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Setup

  • OAuth for Microsoft Outlook 365 and Google Gmail

    Overview SalesPad versions 5.2.33 and above can use OAuth when sending email via Microsoft Outlook 365 or Google Gmail. OAuth provides more security than basic authentication and receives much better ...

  • Workflow for GP Installation Guide

    Overview Workflow for GP is an add-in application for Microsoft Dynamics GP. Workflow for GP adds a powerful workflow system to the Sales Transaction Entry screen. This installation guide provides a d...

  • Text Message Reminders

    Overview SalesPad can send text message reminders using the Smart Printing functionality or directly from the Sales Document Entry card. To send text reminders, the user will need to sign up for a new...

  • Magento

    Overview SalesPad now supports automated integration between Magento and Dynamics GP!  With this integration, you can match GP Customers to Magento Customers, as well as create Customers, Contacts, an...

  • 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...