How To
SalesPad Mobile only runs on mobile devices. You may only install it on device per user. You'll find it in the app store. The icon looks like this: ...
Fri, 17 Feb, 2023 at 2:21 PM
1. Getting Started SalesPad runs in our Remote Desktop environment (RDE). To use the RDE you need to be connected to the network via Wi-Fi or cable; or thr...
Wed, 4 Jun, 2025 at 7:20 AM
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 t...
Wed, 4 Jun, 2025 at 7:23 AM
1. Getting Started You will find the Customer Search application on the SalesPad toolbar on the Application tab. The icon is shown here below. Click it to ...
Wed, 4 Jun, 2025 at 7:47 AM
1. Localization-Setting the Store & Warehouse It is very important that the Store and Warehouse are set appropriately before creating documents. N...
Wed, 4 Jun, 2025 at 7:58 AM
1. Creating a Quote Quotes, Orders, and Invoices are all examples of sales documents, and the term sales document is often used to refer to any of them to ...
Wed, 4 Jun, 2025 at 8:12 AM
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 t...
Wed, 4 Jun, 2025 at 8:20 AM
1. Understanding Shipping Methods The ‘Ship Method’ is how you will tell order processing what method will be used to deliver the order. The setting drives...
Wed, 4 Jun, 2025 at 9:18 AM
1. Batches (Ques) The additional properties section will show you what Que (Batch) the sales document is currently in along with the Price Level applied to...
Wed, 4 Jun, 2025 at 10:34 AM