616-245-1221 www.salespad.net sales@salespad.net July 2010 Newsletter New Features in SalesPad SalesPad has a variety of New Features that add great functionality to our software. Interested in learning more? View the schedule below for July webinars and contact us at info@salespad.net to register. DataCollection Did you know SalesPad also offers software for barcode data collection? SalesPad™ DataCollection is a Windows Mobile® barcode data collection application that integrates fully with the SalesPad platform and Microsoft Dynamics™ GP. With DataCollection operating on a Windows Mobile® device equipped with a scanner, users can scan product receipts, locate inventory, transfer product between warehouse bins & sites, and fulfill orders. Learn more through our online training and webinars. Contact info@salespad.net to register. ShipTo Did you know SalesPad also offers software for shipping integration? SalesPad™ ShipTo gives users the ability to integrate UPS WorldShip™ and FedEx Ship Manager™ with Microsoft Dynamics™ GP and SalesPad™. After shipping in UPS WorldShip™, shipping information, freight amounts and tracking information are automatically written to the appropriate fields on the sales documents. Orders are then forwarded in the SalesPad Workflow and managed through the invoicing process. Learn more through our online training and webinars. Contact info@salespad.net to register. July Webinars SalesPad New Features for Partners Friday, July 9th, 9:00 am EST SalesPad New Features for Partners or Customers Monday, July 12th, 4:00 pm EST End to End Distribution Solution for Partners Wednesday, July 21st, 4:00 pm EST End to End Distribution Solution for Partners or Customers Tuesday, July 27th, 4:00 pm EST DataCollection and ShipTo Overview July 28th, 3:00 pm EST July Reseller Training SalesPad Overview Wednesday, July 14th, 1 - 2:30 pm EST SalesPad Advanced Features Training Thursday, July 15th, 1 - 2:30 pm EST SalesPad Installation and Configuration Friday, July 16th, 1 - 2:30 pm EST DataCollection Installation and Configuration Tuesday, July 20th, 1 - 2:30 pm EST SalesPad Report Writer Training Thursday, July 22nd, 1 - 2:30 pm EST SalesPad Partner Group - LinkedIn Email Marketing by 616-245-1221 www.salespad.net sales@salespad.net August 2010 Newsletter SalesPad has Purchasing functionality? You bet! SalesPad Purchasing allows users to easily create and manage purchase orders and the purchasing process from within SalesPad. Without having to access Dynamics GP, SalesPad users now have the ability to: Easily search for and access detailed vendor information Simply create new purchase orders Quickly retrieve, edit, and reprint existing purchase orders Efficiently generate purchase orders directly from sales documents containing backordered items, drop ship items, or special order items Watch the video: Attend our upcoming New Features demo, August 11, 4:00-5:00 pm EST, to learn more about how SalesPad can drive even greater productivity in your business. Contact info@salespad.net to registe SalesPad "Did You Know?" Series Follow us on Twitter or Facebook and learn more about SalesPad functionality through our "Did you Know?" series, beginning August 11th. August Online Demos SalesPad New Features August 11, 4:00-5:00 pm EST DataCollection and ShipTo Overview August 20, 10:00-11:00 am EST End to End Distribution Solution August 25, 4:00-5:00 pm EST August Partner Training SalesPad Overview August 18, 1:00-2:30 pm EST Advanced Features August 19, 1:00-2:30 pm EST SalesPad Installation and Configuration August 20, 1:00-2:30 pm EST Report Writer Training August 26, 1:00-2:30 pm EST DataCollection Installation and Configuration August 24, 1:00-2:40 pm EST Contact info@salespad.net to register. Join our SalesPad Partners group on LinkedIn! © 2010 SalesPad Solutions, LLC Email Marketing by 616-245-1221 www.salespad.net sales@salespad.net September 2010 Newsletter Partners, we now have updated literature! Please feel free to distribute as necessary. Click to view and save our New and Improved Fact Sheets: SalesPad Fact Sheet DataCollection Fact Sheet ShipTo Fact Sheet We welcome you to join our exclusive SalesPad Partners group on LinkedIn. Connect with other partners and join the discussion. Feature Highlights SalesPad Inventory Lookup SalesPad Inventory Lookup makes it easy for users to retrieve detailed information on any items in the Dynamics™ GP Inventory Master using any part of the Item Number or Item