Educational Session Presented by Tweet During today’s meeting: @GPUG, #@GPUG
So Who is salesPad? Founded in 2003 Grand Rapids, MI Owners: Business Owner/Developer “Operational ERP” 1,300 Customers 120 Employees
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
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
SalesPad Desktop continued CRM – Outlook Integration Advanced and Automated Workflows Reporting Email and Fax Directly from SalesPad – Manual or Automatically Inventory Management Purchasing
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
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
ShipCenter FedEx UPS USPS (Via stamps.com) Purolator GSO Rate Quote from Sales Document Tab LTL Rate Quoting
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
Outlook Add-In ShipTo Dispatch Manufacturing Email 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
Brief Demo