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1 SALES PAD ERP SalesPad ERP delivers an all-in-one order entry, inventory, and sales management solution that integrates seamlessly with Intuit Quickbooks, saving your sales and customer service team time and frustration. CARD CONTROL Secure and simple, CardControl by SalesPad is a PA-DSS certified credit card application that enables you to securely and efficiently process credit card payments in your ERP system and SalesPad. SHIP TO ShipTo GP enables users to integrate UPS WorldShip and FedEx Ship Manager with Microsoft Dynamics GP and SalesPad GP, increasing accuracy and efficiency in shipping operations.. SALES PAD MOBILE ERP SalesPad Mobile ERP gives users the power to manage customers and contacts, view inventory, manage sales information, and create and edit sales documents, all from the convenience of their ios or Android device. ADD-IN SalesPad Add-In for allows Microsoft Outlook and SalesPad ERP users to better track customer interactions by synchronizing their calendars and integrating customer s with SalePad CRM functions. MOBILE BOARDS MobileBoards is designed to make business on the go easier by allowing you to see a collection of information you choose, all in one screen. MobileBoards is the ultimate toolset to access any key business metric from the convenience of your iphone, ipad, or Android device.

2 CARD CONTROL PROCESS YOUR CREDIT CARD. SECURELY. Secure and simple, CardControl 2.0 is a PA-DSS certified credit card application that enables you to securely and efficiently process credit card payments using stored cards and/or tokens. CardControl handles your transactions and stored card numbers in the most secure fashion to protect your customers and your company. Multiple credit card storage Support for multiple payment gateways, including BluPay, Vantiv, Authorize.Net, Moneris, FirstData E4, 3Delta, and PayFlow Pro Encryption and card number masking Transaction processing using stored credit cards and/or tokens Level 2 & 3 verification processing for processors that support it Support for credit card swipe devices

3 ADD-IN INTEGRATE S AND CALENDARS EASILY. SalesPad Add-In allows Microsoft Outlook and SalesPad ERP users to pull SalesPad CRM events into Outlook and push Outlook s into SalesPad CRM notes, allowing users to keep track of interactions and events with customers. Store relevant s on the Customer Card Pull tasks created in SalesPad GP onto your Outlook calendar as appointments Copy s from Outlook to the SalesPad CRM and A/R tabs Auto-generate quote follow-up reminders in SalesPad ERP and link them to Outlook

4 SALES PAD MOBILE ERP YOUR BUSINESS, ANYWHERE. Access and manage sales, customer, and inventory data while on the go. SalesPad Mobile ERP gives users the power to manage customers, inventory, and sales documents from the convenience of their iphone, ipad, or Android mobile device. Whether traveling, on-site, or away from the office, SalesPad Mobile enables staying connected to Intuit QuickBooks and your company. Search for customers and inventory View associated sales documents and purchase orders Manage and search for contacts Create and edit quotes, orders, invoices, and returns. Template-based ordering View open sales documents categorized by workflow and batch or document type View document properties, notes, and line items documents directly to your customer

5 SHIPTO INCREASE ACCURACY AND EFFICIENCY. Easy to install and configure, ShipTo increases accuracy and efficiency in shipping operations. ShipTo enables monitoring and managing sales orders to ship products quickly and reliably. ShipCenter makes it easy to process shipments directly to the carrier s API and then write shipment costs and package tracking numbers back to sales orders in SalesPad ERP. Integrates directly to carrier API Monitor and prioritize your ready-to-ship orders with Shipping Monitor Click or scan the order number to create a new shipment and get real time rates from carrier Currently supports UPS, FedEx, Purolator, and Stamps.com Interface with SalesPad ERP

6 SALES PAD ERP DISTRIBUTION SOFTWARE, SIMPLIFIED. SalesPad ERP delivers an all-in-one order entry, CRM, and sales management solution to integrate seamlessly with Intuit QuickBooks. SalesPad ERP was designed for speed and functionality to allow businesses to optimize the business process as they grow. Customer Card displays all customer information, from open sales documents and individual contracts to A/R records, item purchase histories, and special pricing Sales Document Entry window makes it easy to enter any type of sales document in a consistent, configurable, and easy-to-learn screen SalesPad Workflow lets you define individual processes for each type of document you use, and control how each document flows through the order fulfillment and invoicing process Inventory Lookup displays all aspects of inventory on one screen Purchase Orders can be generated directly from back ordered line items on a sales document Customize User Defined Fields Unlimited customizable printed forms

7 MOBILE BOARDS CHECK ON BUSINESS WHILE ON THE GO MobileBoards is designed to make business on the go easier by allowing users to see a collection of information they choose all in one screen. MobileBoards is the ultimate toolset to access any key business metric from the convenience of your iphone, ipad, or Android device. Create, view, and share dashboards of information to assist in helping make critical business decisions. View top 10 items based on quantity sold or item revenue View sales summary at a glance, in a single panel Quick navigation between reports View sales data across multiple groups, departments, and companies Accounts Payable and Accounts Receivable Daily, weekly, monthly, and yearly reports Custom reporting (SQL) Role-based access for specific users Unique PIN for secure log-in Cloud-based server access