SalesPad for Dynamics GP Security Settings

SalesPad for Dynamics GP Security Settings A software product created by SalesPad Solutions Copyright 2004-2012 www.salespad.net SalesPad Solutions, LLC. 3200 Eagle Park Drive, Suite 100 Grand Rapids, MI 49525 Phone: 616-245-1221 Email: support@salespad.net Web: www.salespad.net Legal Information Copyright Copyright Sales Pad, LLC (SalesPad Solutions). All rights reserved. Trademarks SalesPad is a registered trademark of Sales Pad, LLC. Published April 2012 Note: Some security settings are designed exclusively for interfacing with third party products. Such interfaces were created on a custom basis for a specific customer configuration. Before use, please contact SalesPad to confirm compatibility of versions of SalesPad and interfacing third party products. If you need functionality beyond the features outlined in this document, please contact your SalesPad Partner or SalesPad Solutions to receive a quote on support for the desired version or functionality.

SalesPad Security Settings The following lists and describes SalesPad security settings. Security settings are enabled or disabled by User Group by checking or unchecking associated boxes in the SalesPad Security Editor module (Modules > Security Editor). An asterisk (*) after a security setting (both in the software and in this guide) denotes that a sub-menu with child settings exists. If a parent setting is disabled, the child settings will also be disabled. To enable a security setting, go to Modules > Security Editor, select a security group from the second column to apply the setting to, and check the box pertaining to the security setting in the Security column. You can type a word into the filter line to find particular security settings more quickly. Upon changing any security setting, users must log out of SalesPad and log back in to see the effect. Note: This is a comprehensive list that may change. Not all security settings and sub-settings are available in all versions of SalesPad and some may not be active in the current release. Active Users Enables the Active User module, allowing users to view all other users currently logged into SalesPad. Note that this screen allows disconnecting other users. Activity Locks* Enables the Activity Locks module, allowing users to remove document and batch locks, particularly helpful if the computer shuts down while using SalesPad. USER CAN ONLY DELETE THEIR LOCKS (defaults to False) If True, users can only unlock their own documents; if False, users can clear any locks on any documents. Add Item* Enables the Add Item plugin, accessible from the Actions drop-down menu ( ) on the Sales Document Entry screen header. This plugin can be configured to automatically add a series of items with varying quantities to the sales document. BUTTON CAPTION Sets a caption that will display for the plugin. If blank, the action will be called Add Item. ITEM QTY TO ADD Sets the quantities for each item to be added, semicolon delimited. ITEM UOFM TO ADD Sets the unit of measure for each item to be added, semicolon delimited. ITEMS TO ADD Sets the item numbers to be added, semicolon delimited. Add Sales Document Comment Enables users to enter pre-existing comment codes (defined within Dynamics GP) visible in the sales document Notes tab. This setting only applies to the Add Comment button in the Notes tab. If this setting is disabled, users can still add free-form comments. Add Sales Document Hold Enables users to add holds on a sales document or place any pre-existing hold (defined through Workflow Rule Setup) on a document, from the Holds tab on the sales document entry screen. Note: Sales Process Holds are set up in Dynamics GP. REV062112 SECURITY SETTINGS 2 WWW.SALESPAD.NET

Aggregate Pricing* Enables the Aggregate Pricing plugin, accessible from the Actions drop-down menu ( ) on the Sales Document Entry screen header. This will apply special price breaks when a specific amount of a certain group of items is ordered. This plugin can be configured in the Item Aggregate Pricing module. CLEAR MARKDOWN If True, both markdown amount and markdown percent are set to 0 when a new aggregate price is found. CUSTOMER PRICE LEVEL PERMISSIONS Sets a semicolon-delimited list of customer price levels that are allowed access to the Aggregate Pricing plugin. Leave blank for all. Application Date Enables users to override the document date with a specific date rather than the current date. This is accomplished by double-clicking on the main date within SalesPad and selecting a new date on the calendar that appears. Assembly Entry* Enables the Assembly Entry screen where users can create new or edit existing Assemblies. AUTO ALLOCATE ASSEMBLY If true, assemblies will auto-allocate/fulfill upon saving the document. ON LOAD SCRIPT Sets C# script to execute when loading the Assembly document. PRE SAVE SCRIPT (defaults to blank) Sets C# script to execute before saving an assembly document. Assembly Fulfillment* Enables the Assembly Fulfillment plugin, accessible from the Actions drop-down menu ( ) on the Assembly Entry screen, which allows users to manually select fulfillments for an assembly from serial/lot numbers and bins. SHOW COST If True, item cost is visible on the Assembly Fulfillment screen. Assembly Line Items Enables the Line Items tab on the Assembly Entry screen, which allows users to view, add, and edit line items on an Assembly. Assembly Properties Enables users to view and edit the properties on the Assembly Entry screen header. Assembly Search Enables the Assembly Search screen, which allows users to search for Assemblies. Assembly User Fields Enables the User Fields tab on the Assembly Entry screen, allowing users to view all user defined fields. Assembly User Fields are set up in the User Field Editor on the Assembly business object. REV062112 SECURITY SETTINGS 3 WWW.SALESPAD.NET

Attach PO to Sales Line Enables the Attach PO to Sales Line document plugin, accessible from the Actions drop-down menu ( ) on the Purchase Order Entry screen header. This will allow users to create the SOP to POP link from the purchase order to the backordered or drop shipped lines on a sales document. Attach Sales Line to PO Enables the Attach Sales Line to PO sales document plugin, accessible from the Actions drop-down menu ( ) on the Sales Document Entry screen header. This will allow users to create the SOP to POP link and allows choosing which purchase orders backordered lines on a sales document can be linked to. It also shows a quick view of open purchase orders for the specific item. Auto Item Conversion Enables the Auto Item Conversion plugin, accessible from the Actions drop-down menu ( ) on the sales document header, and the drop-down menu on the Plugin column of Workflow Setup. This plugin allows users to automatically convert non-inventory items added to a sales document from the thirdparty catalog into standard Dynamics GP items, creating an entry in the GP item master. Auto Update* Controls the software update functionality of SalesPad as well as SalesPad's ability to perform a database update. AUTO UPDATE (defaults to True) If True, users will receive automatic updates of SalesPad upon download. If the next option, Download Update, is not enabled, the update will only be applied if a valid path is stored in the Settings under Program Updates Path. DOWNLOAD UPDATE (defaults to True) If True, users will automatically receive software updates from the SalesPad servers upon new release. UPDATE DATABASE (defaults to False) If True, users will be prompted for database updates; if False, updates to the company database will occur automatically. If all three subgroups are set to True, SalesPad will automatically download the most recent version of SalesPad when it becomes available, as well as update the company database. (The location where these updates can be found is modified through Settings > WSlib.Settings >Auto Update Server) Backordered Items Report* Enables the Backordered Items Report module, which lists all backordered items and their Documents and allows users to modify allocated quantities of that line. CAN ALLOCATE (defaults to False) If True, enables the Allocate button which can be used to re-allocate documents checked under an item. CAN EDIT (defaults to False) If True, users can edit directly on the grid. CAN PRINT (defaults to False) Not active printing from the backordered items report is not currently supported. Blanket Order Invoicing* Enables the Blanket Order Invoicing plugin, accessible from the Actions drop-down menu ( sales document header. This plugin converts blanket orders to invoices. BLANKET ORDER INVOICE ID Sets the invoice ID that a blanket order will be converted to. REV062112 SECURITY SETTINGS 4 WWW.SALESPAD.NET ) on the

