SalesPad GP

SalesPad GP delivers an all-in-one order entry, inventory, purchasing, and SalesPad GP sales management solution that integrates seamlessly with your Microsoft® Dynamics GP data.

Simplifying entry of all purchasing and sales documents, it saves users time and frustration. Users can operate exclusively in SalesPad GP, adding an additional level of security between them and core financials.

Key Features

  • Sales Document Workflow
  • Complete Inventory Management and Visibility
  • Document Management capabilities
  • Customer Relationship Management (CRM) tools
  • Equipment tracking
  • Counter Sales/Retail functionality
  • Direct Emailing ability

Workflow Management

With Workflow, define individual processes for each type of document your company uses.

Rules can be configured to control how each document flows through the order fulfillment and invoicing process. Sales Monitor provides a detailed view of where each document is in the business process you define.

See everything at once.

Inventory Lookup displays, in rich detail, all aspects of your inventory on a single screen. With just a few clicks, you can view item availability and properties across multiple companies and inventory locations.

Customer Card displays, at a glance, all customer information, from open sales documents and individual contracts to A/R records, item purchase histories, and special pricing. Single-screen navigation affords more time for customers.

Quote & Sales Order Entry

The Sales Document Entry window makes it easy to enter any type of sales document in a consistent, configurable, and easy-to-learn screen. Users can enter quotes, orders, invoices, and returns. In addition, returns can be originated directly from historical sales invoices.

Purchasing

Purchase Order creation allows users to efficiently generate Purchase Orders directly from back-ordered line items on a sales document. This is essential for those who sell special order or non-inventory items.

Because SalesPad GP integrates completely with Microsoft Dynamics GP, it eliminates the need for many users to operate in both programs. Sales personnel can operate exclusively in SalesPad GP, eliminating the need to purchase additional Microsoft Dynamics GP licenses.

Because SalesPad GP is sold as a single module, these are some of many advanced features included.

  • Export Data into Microsoft Excel® All data in SalesPad GP can be viewed in columnar grids which can be easily exported into Microsoft Excel. This feature makes it easy for users to access and analyze data without designing and programming predefined reports.

  • Document Splitting Splitting documents allows SalesPad® Workflow to manage the movement of each document through the fulfillment process based on the unique characteristics of that document.

  • Unlimited User Defined Fields (UDFs) With the User Field Editor, no programming is required to customize your User Defined Fields. Add an unlimited amount of these fields to several different business objects, including Customer, Contact, Vendor, Item, Sales Document Header, and Sales Document Line Item Records.

  • Customers, vendors, and contacts

  • Sales documents

  • Inventory and lot

  • Alternate item catalog

  • Customer part number

  • Equipment

  • Bill of Materials (BOM) and Assembly

  • Transitions CRM

  • Log customer and prospect notes

  • Record and manage customer interactions from start to finish

  • Monitor and convert prospects/opportunities to customers/quotes with customer relationship management (CRM) tools

Customer/Vendor Maintenance

  • Graph customer purchases
  • Access sales and purchase histories by documents and/or items

SalesPad GP Product Suite

SalesPad GP has the following GP-enhancing add-on applications available to further increase efficiency, functionality, and productivity:

SalesPad Mobile GP

yields on-the-go access to manage your sales, customer, and inventory data from any Android® or Apple® mobile device.

SalesPad WebPortal

provides an online version of SalesPad GP, allowing users to create, view, update, and delete customers, sales documents, inventory, and more.

Additions GP

brings the power of SalesPad GP to Microsoft Dynamics GP, without having to open SalesPad GP in some cases. Additions GP allows users to harness User-Defined Fields (UDFs), view Sales Batch Processing, and more.

CardControl

enables secure and efficient credit card transactions and processing through Microsoft Dynamics GP or SalesPad GP with supported payment gateways.

DataCollection

allows efficient inventory transactions with complete mobility, run on a bar code scanner-equipped Windows® Mobile or iOS™ device to make your warehouse more accurate and accessible.

Email Add-In for GP

allows Microsoft Outlook® and SalesPad GP users to synchronize calendars and integrate emails with SalesPad’s CRM functions to help better keep track of interactions with customers.

MobileBoards

means no longer hunting to find information or worrying about accessing it while on the go, with one-screen information access from any mobile device.

ShipTo GP

lets you monitor, manage, and prioritize sales orders to ship products quickly and reliably, and makes it easier to import shipment data to UPS® WorldShip® and FedEx Ship Manager®.