Fact Sheets

Efficient Quote & Sales Order Management With SalesPad Workflow, you can define individual processes for each type of document your company uses. Predefined rules can be configured to control how each document flows through the order fulfillment and invoicing process. Improved Inventory Visibility See it at a glance. SalesPad Inventory Lookup displays in rich detail all aspects of your inventory on a single screen. With just a few clicks, you can view item availability and properties across multiple companies and inventory locations. Comprehensive Purchasing Functionality SalesPad Purchase Order creation allows users to efficiently generate Purchase Orders directly from backordered line items on a sales document. This is essential for those who sell a significant number of special order or non-inventory items. Cost Savings Because SalesPad integrates completely with Microsoft Dynamics™ GP, it eliminates the need for many users to operate in both programs. Previously, organizations wanting to process sales orders in Microsoft Dynamics™ GP had to purchase a license for every salesperson. Sales personnel can operate exclusively in SalesPad, eliminating the need to purchase additional Microsoft Dynamics™ GP licenses – a savings of approximately 25 percent. About SalesPad Solutions SalesPad Solutions provides a complete portfolio of front-end sales order processing and customer service software to seamlessly interface with Microsoft Dynamics™ GP. For more information about SalesPad and its products, please contact your Microsoft partner or call SalesPad Solutions, LLC at (616) 245-1221. You can also visit us on the web at www.salespad.net or drop us a line via e-mail at sales@salespad.net. SalesPad is your definitive answer to cost-effectively accessing Dynamics™ GP data. Easy to learn, simple to use—you’ll improve your bottom line while increasing customer satisfaction. Quick Access To Customer Info Find it when you need it. Our Customer Card displays at a glance all customer information, from open sales documents and individual contracts to AR records, item purchase histories, special pricing, and credit card data. This single-screen navigation affords you more time to serve your customer better. Easy Quote & Sales Order Entry Our Sales Document Entry window makes it easy to enter any type of sales document in a consistent, configurable, and easy-to-learn screen. Users can enter quotes, orders, invoices, and returns. Based on security, users may also copy previously entered documents and release them into SalesPad workflow. In addition, returns can be originated directly from historical sales invoices. Customer Sales Graph www.salespad.net :: 3635 29th Street SE :: Grand Rapids, Michigan 49512 :: p (616) 245-1221 :: f (616) 245-1188 Credit www.salespad.net :: 3635 29th Street SE :: Grand Rapids, Michigan 49512 :: p (616) 245-1221 C:a:r df (P6a1ym6)e n2t4 W5-i1nd1o8w8 Additional Features Because SalesPad is sold as a single module, the following are just a few of the many advanced features included with your purchase of a SalesPad license. Exporting Data Into Microsoft Excel All data in SalesPad can be viewed in columnar grids which can be easily exported into Microsoft Excel. This feature makes it very easy for the user to access and analyze data without having to design and program predefined reports. Document Splitting Splitting documents allows SalesPad Workflow to manage the movement of each document through the fulfillment process based on the unique characteristics of that document. This feature is particularly relevant if the document contains Backordered or Non-Inventory Items, line items to be fulfilled from two or more unique Inventory Locations, Drop Ship line items, and line items with different Shipping Methods. Alternate Inventory Lookup With Alternate Inventory Lookup, you can create and search separate item databases. Items from this Alternate Inventory Database are easily selected and added to any sales document as a non-inventory Item. This is especially useful for those who process a high volume of requests for special order items. Credit Card Processing Securely storing unlimited customer credit cards, users can process authorizations and charges for any sales document type. Unlimited User Defined Fields With SalesPad User Field Editor, no programming is required to customize your User Defined Fields. Add an unlimited amount of these fields to five different business objectives, including Customer, Contact, Item, Sales Document Header, and Sales Document Line Item Records. Technology SalesPad is a .NET Windows® form-based application. The platform provides users with a familiar, feature-rich environment, and supports rapid development and enhancement of the product. All information is pulled from, and saved to, the Microsoft Dynamics™ GP company database, with no synchronization, duplicated data or time-delay. SalesPad uses a combination of SQL and Microsoft eConnect (Microsoft Dynamics™ GP middle-ware) to blend performance with Microsoft Dynamics™ GP logic. SalesPad Inventory Lookup www.salespad.net :: 3635 29th Street SE :: Grand Rapids, Michigan 49512 :: p (616) 245-1221 :: f (616) 245-1188 Sales Monitor Workflow Ÿ Route Sales Documents through your Business Processes Ÿ Customizable Workflow Queues and Rules Ÿ Fulfill From Multiple Warehouse Sites using Multiple Shipping Methods Ÿ Document Splitting Purchasing Ÿ Demand-Based Purchasing Ÿ View Items that need to be Purchased Ÿ Reorder Point Visibility and Maintenance Ÿ Create and Edit Purchase Orders (POs) Ÿ Generate POs Directly from a Sales Document Ÿ Consolidate Demand from Multiple Sales Documents on a Single PO Ÿ Print or Email POs Credit Card Processing Ÿ Securely Store Unlimited Customer Credit Card Information Ÿ Process Authorizations, Charges, Credits and Void Transactions Ÿ View Customer Credit Card History Features List Reporting Ÿ Comprehensive Reporting and Analytics, including Sales Analysis Reports and Quick Reports Ÿ Customize All Printed Sales and Purchasing Documents, including: Quotes, Orders, Pick Tickets, Packing Slips, Invoices, Return Documents, and POs Ÿ Customizable Dashboards Customization Ÿ All Grids Save User Preferences Ÿ All Grids Printable and Exportable Ÿ Integrated Report Writer Ÿ Custom Screens and Tabs available Ÿ Unlimited User Defined Fields Security Ÿ Define All Users and Groups Ÿ Secure Individual Screens and Tabs Ÿ Restrict Access to Specific Data (i.e. Hide Cost, Margin) System Management Ÿ View Active User Connections Ÿ View “Locked" Documents Ÿ Automatic Updates Searches Ÿ Customer and Contacts Ÿ Vendor and Contacts Ÿ Sales Documents Ÿ Inventory Ÿ Alternate Item Catalog Ÿ Customer Part Number Customer/Vendor Maintenance Ÿ Create New Customers and Vendors Ÿ Add/Edit/Delete Contacts Ÿ Create and Edit Detailed Customer and Contact Specific Notes Ÿ Graph Customer Purchases Ÿ Sales and Purchase History by Document Ÿ Sales and Purchase History by Item Sales Entry Ÿ Quotes, Orders, Invoices, Returns Ÿ Detailed Item and Document Notes Ÿ Inventory Lookup and Quick Item Creation and Maintenance Ÿ View Previously Purchased Items Ÿ Margin Summary (Entire Order) Ÿ Sales Document Audit Log Ÿ Sales Monitoring Inventory Lookup Ÿ Search by Item Number and Description Ÿ View All Locations at Once Ÿ View Lots and Serial Numbers Ÿ Create and Search Alternate Item Catalog Ÿ Convert Non-Inventory Items Ÿ Item Sales Graph Ÿ Item Maintenance CRM Ÿ Enter Tasks and Reminders Ÿ Log Customer Notes and Contacts Ÿ Generate Call Lists Ÿ View Scheduled Activities in a Calendar www.salespad.net :: 3635 29th Street SE :: Grand Rapids, Michigan 49512 :: p (616) 245-1221 :: f (616) 245-1188 Easy to install and configure, DataCollection increases accuracy and efficiency in your receiving and fulfillment operations. About SalesPad Solutions SalesPad Solutions provides a complete portfolio of front-end sales order processing and customer service software to seamlessly interface with Microsoft Dynamics™ GP. For more information about SalesPad and its products, please contact your Microsoft partner or call SalesPad Solutions, LLC at (616) 245-1221. You can also visit us on the web at www.salespad.net or drop us a line via e-mail at sales@salespad.net. 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 receipts of a product, locate inventory, and scan products for bin transfers, or as they are fulfilled to orders. Combined with the functionality of SalesPad and Microsoft Dynamics™ GP, DataCollection users can enter purchase receipts and print bar-coded receiving or fulfillment paperwork and item barcode labels in one application. Primary Features Order Picking and Packing Purchase Order Receiving Site and Bin Transfers Inventory Adjustments Stock Count Entry DC Handheld – Main Menu Additional Features Prints Bar Coded Receiving Paperwork Prints Bar Coded Item Labels Desktop Version of All Mobile Applications Bulk Pick Ticket Printing Ad Hoc Item Label Printing Order Picking Screen 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™ or FedEx Ship Manager®, shipping information, freight amounts and tracking information are automatically written to the appropriate fields in the sales documents. Orders are then forwarded in the SalesPad Workflow and managed through the invoicing process. The ShipTo Process 1. Sales orders are created in SalesPad or Dynamics™ GP 2. Orders are picked, packed and taken to your shipping system 3. The order number is keyed or scanned into your shipping system 4. ShipTo populates the shipping address and method 5. The package is weighed and labeled 6. The package’s freight amount and tracking information are written to the appropriate fields in your Microsoft Dynamics™ GP company database www.salespad.net :: 3635 29th Street SE :: Grand Rapids, Michigan 49512 :: p (616) 245-1221 :: f (616) 245-1188 Easy to install and configure, SalesPad® ShipTo increases accuracy & efficiency in your shipping operations. Shipping Monitor ShipTo Write Back Options About SalesPad Solutions SalesPad Solutions provides a complete portfolio of front-end sales order processing and customer service software to seamlessly interface with Microsoft Dynamics™ GP. For more information about SalesPad and its products, please contact your Microsoft partner or call SalesPad Solutions, LLC at (616) 245-1221. You can also visit us on the web at www.salespad.net or drop us a line via e-mail at sales@salespad.net.