Blanket Order Release* Enables the Blanket Order Release plugin, accessible from the Actions drop-down menu ( sales document header. This plugin converts quotes to blanket orders. BLANKET ORDER ORDER ID Sets the order ID that a quote blanket order will be converted to. VISIBLE BLANKET ORDER QUOTE IDS Sets the sales document quote IDs that can be used for blanket order release. ) on the Blocked Items Report* Enables the Blocked Items Report module, which allows users to manually manage allocation of items blocked from sales document allocation. CAN EDIT Not functional. CAN PRINT If True, users can print data on the Blocked Items Report screen. CAN UNBLOCK AND ALLOCATE If True, users can unblock and allocate selected blocked items. Bulk Pick Ticket Report Provides an interface to print bulk pick tickets, useful for a "wave picking" scenario where picking is done in bin order. Cash Application Enables Cash Application. Used in conjunction with the Cash Receipts module, Cash Application allows users to apply unused cash receipts to historical invoices with unpaid balances. Cash Receipts* Enables the Cash Receipts module, which allows users to create a Dynamics GP cash receipt that can be applied to the customer's outstanding balance. Users can create cash receipts by taking cash, check, or credit card. ALLOW DECRYPTED CREDIT CARD LOOKUP If True, users can look up a full credit card number. DEFAULT CHECKBOOK ID (defaults to Blank) Sets the Default checkbook that will be selected for all cash receipts (Enter checkbook name(s) separated by semicolons). Choose Purchase Plan* Enables the Purchase button in a sales document with backordered items. This button allows users to create purchase orders within a sales document and assign the orders to a purchase plan. COPY SALES DOC UDFS (defaults to False) If True, when a purchase order is created directly from a single sales document, UDF (User Defined Field) values will copy from the sales document to the purchase order if UDFs from the sales document line items match UDFs from the purchase order line items. Note: UDFs are copied automatically in later versions where this sub-setting does not appear. Choose Users Enables users to change or select additional users to be displayed in the SalesPad Today module. This will display events and tasks on the calendar for whichever users are selected. REV062112 SECURITY SETTINGS 5 WWW.SALESPAD.NET

Commit Catch Weights Enables the Commit Catch Weights plugin, available from the Actions drop-down menu ( ) on the sales document header. This plugin allows users to apply a catch weight. Catch weights allow selling items by unit of measure such as "EACH" and billing by another unit of measure such as pounds or feet. Contact User Fields Enables Contact User Fields, displayed when a contact address is clicked, and allows users to modify them. These fields are created in the SalesPad User Field Editor module, beneath the Customer Addr business object. Convert to BOM Enables the Convert to BOM plugin, accessible from the Actions drop-down menu ( ) on the Sales Document Entry screen header, which allows users to convert the line items of a sales document into a single BOM that contains the selected items. Counter Sales* Enables the Counter Sales module, which provides a simpler order entry option than the standard sales document entry screen. ALLOW ITEM DESCRIPTION EDITS (defaults to False) If True, users can edit an item s description. CAN CHANGE DOC NUMBER (defaults to False) If True, users can manually enter Document Numbers. CUSTOMER SEARCH POST PROCESS SCRIPT Sets the C# script to execute before leaving the Customer Search tab in Counter Sales. PRE CHECK OUT SCRIPT Sets the C# script to execute before checkout in Counter Sales. PRE SUBMIT SCRIPT Sets the C# script to execute before submitting the transaction in Counter Sales. SALES ENTRY POST PROCESS SCRIPT Sets the C# script to execute before leaving the Sales Entry tab in Counter Sales. Counter Sales Document Properties* ALLOW SCREEN LAYOUT CUSTOMIZATION (defaults to False) If True, users can customize the document header by Doc ID in Counter Sales. CAN CHANGE CURRENCY (defaults to False) If True, users can change the document currency in Counter Sales. CAN CHANGE DOC NUMBER (defaults to False) If True, users can manually enter document numbers in Counter Sales. CAN CHANGE DOCUMENT DATE (defaults to True) If True, users can modify document dates in Counter Sales. CAN CHANGE FREIGHT AMOUNT If True, users can change the document freight amount in Counter Sales. CAN CHANGE MISCELLANEOUS CHARGE If True, users can change the document miscellaneous charge in Counter Sales. CAN CHANGE PAYMENT TERMS (defaults to False) If True, users can change payment terms in sales documents in Counter Sales. CAN CHANGE PRICE LEVEL (defaults to False) If True, users can change price levels in sales documents in Counter Sales. CAN CHANGE SALES REP (defaults to True) If True, users can change the sales representative associated with a sales document in Counter Sales. REV062112 SECURITY SETTINGS 6 WWW.SALESPAD.NET

CAN FORWARD DOCUMENTS (defaults to False) If True, users can forward sales documents to the next workflow queue in Counter Sales. CAN USE ELIGIBLE DISCOUNTS ONLY (defaults to True) If True, previously set up customer discounts available on the Customer Card will be limited on a sales document to those eligible, in Counter Sales. SHOW GROSS MARGIN (defaults to False) If True, displays the Gross Margin of all items on the document header in Counter Sales. TRADE DISCOUNT ENABLED (defaults to True) If True, users can edit sales document discounts in Counter Sales. Create Return* Enables the ability to create returns. IGNORE REQUIRED FIELDS (defaults to False) If True, users can create a return without completing all required fields. Required fields are defined through the Sales Document Bus. Object in Modules > User Field Editor. RETURN GREATER THAN INVOICE LINE If True, users can return line items for a quantity greater than the quantity invoiced. If False, users can only return up to the quantity invoiced. SHOW COST (defaults to False) If True, item cost is displayed in return documents. Credit Card Payment Selector Enables the Credit Card Payment Selector screen, used when creating returns with credit card refunds. This screen will allow users to specify the originating credit card charge to issue the refund against, creating a secured refund. Credit Card Processor Log Inquiry Enables the Credit Card Processor Log Inquiry module, where users can view a log file of credit card preauth, captures, and charges over a specific time period, and if each transaction was successful or declined. Credit Card Utilities Enables the Credit Card Utilities module, where users can purge credit card transaction history, encrypt Dynamics credit card numbers, and mask historical sales document credit card numbers. CRM Event Entry* Enables the Tasks button on the CRM tab of the Customer Card, which allows users to create CRM Tasks. ALLOW ASSIGN USER (defaults to False) If True, users can assign tasks to other users. Tasks will appear within the SalesPad Today module; if False, the user will only be allowed to view previously created events. CRM Note Entry* Enables users to create new CRM notes on the CRM tab of the Customer Card. If disabled, users can only view others notes. DEFAULT CRM TYPE Enter the default Type for CRM notes. REV062112 SECURITY SETTINGS 7 WWW.SALESPAD.NET

Custom Pricing* Enables the Custom Pricing popup that will appear within a sales document when the default price on the sales line is altered. When enabled, users can specify different pricing of a specific item, or class of items, based on the customer. The custom prices can be modified further, or deleted through the Customer Special Pricing tab in the Customer Card (if enabled). CAN UPDATE BY GENERIC DESCRIPTION (defaults to False) If True, users can update the price of all items that match the same generic description for a given item. CAN UPDATE BY ITEM CLASS (defaults to False) If True, users can update the price of all items that match the same item class. CAN UPDATE BY SHORT DESCRIPTION (defaults to False) If True, users can update the price of all items that match the same short description of the current item. GENERIC DESCRIPTION UPDATE HINT (defaults to blank) Sets a hint to show on hover for Generic Description Update. ITEM CLASS UPDATE HINT (defaults to blank) Sets a hint to show on hover for Item Class Update. ITEM UPDATE HINT (defaults to blank) Sets a hint to show on hover for Item Update. SHORT DESCRIPTION UPDATE HINT (defaults to blank) Sets a hint to show on hover for Short Description Update. Customer A/R* Enables the A/R tab of the Customer Card, allowing users to view detailed information regarding accounts receivable history, including customer aging, balance due, credit limit, and related A/R notes. CAN DELETE OTHERS NOTES (defaults to False) If True, users can delete other users notes from the A/R Notes view. CAN DELETE OWN NOTES (defaults to False) If True, users can delete their own notes from the A/R Notes view. Customer Addr Card* Enables users to modify customer address and representative information on the Customer Card. ALLOW SCREEN LAYOUT CUSTOMIZATION If True, users can customize/rearrange the Customer Card header by customer address. CAN CHANGE SALES REP (defaults to False) If True, users can add, delete, override the default, or make changes to the sales representative associated with a customer. CAN CHANGE SALES TERRITORY If True, users can change the sales territory associated with a customer. CAN EDIT ADDRESS (defaults to True) If True, users can modify a customer s current shipping, billing or other addresses. CAN VIEW LOGIN CREDENTIALS (defaults to False) If True, users can view the login and password information for a customer address. ON LOAD SCRIPT Sets C# script to execute when loading the Customer Contact Addresses. PRE SAVE SCRIPT (defaults to blank) Sets C# script to execute before saving an address. Customer AR Detail Enables the Balance hyperlink on the A/R tab of the customer card, which displays the customer s balance detail. REV062112 SECURITY SETTINGS 8 WWW.SALESPAD.NET

