Enter more orders. Faster.
SalesPad simplifies the entry of all sales documents, saving your sales and customer service team time and frustration. Whether entering quotes, orders, invoices, or returns, SalesPad’s easily configurable document entry screen makes it possible to process more orders with fewer resources.
Configurability
Sales document headers can be configured to include easily created User Defined Fields. The order of fields on the sales document Line Items tab can be configured and saved by individual users to match their document entry preferences.
Visibility
In addition, the SalesPad document entry screen allows users to easily explore inventory availability, review customer purchase history, view item pricing, and apply predefined customer discounts.
Margin by Line
With proper security privileges, a SalesPad user can quickly see gross margin by line item or for a total document. The SalesPad Profitability window allows users to explore the impact of price or cost changes on a line item or the total document. This can be done without ever changing the actual order until the user is ready to apply the changes.
Auditing
The sales document Audit tab shows a complete record of actions taken on each quote, order, invoice, and return. These audit tab entries are conveniently date and timed stamped and the logged-in user is identified for each entry.
Forms
SalesPad supports the creation of an unlimited number of custom-designed printed forms and allows the export of sales document details to Microsoft Excel-based document templates for even greater flexibility. In addition to printed forms, SalesPad allows users to email or fax all documents directly from the system. Users can predefine email templates, which are easily selectable when emailing any form from SalesPad. Individual sales documents are attached to emails as PDF files using SalesPad’s built-in PDF writer. An audit tab entry is created for each document emailed from within SalesPad.
Additional Features
Please contact us to learn more about how SalesPad supports advanced pricing scenarios, handling of kits and packages, matrix order entry, and item configuration as part of the sales document entry process.
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Access complete customer information. Quickly.
SalesPad makes it easier to quickly access your critical customer information, making your customers happier and making your sales and customer service and team members more efficient.
Customer Search
Starting with the highly configurable Customer Search, SalesPad makes it quick and easy to find everything you need to know about your customer in one place. Users can search for customers by company name, account number, contact name, phone number, state, sales representative, or by any User Defined Field.
Customer Card
After selecting a specific customer, the SalesPad Customer Card provides a comprehensive view of your customer. Users can quickly see all open sales documents, complete item sales history, detailed contact and address information, accounts receivable balances, account notes and scheduled tasks, and customer special pricing.
Multi Tasking
SalesPad allows users to open a multiple customer cards and sales documents. This allows the user leave uncompleted work open while they move seamlessly to other areas of SalesPad to answer questions in a timely fashion.
Email Integration
Keep better track of customer interactions with the SalesPad GP Outlook Add-in. Purchased separately, the SalesPad GP Outlook Add-in works with SalesPad and Microsoft Outlook to store relevant emails on the Customer Card, and to pull CRM tasks from SalesPad onto your Outlook calendar. Make quote follow-up a breeze by auto-generating quote follow-up reminders in SalesPad and linking them to Outlook.
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Manage your orders. Efficiently.
Easy to configure and use, SalesPad’s built in workflow functionality saves users time and money. SalesPad workflow allows you to configure specific business processes for every type of document that passes through your organization.
Workflow Control
Whether entering quotes, orders, invoices, or returns, SalesPad workflow gives you the control and visibility that you need. You define the process steps (order, name, sequence, control) that each document moves through from beginning to end. In addition to defining the detailed path of each document, SalesPad allows you to configure many predefined workflow rules, which assist in managing documents as they move through your business. SalesPad workflow rules allow the evaluation of almost any characteristic of the sales document, the customer, or the items contained on the order. Among other evaluations, users can easily check customer credit, order size and margin, payment terms, item availably, line item margin, and much more.
Splitting
Improve your customer service and customer satisfaction with more precise handling of orders containing backordered items, drop shipped items, or special order items. SalesPad Order Splitting gives you enhanced control and a clearer view of the exact status of any document requiring special attention.
Sales Monitor
SalesPad Sales Monitor makes it simple to see exactly where each document, regardless of type, is in its predefined path and take the appropriate action to move each to completion. Sales Monitor allows you to see your complete business in a single screen. In addition, the user can filter the view to show only the details they want to see.
Sales Batch Processing
SalesPad allows users to process documents individually or in groups. Sales Batch Processing creates additional efficiencies by supporting batch printing and emailing of all business forms (confirmations, pick tickets, packing slips, invoices), batch allocation of available inventory to documents containing backordered items, batch movement of documents through user defined processes, and batch capture of credit card charges.
View your inventory. Completely.
Save time and provide answers quickly and accurately by viewing everything about your inventory all in one place. Whether you manage a single warehouse or multiple sites, SalesPad makes it quick and easy to see clearly what you need to know.
Inventory Lookup
SalesPad Inventory Lookup, available from the main menu or from within sales document entry, allows users to search by any part of the item number or item description simultaneously. All inventory data is presented in a grid where users can easily refine their searches further. SalesPad grids allow users to easily add or remove columns, sort columns in ascending or descending order, search for specific values, and even add User Defined Fields to the grid.
Inventory Lookup also allows users to easily view and maintain critical item properties. From within Inventory Lookup, a user with proper security privileges can easily view Price Levels, maintain User Defined Fields, view and edit Item Notes, and maintain key planning fields like reorder point.
The Item Sales and Item Purchases tabs allow users to quickly view complete item sales history and purchasing history. Users can control which document types and how many months’ worth of data to view. As with other grids in the system, users with proper security can easily export the data they are viewing to Microsoft Excel for even deeper analysis. On the Item Purchases tab, users can easily see open and historical purchases for each item. This view makes it easy to review what has been ordered, the vendor, prices paid, and all purchase order specific dates.
User Defined Fields
The SalesPad User Fields Editor makes it easy for SalesPad users to create and manage an unlimited number of User defined Fields. Among other objects, User Defined Fields can be created on inventory items and item serial numbers. Item and Serial Number related User Defined Fields can be viewed and maintained on the Inventory User Defined Fields tab.
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Manage your purchasing. Effectively.
SalesPad offers complete purchasing functionality to make the creation and management of your purchasing processes more efficient and cost effective.
Vendors and Purchasing
Features like Vendor Search and Purchase Order Search make it quick and easy to retrieve detailed information about your vendors and purchase orders regardless of their status. The SalesPad Vendor Card puts everything you want to know about a vendor in one place. Providing visibility to open purchase orders, detailed vendor contact information, vendor notes, unlimited vendor User defined Fields, and a complete item purchase history, the Vendor card delivers answers quickly and saves you time.
Using SalesPad, purchase orders may be created directly from the Vendor Card or from sales document containing back ordered items, drop shipped items, or non-inventory items. Once created, these purchase orders may be printed or emailed directly from SalesPad to the appropriate vendor.
Purchase orders generated based on sales demand, or directly from sales orders, are automatically linked to the originating sales document and line item. This linking makes it easy to manage drop shipments, costing, and fulfillment of linked items.
Purchasing Advisor
The Purchasing Advisor makes it easy to view demand throughout the system, either from backordered items or from inventory items with quantity below a set reorder point.
Purchased Line Editor
The SalesPad 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. Users can easily view and edit quantity ordered, Unit Price, requested Ship Date, and Ship To Address on each document. These changes are written to both the sales document and the purchase order without having to unlink and relink each item on every order.