How To

SalesPad Mobile Getting Started
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
How to get started with SalesPad Desktop
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
Navigating SalesPad Main Menu
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
How to Find and Add Customers
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
Setting the Store and Warehouse
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
Creating Sales Documents: Quotes, Orders, and Invoices
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
Editing an Existing Sales Document & Properties
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
Shipping Methods
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
Additional SalesPad Properties
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