Customer Card* Enables access to the Customer Card, where users can view more detailed customer information including open sales documents and contact information. CAN CREATE INVOICES (defaults to True) If True, users can create invoices directly from the Customer Card. CAN CREATE ORDERS (defaults to True) If True, users can create orders directly from the Customer Card. CAN CREATE QUOTES (defaults to True) If True, users can create quotes directly from the Customer Card. CAN CREATE RETURNS (defaults to False) If True, users can create returns directly from the Customer Card. SHOW COST (defaults to False) If True, users can view the unit cost column in the Item History. SHOW CREDIT CARD INFORMATION (defaults to False) If True, users can see both the Credit Cards Tab and the customer s credit card information. Not available in later versions, as this is controlled by the Customer Credit Cards security setting. VISIBLE INVOICE IDS (defaults to *) Sets a list of the names of the Invoice IDs that are visible (* for all). VISIBLE ORDER IDS (defaults to *) Sets a list of the names of the Order IDs that are visible (* for all). VISIBLE QUOTE IDS (defaults to *) Sets a list of the names of the Quote IDs that are visible (* for all). VISIBLE RETURN IDS (defaults to *) Sets a list of the names of the Return IDs that are visible (* for all). ONLOADSCRIPT (defaults to blank) Sets a C# script to execute when loading the Customer Card. PRE SAVE SCRIPT / SAVESCRIPT Sets a C# script to execute when saving the Customer Card. Customer CardControl Transactions Enables the CardControl tab on the customer card, which displays all CardControl credit card transactions for the customer. Customer Contact Addresses* Allows users to add, edit or delete addresses on the Customer Card. AUTOFILL ADDRESS If True, Allows a user to choose if they want to auto fill using a previously saved address. CAN SET PRIMARY ADDRESSES (defaults to True) If True, users can set which customer address to use as the primary address. Customer Contract Pricing* Enables the Contract Pricing tab on the customer card, which allows users to view existing contract pricing for each customer. CAN ADD CONTRACT ITEMS If True, users can add new contract items. CAN ADD CUSTOMER CONTRACTS If True, users can add new contracts. CAN COPY CUSTOMER CONTRACTS If True, users can copy contracts to another customer (enables the Copy button). CAN DELETE CONTRACT ITEMS If True, users can delete contract items (enables the Delete button in the Contract Pricing grid). CAN DELETE CUSTOMER CONTRACTS If True, users can delete contracts (enables the Delete Contract button in the Customer Contracts grid). REV062112 SECURITY SETTINGS 9 WWW.SALESPAD.NET

CAN EDIT CONTRACT ITEMS If True, users can edit the editable fields for existing contract items. CAN EDIT CUSTOMER CONTRACTS If True, users can edit the editable fields for existing customer contracts. Customer Credit Cards* Enables the Credit Card tab on the customer card, which allows users to enter and save credit card information specific to each customer. Disabling this feature removes the Credit Card tab, but does not remove credit card information. ALLOW DECRYPTED CREDIT CARD LOOKUP If True, users can look up a full credit card number. ALLOW MANUAL TRANSACTIONS (defaults to False) If True, users can manually process customer credit cards from the Customer Card. ALLOW OVERRIDE PAYMENT PROCESSOR (defaults to False) If True, users can override the Payment Processor from the Customer Card. SHOW CREDIT CARD HISTORY (defaults to False) If True, the customer's previous credit card transactions will display. Customer CRM* Enables the CRM tab on the Customer Card, where users can view any customer relations information, including telephone contact, email contact, and tasks to be completed. CAN DELETE OTHERS NOTES If True, users can delete other users' notes; if False, users can view, but not edit or delete other users' notes. CAN DELETE OTHERS TASKS (defaults to False) If True, users can delete other users' tasks; if False, users can view, but not edit or delete other users' tasks. CAN DELETE OWN NOTES (defaults to False) If True, users can delete their own notes; if False, users can view, but not edit or delete their own notes. CAN DELETE OWN TASKS (defaults to False) If True, users can delete their own tasks; if False, users can view, but not edit or delete their own tasks. CAN EDIT NOTES (defaults to False) If True, users can edit existing notes posted by any user; if False, users can view, but not edit notes. SHOW AR NOTES (defaults to False) If True, notes on the A/R tab will also display on the CRM tab, and notes of the A/R type created on the CRM tab will also display on the A/R tab. Customer Default Items Enables the Add Customer Default Items plugin, available from the Actions drop-down menu ( ) on a sales document header. This plugin allows users to quickly add items from a customer s Default Doc Items tab onto a sales document. Customer Discount Maintenance Enables access to the Customer Discounts module, where users can apply discounts that have been setup within Customer Discounts. Customer Discounts Enables users to add custom discounts, applied for a certain amount of time, for any group of items. The items to which the discount will be applied must be flagged to the category assigned to the discount. REV062112 SECURITY SETTINGS 10 WWW.SALESPAD.NET

Customer Emails Not active. Customer Equipment Enables the Equipment tab on the Customer Card, which displays all equipment assigned to a customer. Customer Extended Pricing Enables the Extended Pricing tab on the Customer Card, which displays customer-specific promotional prices and effective date ranges for certain items. Customer Item History* Enables the Item History tab in the Customer card, which allows users to view the history of all items ordered by a customer. CAN EXPORT GRID (defaults to True) If True, users can export information on the Item History tab on the Customer Card to Excel. Customer Item Sales Enables the Item Sales tab on the Customer Card, displaying a pivot grid view of the sales of specific items to the current customer, and the monetary value associated with all sales. Customer Note* Enables the Note tab on the Customer Card, where Customer Notes can be modified. Customer Notes may be displayed via a popup window (Modules > Settings > Auto Popup Customer Notes) when the Customer Card is opened. ALLOW DATE TIME STAMPED NOTE ADDITIONS (defaults to False) If True, notes added will display a date/time stamp. ALLOW FREE FORM EDITS (defaults to True) If True, users can create and edit notes in the Customer Notes area. Customer Overview* Enables all header information on the Customer Card. This feature cannot be disabled; if un-checked, sub-features will still be allowed. ALLOW SCREEN LAYOUT CUSTOMIZATION If True, users can customize/rearrange the Customer Card header by customer class. CAN CHANGE CUSTOMER CLASS (defaults to False) If True, users can change a customer's Class. Note: When a class is initially set on a customer card, the associated class defaults will be set in GP. Future changes made to a customer class in SalesPad will NOT override the customer class settings in GP. CAN CHANGE ON HOLD STATUS (defaults to False) If True, users can change a customer's on hold status. CAN CHANGE PAYMENT TERMS (defaults to False) If True, users can change the default payment terms for the customer. CAN CHANGE PRICE LEVEL (defaults to False) If True, users can change the default price level for the customer. CAN CHANGE SALES REP (defaults to False) If True, users can change the sales representative associated with a customer. CAN CHANGE SALES TERRITORY If True, users can change the sales territory for the customer. REV062112 SECURITY SETTINGS 11 WWW.SALESPAD.NET

CAN CHANGE TRADE DISCOUNT If True, users can change the customer s trade discount percent. CAN EDIT CUSTOMER NAME (defaults to False) If True, users can edit the customer s name at any time; if False, the customer name will not be modifiable after it has been created. SHOW CUSTOMER HINT (defaults to False) If True, hovering over a customer number on the Customer Card will display the customer s yearly revenue, unless the full hint is also enabled. SHOW FULL HINT (defaults to False) If both the Show Full Hint and Show Customer Hint features are enabled (True), hovering over a customer number on the Customer Card will display a customer s yearly revenue, cost, percent margin, freight cost and freight revenue. If Show Full Hint is enabled, but Show Customer Hint is disabled, no Hint will be displayed. Customer PaperSave* Enables the PaperSave tab on the Customer Card, allowing PaperSave integration. TRANSACTION TYPE Sets the transaction type name used when a new document is added to PaperSave Customer Quick Report* Enables the Quick Report tab on the Customer Card. MULTI QUICK REPORTS PATH (defaults to blank) Sets the full path of the Quick Reports folder when using multiple reports. MULTIPLE REPORTS (defaults to False) If True, allows for the use of multiple Quick Reports on the Customer Card. QUICK REPORT (defaults to blank) Sets the name and path of the Quick Report when using single report. Customer Recurring Sales Enables the Recurring Sales tab on the Customer Card, where the Recurring Sales Definition grid can be displayed. Customer RGA Enables the Customer RGA (Return Goods Authorization) report under printable document types. The Customer RGA allows the user to pre-approve return goods for re-processing. Customer Sales Documents* Enables the Sales Documents tab on the Customer Card, which will display all open and historical sales documents. These documents are limitable by document type, and the list can be modified to display a certain number of months. CAN EXPORT GRID If True, users can export the customer's RGA report. Customer Sales Graph* Enables the Sales Graph tab in the Customer Card, which displays a customer-specific graph of overall sales arranged over a user-defined time. SHOW COST (defaults to False) If True, users can view the cost of the items in addition to the margin and price. REV062112 SECURITY SETTINGS 12 WWW.SALESPAD.NET

