<b>SalesPad v.3.7</b>
SalesPad v.3.7

SalesPad, the company’s flagship software solution, is a standalone front-end application developed for Microsoft DynamicsTM GP. Its primary function is to offer faster and more comprehensive sales and customer service tools than those available in Microsoft DynamicsTM GP

Features
  • Single-screen navigation
  • Customer search and maintenance
  • Inventory look-up, displaying availability / properties across multiple companies and locations
  • Sales documents look-up and entry
  • Sales monitoring
  • Workflow queues and rules
  • Credit card processing
  • Quick item creation and maintenance
  • Reorder point visibility and maintenance
  • Purchase order processing and management, with enhanced functionality to allow users to generate purchase orders from back-ordered or special order, non-inventory items.
  • Comprehensive reporting and analytics

Cost Savings
Because SalesPad integrates completely with Microsoft DynamicsTM GP, it eliminates the need for many users to operate in both programs. Previously, organizations wanting to process sales orders in Microsoft DynamicsTM GP had to purchase a license for every salesperson. Sales personnel can operate exclusively in SalesPad without having to purchase additional Microsoft DynamicsTM GP licenses – at a savings of approximately 30 percent.

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 DynamicsTM GP company database, with no synchronization, duplicated data or time-delay. SalesPad uses a combination of SQL and Microsoft eConnect (Microsoft DynamicsTM GP middle-ware) to blend performance with Microsoft DynamicsTM GP logic.

 

 
SalesPad Screenshots
<b>DataCollection v.2.0 </b>
DataCollection v.2.0

SalesPad DataCollection is a Windows Mobile® barcode data collection application that integrates fully with the SalesPad platform and Microsoft DynamicsTM 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 DynamicsTM GP, DataCollection users can enter purchase receipts, print bar-coded receiving or fulfillment paperwork, and item barcode labels in one application.

Features
Pick, pack and ship
PO receiving
Bin transfers
Label printing
Windows Mobile® compatible

Processes

Purchase Order Receiving
The user prints a bar-coded receiving copy of the purchase order
The user scans or enters the PO number on the handheld
The user scans or enters the item number and quantity received on the handheld
Optionally, the user may scan or enter the item’s serial or lot number

Inventory Bin Transfers
The user scans or enters the item number
The user enters From and To bin numbers
The user enters the quantity to be transferred and submits the transaction
Optionally, the user may scan or enter the item’s serial or lot number

Sales Order Fulfillment
The user prints bar-coded picking paperwork from within SalesPad
The user scans or enters the sales order number on the handheld
The user scans or enters the bin number, item number and quantity on the handheld
Optionally, the user may scan or enter the item’s serial or lot number

Additional Functionality
Users may now print a consolidated (bulk) picking ticket for a range of orders.
The picking ticket will be sequenced by bin number
Users may now print bar-coded item labels from within SalesPad

 
<b>ShipTo v2.0 </b>
ShipTo v2.0

SalesPad ShipTo gives users the ability to integrate UPS WorldShipTM with Microsoft DynamicsTM GP and SalesPad. After shipping in UPS WorldShipTM, 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.

Processes
Ship To
Sales orders are created in SalesPad and released into the SalesPad Workflow
Orders are picked, packed and taken to a UPS WorldShip(TM) shipping station
The order number is keyed or scanned into UPS WorldShip(TM)
ShipTo populates the shipping address and method
The package is weighed and labeled
The package’s freight amount and tracking information are written to the appropriate fields in the
Microsoft Dynamics(TM) GP company database

 
ShipTo Screenshots
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