Monthly Archives: August 2018

Creating A New Account In SalesPad

CREATING A NEW ACCOUNT IN SALES PAD Search for the customer using any of the search criteria available. If you can not find the customer, you will have to create a new account. Click the “New” button A customer’s ID … Continue reading

Posted in Sales | Leave a comment

Entering A Warranty Order

ENTERING A WARRANTY ORDER Enter Sales Pad and locate the customer either by name, address, phone number, etc. On the top tool bar under the customer name select “WARRANTY ORDER ORDER” The doctor/office information should auto-populate. Fill in proper sales … Continue reading

Posted in Customer Service | Leave a comment

Creating A UPS Return Label

CREATING A UPS RETURN LABEL Go to UPS.com and “Log in” Use your UPS log in information to log in. If you do not have a UPS log in, you will need to see Nick Whittington to get an account … Continue reading

Posted in Customer Service, Logistics (Ship/Rcv/Transport), Purchasing | Leave a comment

Printing Statements

PRINTING STATEMENTS In Great Plains under “Sales” find “Routines” (bottom left side) Click “Statements” “Name Statement ID” will be the date you are running the statements (ex. 1/2/2018) “Description” will be the prior month statements (ex. July 2018 Statements) “Address … Continue reading

Posted in Customer Service, Sales | Leave a comment

Safety Tip – Staying Hydrated

Water is an essential nutrient for all living things. It makes up 70 percent of planet Earth and 60 percent of our bodies. It keeps us functioning at optimal performance levels by regulating our core body temperature, carries key nutrients … Continue reading

Posted in Safety Tips | Tagged , | Leave a comment