Customer Saved Attributes Enables the Saved Attributes tab on the customer card, where users can create and manage one or more sets of attributes, which appear in the Saved Attributes drop-down on the Sales Inventory Lookup screen. Customer Search* Enables user to search the company database for a customer through one of the on-screen fields. CAN CREATE CUSTOMERS (defaults to False) If True, user can create new customers. CAN EXPORT GRID (defaults to False) If True, users can export search results to an Excel document. CAN PRINT GRID (defaults to False) If True, users can print the search. CAN UPDATE GRID (defaults to False) If True, the user will be able to update the grid as necessary. Customer Special Pricing* Enables the Special Pricing tab on the Customer Card, allowing the user to add customer-specific pricing to individual items either by short description, long description, item class or item number. CAN ADD PRICE LEVELS (defaults to False) If True, users can add special pricing directly through the Special Pricing tab; if False, special pricing can only be added from the sales document. CAN DELETE PRICE LEVELS (defaults to False) If True, users can delete previously created custom pricing for a customer. CAN EDIT PRICE LEVELS (defaults to False) If True, users can modify special pricing information, such as the short/long description, item number, or price. CAN EXPORT CUSTOM PRICING GRID If True, users can export data from the Custom Pricing grid on the Customer Card Special Pricing tab to Excel. CAN EXPORT ITEM CLASS PRICE LEVELS GRID If True, users can export data from the Customer Item Class Price Levels grid on the Customer Card Special Pricing tab to Excel. CAN VIEW PROFIT DETAILS (defaults to False) If True, users can view margin, cost, and profit information in the customer s special pricing. Customer User Fields* Enables the User Fields tab on the Customer Card. Information found here is modified through Modules > User Field Editor. ON LOAD USER FIELDS SCRIPT Sets a C# script to execute when loading customer user fields. Dashboard Designer Enables the Dashboard Designer module, where users can create Dashboards, which can display multiple websites, Quick Reports, or file structures on a single screen. Dashboard Viewer Enables the Dashboard Viewer module, where users can open and view Dashboards designed with the Dashboard Designer. REV062112 SECURITY SETTINGS 13 WWW.SALESPAD.NET

Database Update* Enables users to accept database updates. CAN APPLY DATABASE UPDATE must also be set to True. Default Doc Items Enables the Default Doc Items tab on the Customer Card, which displays the customer s default items that can quickly be added to the customer s sales documents using the Add Customer Default Items sales document plugin. Direct Sales Entry* Enables the Direct Sales Entry module, a free-floating screen that allows users to create a new document for a customer by selecting a specific document type and ID and entering the Customer Number. This allows users that know specific Customer Numbers to easily create new sales documents without looking up the customer in the customer search. CAN CREATE INVOICES (defaults to True) If True, users can create invoices from Direct Sales Entry. CAN CREATE ORDERS (defaults to True) If True, users can create orders from Direct Sales Entry. CAN CREATE QUOTES (defaults to True) If True, users can create quotes from Direct Sales Entry. CAN CREATE RETURNS (defaults to False) If True, users can create returns from Direct Sales Entry. Document Release* Enables the Document Release plugin, accessible from the Actions drop-down menu ( ) on the Sales Document Entry screen header, which allows splitting sales documents, adding freight, and adding payments in one process. ALLOW AUTHORIZE (defaults to False) If True, users can authorize a transaction when releasing a document. ALLOW CHARGE (defaults to False) If True, users can charge a transaction when releasing a document. ALLOW MANUAL (defaults to False) If True, users can charge a manual transaction when releasing a document. CAN SET NON INVENTORY ITEM HANDLING (defaults to True) If True, users can set Item Handling on Non-Inventoried Items. CAN SPLIT BY BACKORDER QTY (defaults to True) If True, users can split an order by backorder quantity. CAN SPLIT BY CUSTOM FIELD If True, users can split by a custom field on the sales line. CAN SPLIT BY DROP SHIP (defaults to True) If True, users can split an order by a Drop Ship item. CAN SPLIT BY QTY FULFILLED (defaults to False) If True, users can split an order by Quantity Fulfilled. CAN SPLIT BY SHIPPING ADDRESS (defaults to True) If True, users can split an order by Address Line 1 on the sales line. CAN SPLIT BY SHIPPING METHOD (defaults to True) If True, users can split an order by the Shipping Method. CAN SPLIT BY WAREHOUSE (defaults to True) If True, users can split an order by the Warehouse. NON INVENTORY ITEM AS BACKORDERED ITEM (defaults to True) If True, an order will split by non-inventory item, by default. REV062112 SECURITY SETTINGS 14 WWW.SALESPAD.NET

SHOW IF NOTHING TO SPLIT If True, the Split Sales Document screen will display even when nothing on the document can be split. SHOW MESSAGE IF SUBTOTALS DO NOT MATCH (defaults to True) If True, displays a message if subtotals are not equal. SPLIT BY BACKORDER QTY (defaults to True) If True, an order will split by backorder quantity, by default. SPLIT BY DROP SHIP (defaults to True) If True, an order will split by drop ship item, by default. SPLIT BY QTY FULFILLED (defaults to False) If True, an order can be split by Quantity Fulfilled, but cannot be split by other methods. SPLIT BY SHIPPING ADDRESS (defaults to True) If True, an order will split by address line 1 on the sales line, by default. SPLIT BY SHIPPING METHOD (defaults to True) If True, an order will split by shipping method, by default. SPLIT BY WAREHOUSE (defaults to True) If True, an order will split by warehouse, by default. Email Template Editor Enables the Email Template Editor module, which allows users to create an email template to be used when emailing reports from within the Print Sales Document Report screen. Equipment Lookup Enables the Equipment Lookup/Equipment Search module, where users can search serial number records and create new serial numbers for customer equipment. Equipment Maintenance Enables access to Equipment Cards, where users can access detailed information on service equipment. ON LOAD SCRIPT Sets the C# script that executes when you open the equipment card. PRE SAVE SCRIPT Sets the C# script that executes when you click the save button, before the equipment saves. Equipment Management Additional Properties Enables the Additional Properties tab on the Equipment Card where user fields containing additional service equipment properties are visible. Equipment Management Assign Equipment to Customer Enables the Assign Equipment to Customer plugin, accessible from the Actions drop-down menu ( ) on the Equipment Card header, which fills in the appropriate UDF on an equipment item with the selected customer and shows assignment to that customer. ON CUSTOMER ASSIGNMENT SCRIPT Sets the C# script that executes when you click the assign button, after the equipment is assigned. If no customer is assigned the script will not run. Equipment Management Equipment History Enables the Equipment History tab on the Equipment Card which displays a history of all serial numbers sold for the current equipment item. Equipment Management Invoicing* REV062112 SECURITY SETTINGS 15 WWW.SALESPAD.NET

