Video

• Workflow: Setting up a Batch/Queue

  Learn how to add a workflow queue or batch....

• Working with Quick Reports

  This video covers some of the basic setup needed for Quick Reports....

• SalesPad Scheduled Tasks

  Create CRM tasks on the customer card from a sales document, based on document or item characteristics....

• Splitting Documents

  This video shows how to split an order....

• Special Pricing Maintenance

  We take a look at the special pricing maintenance module and how to maintain customer special pricing....

• SalesPad Item Sales Options

  Item Sales Options gives users the power to add specialized details to items on an order.  Item Sales Options are configured in SalesPad Inventory Lookup on the Item Sales Options tab....

• SalesPad for Microsoft Dynamics GP: Sales Monitor

  This video is a tutorial on how to use the sales monitor feature in SalesPad GP for Microsoft Dynamics GP. Sales monitor provides an easy way for the user to view all the open documents in the system ...

• SalesPad for Microsoft Dynamics GP: Sales Batch Processing

  This video discusses how to use the sales batch processing feature in SalesPad GP for Microsoft Dynamics GP. Using this feature, users can print, fax, or email invoices, move a group of documents thro...

• SalesPad for Microsoft Dynamics GP: Performing a Database Update

  This video walks you through how to perform the first SalesPad database update step by step. Please ensure that you check the create a backup checkbox, otherwise you will not be able to continue....

• SalesPad File Transfer Instructions

  SalesPad File Transfer Instructions In your web browser, navigate to http://ftp.cavallo.com Log in using the following information You should now see a screen like the one below. Click the Add files b...