SalesPad Support Hours

8am-5pm EST Monday-Thursday

8am-4pm EST Friday

Start a conversation

Reporting

  • Quick Report Designer

    Sections of the Quick Report Editor Screen Quick Report Viewer - This is found in the top left section of the Quick Report Editor. It shows the results of the Quick Report, so that the changes made in...

  • Using Report Designer For Quick Reports

    SalesPad’s Report Designer can be used to create a custom printed report to go along with any Quick Reports. In the Quick Report file, add the following tag to the top line of the report (after the xm...

  • System Security Printing

    Overview The Print System Security Plugin allows users to print Security restrictions and values by user group and User Group comparisons. Users need access to the Security Editor to view and print th...

  • Summary Packing Slip

    Overview Summary Packing Slip is a SalesPad security that allows users to access the Summary Packing Slip default report. This report can be copied and edited in Report Designer. See the Reports docum...

  • Shippers Letter of Instruction

    Overview Shipper’s Letter of Instruction is a SalesPad security that allows users to access the Shipper’s Letter of Instruction default report. This report can be copied and edited in Report Designer....

  • RMA Report

    Overview RMA Report is a SalesPad security that allows users to access the RMA report. This report can be copied and edited in Report Designer. See the Reports documentation for more information on th...

  • Sales Word Document

    Overview SalesPad allows users to print sales documents to a Microsoft Word template using the Sales/Word Document report in the Print dialog. Security Sales/Word Document must be enabled in the Secur...

  • Report Designer

    Overview Reports can be accessed from the sales document header Print function, viewed from the Report Manager, and edited in the Report Designer (Modules > Report Manager (under System)> (select a re...

  • Sales Line Quick Report

    Overview The Sales Line Quick Report plugin allows users to view a quick report from a sales document, at the sales line level. Setup In the Security Editor, Sales Line Quick Report must be enabled an...

  • Report Printing

    Overview Report Printing is a function in SalesPad Desktop that allows you to print from a sales document. In this document you will learn how to enable this security and use the Print button in the S...