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Knowledgebase
SalesPad
SalesPad
◾
Release Notes
(4)
SalesPad Desktop Release Highlights
SalesPad Desktop Release Notes
SalesPad Desktop Release Notes (2020-2018)
SalesPad Desktop Release Notes (2017-2015)
View all articles in Release Notes
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System
(26)
Search Screens
System User Card
System Information
Security Validate Customer PO
Security Script Manager
View all articles in System
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Setup
(59)
Create a Dev Shopify Store
OAuth for Microsoft Outlook 365 and Google Gmail
User Field Hyperlinks Item Number Generation Feature
User Field Editor Import and Export Screens
Test Environments
View all articles in Setup
◾
Sales
(106)
Payment Splitting
Desktop: Workflow
PayLink Plugin for SalesPad
Trade Discount
Tax Schedules
View all articles in Sales
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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
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Inventory
(27)
Item Attributes
Lot Number Search and Entry
Item Restrictions
Item Note
Item Replacement Sales Line Replacement
View all articles in Inventory
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Purchasing
(30)
Purchase Receipt Entry
Vendor VRM
Vendor Special Costing
Vendor Items
Vendor Card and Purchase Order Receipts Tab
View all articles in Purchasing
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Distribution BOMS/Assemblies
(1)
Distribution BOMs and Assemblies
View all articles in Distribution BOMS/Assemblies
◾
EDI
(18)
Sales Document EDI Packages
EDI Server Connection Setup
EDI Scheduler
EDI Installation
EDI Processing
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
(11)
Workflow Visualizer
Locating Old SalesPad Desktop License Files
Untab Retab Feature
SQL Custom Procedures
Resources
View all articles in Utilities
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Troubleshooting
(44)
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 Troubleshooting
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PayFabric
(8)
PayFabric eCheck/ACH Payments
PayFabric Gift Cards
PayFabric Gift Card Setup in SalesPad
PayFabric EMV Terminal Transaction Signatures
PayFabric Integration (V3)
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
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Configurator
(6)
Configurator Scripts
Configurator with Manufacturing
Configurator Advanced Part Two
Configurator Advanced Part One
Configurator Kits and Packages
View all articles in Configurator
◾
Miscellaneous
(9)
Binary Collation Database Support
UPS Address Validation REST API Configuration
Submit a Support Ticket
How Releases are Distributed
Available Fields in spvItemMaster
View all articles in Miscellaneous
◾
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
(9)
Square Terminal Device Setup For SalesPad Desktop
HubSpot Integration
WennSoft Signature (Key2Act) Integration
Adobe Commerce (Magento 2) Integration
Shopify Integration
View all articles in Extended Modules
