Flexible order processing.
Smooth sailing, from quote to receipt.
Minimize clicks. Maximize order efficiency.
SalesPad Desktop takes what is potentially a click-heavy, time consuming process and transforms it into a paperless, streamlined operation that reduces the amount of time it takes to process an order. With our intuitive order processing, get rid of unnecessary clicks, and, through customizable automated workflows, lower the potential for errors. No more unwieldy stacks of coffee-stained paper for you.
Featured case study
EASY ORDER ENTRY MEANS
Keep it simple, smarty. SalesPad’s order entry process is straightforward and intuitive. All the information you need is available in searchable fields and/or dropdowns.
CREATE ORDERS STRAIGHT
Customer information, like billing and shipping addresses and payment terms, is pre-filled when you enter a new order — eliminating needless re-entry.
SAVE TIME WITH SALES
Why do something 500 times when you can do it just once? Sales batch processing lets you perform an action on all documents within any given workflow batch.
SALES LINE MASS UPDATES KEEP EVERYTHING
With the sales line mass update feature, you can easily find all sales lines that need to be updated in all of your sales documents.
TIE YOUR SALES ORDER TO
Sales order processing to purchase order processing links (SOP to POP links) ensure that you’re able to complete the sales order on time.
STAYED TUNED IN WITH THE
Quickly see and analyze how many documents (and their dollar amount) are sitting in each stage of your operations, from pending orders to documents that still need fulfillment.
SELL MORE WITH COUNTER
Counter Sales is an easy, reliable way to sell goods to customers who visit your physical location. Sell to established customers or to walk-in customers with only a few clicks.
KEEP TABS ON DOCUMENTS
If you’ve ever got a question about what happened to a sales document when, just open the Audit tab on the document for a detailed account of all activity.
Workflows are the grease in SalesPad’s order processing engine. They have the capability of automating a long list of steps and checks that any given order must travel through on its way out the door. Workflows evaluate sales documents based on sets of rules and criteria, then perform certain actions on the document (such as forwarding the document to the next step in the workflow, or generating an alert that the document needs a manager’s approval). And they’re entirely customizable.
Don’t shy away from adding a discount or promotion to a sales order because it’s too complicated, you don’t have the time, or your software simply won’t let you. SalesPad Desktop makes short work of adding such special features to sales documents. Beyond the built-in functionality, SalesPad Desktop also allows you to add any number of user defined fields (UDFs) to sales documents, which expand your options even further.
Debrona loves order processing in SalesPad. Here’s why…
We’re incredibly pleased with how SalesPad has streamlined our entire order entry process.”
— Debrona Turnage, Aubrey Organics
Schedule a free demo
or talk to a Sales Representative at 1-800-935-5660
World-class support, every time.
For businesses that don’t have down time.
Our entire support staff has vast knowledge of all our products. So no matter the circumstances, be assured we’ll give you a speedy, accurate response by email, phone, or live chat. And for the do-it-yourself types out there, learn from an extensive knowledge base of support articles, videos, product documentation, FAQs, troubleshooting tips, and tutorials.