPad

    Overview Note: You must have the SalesPad Remote Library Extended Module to use PayLink. Otherwise, your customer’s payments will not be recorded in SalesPad Desktop. The Create PayLink Plugin is incl...

  • Document Combiner

    Overview The Document Combiner plugin is used to combine split documents into a single document. The final document will contain all line items, payments, resources, tracking numbers, and some other i...

  • Create a Manual Payment

    Overview Creating a manual payment through SalesPad Desktop is a pretty simple process. However, please be aware that this process does not check the validity of the payment information, and it does n...