FAQs

I am running Microsoft Dynamics GP™ with temporary license keys. What do I need to do to run SalesPad® as well?

Your SalesPad installation will not work with temporary keys that are available for free trials of GP. You will need to point your GP installation registration at your site license key.

To change your GP registration in GP:
1. Go to Tools > Setup > System > Registration
2. Enter the site name and registration keys that you received from Microsoft.

I am trying to find a screen in SalesPad. The documentation says to go to "Modules" -- where is that?

Earlier versions of SalesPad had a menu option named Modules, which contained all SalesPad modules. The Modules menu is still present in newer versions, but is depicted by a folder icon:

So, for example, if a document directs you to Modules > Settings (from the older versions), or simply Settings (due to there being multiple ways to access many modules in the newer versions of SalesPad), you can click on the Modules folder icon, and find the Settings module (under "System").

SalesPad's Navigation document covers the different ways to access SalesPad modules in versions 4.0 and later. It contains a list of each module's arrangement wihtin the Modules menu and is a handy reference for accessing SalesPad modules.

Why am I being prompted to renew my licenses; I thought they were permanent licenses?

When a license is given, it is set to a 90-day license until payment is received. Once payment is received, the license is set to "permanent" and renewal is no longer required.

I paid in full for my license at the time of purchase. Why am I receiving the renewal messages?

Customers’ payments are sent to their dealer. It may take some additional time for payment to be received by SalesPad.

Why am I able to successfully complete license renewal but not log in?

The Windows user must have admin-level permissions in order to write the successful renewal into the license file. Writing to the file is the only task that requires admin-level permissions in the license renewal process.

How do I update my license count?

To update your workstations, from within SalesPad go to Help > About and select the Update License button.
Each workstation with SalesPad loaded will need to do this.

Where does SalesPad® keep my license key file?

To find the file path where your license key file is stored:

1. Open SalesPad and select Help > About
2. Double-click in the "Licensed to" area.

A Windows Explorer window will appear with the license file folder and your license file will be displayed.

A common location for the license file is C:\Documents and Settings\All Users\Application Data\SalesPad, LLC\SalesPad

SalesPad® Remote Help is being detected as spyware. What should I do?

During installation, your anti-spyware software may detect SalesPad and the VNC program used for remote help as spyware. It is safe to ignore any warnings and continue with the installation.

How do I add images of my items?

Product images can be added using user defined fields on the Item Master business object. You can also set up a user defined field as a hyperlink that automatically generates the item's page on your company website, so users can click on it to see product images and other information about the specific item.

To set up item images in SalesPad, refer to the following SalesPad articles:

• User Defined Fields

• User Field Hyperlinks: Item Number Generation

How do I email/fax/print a sales document?

Emailing, faxing, and printing are all performed from the Print dialog. Open the sales document you would like to print and click Print*. Select the report to print and select either Email, Fax, Quick Print (to print using the default printer), or Print to… (to find a printer before printing). You can also click Preview to get a preview of the report before emailing, faxing, or printing.

Emailing and Faxing in SalesPad require proper setup: 

• For faxing, set the Email to Fax Format String in the Settings module.

Accepted formats include:

{0}@metrofax.com <mailto:0}@metrofax.com>

When you hit the Fax button, SalesPad sends your fax provider (ex. MetroFax) an email with the fax number and a .PDF copy of the file to send, which the provider will fax to the recipient on your behalf.

If you need a low-cost web-based fax service, many of our customers are using MetroFax.

• For emailing, refer to the SalesPad Emailing and Email templates document for more information.
• For faxing, see also: Faxing a Sales Document

*Note: You can also print, fax, or email multiple documents at once using Sales Batch Processing. In versions 4.1 and later, you can also print, fax, or email multiple selected documents from the Sales Document Search screen.

On the Print screen, what does the Collate check box do?

The Collate check box determines the order in which multiple copies of multiple paged documents will print.

When the Collate check box is checked, each copy of a document will fully print before the next copy is started (ex: Page 1, Page 2, Page 3, Page 1, Page 2, Page 3).

If the Collate check box is not checked, all copies of each page will print before all copies of subsequent pages (ex: Page 1 will print 5 times, then Page 2 will print 5 times, then Page 3 will print 5 times.)

Note that it does not matter whether or not the box is checked if you are printing a single copy, or if the document is only one page. Documents will not appear collated when printing to PDF, nor in the print preview.

Can I see Sales Monitor at the line item detail level?

