SalesPad Support Videos provide quick tips and tricks, or step-by-step instructions on accomplishing tasks in the software. There are also some introductory videos that give an overview of some of the functionality of SalesPad.
Click the left and right arrows to browse the videos. To search for a video, go to the SalesPad Solutions YouTube Channel and enter search criteria. For best quality, we recommend watching in HD (720p or 1080p).
Want to watch in Full Screen? Click the YouTube logo within a video to watch it from YouTube.
We currently have the following videos available:
Grouping Line Items on sales documents
Advanced Search Filter
Active Users
Aggregate Pricing
Recurring Sales
Package Setup
Purchased Line Editor
Attach Sales Line to PO
Profitability
Credit Card Processor Setup
Profile Selector and Filter Scripts
Filter Scripts
Working with Quick Reports
Accessing the Report Designer
Opening the Report Designer from within a Quick Report
Load Custom Printed Report
Report Designer: Multiline Fields
Report Writer Calculated Fields
Limit Reports Available to Print
Sales Line Item Grouping
Sales Line Components Plugin
Grid Filters
Intro to User Defined Fields
Copy User Fields
Create Return from a Posted Invoice
Splitting Documents
Customer Special Pricing
Special Pricing Maintenance
Copying Sales Documents
Item Shipping Weight Plugin
DataCollection Web Service Installation
DataCollection Mobile Setup
Setting up ShipTo with UPS WorldShip (part 1)
Setting up ShipTo with UPS WorldShip (part 2)
Workflow Demonstration
Auto Forwarding Workflow Queue
Workflow: Setting up a Batch/Queue
Making a Queue Read-only
Inventory Lookup Overview
Quantity Allocated on Inventory Lookup
SalesPad Login: Credentials
SalesPad Login: Troubleshooting
Customer A/R tab
Emailing Documents
Email Templates
SalesPad Purchasing
Order Entry
Counter Sales
Sales Transfers
Matrix Order Entry
Item Sales Options