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Help Center
Knowledgebase
Knowledgebase
🖥️
SalesPad
(522)
SQL Error in a Table Beginning with spx
Upgrade or Uninstall SalesPad Desktop
SalesPad Shortcut Keys
Successful Run of sppUpdateDW But No New Data on Tables
Stored Procedure is Missing
View all articles in SalesPad
Inventory Manager (fka DataCollection)
(59)
DataWedge Configuration
User Defined Fields Editor
Mobile License Manager
DataCollection Mobile User Fields with iOS
Inventory Manager Mobile User's Manual
View all articles in Inventory Manager (fka DataCollection)
📦
ShipCenter
(38)
UPS Paperless Invoicing
FedEx Developer Portal
UPS Shipping REST API Configuration
YRC Shipping and Packaging Options
Write Back Options
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📱
SalesPad Mobile
(59)
SalesPad Mobile Square Credit Card Reader Integration
Workflow in SalesPad Mobile
SalesPad Mobile Customer Card
Sales Document Entry
Reordering Add Item Buttons
View all articles in SalesPad Mobile
⚙️
Automation Agent
(7)
Automation Agent OLD
Automation Agent (separate application)
System User Quick Report Email
Automation Agent - Platform Fact Sheet
Automation Agent Email on Error
View all articles in Automation Agent
🌐
CustomerPortal (fka WebPortal)
(5)
Why doesn't my PayFabric payment write back to WebPortal?
Customer Portal (fka WebPortal) and Web API Release Notes
Web API Example Usage with Postman
Adding Quick Pick to CustomerPortal
Web API and SalesPad Customer Portal (fka WebPortal)
View all articles in CustomerPortal (fka WebPortal)
📦
ShipTo
(20)
UPS Create Keyed Import Launch Button v2014 and Later
ShipTo FedEx Country Code Matching
Setting Up ShipTo with UPS WorldShip - Part 1
UPS Create Keyed Import Launch Button
Setting Up ShipTo with UPS WorldShip - Part 2
View all articles in ShipTo
🔗
Workflow for GP
(4)
Workflow For GP Release Notes
Workflow for GP Overview
Workflow for GP Sales Monitor Documentation
Workflow for GP Installation Guide
View all articles in Workflow for GP
📈
Profit Analytics
(4)
Configuring Profit Analytics for Acumatica
Profit Analytics Usage Guide
Cavallo Profit Analytics Release Notes
Configuring Profit Analytics for Finance & Operations
View all articles in Profit Analytics
☁️
Cavallo Cloud Admin App
(5)
Cavallo Cloud: Unified Settings
Administration App: Release Notes
Cavallo Cloud: User Management
Cavallo Cloud: Company Management
Onboarding To Cavallo Cloud Applications
View all articles in Cavallo Cloud Admin App
💲
Cavallo Profit Scan
(5)
Profit Scan: Upgrading to Professional/Enterprise
Cavallo Profit Scan Release Notes
Profit Scan User Setup
Profit Scan Usage Guide
Profit Scan Installation Guide
View all articles in Cavallo Profit Scan
🚀
Mission Control
(29)
Mission Control: Locking Down BC UI
Mission Control: Application Overview (New)
Mission Control: Purchasing via Workflow
Mission Control - Using Permission Sets to protect Workflow Actions in BC
Mission Control: Credit Card Processing Overview
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📊
Analytics
(1)
SalesPad Plugin for Analytics
View all articles in Analytics
