CAL Business Solutions Team
CAL Business Solutions
 
 

Add On Tool Tips

SalesPad Tip: Creating Cash Receipts

In the past, most Accounts Receivables (A/R) transactions needed to be done by Dynamics GP users. However, SalesPad has been adding functionality into the Desktop product; part of which includes creating Cash Receipt transactions. SalesPad Cash Receipts allows you to create the same transactions you would create in Dynamics GP. When the new cash receipt […]

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SalesPad Tip: How to Use Interactions to Save Valuable Notes

Interaction entries in SalesPad are similar to Activities in CRM or Appointments in Outlook. They are used to track your interaction with an entity. Interactions can be entered throughout SalesPad in Customer & Vendor cards, sales documents & purchase orders, and within the CRM module. A big benefit of the Interaction form is the large […]

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SalesPad Tip: How to Create Groups & Subtotals in Quick Reports

Did you know that in the SalesPad standard grid Quick Reports you can create your own groups and subtotals? Run any grid Quick Report, then right click on any of the column headings. You will have the options to “Group By This Column” or “Show/Hide Group By Box”. Note: Group by this column OR dragging […]

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SalesPad Tip: Use Auto Filter Row To Improve Reporting and Search

Nearly every screen in SalesPad includes a grid. Being able to filter those grids gives options for reporting as well as better search capabilities. The first thing I do on most of my SalesPad grids is to turn on the Auto Filter Row (right mouse click on any column heading > Show Auto Filter Row). […]

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7 Ways to Use CRM Features in SalesPad for Dynamics GP to Track Customer Engagement

As a distribution company, how do you track interactions with your customers? DO you need a full blown CRM solution or do you need a way to track leads, opportunities, quotes, tasks and customers right in the tools your team is already using everyday? The primary function of SalesPad for Dynamics GP typically revolves around […]

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SalesPad Tip: Easy Subtotals with Pivot Table Reports

If you’re using SalesPad it’s a pretty good bet you’ve run Quick Reports but have you seen what the pivot table reports can do?

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Microsoft Dynamics GP Tip: How to Create Mekorma MICR Tables

 Download: Microsoft Dynamics GP Tip: How to Create Mekorma MICR Tables You can use this tip if you are running the Mekorma MICR add on tool and want to create tables. Go to Additional>>Mekorma Products Manager Choose the link “Table Maintenance” Mark the box Choose “Process” (icon on top left corner) Check your registration For more […]

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Dynamics GP Video Tip: Easily Find Records and Transactions in Microsoft Dynamics GP

It is so satisfying to be able to find information quickly. This video shows you three ways to find your customers, vendors, items and accounts quickly.

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SalesPad Video Tip: SalesPad Workflow, Sales Monitor and Document Splitting Explained

One of the features that our customers love about SalesPad for Dynamics GP is the workflow. This video does a great job of giving an overview of SalesPad Workflow, Sales Monitor and Document Splitting functionality.

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SalesPad Tip: Search Faster and View User Defined Fields in Dynamics GP with Additions GP from SalesPad

Additions GP is a fairly new, but very cool, offering from SalesPad for Microsoft Dynamics GP. It was originally designed to work with SalesPad Card Control but now it is sold separately in a site license based model. It comes in two “flavors”: Search and User Defined Fields.

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SalesPad Tip: SalesPad Mobile – Access Sales, Customer and Inventory Data On The Go

Do you need to access and manage your sales, customer and inventory data while on the go and in the field? You can with SalesPad Mobile.   “SalesPad GP 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 […]

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SalesPad Tip: SalesPad Customization Just Became Easier

SalesPad has made it much easier to create workflow. There is now a “Copy” button to allow copying a workflow rule to another document type or document ID. Using this, you don’t have to re-enter rules, so you save time and prevent errors caused by typos. When you hit “Copy To” a list of document […]

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SalesPad Tip: Make Searching in SalesPad Easier

Some of our clients don’t realize that searches don’t have to be based on the beginning of the ID. If you order numbers look like ORD0000001234, you don’t want to have to type in that whole number (and count all those zeros!) to find the order you want. Just clear the “Match Beginning” box and […]

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SalesPad Tip: Use Sales Batch Processing to Save Time

Most of our clients use Sales Batch Processing to process many sales documents at once, rather than processing one quote, order or invoice at a time. There are many functions that can be done from the Sales Batch Processing window. You can print sales documents, or you can email or fax them. You can move […]

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SalesPad Tip: Best SalesPad BI Reporting Tool – SalesPad Pivot Quick Reports

Download and Print:  SalesPad Tip: Best SalesPad BI Reporting Tool – SalesPad Pivot Quick Reports SalesPad Quick Reports are one of my favorite features with SalesPad, they can be created to any information that resides in your SQL database. The true power to analyzing your business can come from a BI SalesPad Pivot Grid Quick […]

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SalesPad Tip: Use SalesPad to Easily Save Special Notes for Each Address/Contact Record for a Customer or Vendor

 Download and Print: Use SalesPad to Easily Save Special Notes for Each Address/Contact Record for a Customer or Vendor Many of our distribution clients have address specific information like special shipping information notes. These notes can easily be reviewed and edited when accessing a customer record before creating their order.  By using one of the […]

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SalesPad Tip: 10 Ways to Customize SalesPad Grids

Download and Print: 10 Ways to Customize SalesPad Grids Almost every SalesPad screen displays data in a grid. You can easily change the grid to suit your needs and also use it as a reporting tool. Here are some things you can do: Click on a column to sort by that column Click and drag […]

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