Author Archives: Tony Brumley

Placing A New Order

Posted on August 13, 2018 by Tony Brumley

PLACING A NEW ORDER Using Sales Pad, search for the customer. If you can not find the customer, you will need to CREATE A NEW ACCOUNT. Open the customer’s account and along the top select “ORDER ORDER” Fill in the … Continue reading →

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Creating A New Account In SalesPad

Posted on August 13, 2018 by Tony Brumley

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 →

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Entering A Warranty Order

Posted on August 8, 2018 by Tony Brumley

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 →

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Creating A UPS Return Label

Posted on August 8, 2018 by Tony Brumley

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

Posted on August 8, 2018 by Tony Brumley

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 →

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