Automate your order processing.

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.

Order processing has never been so user-friendly.

Free up your customer service and sales teams to focus on what matters — your customers.

RULES-DRIVEN WORKFLOWS ELIMINATE ERRORS

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.

ADVANCED DOCUMENT SPLITTING

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.

SIMPLE AND PAINLESS DROP SHIPPING

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.

CUSTOMIZABLE PRICING MAKES ORDERING EASY

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.

SMART ORDER ENTRY

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 PURCHASES TO SALES IN JUST A FEW CLICKS

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.

A POWERFUL TOOL FOR CUSTOMER SERVICE

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.

YOUR COMPLETE WAREHOUSE FULFILLMENT SYSTEM

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.

Add advanced order processing capabilities to QuickBooks.

Take the stress out of orders — get the checks and balances you need.

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: What’s in a name?

Steps and rules that benefit your business.

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.

Workflow and batches to rule your business process

Three different ways to explore SalesPad Cloud.

See SalesPad Cloud in action and ask our experts questions during a quick demonstration.

Get your hands dirty selling and managing beach toys in our preconfigured sample company.

No credit card is needed to start your trial, and there is absolutely no obligation after your 30 days are up.

Tyler Hartman, Angstrom Supply

Learn how one customer went from orders slipping through the cracks to seamless and easy order processing.

“Your customers are the most important part of your business … If you want to keep your customers happy, SalesPad is the obvious choice.”

— Tyler Hartman, Angstrom Supply

A low price that packs a big punch.

$85/ month

per user, billed annually

And the more users you add, the lower the price.

Questions? Get in touch with us.

World-class support, every time.

For businesses that don’t have down time.

Our entire support staff has vast knowledge of all our products. So no matter the circumstances, be assured we’ll give you a speedy, accurate response by email, phone, or live chat. And for the do-it-yourself types out there, learn from an extensive knowledge base of support articles, videos, product documentation, FAQs, troubleshooting tips, and tutorials.

SalesPad Cloud Support Specialist
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