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  • Intact Document Imaging

    Overview Intact Document Imaging is a Sales Document plugin that integrates the Intact document imaging system by Infodynamics. Intact is an application separate from SalesPad that allows users to cat...

  • How to Copy Grid Layout Files

    Overview When a user adds, removes or rearranges columns in a grid, the file is saved into that specific user’s folder. To copy the layout from one computer to another or one user to another, follow t...

  • Grouping Sales Line Items

    Overview Sales line items can be grouped under separate tabs during order entry. The following example shows a document with Hardware, Software, and Service groups: All items on the document: Service ...

  • Grids Filtering and Customizing

    Overview All columned grids throughout SalesPad are customizable. Individual users can choose to display only certain information and changes will remain for the individual user on subsequent logins. ...

  • Get Tax Plugin

    Overview The Get Tax Plugin can be used to get taxes via supported 3rd party tax engines. When properly set up taxes will only get calculated when using this plugin. Workflow may be set up to utilize ...

  • Fascor Lock Status

    Overview The FASCOR Lock Status is a sales document plugin that allows users using FASCOR, a third party warehouse management system for Microsoft Dynamics GP, to view the current lock status and move...

  • EmailTo, EmailCC, and EmailBCC on Customer and Vendor Address Cards

    Overview In the Customer and Vendor Cards in Sales Pad, there are now separate “ Email To,” “ Email CC,” and “Email Blind CC (BCC)” fields. These fields correspond to the “Email Addresses” fields foun...

  • Enable Item Barcode Conversion

    Overview Scan any UPC/barcode into SalesPad and it will convert the barcode number to the stored customer item number on the sales document. Setup When the Enable Item Barcode Conversion setting is se...

  • Emailing and Printing as a Single Job

    Overview Users can send multiple documents for the same customer in a single email, fax, or print job, from modules that permit bulk faxing or emailing (Sales Batch Processing, Sales Batch Line Proces...

  • Email Audit Tabs

    Overview There are now Email Audit Tabs in the Customer Card, Sales Document, Vendor Card, and Purchase Order forms in Sales Pad. The addition of these forms makes it more efficient for you to aggrega...