SalesPad® delivers an all-in-one order entry, inventory and sales management solution to integrate seamlessly with your Microsoft Dynamics™ GP / Great Plains data.
Enter more orders, Faster. Have quick visibility to all orders and Metrics for your Customers. Keep track of your interactions with your customers with a very simple light CRM built into SalesPad®
To see all the SalesPad® functionality click on the SalesPad® icon on the sidebar.
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.
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.
Forms
SalesPad supports the creation of an unlimited number of custom-designed printed forms and allows the export of sales document details to Microsoft Excel-based document templates for even greater flexibility. In addition to printed forms, SalesPad allows users to email or fax all documents directly from the system. Users can predefine email templates, which are easily selectable when emailing any form from SalesPad. Individual sales documents are attached to emails as PDF files using SalesPad’s built-in PDF writer. An audit tab entry is created for each document emailed from within SalesPad.
Additional Features
Please contact us to learn more about how SalesPad supports advanced pricing scenarios, handling of kits and packages, matrix order entry, and item configuration as part of the sales document entry process.
