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Educational Session Presented by
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So Who is salesPad? Founded in 2003 Grand Rapids, MI
Owners: Business Owner/Developer “Operational ERP” 1,300 Customers 120 Employees
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Common Challenges with Dynamics GP
Not Easy to Use Not Very Flexible/Customizable Limited Feature Set Built for Backend Users Poor User Adoption Too Many Workarounds Need Too Many Add-Ons
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SalesPad Desktop Oversee and Manage Every Stage of Distribution.
Licensing Doesn’t Consume a Seat of GP Easy Order Entry Multitasking – Have Multiple Screens Open – Multiple Monitors Unlimited Uses Defined Fields Full Security and Setting Controls- User or User Group Easy Pricing – Contract, Group, Special, Promotion, etc. Very Configurable and Customizable
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SalesPad Desktop continued
CRM – Outlook Integration Advanced and Automated Workflows Reporting and Fax Directly from SalesPad – Manual or Automatically Inventory Management Purchasing
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DataCollection – Warehouse management
Pick and Pack PO Receiving Site and Bin Transfers Inventory Adjustments Stock Counts Barcoding Lot/Serial Tracking Advanced Safety Stocks/Bin Allocations/Holds
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SalesPad Mobile Android and iOS View/Create/Add Customers
Full Inventory Visibility Create and Edit Quotes/Orders/Invoices/Returns Reporting Offline Mode Capture Payments Bluetooth Printers and Scanning Devices
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ShipCenter FedEx UPS USPS (Via stamps.com) Purolator GSO
Rate Quote from Sales Document Tab LTL Rate Quoting
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Additional products WebPortal SalesPad EDI Payments
B2B application for your customers to view their account, enter orders, and look through inventory. SalesPad EDI Integration to SPS Commerce leveraging SalesPad Workflow. 810 Invoice 846 Inventory Inquiry/Advice 850 Purchase Order 855 PO Acknowledgement 856 Advanced Ship Notice Payments Integrated to PayFabric by Nodus for payment processing within SalesPad
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Outlook Add-In ShipTo Dispatch Manufacturing
integration to SalesPad Desktop Customers, Vendors, Sales Documents, etc. ShipTo Middleware for UPS/FedEx/USPS Dispatch Route management module for SalesPad Desktop and Mobile. Manufacturing Seamlessly issue silent manufacturing orders Easily configure made to order products Track additional BOM attributes Intuitive BOM entry, MO entry, and Route entry Automatic rev change and historical rev viewing
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Brief Demo
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