Description. SalesPad Inventory Lookup What many people don't realize is that the SalesPad Inventory Lookup also includes an Alternate Item file that can be populated with details of items that you may not want loaded in your Dynamics™GP Item Master file, but may want easily accessible by users for easy reference during the Sales Document Entry process. Items in the Alternate Item file can be searched while simultaneously searching for items in the standard Item Master. Alternate Items can be searched by any part of the Item Number or Item Description. They may also be added to the Sales Document as non-inventory items. To learn more about how the SalesPad Alternate Item file can be used to make your sales & customer team more efficient, call us at (616) 245-1221 or email sales@salespad.net. DataCollection Desktop In addition to providing users the opportunity to manage inventory wirelessly using a Windows Mobile handheld device, SalesPad DataCollection also offers a "desktop" version of each function. DataCollection Desktop is a client version of DataCollection that includes functions for Receiving Purchase Orders, Picking & Fulfilling Sales Orders, Site & Bin Transfers, Inventory Adjustments, and Stock Count Entry. DataCollection Desktop is simple to install and configure and is included with each seat of DataCollection. Call SalesPad Solutions at (616) 245-1221 or email sales@salespad.net to request a demo. The Partner Event 2010 SalesPad will be in attendance for the Partner Channel's Partner Event September 19-21 in Fargo, ND. If you would like to meet with Tim or Stacy, email tim@salespad.net or stacy@salespad.net to schedule time with them. For more information on the event, go to http://www.thepartnerevent.com. The SalesPad Did You Know? Series Continues... Follow us on Twitter, Facebook, or LinkedIn to learn more about SalesPad functionality, from the customer A/R tab to emailing documents, through our "Did you Know?" series. In Case You Missed It... The "Did You Know?" series began August 11th. If you missed any of the short videos, you can catch up on all of them on our SalesPad Did You Know playlist HERE on YouTube. We are excited to announce that we are now a member of the new Distribution Software Blog. Visit the blog to find out about everyday solutions for distribution within Microsoft Dynamics and to learn best practices within the distribution industry. You won't want to miss out on this valuable information. Check it out today! SalesPad Calendar of Events Contact info@salespad.net to register. September Online Demos All times are 4:00-5:00 pm EST -SalesPad New Features Tuesday, September 14 -End to End Distribution Solution Wednesday, September 15 September Partner Training All times are 1:00-2:30 pm EST -SalesPad Overview Wednesday, September 22 -Advanced Features Thursday, September 23 -SalesPad Installation and Configuration Friday, September 24 -DataCollection Installation and Configuration Tuesday, September 28 -Report Writer Training Thursday, September 30 © 2010 SalesPad Solutions, LLC Email Marketing by 616-245-1221 www.salespad.net sales@salespad.net  Important Message Regarding GP Service Pack 1 Attention GP 2010 Users: It has come to our attention that Microsoft Dynamics GP 2010 has recently released Service Pack 1. At this time, SalesPad Solutions has not done any testing with Service Pack 1 and cannot support issues with SalesPad resulting from its installation. Please use caution and install at your own risk. If you have any questions, email support@salespad.net or call (616) 245-1221. SalesPad User Defined Fields One of the many ways that SalesPad allows users to configure SalesPad to meet their specific business requirements is through the use of User Defined Fields. While both Microsoft Dynamics GP and SalesPad offer users a large range of places to store and view information, SalesPad also allows users to create unlimited User Defined Fields. These fields effectively allow SalesPad users to extend the type and amount of information that they are capturing about customers, vendors, inventory items, sales, and purchasing documents throughout their system. SalesPad supports the creation of User Defined Fields on the following business objects: Watch the Video -Customer Record -Customer Contact Record -Sales Document Header -Sales Document Line Item -Vendor Record -Vendor Contract Record -Purchase Order Header -Purchase Order Line Item -Inventory Item Master Record -Inventory Item