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Settings

  • File Import History

    Overview SalesPad Cloud's File Import History default report displays a history of data imports from QuickBooks Online. To get started, select File Import History from the Reports section of the Setti...

  • Grid Reports

    Overview Grid Reports allows you to assemble customized reports in seconds. If it's in SalesPad, it's available to display on a Grid Report. To get started, select Grid Reports from the Settings menu....

  • Integration Dashboard

    Overview The Integration Dashboard provides a quick look at the health of your various SalesPad Cloud integrations and gives you valuable performance insight at a glance.  To view the Integration Dash...

  • Interaction Type

    Overview Interaction Types allow you to define styles of communication between your company and customers, vendors, etc., and to easily reference any communications that occur. To get started, select ...

  • Inventory Reconciliation

    Overview SalesPad Cloud's Inventory Reconciliation tool allows you to force the system to rerun all inventory quantity calculations and generate a report displaying any disparities in inventory marked...

  • Inventory Stock Status

    Overview SalesPad Cloud's Inventory Stock Status default report displays current inventory levels for all of your inventory.. To get started, select Inventory Stock Status from the Reports section of ...

  • Item Class

    Overview Item Class is a function of the Inventory module of SalesPad Cloud. Item Class is a way to group like items together for visibility and reporting, and a way to make it easier to set up new it...

  • Landed Cost

    Overview Landed Cost represents the cost of purchasing goods from vendors. Typically used in transactions with international companies, Landed Costs represent an array of expenses such as customs or f...

  • Landed Cost Group

    Overview Landed Cost Groups allow you to group multiple Landed Costs together under one name. Landed Cost Groups can be added to Landed Cost tabs just like Landed Costs can.  To get started, select La...

  • Location

    Overview The Location feature of SalesPad Cloud allows you to set up multiple Locations and Bins (containers within a location) to help you manage your inventory efficiently. Bins are specific to Loca...