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Setup

  • Shopify

    Overview SalesPad Desktop now integrates with Shopify! Shopify is an eCommerce platform that, combined with SalesPad Desktop's inventory prowess, allows you to manage your sales more effectively. With...

  • Square Integration

    Overview Integrating SalesPad Desktop with Square allows you to run credit card transactions from within SalesPad Desktop and greatly enhances the user experience with electronic payment processing.  ...

  • Pacejet

    Overview SalesPad Desktop now integrates with Pacejet! Sales documents have a new plugin called “Process Shipment”. Running the plugin will create a shipment in Pacejet based on the information within...

  • Utilizing the GP Information Tool

    Overview The GP Information Tool is a simple and easy-to-use tool that quickly gathers important Dynamics GP configuration data. The GP Information Tool looks at your Dynamics GP database, then it org...

  • ONESOURCE Sales Tax Query Handler

    Overview The ONESOURCE Sales Tax Query Handler is a powerful tool used to calculate taxes on sales documents in SalesPad. This document will provide instructions on how to set up and use the ONESOURCE...

  • Note Shortcut Maintenance

    Overview In this module, users can easily create and maintain note templates. Once the shortcuts have been created, they can be added to: Sales Documents Purchase Orders Contacts Customers Vendors Cas...

  • Packaging Template Setup

    Overview Packaging Template Setup is used to create package templates that are added to a document on the Shipment tab of the sales document entry screen. Templates created in this manner are also usa...

  • Business Object Workflow

    Table of Contents Overview Workflow Setup Add New Workflow Delete Existing Workflow Edit Existing Workflow Workflow Card Workflow Properties Workflow Key Batches Rules Conditions Value Comparison Fiel...

  • Zip Code Functionality

    Overview Zip Code Functionality available in SalesPad will pull data to automatically complete a contact’s city and state once the zip code has been entered. Users can choose to pull data from Dynamic...

  • User Field Hyperlinks Item Number Generation Feature

    Overview The following instructions are to set up user field hyperlinks to automatically generate item number URLs so users can access the product page on your company website for any item in your inv...