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Setup

  • Localization

    Overview SalesPad localization allows users to use SalesPad in three different languages. Current supported languages are English, Spanish, and French. Usage To switch languages in SalesPad, users can...

  • Layout Tabs Setup

    Overview The Layout Tabs Setup module allows users to display only selected tabs on the Customer Card, Purchase Order, Sales Document, and/or Vendor Card, based on a property of the customer, PO, docu...

  • Layout Maintenance Video Tutorial

    The following tutorial explains layout maintenance within SalesPad Desktop....

  • Layout Maintenance

    Overview This Layout Maintenance module is intended for IT and management users. In the Layout Maintenance screen, grids can be locked down and managed by power users. This is a way to set up permanen...

  • Favorites Toolbar Setup

    Overview The Favorites toolbar allows users to place the most accessed modules in one convenient location. It is fully customizable and unique to each user. Usage To add a module to the Favorites tool...

  • Functional Currency

    Copyright 2004-­-2014. eConnect, the middleware toolset that SalesPad uses to save some data elements into Dynamics™ GP, requires a functional currency defined within Dynamics™ GP for SalesPad to work...

  • Extended Pack DLLs

    The Extended Pack for SalesPad Desktop is a package of DLLs that are not part of the core offering. The Extended Pack is a one-time purchase, and the functionality is available to all users under that...

  • Emailing and Email Templates

    Overview In addition to printing and faxing functionality, SalesPad allows the option of emailing sales documents and purchase orders and creating email templates. Users can create email templates in ...

  • Dynamics GP Shipping Methods Setup

    Go to Microsoft Dynamics™ GP button > Tools > Setup > Company > Shipping Methods to access the Shipping Methods Setup window Click the Lookup icon to the right of the Shipping Method line to open the ...

  • Customizing Phone Labels

    To customize a phone label in SalesPad, Open the Settings Module (Modules > Settings). The applicable settings are under Customer Contact Options, but you can type Label into the filter to find them m...