Enables the Invoicing plugin, available from the Actions drop-down menu ( ) on a Service Order header. This plugin allows transferring of a Service Order into an invoice. If the Third Party billing field is filled, the invoice will be generated for the customer number entered in this field. Note: When enabled, this plugin will appear on all sales document types. POST TRANSFER SCRIPT Sets the C# script that executes after a document has been transferred. PRE TRANSFER SCRIPT Sets the C# script that executes before a document is transferred, upon selecting the Invoicing plugin. Equipment Management Item History* Enables the Item History tab on the Equipment Card, which displays a history of all sales documents the equipment item is on. CAN EXPORT GRID Allows user to view the RGA report for the service. Equipment Management Quick Report* Enables the Quick Report tab on the Equipment Card, allowing users to run Quick Reports on the Equipment Card. MULTI QUICK REPORTS PATH (defaults to blank) Sets the full path of the Quick Reports folder when using multiple reports. MULTIPLE REPORTS (defaults to False) If True, allows for the use of multiple quick reports. QUICK REPORT Sets the name and path of the Quick Report when using a single report. Equipment Management Service Orders Enables the Service Orders tab on the Equipment Card, which displays all service orders and service invoices the equipment item is on. Equipment Properties Enables users to see the Equipment Properties on the top part of the Equipment Card. ALLOW ITEM DESCRIPTION CHANGES If True, users can change the item description on the Equipment Card. ALLOW ITEM NUMBER CHANGES If True, users can change the item number on the Equipment Card. ALLOW SERIAL NUMBER REACTIVATION If True, users can re-activate an inactive equipment serial number. Excel Sales Document Enables the Excel Sales Document option in Print Reports, so users can export select documents into an Excel Document. Fascor Lock Status* Enables the FASCOR Lock Status plugin, accessible from the Actions drop-down menu ( ) on the Sales Document Entry screen header. This plugin indicates the status of a sales order and if the document can be locked. UNLOCK QUEUE ACCESS LIST (defaults to *) Sets a list of workflow queues where the Fascor Lock Status plugin will be available (* for all). UNLOCKED QUEUE (defaults to *) Sets the batch that a document will move to once it has been unlocked. REV062112 SECURITY SETTINGS 16 WWW.SALESPAD.NET

Funnel* Enables the Funnel module, which allows for sales documents to be picked and processed from a preconfigured Workflow Queue. ALLOW MANUAL PAYMENTS (defaults to False) If True, allows manual transactions from within the Funnel. ALLOW PRE AUTH PAYMENTS (defaults to False) If True, allows pre authorizations from within the Funnel. LINE ITEMS ARE EDITABLE (defaults to True) If True, users can edit line items. Great Plains PO Link Enables the Dynamics GP button under the Purchases tab of the Sales Order Entry screen that allows users to open a purchase order (attached to a sales order) within Dynamics GP. In order to open the PO within Dynamics GP, the user must have Dynamics GP running, open and be logged into the company. Group Pricing Enables the Group Pricing module, which allows users to set up items and customers for group pricing. Import Manager Enables the Import Manager module, which can be used for the setup and execution of data object imports such as Alternate Items for storing 3 rd party item catalogs, and pricing imports. Initialization No function at this time. Internal RGA Enables the Internal RGA option in Print Reports, where users can print an Internal RGA (Return Goods Authorization) Report from an open sales document. Inventory Allocations Enables the Inventory Allocations screen, accessible from the Item Inventory tab in the Inventory Lookup and Inventory Analysis modules after clicking on the number in the Allocated column. The screen displays information on individual documents where the selected item is allocated, including the quantity allocated. Inventory Analysis Enables the Inventory Analysis module, which allows users to analyze inventory sales over a specified time frame and make decisions on how to best adjust reorder points based on sales averages and months availability. Reorder points can be updated manually or by using a multiplier. Inventory Bin Transfers* Enables the Inventory Bin Transfers module, where users can transfer inventory from bin to bin within the same warehouse. AUTO SEARCH If True, the Inventory Bin Transfers form will automatically search when the module is opened. REV062112 SECURITY SETTINGS 17 WWW.SALESPAD.NET

Inventory Lookup* Enables the Inventory Lookup module, which allows users to search for items. CAN ACCESS 3RD PARTY CATALOG (defaults to True) If True, enables the 3 rd party catalog tab in Inventory Lookup. CAN ACCESS VENDOR CATALOG If True, enables the Vendor Items tab in Inventory Lookup. CAN CREATE ITEMS (defaults to False) If True, enables the New Item button in Inventory Lookup, allowing users to add new items to SalesPad. CAN EXPORT GRID (defaults to True) If True, user can export the Inventory Lookup grid. CAN PRINT GRID (defaults to True) If True, user can print the Inventory Lookup grid. Inventory Lot Number Entry* Enables the Lot Number Entry screen. If disabled, users cannot view or modify Lot Number information. ON LOAD SCRIPT Sets C# script that executes when the lot is opened. PRE SAVE SCRIPT Sets C# script that executes when the save button is clicked, before the lot is saved. Inventory Lot Number Properties Enables the Lot Number header fields on the Lot Number Entry screen, allowing users to view and modify Lot Number information. Inventory Lot Number User Fields Enables the User Fields tab on the Lot Number Entry screen, where lot number user fields are displayed. READ ONLY If True, users cannot edit lot number user fields. Inventory Matrix View* Enables the Inventory Matrix View tab on the Inventory Lookup module and the Inventory Analysis module. From this tab, users can create a Matrix attached to specific inventory items. SHOW SETUP BUTTON (defaults to False) If True, the Setup button will be visible, allowing users to launch the Item Matrix Setup Window. Inventory Transfers* Enables the Inventory Transfers module, used to transfer inventory between sites. AUTO SEARCH (defaults to False) If True, form will automatically search when opened. BATCH NUMBER (defaults to blank) Sets the batch number that is transferred to GP. POPUP BATCH NUMBER (defaults to True) If True, a text box will pop up to enter a batch number. This setting overrides anything in the Batch_Num setting. Invoice Enables the Invoice option in Print Reports. Users can print sales documents to an Invoice Report. Item Aggregate Pricing Enables the Item Aggregate Pricing module, which is used to configure the aggregate pricing groupings REV062112 SECURITY SETTINGS 18 WWW.SALESPAD.NET

that can be applied using the plugin on the sales document header. Item Analysis* Enables the Item Analysis tab in the Inventory Lookup module and the Inventory Analysis module, which allows users to view total quantities sold for a given item over a specified time frame. SHOW COST (defaults to False) If True, the Item Cost column in the table to the right of the Item Analysis Graph will be visible. Item Attribute Class Editor Enables the Item Attribute Class Editor module, where users can set up item attributes which are displayed during Sales Inventory Search. If disabled, users can search by item attributes, but cannot edit the setup. Item Category Report* Enables the Item Category Report module, which displays a graphical representation of item sales by category and by date range. SHOW COST (defaults to False) If True, displays the cost of an item. Item Configuration Maintenance Enables the Item Configuration Maintenance module, where users can set up item configurations that allow choosing package components during the order entry process. Item Configurator* Enables the Item Configurator plugin, accessible from the Actions drop-down menu ( ) on the Line Items tab of the sales document. This plugin allows users to build item configurations according to preset templates, if a configurable item is entered. EXPORT SEQUENCE SMART FIELD Name the smart field that will export the sequence order of the configured items as displayed in the configurator for use in reports or forms to a sales line user field. ROLL OPTION DESCRIPTION TO LINE ITEM DESCRIPTION If True, rolls the description of each configured option up to the line item where the option applies. Item Inventory* Enables the Item Inventory tab in the Inventory Lookup module and the Inventory analysis module, which allows users to view a record of total inventory of a certain item by location and Bin location. This information is updated when the Allocate button is used within a sales document. CAN REORDER BINS (defaults to False) If True, users can reorder bins. CAN TRANSFER BIN QUANTITIES (defaults to False) If True, users can transfer quantity from one bin to another. Item Inventory Analysis Enables the Item Inventory Analysis tab in the Inventory Lookup module and the Inventory Analysis module, which allows users to see sales information based on sales over a specified time frame and to view months availability based on average sales and quantity on hand. REV062112 SECURITY SETTINGS 19 WWW.SALESPAD.NET

