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SalesPad January 2011 Newsletter
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 Make your Order Entry even more efficient with sales document plugins
SalesPad contains hundreds of features designed to simplify and improve your distribution operations. This month we'll introduce you to five of SalesPad's lesser-known sales document plugins available from the Actions ( ) drop-down button on the sales document header.
Attach Sales Line to PO
Quickly associate open Purchase Order quantities with backordered sales document quantities using the Attach Sales Line to PO plugin. This plugin allows users to quickly see all backordered and non-inventory line items and quantities from the sales document. In addition, users can see any open Purchase Orders that contain these backordered items. Users can quickly "attach" expected PO quantities to backordered line items, eliminating the need to generate a completely new Purchase Order to cover the shortage.
Click here for a step-by-step user guide of this plugin.
Availability
The Availability plugin opens a window where users can see all line items on an order and all warehouses where the line items can be fulfilled from.In addition, users can adjust which warehouse a line item is assigned to be fulfilled from without returning to the main order entry window. These changes may be made for individual line items or for all line items with a single click.
Click here for a step-by-step user guide of this plugin.
Aggregate Pricing
Do you distribute similar items with different item numbers that together qualify for a quantity discount? The Aggregate Pricing plugin allows users to set up sale items that can be grouped together for the purpose of calculating quantities to meet price breaks.
Click here for a step-by-step user guide of this plugin.
Shipping Weight
Useful for quoting shipping cost, this plugin displays, directly on the drop-down, the total shipping weight for items on a sales document. When selected, a window will display a breakdown of shipping weight per item and the total weight of the order. Shipping weight can be populated from the GP shipping weight field or another assigned user defined field.
Click here for a step-by-step user guide of this plugin.
Profitability
This plugin displays each line item on a sales document, along with its price, cost, and calculated dollar and percent margin. The Profitability plugin assists your sales team as they work to keep prices competitive and margins healthy. Users can edit item price, item cost, margin dollars, or margin percentage on individual lines to quickly see the impact of their change on the total order.In addition, users may edit the desired gross margin percentage on the order to quickly see the impact on each line item.Changes are not applied to the actual sales document until the user chooses to apply them.
Click here for a step-by-step user guide of this plugin.
To learn more about these or any other SalesPad, DataCollection, or ShipTo features, browse our website or contact sales@salespad.net.
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Keep connected with SalesPad
Want to be reminded about upcoming events, advised of new articles and support, and kept up-to-date on SalesPad happenings? Follow us on Facebook and Twitter (@salespad).
If you're interested in SalesPad tips and tricks, from simple to advanced, follow @salespaddave on Twitter. For even more SalesPad hints and updates, especially when a new version of SalesPad is released later this year, follow @salespadjoe.
How are you using SalesPad? Start a conversation on Facebook or the SalesPad Partners Group to ask questions or bounce ideas off each other.
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January training/webinar schedule
Please join us for our January webinars and training sessions.
We have changed the structure of our reseller training. Instead of two 1.5-hour sessions, the SalesPad Overview and SalesPad Advanced Features training will be broken into three 1.5-hour training sessions, SalesPad 1, 2, and 3, in order to provide more detailed training and less overview for our VARs.
Click the titles for more information and to register:
SalesPad Webinars
Effective Inventory Intelligence for the Sales User (for Partners)
January 10th, 1:00-2:00 pm EST Minimizing the Sales Stream to Maximize Profits
January 11th, 1:00-1:30 pm EST DataCollection & ShipTo Overview
January 12th, 4:00-5:00 pm EST
End to End Distribution Solution
January 14th, 10:00-11:00 am EST
Reseller Training
SalesPad Training 1
January 17th, 3:00-4:30 pm EST SalesPad Training 2
January 18th, 3:00-4:30 pm EST SalesPad Training 3
January 19th, 3:00-4:30 pm EST SalesPad Installation and Configuration
January 20th, 3:00-4:30 pm EST
We hope to see you there!
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