The main menu contains all the program icons you will need to operate SalesPad. The ‘Application’ tab at the top is really the only tab you need regarding the menu options that are available to you.
The other tabs: ‘Inventory’, ‘Reporting’, ‘Sales’, and ‘Setup/Utilities’ are used for advanced features that we are currently not employing.
The ‘Customer Search’ icon gives you access to find customers and customer data and to also create quotes, orders, and invoices.
‘Sales Monitor’ will allow you oversight over open sales documents like quotes, orders and invoices and where they are in the workflow process.
‘Sales Documents’ will allow you to search for and find a particular sales document by the document ID. (DCO0000104 WNI Fulfillment)
‘Inventory Lookup’ will allow you to search for items thru a variety of options and access additional item specific data.
‘Sales Transfers’ is something we are not currently using.
‘Quick Reports’ will show you the reports that are currently available for you to view.