Item Kit Components Enables the Item Kit Components tab in the Inventory Lookup module and the Inventory Analysis module, which allows users to view details of package/kit components such as kit number, item numbers and descriptions, total weight, and availability. Item Maintenance Enables the Item Maintenance dialog that can be accessed through the Item Properties tab on the Inventory Lookup module and the Inventory Analysis module. Item Maintenance allowing users to modify information pertaining to each individual item, including Item Name, Price, Vendor Information, Resource and Warehouse Planning. This information is modified through the ellipsis ( ) button on the item number line (Can Edit must be set to True under Item Properties). MAXIMIZE WINDOW If True, the Item Maintenance window will be maximized. Item Notes* Enables the Item Notes tab on the Inventory Lookup module and the Inventory Analysis module, allowing users to view, add or edit current notes. CAN ADD NOTE (defaults to False) If True, users can add an internal note to an item. CAN EDIT ENTIRE NOTE (defaults to False) If True, users can edit a note created by any user. CAN VIEW PURCHASING NOTES (defaults to True) If True, users can view any notes entered on purchase orders. Item Properties* Enables the Item Properties tab on the Inventory Lookup module and the Inventory Analysis module, allowing users to view the Item Properties tab under each individual item and edit item information, including basic information, item quantities and pricing. CAN EDIT (defaults to False) If True, user can edit any of the fields within the basic information, item quantities or pricing categories (enables the ellipsis next to the item number on the Item Properties tab). SHOW COST (defaults to False) If True, item cost and pricing information is displayed. SHOW COST OPTION Sets the option for displaying cost. Select from None, Current, Standard, Current_And_Standard. SHOW SELL PRICE (defaults to True) If True, shows the sell price of the item. Item Purchases* Enables the Item Purchases tab in the Inventory Lookup module and the Inventory Analysis module, where users can view all purchases linked to an item. SHOW COST (defaults to False) If True, users can view the Item Cost column in the Item Purchases grid. Item Quick Report* Enables the Item Quick Report tab in the Inventory Lookup module and the Inventory Analysis module, where users can see item-specific Quick Reports that are pre-filtered based on the item selected. MULTI QUICK REPORTS PATH (defaults to blank) Sets the full path of the Quick Reports folder when using multiple reports. MULTIPLE REPORTS (defaults to False) If True, allows multiple quick reports on the Item Quick Report tab. REV062112 SECURITY SETTINGS 20 WWW.SALESPAD.NET

QUICK REPORT Sets the name and path of the Quick Report when using a single report. Item Sales* Enables the Item Sales tab on the Inventory Lookup module and the Inventory Analysis module. When an item is selected in either module, this tab will list all sales orders in which that item was sold and related sales information. CAN EXPORT GRID (defaults to True) If True, user can export the Item Sales grid. SHOW COST (defaults to False) If True, users can view item cost on the Item Sales grid. SHOW PRICE (defaults to True) If True, users can view item sell price on the Item Sales grid. Item Sales Options Allows users to configure additional options (in the Item Sales tab in Inventory Lookup/Inventory Analysis) that when the specific item is entered on a sales document, the additional options are presented to the users to specify and add to the sales document. Item Serial Attributes* Enables the Serial Attributes tab on the Inventory Lookup module and the Inventory Analysis module. This shows users any additional serial attributes, stored within a SalesPad custom table, specific to the item selected in Inventory Lookup. CAN EDIT (defaults to False) If True, users can edit serial attributes. Item Serial/Lot Numbers* Enables the Item Serial/Lot Numbers tab on the Inventory Lookup module and the Inventory Analysis module. The tab displays available serial/lot numbers of the currently selected item. CAN TRANSFER BIN QUANTITIES (defaults to False) If True, users can transfer quantity from one bin to another. SHOW COST (defaults to False) If True, the specific cost of the serial or lot number will display. Item Substitutes Enables the Item Substitutes tab, where substitutes for the currently selected item are shown, on the Inventory Lookup module and the Inventory Analysis module. Item User Fields* Enables the Item User Fields tab, which displays information about the item's inventory status, on the Inventory Lookup module and the Inventory Analysis module. When an item is selected within either module, this tab will list all of the User Fields that were previously set up in the User Field Editor module beneath the Item Master business object. READ ONLY (defaults to True) If True, the user cannot modify the contents of the fields under the Item User Fields tab. Layout Tab Enables the Layout Tabs Setup module, which allows users to configure which tabs will display on the Customer Card, Vendor Card, purchase orders, and sales documents. REV062112 SECURITY SETTINGS 21 WWW.SALESPAD.NET

Lot Number Search Enables the Lot Number Search module, where users can search for lot numbers. Mass Update Discontinued item. No longer supported. Matrix Class Maintenance Enables the Matrix Class Maintenance module, which provides an interface to set up item matrices. Matrix Inventory Enables Matrix Inventory, which provides a maintenance screen to define matrix dimensions and assign non-inventory item numbers to matrix configurations. Matrix Purchase Order Entry Enables the Matrix Purchase Order Entry plugin, accessible from the Actions drop-down menu ( ) on the Line Items tab of the Purchase Order Entry screen. This plugin allows choosing a matrix configuration setup. Matrix Sales Entry Enables the Matrix Sales Entry plugin, accessible from the Actions drop-down menu ( ) on the Line Items tab of the Sales Document Entry screen. This plugin allows choosing a matrix configuration setup. Mobile Log Utility Intended for discontinued product. Mobile Monitor Intended for discontinued product. Mobile Send/Receive Intended for discontinued product. Mobile User Management Intended for discontinued product. New Customer* Enables the New button on the Customer Search screen, allowing users to add new customers. AUTO ASSIGN CUSTOMER ID (defaults to False) If True, automatically assigns a customer ID to each new customer, in increasing order. (The values that each Company uses for Customer IDs can be modified through Microsoft Dynamics GP button > Tools > Setup > Company > Company Setup > User Defined 2.) Note: If the Auto Assigned Customer ID is enabled, only numeric characters can be used, whereas if it is disabled, any alphanumeric characters can be used. If Auto Assign Customer ID is set to False, and the entered new customer s ID already exists, an error message will display. REV062112 SECURITY SETTINGS 22 WWW.SALESPAD.NET

CAN ASSIGN CUSTOMER CLASS (defaults to True) If True, new customers can be assigned to any pre-existing class type. (These classes are configured through GP: Dynamics GP > Tools > Setup > Sales > Customer Class.) Note: When a class is initially set on a customer card, the associated class defaults will be set in GP. Future changes made to a customer class in SalesPad will NOT override the customer class settings in GP. CAN ASSIGN LOCATION (defaults to True) If True, users can set or change location. CAN ASSIGN PAYMENT TERMS (defaults to True) If True, users can set or change payment terms. CAN ASSIGN PRIMARY ADDRESS CODE (defaults to True) If True, users can modify the primary address assigned to a customer. CAN ASSIGN SALES REP (defaults to True) If True, users can assign a sales rep to a customer. CAN ASSIGN SALES TERRITORY (defaults to False) If True, users can assign a sales territory to a customer. CAN ASSIGN SHIPPING METHOD (defaults to True) If True, users can choose the shipping method for each customer. CAN ASSIGN TAX SCHEDULE (defaults to True) If True, users can assign a tax schedule to a customer. CUSTOMER CLASS OVERRIDES DEFAULTS If True, auto fills the fields associated with customer class. DEFAULT CUSTOMER CLASS (defaults to blank) Sets a default class for new customers. DEFAULT LOCATION (defaults to blank) Sets a default location for new customers. DEFAULT PAYMENT TERMS (defaults to blank) Sets a default value to be automatically assigned for payment terms. DEFAULT PRIMARY ADDRESS CODE (defaults to blank) Sets the default code to be assigned to the primary address, ex. BillTo, ShipTo, etc. DEFAULT SALES REP (defaults to blank) Sets the default sales rep for new customers. DEFAULT SALES TERRITORY / DEFAULT TERRITORY (defaults to blank) Sets the default sales territory for new customers. DEFAULT SHIPPING METHOD (defaults to blank) Sets the default shipping method for new customers. DEFAULT TAX SCHEDULE (defaults to blank) Sets the default tax schedule for new customers. PRE SAVE SCRIPT Sets C# script that will execute before saving a new customer. New Customer Special Pricing Enables the New Custom Price button on the Special Pricing tab on the customer card, which allows users to add new pricing for the selected customer. Note: There is no security to control the New Custom Price button prior to version 4.0. New Email Template Enables the Add button in the Email Template Editor module, allowing users to add new email templates. REV062112 SECURITY SETTINGS 23 WWW.SALESPAD.NET

