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Knowledgebase
SalesPad
SalesPad
◾
Release Notes
(4)
SalesPad Desktop Release Notes
SalesPad Desktop Release Highlights
SalesPad Desktop Release Notes (2020-2018)
SalesPad Desktop Release Notes (2017-2015)
View all articles in Release Notes
◾
System
(26)
Search Screens
System User Card
System Information
Security Validate Customer PO
Security Script Manager
View all articles in System
◾
Setup
(59)
Create a Dev Shopify Store
OAuth for Microsoft Outlook 365 and Google Gmail
Text Message Reminders
Pacejet
Utilizing the GP Information Tool
View all articles in Setup
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Sales
(107)
Payment Splitting
Cross/UpSell
Workflow 2.0
Overriding Shortages
Sales Document Promotions
View all articles in Sales
◾
CRM
(10)
TeleSales
Sales Person Search
Sales Person Card
CRM Contact
CRM Tasks and Notes
View all articles in CRM
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Reporting
(46)
Quick Report Designer
Using Report Designer For Quick Reports
System Security Printing
Summary Packing Slip
Shippers Letter of Instruction
View all articles in Reporting
◾
Inventory
(27)
Warehouse Maintenance
Barcode Maintenance
Inventory Transaction Search
Item Attributes
Alternate Item Import Manager
View all articles in Inventory
◾
Purchasing
(30)
Purchase Receipt Entry
Vendor VRM
Vendor Special Costing
Vendor Search and New Vendor Creation
Vendor Items
View all articles in Purchasing
◾
Distribution BOMS/Assemblies
(1)
Distribution BOMs and Assemblies
View all articles in Distribution BOMS/Assemblies
◾
EDI
(18)
EDI 855 - Set Possible Status Codes For Each Trading Partner
EDI 855 - Accept With Changes Support
EDI 846 - Inventory Inquiry/Advice
EDI 870 - Order Status Report
EDI 860 - Purchase Order Change Request
View all articles in EDI
◾
Returns Tracker (fka Case Tracker)
(2)
Update Email From Customer Plugin
Returns Tracker (fka Case Tracker)
View all articles in Returns Tracker (fka Case Tracker)
◾
Utilities
(12)
Locating Old SalesPad Desktop License Files
Untab Retab Feature
SQL Custom Procedures
Resources
Import Manager
View all articles in Utilities
◾
Troubleshooting
(44)
Contacting Cavallo Support
SQL Error in a Table Beginning with spx
Upgrade or Uninstall SalesPad Desktop
Upgrading Microsoft Dynamics GP with SalesPad
SalesPad Shortcut Keys
View all articles in Troubleshooting
◾
PayFabric
(8)
PayFabric eCheck/ACH Payments
PayFabric Gift Cards
PayFabric Gift Card Setup in SalesPad
Setting up the EVO Gateway
PayFabric Migration
View all articles in PayFabric
◾
Dispatch
(2)
Dispatch Geo-coordinates
Dispatch
View all articles in Dispatch
◾
Equipment Management
(1)
Equipment Management
View all articles in Equipment Management
◾
Manufacturing
(3)
Manufacturing Routing
Manufacturing Orders
Manufacturing BOMs
View all articles in Manufacturing
◾
Configurator
(6)
Configurator Kits and Packages
Configurator Scripts
Configurator with Manufacturing
Configurator Advanced Part Two
Configurator Advanced Part One
View all articles in Configurator
◾
Miscellaneous
(9)
Binary Collation Database Support
FedEx Address Validation REST API Configuration
UPS Address Validation REST API Configuration
How To Update Your SPS Commerce Shipping Label Service
Submit a Support Ticket
View all articles in Miscellaneous
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Video
(65)
Workflow: Setting up a Batch/Queue
Working with Quick Reports
SalesPad Scheduled Tasks
Special Pricing Maintenance
Splitting Documents
View all articles in Video
◾
FAQ
(35)
What are the benefits of Enhancement?
What can the National Account plugin on the Customer Card do?
Why won’t my PO print?
Why is my document read only?
Why is my tax-exempt customer being charged taxes in sales documents?
View all articles in FAQ
◾
Extended Modules
(8)
Square Terminal Device Setup For SalesPad Desktop
Square Payment Links
HubSpot Integration
WennSoft Signature (Key2Act) Integration
Adobe Commerce (Magento 2) Integration
View all articles in Extended Modules
