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!

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