1. Editing an Existing Sales Document

When editing an existing Sales Document, it must be in under the New Batch (New Quote, New Order, New Invoice) type to successfully submit the edits made. Notice the wdc, this means the document cannot be edited and you must use the Back button in the appropriate Sales Document to move back to the New Batch.


This is important due to the checks that Salespad performs to ensure that the entered information is valid.

If you do not have the back button, please see the next sections to enable it on your toolbar.


2. Sales Document Properties & Details

The sales document properties are the details needed to create a successful order. In this chapter we will look at the main sections of a sales document and what we need to do to ensure the information needed is put in the right place.


- Sales Document Main Toolbar:


The main toolbar shown above is fully customizable. You can use the Actions icon, highlighted above, to configure which actions show up on the main toolbar. Just click ‘Configure Actions…’ as shown here:


You can then choose any of the special process buttons you want to show up on the toolbar. As you can see above, I added Allocate and Unallocate.


You can also use the same button to simply start one of the processes without adding it to your toolbar. For example, if I needed to manually change fulfillment for the order I could click the Action icon and then simply click the Fulfillment option to launch the Fulfillment window, as shown here:


Close will close the document that is currently open.


Save will save the document that is currently open.


Print will open the print dialog box, which also includes the tools to send documents via e-mail.


Delete will delete the document that is currently open if that function is allowed. Not all documents can

be deleted.


Copy will allow you to copy the current sales document into a new sales document.


Back is used to go to the previous Queue, this is used to also make edits to Sales Documents.


Release is used to move the document to the next step of the workflow process. You will use release

when you are ready to move the document forward to the next step in the workflow. You’ll know that a

sales document is complete when you no longer see ‘Release’ in the top right corner of the sales

document.


Transfer is used to transfer one type of sales document to the next sales document type in the workflow

process. For example, using the transfer button on a quote will transfer it to a new order, and using the

transfer button on an order will transfer it to a new invoice.

- Document Properties:

 In addition to the Main Toolbar described above the SalesPad Quote, Order and Invoice screens are divided into five sections: Document Properties, Shipping Address, Additional Properties, Totals, and the Order Properties.
 

Cust PO: Is the purchase order field meant as a holder for an actual document purchase order number. When you don't have an actual purchase order number, you should use the ‘Job Detail’ field to provide job reference information. Both fields show upon the order, quote, and invoice printed report.


Requested Ship Date (Req Ship): This is the date that you wish for the order to be shipped, notice that this isn’t always the same as when you want it to arrive. When specified, this will set the precedent of when the order begins to be processed and ships from the origin.