There’ll be no more paper trails to trip up seamless order processing with SalesPad Cloud. Why run a sales order down the hallway into the warehouse for picking when you can do the same thing from your desk in the blink of an eye? Stop stressing about whether product is available, credit is checked, or margin is reviewed. By setting up workflow rules in SalesPad Cloud, you can ensure that only the orders that should leave your facility do.
Define the criteria, rules, and requirements for your workflow to ensure that every document gets processed and fulfilled correctly. Rules can flag a document for review if the customer has poor payment terms, split a document into multiple orders, and much more.
Don’t let out of stock inventory slow you down. Split your sales document to get on-hand inventory to your customers as soon as possible and easily backorder the rest. Documents can be split based on backordered quantity, drop shipping, location, and fulfilled quantity.
No need to scramble for more storage space — drop ship your orders seamlessly with SalesPad Cloud. Keep your delivery process running smoothly while also ensuring products reach customers in an appropriate fashion.
Whoever takes an order won’t have to worry about special pricing or discounts. With SalesPad Cloud, set price levels for all of your customers with different pricing per transaction or per item. You can also easily set up seasonal discounts and promotions.
Entering an order has never been easier. Quickly look up a customer with Excel-style search grids. Customer information, like billing and shipping addresses and payment terms, is pre-filled when you enter a new order — saving time and eliminating needless re-entry.
Link to an existing purchase order from a sales document to purchase items that you want to sell but don’t currently have on-hand. Accomplish this in just a few clicks, all the while ensuring that your purchased items are tied to the correct sales orders.
Arm your customer service representatives with complete visibility into order status, interactions, item availability, and buying history. They’ll always have the answer to any question or request.
Accurately pick and pack orders in the warehouse with our barcoding app. With SalesPad Cloud’s integration to ShipStation, efficiently manage your shipping and send valuable shipment data between both systems.
Whether you’re using workarounds and QuickBooks Online or are contemplating moving from Desktop to Online, SalesPad Cloud gives you the order processing capabilities you need for your small- to medium-sized business. For QuickBooks Desktop users, you’ve come to expect a certain level of enterprise function — now take your operations to the next level with rules-driven workflow in SalesPad Cloud. Our built-in workflow capabilities ensure that your orders proceed through your system quickly and accurately every time.
Workflows are a set of batches (steps) and rules that a document passes through. Workflows take care of the routine details associated with evaluating and processing documents, making your workday that much easier. By establishing a clearly defined path for each document and specifying rules which must be met in order for documents to move between batches, errors are reduced, efficiency is increased, and a checks-and-balances system is created. Workflows can help you process sales documents, adjustments, purchase orders, purchase receipts, and assemblies.
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