No, Sales Monitor does not display line item detail, but here's a Quick Report (no UDFs required) that will display Sales Line Detail by Workflow Queue:

<report name="Sales Line" AutoLinks="true" autoRun="true" BestFitAll="true">
<search name="Warehouse" column="Wareshouse_Code" searchOp="like" />
<query addWhere="true">
SELECT
sl.Sales_Doc_Num,
sl.Sales_Doc_Type,
sl.Source,
Item_Number,
Sales_Batch,
sl.Warehouse_Code
FROM
spv3SalesLineItem as sl (nolock)
join spv3SalesDocument as sd (nolock) on sd.Sales_Doc_Num = sl.Sales_Doc_Num and sd.Sales_Doc_Type = sl.Sales_Doc_Type
/*where*/
</query>
<column name="Source" Visible="false"/>
</report>

How is the Direct Ship Warehouse setting used?

Direct Ship Warehouse is used when a company has a customer order that is shipped directly to the customer from the Manufacturer. Set the warehouse code used for direct shipments in the Direct Ship Warehouse field in Modules > Settings.

Using the Direct Ship Warehouse on a sales line assures that any PO generated from that sales line will be automatically marked as "Ship To Customer" (Direct Ship).

It does NOT:
-do anything to allocations/fulfillments
-mark any line as a Drop Ship item

Order types will still behave as they should based on how they are set up in GP.

My Sales Analysis Report is not displaying any recent data. What happened?

The Sales Analysis Report reads tables that are automatically updated each night by a timed SQL job. The SQL job is run by the SQL Server Agent.

You can access the agent in the Object Explorer pane of the Microsoft SQL Server Management Studio. If it is running, the agent will display a green arrow.

If it is not displaying a green arrow, you can check to see what has happened. To check:

1. Expand the agent
2. Expand the Jobs folder underneath it
3. Right-click on a job and select View History from the option menu that appears

A list of past events is displayed, including error messages and problem alerts. The error messages should give you an idea of the root cause. Once the problem is resolved, you can right-click on the agent and start it. The nightly job will run again, starting where it left off on the last day it was working.

When I add my field to the line-item section in the Report Designer, the values returned when I view the report are all identical. How do I get my report to return the unique values that should be displaying for each line item?

Your field has displayed on multiple levels of the Field List tree, and you have selected from a level that does not correspond to the line item section of the report. Drill to the next level of the field list tree so that the field dragged into the report has the correct relationship set up. By selecting from deeper in the tree, the SQL behind the report can "see" the individual values for each line item and returns them, instead retrieving the first value and repeating that value on each line.

How can I enable a user to override a batch for a document?

You can’t override per se, but you can set the Can Forward Documents security setting to allow the user to move an item out of a batch by forwarding it to another stage in the queue:

1. Go to Modules > Security Editor
2. Filter to and select “Sales Document Properties”
3. Make sure the box is checked, enabling Sales Document Properties
4. Under the Misc sub-settings, select Can Forward Documents and set to True

How do I change my Invoice form?

Your Invoice form is essentially a type of report that can be copied and edited with the Report Manager and Report Designer tools. Once the report is customized, security settings determine which user groups see the new invoice. Refer to the SalesPad Reports document for more information on copying and editing reports.

When I click on Create Shipment, why doesn’t the invoice always appear in a tab?

There is a button labeled "Open New Shipment" in the menu. It toggles on and off. When it is activated, it has a highlighted box around it. If you click on it again, the highlight disappears and the invoice will not pop up automatically after creating the shipment.

Why can't I transfer my document to ORDER or INVOICE?

If your Quote document contains a non-inventory item, in order to transfer it you must disable the Non Inventory on Quote setting, which only allows non-inventory items on QUOTES:

1. Go to Modules > Settings
2. Filter to and select “Non Inventory on Quote”
3. Change the setting to False

When creating a return in Dynamics GP, I can tell it how I want to assign the inventory -- In Use, Damaged, etc. Is there a way of accessing these options when creating a return in SalesPad?

SalesPad does not allow users to set item type assignments while creating a return, but instead has the Returns Warehouse setting, which returns inventory into a specific warehouse so items do not automatically get put back as sale-able inventory when the return is posted. Refer to the SalesPad Returns document for more information on creating returns in SalesPad.

How can I change the shipping address on an existing sales document?

You can change the shipping address on a sales document from the Addresses tab (Sales Document Addrs must be enabled in the Security Editor).



Select a different Address Code from the drop-down under the Ship To Address section.

Similarly, you can change the billing address by selecting a different Address Code under the Bill To Address section.

You can also make changes to the address directly in the fields. Use the Add or Update buttons to make changes to the address that will carry over to the Customer Card (Update Button Enabled must be set to True in the Security Editor).

