Customizing Sales Document Entry Screen in SalesPad for GP

In this short how-to video, we show you how to customize the sales document entry layout screen in SalesPad for Dynamics GP.  Watch the video for step-by-step instructions.

Customizing Layouts in SalesPad

The following SalesPad headers and tabs can be customized, allowing for easier access to the information needed for each document type, customer class, etc., and allows for important user defined fields to be visible on the header in addition to on the User Fields tab:

  • Sales Document Entry Screen header (by document type) Addresses tab
  • User Fields tab
  • Customer Card header (by customer class OR customer address type) Notes tab
  • User Fields tab Equipment tab
  • Vendor Card header (by vendor class)
  • Notes tab User Fields tab
  • Purchase Order Entry Screen header
  • Addresses tab User Fields tab
  • Counter Sales
All SalesPad Grids and columns can also be customized.

Click below to learn more about the powerful features of SalesPad for GP and to find more helpful video tips just like this one!

More SalesPad Tips

You may also like

Go-live and Thrive with a NetSuite ...
on April 13, 2021
business software

6 Ways a NetSuite Implementation Consultant Delivers Successful Results NetSuite is designed to ...

commentIcon 0 Comments
Staff Author
7 Tips for the Best Accounts ...
on April 9, 2021
business software

How to Get Started with Your Accounts Receivable KPI Strategy In business, the term “cash is king” ...

commentIcon 0 Comments
Staff Author
Get Started with Smart Accounts ...
on February 26, 2021
business software

Smart Accounts Receivable KPIs  Why are Key Performance Indicators (KPIs) for accounts receivable ...

commentIcon 0 Comments
Staff Author
Days Sales Outstanding vs Accounts ...
on January 13, 2021
business software

We’ve discussed in detail both Days Sales Outstanding (DSO) and Accounts Receivable Turnover (ART) ...

commentIcon 0 Comments
Staff Author
What is Accounts Receivable ...
on December 16, 2020
business software

In a previous article, we discussed the importance of Days Sales Outstanding (DSO). Similarly, ...

commentIcon 0 Comments
Pamela McDaniel
What is Days Sales Outstanding ...
on December 1, 2020
business software

One of the most important metrics you can track in accounts receivable, Days Sales Outstanding ...

commentIcon 0 Comments
Pamela McDaniel