New Purchasing, Reporting, and Emailing Features included in SalesPad Cloud’s 2nd Quarter Updates

SalesPad Cloud Quarter 2 Release.jpg

You’ve probably noticed that SalesPad Cloud is a quickly growing, always improving inventory software. We’re always working on developing new and better features for our customers, but we know that all those changes can sometimes be difficult to keep up with. To that end, we will begin to publish a blog entry every quarter to let you know what the big changes were in the previous quarter.

SalesPad Cloud’s Second Quarter 2017 updates pack a wallop. New features include improved reporting capabilities, a purchase advisor and generator, customizable email templates, company cards, separate vendor bill creation, and more.

Have an idea on what we should add next? Let us know! Check out our Idea Portal.

 

Make smarter decisions with powerful analytics and reporting. SalesPad Cloud Reporting.png

We’ve added a lot of reporting functionality. The Sales and Customers modules now both have graphical dashboard reports, providing snapshots into product, customer, and salesperson performance. And for even more detailed insights, you can run highly customizable and dynamic reports in our new Sales Analysis module.

Get more details on Dashboard Reporting and the Sales Analysis report.

 

Simplify your restocking with new purchasing functionality. 

SalesPad Cloud Purchase Advisor.png

With just a few key inputs from you, the purchase advisor and purchase generator take the headache out of maintaining a thriving warehouse. Never run out of inventory or spend mind-numbing hours filling out dozens of individual purchase orders again. Customize your restocking strategy and let SalesPad Cloud take care of the rest.

Get more details on the Purchase Generator and Purchase Advisor.

 

Save time with easy-to-use and send email templates. SalesPad Cloud Email template.png

Emailing is easier and faster than ever with our template editor. Streamline your communications by creating customizable email templates. Now your sales team can effortlessly email out important sales documents such as estimates, invoices, refunds, and sales orders with consistent messaging.

Get more details on Email Templates.

 

Keep basic company information in one place. SalesPad Cloud Company card.png

The Company Card is your one-stop shop for essential company information. The information stored here is what shows up on all your printed reports, and includes a section for creating a footer message to display on reports. This card integrates with QuickBooks Online, so any changes you make in QuickBooks Online will show up here as well.

Get more details on the Company Card.

 

Reduce clutter and confusion by combining multiple receipts into one vendor bill. SalesPad Cloud Vendor bill.png

Rather than generating a vendor bill every time you post a receipt, you can opt to decide when to create the vendor bill, and you can combine multiple receipts into a single bill. Streamline your paper trail by customizing how and when your vendor bills are generated, and rest easy knowing you’re in complete control.

Get more details on Separate Vendor Billing.

 

A couple how-to quick tips.

Set a default printed report or email template for each Sales Document Type. Navigate to Sales Document Type from the Settings menu and set your defaults there.

Quickly combine invoices. Check the boxes next to each invoice in the Sales Grid, then select the Combine Invoices option from the More Actions dropdown.

Mark a customer as tax-exempt. Open a Customer card and click Edit (or create a new customer), then check the Tax Exempt box to prevent taxes from being applied to this customer.

 

Until next time.

Those are some of the highlights, but it’s certainly not a complete list of what has changed this past quarter. To check out a comprehensive list of SalesPad Cloud updates, look through our release notes.  

If you have questions, or want to know more, let us know in the comments below.

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