SalesPad Desktop takes what is potentially a click-heavy, time consuming process and transforms it into a paperless, streamlined operation that reduces the amount of time it takes to process an order. With our intuitive order processing, get rid of unnecessary clicks, and, through customizable automated workflows, lower the potential for errors. No more unwieldy stacks of coffee-stained paper for you.
Keep it simple, smarty. SalesPad’s order entry process is straightforward and intuitive. All the information you need is available in searchable fields and/or dropdowns.
Customer information, like billing and shipping addresses and payment terms, is pre-filled when you enter a new order — eliminating needless re-entry.
Why do something 500 times when you can do it just once? Sales batch processing lets you perform an action on all documents within any given workflow batch.
With the sales line mass update feature, you can easily find all sales lines that need to be updated in all of your sales documents.
Sales order processing to purchase order processing links (SOP to POP links) ensure that you’re able to complete the sales order on time.
Quickly see and analyze how many documents (and their dollar amount) are sitting in each stage of your operations, from pending orders to documents that still need fulfillment.
Counter Sales is an easy, reliable way to sell goods to customers who visit your physical location. Sell to established customers or to walk-in customers with only a few clicks.
If you’ve ever got a question about what happened to a sales document when, just open the Audit tab on the document for a detailed account of all activity.
Workflows are the grease in SalesPad’s order processing engine. They have the capability of automating a long list of steps and checks that any given order must travel through on its way out the door. Workflows evaluate sales documents based on sets of rules and criteria, then perform certain actions on the document (such as forwarding the document to the next step in the workflow, or generating an alert that the document needs a manager’s approval). And they’re entirely customizable.
Don’t shy away from adding a discount or promotion to a sales order because it’s too complicated, you don’t have the time, or your software simply won’t let you. SalesPad Desktop makes short work of adding such special features to sales documents. Beyond the built-in functionality, SalesPad Desktop also allows you to add any number of user defined fields (UDFs) to sales documents, which expand your options even further.
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