Serial Number While SalesPad User Defined Fields can be viewed and the values maintained in various windows in SalesPad, many SalesPad UDFs can also be mapped to the existing User Defined Fields available in Dynamics GP. This allows users to view and maintain this data in either Dynamics GP or SalesPad. SalesPad User Field Editor SalesPad supports following types of fields: -Text, or Text with a drop-down list -Numeric Values -Date/Time -True/False The following characteristics may be applied to SalesPad UDFs: -Field is Read Only -Field is an Attachment -Field is a Hyperlink -Field is an Image -Field is Required SalesPad User Defined Fields are added to SalesPad specific tables in the Dynamics GP company database. This makes SalesPad User Defined Fields easily accessible by reporting tools like SmartList Builder, Crystal Reports, or Microsoft SQL Reporting Services. To learn more about creating and using User Defined Fields, check out the SalesPad User Defined Fields help document, call us at (616) 245-1221, or email sales@salespad.net. Upcoming Events SalesPad will be in attendance for the GP User Group Summit October 25-28 in Orlando. If you would like to meet with us, email tim@salespad.net to schedule one-on-one time. For more information on the event, go to www.gpug.com/summit-2010 SalesPad is co-sponsoring Rock-N-Rave at GPUG 2010 Orlando! Look for Tim Hollstein at the party-- he'll be there wearing a loud orange Rock-N-Rave t-shirt and will be handing out drink tickets while supplies last. For more info on the event, go to www.rock-n-rave.com. SalesPad Web Events Contact info@salespad.net to register for any of the following dates. October Webinars Getting Acquainted with SalesPad Thursday, October 14, 12:00-1:00 pm EST SalesPad and On-Demand Information Wednesday, October 20, 12:00-1:00 pm EST DataCollection and ShipTo Overview Friday, October 22, 10:30-11:30 am EST October Partner Training SalesPad Overview Wednesday, October 20, 1:00-2:30 pm EST Advanced Features Thursday, October 21, 1:00-2:30 pm EST SalesPad Installation and Configuration Friday, October 22, 1:00-2:30 pm EST DataCollection Installation and Configuration Tuesday, October 26, 1:00-2:30 pm EST Report Writer Training Thursday, October 28, 1:00-2:30 pm EST ___________________________________________________________ We welcome you to join our exclusive SalesPad Partners group on LinkedIn. Connect with other partners and join the discussion. _________________________________________________________________________ ________________________________________________________________________ © 2010 SalesPad Solutions, LLC Email Marketing by 616-245-1221 WWW.SALESPAD.NET SALES@SALESPAD.NET NOVEMBER 2010 NEWSLETTER NEW WEBSITE UPCOMING EVENTS SalesPad has a new website! Have you been to SalesPad.net lately? We've completely revamped our look, added tons of product information, and, most importantly, introduced an array of fully searchable and printable support documentation. Got a question on how to use a certain feature of SalesPad, DataCollection, or ShipTo? Now you can find an article about it in our online Support section. Support documentation includes how-to articles documenting several of SalesPad's modules and plugins, comprehensive installation and user guides on DataCollection and ShipTo, as well as a number of troubleshooting-related Knowledge Base articles. You will need Adobe Reader to view support articles. Stop by, take a look around, and let us know what you think. Note that at this time, the new site does not have a Login section and you will not need to log in for support. Contact support@salespad.net if you need a download link. Parts of the site are still under construction, so expect more changes in the near future. Upcoming Web Events November Webinars Contact info@salespad.net to register for web events. SalesPad New Features Wednesday, November 10, 12:00 pm EST November Partner Training SalesPad Overview Wednesday, November 17, 1:00-2:30 pm EST Advanced Features Training Thursday, November 18, 1:00-2:30 pm EST SalesPad Installation and Configuration Friday, November 19, 1:00-2:30 pm EST DataCollection Installation and Configuration Tuesday, November 23, 1:00-2:30 pm EST © 2010 SalesPad Solutions, LLC Email Marketing by 616-245-1221 WWW.SALESPAD.NET SALES@SALESPAD.NET DECEMBER 2010 NEWSLETTER · Extended Purchasing Functionality · Why stay current on Enhancement? · November Webinar Schedule · Announcements SalesPad Extended Purchasing