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SalesPad  SalesPad delivers an all-in-one order entry, inventory and sales management solution  integrate seamlessly with Dynamics GP  SalesPad simplifies.

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Presentation on theme: "SalesPad  SalesPad delivers an all-in-one order entry, inventory and sales management solution  integrate seamlessly with Dynamics GP  SalesPad simplifies."— Presentation transcript:

1 SalesPad  SalesPad delivers an all-in-one order entry, inventory and sales management solution  integrate seamlessly with Dynamics GP  SalesPad simplifies the entry of all sales documents  Whether entering quotes, orders, invoices, or returns, SalesPad's easily configurable document entry screen makes it possible to process more orders with fewer resources.

2 SalesPad  Configurability  Sales document headers can be configured to include easily created User Defined Fields. The order of fields on the sales document Line Items tab can be configured and saved by individual users to match their document entry preferences.

3 SalesPad  Visibility  In addition, the SalesPad document entry screen allows users to easily explore inventory availability, review customer purchase history, view item pricing, and apply predefined customer discounts. .

4 SalesPad  Margin by Line  With proper security privileges, a SalesPad user can quickly see gross margin by line item or for a total document. The SalesPad Profitability window allows users to explore the impact of price or cost changes on a line item or the total document. This can be done without ever changing the actual order until the user is ready to apply the changes.

5 SalesPad  Auditing  The sales document Audit tab shows a complete record of actions taken on each quote, order, invoice, and return. These audit tab entries are conveniently date and timed stamped and the logged-in user is identified for each entry. 

6 SalesPad  Sales Monitor  SalesPad Sales Monitor makes it simple to see exactly where each document, regardless of type, is in its predefined path and take the appropriate action to move each to completion. Sales Monitor allows you to see your complete business in a single screen. In addition, the user can filter the view to show only the details they want to see. .

7 SalesPad  Inventory Lookup  SalesPad Inventory Lookup, available from the main menu or from within sales document entry, allows users to search by any part of the item number or item description simultaneously. All inventory data is presented in a grid where users can easily refine their searches further. SalesPad grids allow users to easily add or remove columns, sort columns in ascending or descending order, search for specific values, and even add User Defined Fields to the grid.

8 SalesPad  Purchasing Advisor  The Purchasing Advisor makes it easy to view demand throughout the system, either from backordered items or from inventory items with quantity below a set reorder point.

9 SalesPad  Purchased Line Editor  The SalesPad Purchased Line Editor allows users to easily create changes to sales orders and purchase orders with linked line items. From a single screen, users with proper security can view all linked documents and line items.

10 SalesPad  SalesPad Mobile  Access and manage your sales, customer, and inventory data while on the go. SalesPad Mobile gives Microsoft Dynamics GP users the power to manage their customers, inventory, and sales documents from the convenience of their iPhone, iPad, or Android mobile device. Whether traveling, on-site, or simply away from your desk, SalesPad Mobile enables you to never be disconnected from your company again.

11 SalesPad  CardControl  handles your transactions and stored card numbers in the most secure fashion to protect your customers and your company.

12 SalesPad  Card Control  Real-Time Processing & Verification  Watch all of your payment processing and verification as it happens. You can see the process authorizations, charges, and credits live. This includes level 2 & 3 verification processing, as well as address & zip code verification (when supported by the cardholder's bank).

13 SalesPad  Card Control  Easy to deploy and use, InventoryControl increases accuracy & control in your warehouse inventory operations. InventoryControl is designed to work with SalesPad Solutions' DataCollection to extend the level of control users have over their warehouse inventory

14 SalesPad  Warehouse Configuration  Inventory Control gives you granular control over every warehouse in your company. It allows users to assign attributes to bins and items such as maximum capacity, minimum inventory levels, and usage restrictions. Users can edit a single bin or a range of bins and configure them to have the attributes they need to control inventory in each location. The attributes assigned to bins and items are read and enforced by the Warehouse Management Engine when the user submits inventory transactions.

15 SalesPad  Warehouse Manager  Warehouse Manager allows users to automate the allocation of inventory based on configuration settings and sales restriction unique to each item.

16 SalesPad  Multi Order PO Receiving  The Receiving screen makes it fast and easy to search for receipt lines by vendor or purchase order number and mark them as received. Receiving transactions generates Purchase Receipts which are grouped by PO number and vendor. Users can receive one or more purchase orders simultaneously and quickly

17 SalesPad  Receipt Monitor  Set up workflow for your receiving process that matches your business needs and monitor your receipts through that process with Inventory Controls’ Receipt Monitor.  Manage Serial/Lot Attributes  Assign attributes to serial or lot number tracked items. Users can see and edit manufactured dates, expiration dates, and many other characteristics for a specific serial or lot tracked merchandise. Existing serial/lot attributes defined in Dynamics GP may also be viewed and edited.

18 SalesPad  makes your warehouse more accurate and efficient. DataCollection runs on a barcode-scanner-equipped Windows® mobile device and integrates directly with Microsoft Dynamics™ GP.

19 SalesPad Data Collection

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21 SalesPad Receiving  Receiving against a purchase order is the fastest and most precise way of receiving merchandise. With DataCollection it is simple too. PO Receiving supports editing lot attributes, serial number validation, and auto generation of serial/lot numbers.

22 SalesPad Data Collection-- PICKING

23 SalesPad Data Collection--  Bin and Site Transfers  Transfer merchandise to different bins within your site or to different sites in your company.  Additional Features  Stock Counts - Support your physical inventory process with mobile entry of on-hand quantities. Inventory Adjustments - Submit transactions to increase or decrease on-hand quantities.

24 SalesPad Data Collection-- PICKING

25 SalesPad Email Integration store relevant emails on the Customer Card, and to pull tasks created in SalesPad onto your Outlook calendar as appointments. Quote Follow-up Make quote follow-up a breeze by auto-generating quote follow-up reminders in SalesPad and linking them to Outlook.

26 SalesPad Workflow example

27 SalesPad Questions & Answers


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