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Sales

  • Cross/UpSell

    Overview The Cross/UpSell module creates an easier way to make specific CrossSells or UpSells when entering an item on an order. The CrossSells and UpSells specific to an item are displayed in a separ...

  • Workflow 2.0

    Overview As of version 4.6.4.25, SalesPad Desktop's workflow has undergone significant changes. Users can still add rules, conditions, and actions that govern how business objects are handled in a wor...

  • 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...

  • Desktop: 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: In order to use PayLink, you must have the SalesPad Remote Library Extended Module, and it must be using one of the ports listed below: 446 5002 5501 5502 5503 10443 Otherwise, your cus...