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Settings

  • Manage Organization

    Overview The Manage Organization feature of SalesPad Cloud is where you enter your billing information, invite users to your company, view billing history and subscription details, manage POS stations...

  • Manage Security

    Overview Security is, of course, very important when running a business. SalesPad Cloud provides users with highly customizable Security Groups to ensure that appropriate permissions are given to each...

  • Payment Method

    Overview Payment Methods allow you to set up different means of accepting payment from customers.  To get started, select Payment Methods from  the Settings menu. Navigation Menu Payment Methods Creat...

  • Payment Terms

    Overview SalesPad Cloud's Payment Terms feature establishes various time frames for payments, either from your customers or to your vendors. Payment Terms are initially pulled from QuickBooks Online, ...

  • Price Level

    Overview Price Levels allow you to give specific Customers or Customer Classes special pricing.  To get started, select Price Level from the Settings menu.  Navigation Menu Price Level Type Create a P...

  • Price Lists

    Overview Price Lists allow you to set up special pricing for certain customers during a specified time period. To get started, select Price Lists from the Settings menu. Navigation Menu Price Lists Cr...

  • Purchase Order Type

    Overview SalesPad Cloud allows you to create two different Purchase Order Types: standard purchase orders and dropship purchase orders. Multiple instances of both Purchase Order Types can be created. ...

  • Reason Codes (SalesPad Cloud)

    Overview Reason Codes are used in both SalesPad POS and SalesPad Cloud, but their functions are slightly different for both applications. In SalesPad Cloud, Adjustment Codes can be used for inventory ...

  • Report Designer

    Overview Report Designer is a powerful tool that allows you to create detailed and highly customizable reports. To get started, select Report Designer from the Settings menu. Navigation Menu Reports C...

  • Sales Analysis

    Overview The Sales Analysis report is a dynamic, customizable tool designed to help you take a deeper dive into your company's performance. The Sales Analysis report displays data from posted sales tr...