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

How to Calculate User Defined ...
on April 30, 2021
business software

  In this short video, we show you how to calculate user defined fields (UDFs) in SalesPad for ...

commentIcon 0 Comments
Staff Author
How to Use Customer Quick Reports ...
on April 30, 2021
business software

  In this short video, we show you step-by-step how to setup and run Customer Quick Reports in ...

commentIcon 0 Comments
Staff Author
Order Confirmation Email Setup in ...
on April 30, 2021
business software

This short video shows you how to setup an order confirmation email using smart printing features ...

commentIcon 0 Comments
Staff Author
Customizing Sales Document Entry ...
on May 13, 2021
business software

In this short how-to video, we show you how to customize the sales document entry layout screen in ...

commentIcon 0 Comments
Staff Author
Trinity Purchasing Suite FAQs
on May 13, 2021
business software

Hundreds of Microsoft Dynamics GP customers have enhanced their ERP system with the advanced ...

commentIcon 0 Comments
Staff Author
Tackling Food Distribution ...
on May 13, 2021
business software

Demands placed on food distribution companies can be intense. Whether you’re in the general ...

commentIcon 0 Comments
Staff Author