New Vendor* Enables the New button on the Vendor Search screen, allowing users to add new vendors. AUTO ASSIGN VENDOR ID (defaults to False) If True, automatically assigns a vendor ID to each new vendor. Requires either a vendor stored procedure or a number string entered into User Field 2 on the company card in Dynamics GP. CAN ASSIGN PAYMENT TERMS (defaults to True) If True, users can assign payment terms. CAN ASSIGN PRIMARY ADDRESS CODE (defaults to True) If True, users can assign a primary address code. CAN ASSIGN SHIPPING METHOD (defaults to True) If True, users can assign a Shipping Method. CAN ASSIGN TAX SCHEDULE (defaults to True) If True, users can assign a Tax Schedule. CAN ASSIGN VENDOR CLASS (defaults to True) If True, users can assign a vendor class. DEFAULT PAYMENT TERMS (defaults to blank) Sets the default payment terms used. DEFAULT PRIMARY ADDRESS CODE (defaults to blank) Sets the default primary address code to be used. DEFAULT SHIPPING METHOD (defaults to blank) Sets the default shipping method to be used. DEFAULT TAX SCHEDULE (defaults to blank) Sets the default tax schedule to be used. DEFAULT VENDOR CLASS (defaults to blank) Sets the default vendor class to be used. PRE SAVE SCRIPT (defaults to blank) Sets C# script that will execute before saving a new vendor. New Vendor Special Costing Enables the New button on the Special Costing tab on the Vendor Card, which allows users to add new costing on the selected vendor. Notes Review Deprecated Open Dynamics GP Cash Receipt Enables the Dynamics GP button on the Cash Receipt module, allowing users to open the selected cash receipt in GP while closing it in SalesPad. Open Dynamics GP Customer Card Allows the Dynamics GP button on the Customer Card to open the current customer in Dynamics GP. Open Great Plains Sales Document Allows users to click on the Dynamics symbol and open the sales document within Dynamics GP, if Dynamics GP is open. Order Confirmation Enables the Order Confirmation option in Print Reports, where users can print an Order Confirmation Report, sent to customers after the sales order is saved. REV062112 SECURITY SETTINGS 24 WWW.SALESPAD.NET

Packing Slip Enables the Packing Slip option in Print Reports, so users can print the Packing Slip Report from the sales document. Payment Plugin* Enables the Payment workflow plugin that can be used to collect payments on sales documents at a certain point in the workflow process. This plugin is available from the Actions ( ) drop-down menu on the sales document header, as Payments. (versions prior to 4.1 only) ALLOW AUTHORIZE (defaults to False) If True, users can authorize a transaction when releasing a document. ALLOW CHARGE (defaults to False) If True, users can charge a transaction when releasing a document. ALLOW MANUAL (defaults to False) If True, users can charge a manual transaction when releasing a document. Payment Processor Setup Enables the Payment Processor Setup module, which provides an interface to set up payment processor gateways for credit card transactions. Processors configured in this module can either be used on the Sales Document Payment screen or on the Customer Credit Cards tab to record credit card transactions. Pick Ticket Enables the Pick Ticket option in Print Reports so users can print the picking ticket report for an order. Pick Ticket Printing Allows printing a pick ticket in bin order as in "wave picking" scenarios. Note that the Bulk Pick Ticket Report must also be enabled. Pick Ticket Processing Configuration Allows users to edit the Pick Ticket Processing setup from within the Pick Ticket Printing module. This works in conjunction with the Funnel, giving users access to click on the "Config:" label or Queue Setup button to set up the processing order of a Pick Ticket through the Funnel. Preauth Batch Processing* Enables the Preauth Batch Processing module, which provides an interface to capture previously preauthorized credit card transactions on multiple documents. Note that for documents to show on this screen a PreauthHoldCode must be defined in the Settings. WAREHOUSE ACCESS LIST (defaults to blank) Allows only orders in warehouses specified in this list to be preauthorized. Leaving this blank will designate all warehouses. Price Maintenance* Enables the Price Maintenance module, allowing users to maintain price multipliers and effective dates for item list prices. CAN UPDATE LIST PRICE MULTIPLIERS (defaults to False) If True, users can change the list price multipliers. CAN UPDATE LIST PRICES (defaults to False) If True, users can change the list prices. REV062112 SECURITY SETTINGS 25 WWW.SALESPAD.NET

CAN UPDATE MULTIPLIERS (defaults to False) If True, users can change the multipliers. Print PO Report Enables users to print a PO Report from the Purchases tab on the sales document. Print Purchasing Report* Enables the Print dialog on the Purchasing screen, used to preview, print, email and fax sales documents. ADMIN MODE (defaults to False) If True, users can access the Properties button on the Print Sales Document screen to copy, design, and delete reports. BLANKET PO REPORTS (defaults to blank) Sets the blanket purchase order reports that can be used to print. Blank permits the use of all blanket PO reports. Note: If not left blank, new reports will not display until added here. DROP SHIP BLANKET PO REPORTS (defaults to blank) Sets the drop ship blanket purchase order reports that can be used to print. Blank permits the use of all drop ship blanket PO reports. Note: If not left blank, new reports will not display until added here. DROP SHIP PO REPORTS (defaults to blank) Sets the drop ship purchase order reports that can be used to print. Blank permits the use of all drop ship PO reports. Note: If not left blank, new reports will not display until added here. FAX FROM EMAIL ADDRESS (defaults to blank) Sets the from email address to use for the fax service. SHOW CUSTOMIZED REPORTS ONLY (defaults to False) If True, only customized reports (no default templates) will be displayed. STANDARD PO REPORTS (defaults to blank) Sets the standard purchase order reports that can be used to print. Leave blank to permit the use of all standard po reports Note: If not left blank, new reports will not display until added here. SUPPRESS FAX BODY (defaults to False) If True, the body text transmitted via email to the fax service is suppressed. Body/comment data is available in the FaxCoverSheet.Comments report source field. Print Report* Enables the Print dialog on the Sales Document Entry screen, used to preview, print, email and fax sales documents. ADMIN MODE (defaults to False) If True, users can access the Properties button on the Print Sales Document screen to copy, design, and delete reports. FAX FROM EMAIL ADDRESS (defaults to blank) Sets the "from" email address to use for the fax service. INVOICE REPORTS (defaults to blank) Sets the sales document reports that can be used to print an invoice (all others will be hidden). Leave blank to permit the use of all reports. Note: If not left blank, new reports will not display until added here. ORDER REPORTS (defaults to blank) Sets the sales document reports that can be used to print an order (all others will be hidden). Leave blank to permit the use of all reports. Note: If not left blank, new reports will not display until added here. PRINTED HOLD CODE Sets the hold code to be applied to a document after printing. REV062112 SECURITY SETTINGS 26 WWW.SALESPAD.NET

QUOTE REPORTS (defaults to blank) Sets the sales document reports that can be used to print a quote (all others will be hidden). Leave blank to permit the use of all reports. Note: If not left blank, new reports will not display until added here. RETURN REPORTS (defaults to blank) Sets the sales document reports that can be used to print a return (all others will be hidden). Leave blank to permit the use of all reports. Note: If not left blank, new reports will not display until added here. SHOW CUSTOMIZED REPORTS ONLY (defaults to False) If True, only customized reports will be displayed; if False, customized reports and default templates will be displayed. SUPPRESS FAX BODY (defaults to False) If True, the body text transmitted via email to the fax service is suppressed. Body/comment data is available in the FaxCoverSheet.Comments report source field. Product Label Report For DataCollection. Profile Selector Enables the Profile Selector module, which works in conjunction with the filter scripts that can be created in the Script Manager module. Note that enabling this module allows users to choose which filter they are affected by. Prospect Conversion Not currently active Purchase Order Addresses* Enables the Addresses tab on the Purchase Order Entry screen, where users can modify the ship to address, vendor address, and select the correct address to bill. UPDATE BUTTON ENABLED (defaults to True) If True, enables Update button, allowing users to change addresses in a purchase order. Purchase Order Audit Enables the Audit Tab on the purchase order screen, which displays a record of all modifications to the purchase order, including saves and price modifications. Purchase Order Entry* Enables the base Purchase Order Entry screen. Tabs and header options on this screen must be enabled as separate modules all beginning with "Purchase Order". BUYER ID REQUIRED (defaults to False) If True, users must set a Buyer ID in order to create a PO. CAN CHANGE NI LINE INDICATOR (defaults to True) If True, users can check or uncheck the "NI" check box on the Line Items tab of a purchase order to indicate a Non-Inventory item. CAN CHANGE VENDOR NAME (defaults to True) If True, users can update vendor names on screen. CAN COPY PURCHASE ORDER (defaults to False) If True, users can copy a purchase order to a new purchase order. PRE SAVE SCRIPT (defaults to blank) Sets C# script to execute before saving the PO. REV062112 SECURITY SETTINGS 27 WWW.SALESPAD.NET

