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SalesPad for Microsoft Dynamics GP: Creating a Sales Document - Knowledgebase / SalesPad / Video - Cavallo Technical Support

SalesPad for Microsoft Dynamics GP: Creating a Sales Document

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This video discusses the multiple ways how to create a Sales Document within SalesPad GP for Microsoft Dynamics GP. One way is by selecting the type of document you would like to create from the Customer Card. With this method, all of the information associated with the Customer Card will automatically fill in. From this screen, you can add items and services to the Sales Document. Another way to create a Sales Document is through the "Direct Sales Entry" module. This method is effective when the user knows the Customer Number by heart.

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