SalesPad delivers an all-in-one order entry, inventory and sales management solution to integrate seamlessly with your Microsoft Dynamics GP / Great Plains data. SalesPad simplifies the entry of all sales documents, saving your sales and customer service team time and frustration.  Whether entering quotes, orders, invoices, or returns, SalesPad's easily configurable document entry screen makes it possible to process more orders with fewer resources.

SalesPad Features

Configurability

Sales document headers can be configured to include easily created User Defined Fields. The order of fields on the sales document Line Items tab can be configured and saved by individual users to match their document entry preferences.

Visibility

In addition, the SalesPad document entry screen allows users to easily explore inventory availability, review customer purchase history, view item pricing, and apply predefined customer discounts.

Margin by Line

With proper security privileges, a SalesPad user can quickly see gross margin by line item or for a total document. The SalesPad Profitability window allows users to explore the impact of price or cost changes on a line item or the total document. This can be done without ever changing the actual order until the user is ready to apply the changes.

Auditing

The sales document Audit tab shows a complete record of actions taken on each quote, order, invoice, and return. These audit tab entries are conveniently date and timed stamped and the logged-in user is identified for each entry.

Sales Monitor

SalesPad Sales Monitor makes it simple to see exactly where each document, regardless of type, is in its predefined path and take the appropriate action to move each to completion. Sales Monitor allows you to see your complete business in a single screen. In addition, the user can filter the view to show only the details they want to see.

Inventory Lookup

SalesPad Inventory Lookup, available from the main menu or from within sales document entry, allows users to search by any part of the item number or item description simultaneously. All inventory data is presented in a grid where users can easily refine their searches further. SalesPad grids allow users to easily add or remove columns, sort columns in ascending or descending order, search for specific values, and even add User Defined Fields to the grid.

Purchasing Advisor

The Purchasing Advisor makes it easy to view demand throughout the system, either from backordered items or from inventory items with quantity below a set reorder point.

Purchased Line Editor

The SalesPad Purchased Line Editor allows users to easily create changes to sales orders and purchase orders with linked line items. From a single screen, users with proper security can view all linked documents and line items.