I am trying to add a line item to a sales document, but when searching, the item does not appear in the Inventory Lookup window. Where is the item?

If an item you are searching for does not appear in the search results, it may be because there is no available quantity in inventory. The item may be discontinued in Dynamics GP.

Why is my document read-only?

There are several reasons a document might be read-only:

• The document is a Backorder document type
• The document has been partially transferred to an invoice in GP
• The document has been locked by another user
• The document is in a batch that is not in the "Queue Access List"*

*The Queue Access List determines who can access a given queue and who sees it as read-only.
To edit the list through the Security Editor module:

1. Go to Modules > Security Editor
2. From the Groups pane, select the Group you want to apply the setting to
3. Select Sales Document Entry from the Security pane
4. In the Misc sub-settings (lower portion of the Security pane), select Queue Access List and open the drop-down list:
   
   • If the value in the field is an asterisk, none of the list items are read-only
   • If you choose to select certain batches by checking the box in front of them, the system will make the unchecked items read-only
5. Click Save
6. Log out and log back in to see the changes you have made

Why is my tax-exempt customer being charged taxes in sales documents?

All tax calculations are handled by Dynamics™ GP and passed on to SalesPad. SalesPad has no part of the tax calculation process. Taxes applicable to the transaction will vary depending on whether that order is shipped to the customer or picked up at the place of business by the customer.

If the order is delivered, the relevant taxes that GP applies are those in the customer’s location. You would likely see a correct omission of taxes for a customer with an exempt tax code value.

However, if the shipping method is set to pickup, the relevant taxes are those in the location where the pickup will occur, and the customer’s tax-exempt status will not be integrated into the equation.

To troubleshoot, open a sales document and add the customer tax schedule, item tax schedule and taxed amount. This will show you which tax schedules are in use and the taxed amount will show you which, if either, has been applied.

The shipping method has a location-based tax schedule that overrides:

• Customer tax schedule
• Item tax schedule
• Site tax schedule
• Shipping method

When you save the document in SalesPad, the taxes are applied, so you can tell which ones were relevant.

Why won’t my PO print?

There is new security for PO Report Printing. You will need to check the box in Modules > Security Editor and then if needed, set Admin Mode to True to allow editing privileges. Purchase Order printing now matches Sales Document printing – you can have multiple PO forms and choose which format to print per PO.

How many characters can be added to Customer Notes?

Available character entry in the Customer Note field:
Notes on the Customer Card Note tab are limited to 7,799 characters total. Entered notes longer than 7,799 characters will be trimmed (there is currently no notice given) and additional notes entered will not save.

What is the difference between Payment and Deposit on the Cash/Check Payment window?

The difference is that a payment doesn't hit the GL until the invoice is posted whereas a deposit hits the GL as soon as the deposit is saved. This is based on GP functionality and not something designed by SalesPad. We recommend contacting your GP dealer to discuss which method fits best in your environment.

See Also:
Cash and Check Payments
Credit Card Payments

Can I search customers by email address in SalesPad®?

You can search customers by email address using the Auto-Filter Row:

1.  Open Customer Search and click Search or hit Enter without entering any search criteria

2.  If the Auto-Filter Row is not turned on, select it from the drop-down menu:

 

3.  Under the Email column, enter search criteria into the Auto Filter Row (use * to search any part of the email address). Results will filter to email addresses containing the entered search criteria:

Does SalesPad integrate with OmniPrice?

SalesPad supports all OmniPrice pricing that returns either a calculated price or a markdown percent. SalesPad does not support any OmniPrice pricing functionality that returns a markdown amount. 

OmniPrice is set up within Dynamics GP - all that is required to integrate with SalesPad is to add our custom stored procedure (contact SalesPad support for information). This also requires installation of the OmniPrice SQL API, which is free from the OmniPrice website.

When processing a credit card authorization, Nodus allows us to add x% upcharge to cover freight. Is there a similar capability in SalesPad?

There is a setting in SalesPad called "Lower The Payment Amount To Match Total On Capture." When this is set to True, it will allow the user to capture a higher amount than the total on the document. When the preauthorization is captured, the capture amount will be lowered to match the total on the document plus any freight or miscellaneous charges.

What can the National Account plugin on the Customer Card do?

When accessed from the Actions menu (), parent company information will be displayed for the customer, if the open customer card is a child of a parent company. Parent/child relationships are created in Dynamics GP.

There are no specific features that support reporting, but the information could be incorporated through a quick report that filters on that information.

National Account information is stored entirely within the GP tables, so reporting can be handled entirely through Crystal or SQL Server reporting services.