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Utilities

  • Workflow Visualizer

    Overview SalesPad now offers a Workflow Visualizer, a helpful new feature that generates a visual flowchart diagram of your workflow so you can see exactly how your documents route through your proces...

  • Import Manager - New Serial Item Import Options

    Overview SalesPad Desktop 5.4.2 introduced new ways to import serial and lot item data from spreadsheets via Import Manager.  Users can now import receipts for serial-tracked items, mass update serial...

  • Import Manager - Advanced Import Definitions

    Overview The Import Manager allows users to import information from external files such as Excel spreadsheets to tables in SalePad by creating an import definition and a field mapping. This article wi...

  • Credit Card Utilities

    Overview With Credit Card Utilities, users can removed credit card transaction history from SalesPad, encrypt plain text credit card numbers, and mask credit card numbers for historical sales document...

  • Remote Library

    Overview The SalesPad Remote Library dll for SalesPad Desktops acts as the listening point for  communications from other applications, such as DataCollection, ShipCenter, AutomationAgent, and ShipTo....

  • Locating Old SalesPad Desktop License Files

    Overview If you are running an older (versions 4.3 and prior) version of SalesPad Desktop and you need to access your license in order to reinstall SalesPad Desktop, either on a new workstation or the...

  • Untab Retab Feature

    Overview The Un-Tab feature, new in Sales Pad 4 .2, allows you to maximize forms so you can see more data on the screen when working in SalesPad. The un-tab feature enables you to right-click to the U...

  • SQL Custom Procedures

    Overview SQL Custom Procedures allows users to see any custom SQL procedures that are in the database. Users can also perform some basic maintenance through this module, such as updating the data ware...

  • Resources

    Overview Resources are files attached to various business objects. Resources do not write to the Dynamics GP version of resources (attachments) by default. The setting Save Resources as GP Attachments...

  • Import Manager

    Overview The Import Manager allows you to import information from external files (such as Excel spreadsheets) to tables in SalesPad by creating an import definition and a field mapping. For example, I...