SalesPad for Dynamics GP

Quick quote & order entry, complete inventory visibility, easy access to all customer information, configurable workflow, and built-in credit card processing are just a few of the SalesPad tools that make your sales and customer service teams more efficient and effective. Easy to install and configure, SalesPad delivers a superior return on investment to the company running Microsoft Dynamics GP. Easy to learn, simple to use—you’ll improve your bottom line while increasing customer satisfaction.

Quick Access To Customer Info

Find it when you need it. Our Customer Card displays at a glance all customer information, from open sales documents and individual contracts to AR records, item purchase histories, special pricing, and credit card data. This single-screen navigation affords you more time to serve your customer better.

Easy Quote & Sales Order Entry

Our 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. Based on security, users may also copy previously entered documents and release them into SalesPad workflow. In addition, returns can be originated directly from historical sales invoices.

Efficient Quote & Sales Order Management

With SalesPad Workflow, you can define individual processes for each type of document your company uses. Predefined rules can be configured to control how each document flows through the order fulfillment and invoicing process.

Improved Inventory Visibility

See it at a glance. SalesPad 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.

Comprehensive Purchasing Functionality

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

Cost Savings

Because SalesPad integrates completely with Microsoft Dynamics™ GP, it eliminates the need for many users to operate in both programs. Previously, organizations wanting to process sales orders in Microsoft Dynamics™ GP had to purchase a license for every salesperson. Sales personnel can operate exclusively in SalesPad, eliminating the need to purchase additional Microsoft Dynamics™ GP licenses – a savings of approximately 30 percent.

Searches

• Customer and Contacts
• Vendor and Contacts
• Sales Documents
• Inventory
• Alternate Item Catalog
• Customer Part Number

Customer/Vendor Maintenance

• Create New Customers and Vendors
• Add/Edit/Delete Contacts
• Create and Edit Detailed Customer and Contact Specific Notes
• Graph Customer Purchases
• Sales and Purchase History by Document
• Sales and Purchase History by Item

Sales Entry

• Quotes, Orders, Invoices, Returns
• Detailed Item and Document Notes
• Inventory Lookup and Quick Item Creation and Maintenance
• View Previously Purchased Items
• Margin Summary (Entire Order)
• Sales Document Audit Log
• Sales Monitoring

Inventory Lookup

• Search by Item Number and Description
• View All Locations at Once
• View Lots and Serial Numbers
• Create and Search Alternate Item Catalog
• Convert Non-Inventory Items
• Item Sales Graph
• Item Maintenance

CRM

• Enter Tasks and Reminders
• Log Customer Notes and Contacts
• Generate Call Lists
• View Scheduled Activities in a Calendar

Workflow

• Route Sales Documents through your Business Processes
• Customizable Workflow Queues and Rules
• Fulfill From Multiple Warehouse Sites using Multiple Shipping Methods
• Document Splitting

Purchasing

• Demand-Based Purchasing
• View Items that need to be Purchased
• Reorder Point Visibility and Maintenance
• Create and Edit Purchase Orders (POs)
• Generate POs Directly from a Sales Document
• Consolidate Demand from Multiple Sales Documents on a Single PO
• Print or Email POs

Credit Card Processing

• Securely Store Unlimited Customer Credit Card Information
• Process Authorizations, Charges, Credits and Void Transactions
• View Customer Credit Card History

Reporting

• Comprehensive Reporting and Analytics, including Sales Analysis Reports and Quick Reports
• Customize All Printed Sales and Purchasing Documents, including: Quotes, Orders, Pick Tickets, Packing Slips, Invoices, Return Documents, and POs
• Customizable Dashboards

Customization

• All Grids Save User Preferences
• All Grids Printable and Exportable
• Integrated Report Writer
• Custom Screens and Tabs available
• Unlimited User Defined Fields

Security

• Define All Users and Groups
• Secure Individual Screens and Tabs
• Restrict Access to Specific Data (i.e. Hide Cost, Margin)

System Management

• View Active User Connections
• View “Locked“ Documents
• Automatic Updates