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Setup

  • Note Shortcut Maintenance

    Overview In this module, users can easily create and maintain note templates. Once the shortcuts have been created, they can be added to: Sales Documents Purchase Orders Contacts Customers Vendors Cas...

  • Packaging Template Setup

    Overview Packaging Template Setup is used to create package templates that are added to a document on the Shipment tab of the sales document entry screen. Templates created in this manner are also usa...

  • Business Object Workflow

    Table of Contents Overview Workflow Setup Add New Workflow Delete Existing Workflow Edit Existing Workflow Workflow Card Workflow Properties Workflow Key Batches Rules Conditions Value Comparison Fiel...

  • Zip Code Functionality

    Overview Zip Code Functionality available in SalesPad will pull data to automatically complete a contact’s city and state once the zip code has been entered. Users can choose to pull data from Dynamic...

  • User Field Hyperlinks Item Number Generation Feature

    Overview The following instructions are to set up user field hyperlinks to automatically generate item number URLs so users can access the product page on your company website for any item in your inv...

  • User Field Editor Import and Export Screens

    Overview The User Field Editor now includes an Export Screen that allows you to select the specific UDFs you want to be exported. Additionally, the Import Screen in the Sales Pad User Field Editor has...

  • User Defined Fields

    Overview SalesPad Desktop allows users to add user defined fields (UDFs), customizable to their business needs. Up to 200 UDFs per business object can be added. Unless those fields are mapped to exist...

  • Test Environments

    Overview Below is an overview of how important it is for all SalesPad customers to create a test environment. Please note, the instructions below are not a step-by-step tutorial but an overview of the...

  • Setting a Theme for the Test Connection

    Overview When setting up test connections in SalesPad, it can be difficult to differentiate betwen live and test. To assist with this, SalesPad allows you to set a different theme for test connections...

  • Smart Printing

    Overview Smart Printing, a rules-based printing engine designed to work in conjunction with SalesPad workflow, is used to automatically print or email specified reports to a customer or printer connec...