Functionality SalesPad offers complete purchasing functionality to make the creation and management of your purchasing processes more efficient and cost effective. In August, as part of the Did You Know? Series, we presented a video about some of the new purchasing functionality in SalesPad. The video covers basic purchasing -- accessing vendor information, opening existing POs, and creating new POs. This month, we will cover the added functionality of the Purchasing Advisor, Purchased Line Editor, and Inventory Analysis modules. Purchasing Advisor Purchasing Advisor allows users to view demand throughout the system, from backordered items or inventory items with quantity that fall below their set reorder point. Users can also create purchase plans and generate POs. Items with purchasing demand display in the Demand Summary Grid, and details of selected items appear in the Demand Detail grid. The Purchase Planner section allows users to select multiple items for purchasing. Once purchase plan items are selected, a PO is created and can then be printed or emailed to the vendor. Purchased Line Editor The Purchased Line Editor allows users to easily create changes to sales orders and purchase orders with linked line items. From a single screen, users with proper security can view all linked documents and line items. Users can search by Sales Document, Purchase Order, Sales Batch, or Vendor and can easily view and edit quantity ordered, Unit Price, requested Ship Date, and Ship To Address on each document. Changes are written to both the sales document and the purchase order without having to unlink and relink each item on every order. Inventory Analysis Inventory Analysis allows users to easily view inventory movement across a range of items within a single window. Users can search by Item Class or Generic Description and filter their view even further on Item Number or Item Description. Average item unit sales are displayed across multiple time windows including 1, 2, 6 and 12 month averages. The view also displays number of months' supply available based on current average usage. In addition, the Inventory Analysis function makes it easy for the user to update item reorder points without ever having to open the Item Card in Dynamics GP. Reorder points may be updated for individual items or for a range of selected items. Purchasing is one of many new features in SalesPad version 3.7. Learn about purchasing and other new functionality by attending our New Features webinar, or if you are interested in upgrading to version 3.7 of SalesPad, please contact sales@salespad.net. For step-by-step guides to using any of the above modules, visit the support section of our website. Why Stay Current on Enhancement? SalesPad Annual Enhancement is a valuable addition to your initial SalesPad purchase. SalesPad Annual Software Enhancement is priced at 18% of the SalesPad List Price and includes access to any SalesPad software releases including software upgrades & enhancements and software patches. Contact info@salespad.net for more information. November Webinar Schedule Using SalesPad for Effective Inventory Management Tuesday, December 14th, 12:00 pm EST End to End Distribution Solution Wednesday, December 15th, 1:00 pm EST SalesPad New Features Monday, December 20th, 3:00 pm EST Click on the webinar title for more information or contact info@salespad.net to register. Announcements · Follow SalesPad on Twitter or Facebook for announcements on newly published support documentation and events. Follow @salespaddave on Twitter for quick SalesPad tips and tricks. · Our products are now up on LinkedIn and we'd love it if you recommended them. · Support documentation and knowledge base articles are available and fully searchable at http://www.salespad.net/support.aspx. New support articles: Updated support articles: DataCollection User's Manual SalesPad Installation & Connection Guide SalesPad Settings Guide Linking POs and Sales Line Items Creating a New Customer Item Aggregate Pricing ShipTo Guide Smart Printing Custom/Special Pricing SalesPad Active Users Activity Locks Configuring SalesPad for Purchasing Creating/Opening Purchase Orders Customer Card Customer Search Direct Sales Entry Inventory Lookup Purchasing Advisor Purchased Line Editor Vendor Card Vendor Search and New Vendor Creation ShipTo FedEx - Stop Multiple Processing of Packages ShipTo Bill Transportation To Setup © 2010 SalesPad Solutions, LLC Email Marketing by