SalesPad 5.6.7 is now available! This release introduces many new features and enhancements since 5.6.4.
Cross/Upsell for Item Classes
- Simplify your item maintenance by configuring cross/upsell options at the item class level, making setup faster, easier, and automatically applied to any new items added to that class.
- ☆☆☆ Apply cross/upsell options for an entire item class at once instead of setting up those same options for every individual item in that class.
- ☆☆☆ Assign an entire item class as a cross/upsell option, making all items in that class automatically available in Sales Entry.
New Find Tab Feature
- Tired of scrolling back and forth to switch between tabs when entering sales orders? Many SalesPad screens now support a Find Tab feature!
- Simply right-click on any of the tabs in applicable screens (e.g. Customer Card, Sales Entry, Vendor Card, Purchase Entry, Inventory Lookup) and choose the Find Tab popup to easily see and jump between tabs.
- Fun fact: You can start typing a tab name to find it faster!
Other Important Updates
- ☆☆☆ The Item Maintenance tabs for setting up vendor, warehouse, pricing, and customer information now have their own auditing options in settings, so those changes can be captured.
- ☆☆☆ Smart Printing can now send sales orders to a configured workflow queue when orders fail to print.
- ☆☆☆ Themes are now saved per database connection, helping you easily distinguish between different company environments (e.g. Production vs Test).
- Prospects are now protected by activity locks.
- New settings control whether users can partially invoice sales orders that are marked as Ship Complete from various sales processing screens.
- Backorder Doc IDs are no longer required for orders that have backordered items.
- Parent accounts can have their national account status removed after all child accounts are removed.
- Child accounts can no longer be added to multiple parent accounts.
- PayFabric Credit Card Brands can now be free-typed for full customization.
- Square now includes new security controls to restrict users from creating new customer wallets, limiting them to existing wallets when entering payments.
- HubSpot custom fields can now be synced for customers, contacts, products, deals, and line items.
☆☆☆ – Features marked with stars were requested by our users in the SalesPad Ideas Portal! Thank you for your feedback!