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Setup

  • 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...

  • 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...