Purchase Order Generation* Enables the Purchase Order Generation plugin, accessible from the Actions drop-down menu ( ) on the Sales Document Entry screen header. This plugin will automatically create purchase orders from sales documents. COPY LINE COMMENTS (defaults to False) If True, line comments will copy from the sales line to the purchase line. COPY REQUIRED DATES (defaults to False) If True, required dates will copy from the sales line to the purchase line. EMAIL ATTACHMENTS (defaults to blank) Sets attachments to add to PO emails (ex. Purchase Order; Standard Purchase Order). EMAIL FROM (defaults to blank) Sets a general from email for PO email sending. Leave blank to pull the user email and display name from the Security Editor. EMAIL SUBJECT (defaults to blank) Sets a general email subject. Leave blank to make the subject the PO number and the customer number. EMAIL TEMPLATE (defaults to blank) Select the template to populate the body of PO emails. VENDOR EMAIL SMART FIELD (defaults to blank) Enter the name of the vendor email field (ex: xemailonly) created when setting up Automatic Vendor Emailing for Purchase Order Generation. If blank, or no field exists, emails will send in all scenarios. PRE SAVE SCRIPT Sets C# script that will execute before the Purchase Order is generated. Purchase Order Line Items Enables the Line Items tab on the Purchase Order Entry screen and allows PO line items to be added to the current PO. Purchase Order Links* Enables the Links tab on the Purchase Order Entry screen. If the purchase order is linked to a sales document, the Links tab will display the linked sales document, item number and quantity linked. CLOSE PURCHASE ORDER (defaults to False) If True, the current purchase order will close when a user clicks the Dynamics GP button. Purchase Order Notes* Enables the Notes tab on the Purchase Order Entry screen, allowing notes to be added to a PO. CAN FREELY EDIT (defaults to False) If True, users can freely edit PO notes. Purchase Order Properties* Enables the PO header-level fields on the Purchase Order Entry screen. ALLOW SCREEN LAYOUT CUSTOMIZATION If True, users can modify the layout of the Purchase Order Entry screen header. CAN CHANGE CURRENCY header. If True, users can change the currency on the PO. CAN CHANGE PO NUMBER (defaults to False) If True, users can manually enter PO Numbers. CAN CHANGE VENDOR ID AFTER SAVE If True, Allow changing the Vendor ID after the PO has been saved. May cause Econnect error if the Currency ID is different for the new Vendor ID. REV062112 SECURITY SETTINGS 28 WWW.SALESPAD.NET

Purchase Order Quick Report* Enables the Quick Report tab on the Purchase Order screen, where users can specify Quick Reports, which can query additional data that may be helpful at time of PO entry. MULTI QUICK REPORTS PATH (defaults to blank) Sets the full path of the Quick Reports folder when using multiple reports. MULTIPLE REPORTS (defaults to False) If True, allows for the use of multiple Quick Reports on the PO. QUICK REPORT (defaults to blank) Sets the name and path of the Quick Report when using a single report. Purchase Order Report Enables printing the PO Report from within the sales document Purchases tab. Purchase Order Search Enables the Purchase Order Search module, allowing users to view and search purchase orders, standard orders, drop ship orders, blanket orders, and drop ship blanket orders on the system. Purchase Order Shipping Weight Enables the Shipping Weight plugin, accessible from the Actions drop-down menu ( ) on the Purchase Order Entry screen header. This plugin uses the Shipping Weight field on the Item Card from Dynamics GP and displays an extended weight per line and per the entire document. Purchase Order User Fields Enables the User Fields tab on the Purchase Order Entry screen. Purchased Line Editor Enables the Purchased Line Editor module, which allows users to view and edit purchase order lines linked to sales documents. Purchasing Advisor Enables the Purchasing Advisor module, which allows users to view demand based on both sales and reorder points. Items that are in demand can be grouped onto purchase plans and purchased. Purchasing Setup Enables the Setup button on the Purchasing Advisor module, where users can specify the Workflow Queues to base sales demand information from. Enabling this will allow for purchasing in the Purchasing Advisor and creating the SOP to POP link. Quick Reports* Enables the Quick Reports module, where users can easily view, in report form, any information about the company for which a Quick Report has been created, including gross sales by customer, orders entered by sales representative, orders entered for a customer, etc. CAN DELETE If True, users can delete a Quick Report. CAN EDIT If True, users can edit a Quick Report. REV062112 SECURITY SETTINGS 29 WWW.SALESPAD.NET

ENABLE CHANGE BUTTON (defaults to False) If True, the Change button will be enabled in the Quick Reports module, allowing users to change the reports path. QUICK REPORTS PATH (defaults to blank) Specifies the location of all Quick Reports files. Note: When new reports are created, they should be added to this folder. RESTRICTED CATEGORIES Specifies any categories of quick reports that will not display on the screen. Restricted categories should be listed and separated by a semicolon. SHOW PATH (defaults to False) If True, the report location path will be displayed at the bottom of the report window. Quick Start Enables the Quick Start module, which allows users to quickly create documents without any lookup capability. Useful only if a user is able to type in the exact customer number. Quote Enables printing a quote report from an open sales document. RB Fulfillment Options Enables the Radio Beacon Fulfillment Options plugin, accessible from the Actions drop-down menu ( ) on the Sales Document Entry screen header, where users can modify Accellos (formerly Radio Beacon) fulfillment options on the document header, which will be passed to Accellos Warehouse 1. (Requires 3 rd party integration) RB Line Picking Instructions Enables the Radio Beacon Line Pick Instructions plugin, accessible from the Actions drop-down menu ( ) on the sales document Line Items tab. This plugin allows users to modify line picking instructions which will be passed to Accellos Warehouse 1, formerly Radio Beacon. (Requires 3 rd party integration) RB Lock Status* Enables the Radio Beacon Lock Status plugin, accessible from the Actions drop-down menu ( ) on the Sales Document Entry screen header. This plugin allows users to move a document back in the workflow as long as the document has not been waved to be picked by Accellos (formerly Radio Beacon). Users can then edit the document and resubmit it to be picked by Accellos. (Requires 3 rd party integration) UNLOCK QUEUE ACCESS LIST Sets the list of queues where this plugin will be enabled. WAREHOUSE EDIT BATCH Sets the name of the queue where unlocked documents will be placed for editing. Receipt Editor Enables the Receipt Editor module, which allows receiving Catch Weight items and applying lot numbers. Receiving Enables the Receiving module where vendor purchase lines can be viewed and received. INVALID OPERATION WAV PATH A WAV file whose path is entered here will play when an error occurs in the Receiving module. REV062112 SECURITY SETTINGS 30 WWW.SALESPAD.NET

AUTO SAVE ON BARCODE SCAN If True, a receipt will automatically be saved after the necessary information is scanned from a barcode. SCAN PARSE SCRIPT Sets a C# script to execute when a user scans a barcode into, and tabs out of, the Barcode Scan field. Recent Customers Provides a list of recently viewed customers at the bottom of the screen. Versions prior to 4.0: "SalesPad.Recent Customers" must be added to the AutoStart list under File > Options. Versions 4.0 or later: Recent Customers can be accessed from the Modules menu, under Sales. Recent Sales Documents Provides a list of recently viewed documents at the bottom of the screen. Versions prior to 4.0: "SalesPad.Recent Sales Documents" must be added to the AutoStart list under File > Options. Versions 4.0 or later: Recent Sales Documents can be accessed from the Modules menu, under Sales. Recurring Sales Enables the Recurring Sales Generator module, which allows users to generate sales documents according to predefined Recurring Sales definitions that are set up using the Recurring Sales Definition grid on the Recurring Sales tab of the Customer Card. Recurring Sales Definition* Enables the Recurring Sales Definition grid on the Recurring Sales tab of the Customer Card. Each Recurring Sales Definition centers around an existing document that is used as a template when recurring documents are created. ALLOW DECRYPTED CREDIT CARD LOOKUP If True, users can look up a full credit card number. Report Manager Enables the Report Manager module, which provides a central screen to edit report formats without using the Print Report dialog on a sales document. Report Properties Enables the Properties dialog on printed reports, which can be used to copy, design and delete a report. Only customized reports can be deleted. Return Enables users to print a return from an open sales document. Run Customer Card Script Enables users to run a script, accessible from the Actions drop-down menu ( RUN CUSTOMER CARD SCRIPT Sets the C# script that executes when you click the Run Script plugin. ) on the Customer Card. REV062112 SECURITY SETTINGS 31 WWW.SALESPAD.NET

Run Equipment Properties Script Enables users to run a script, accessible from the Actions drop-down menu ( Card. BUTTON TEXT Sets the label for the Run Script button/script. Defaults to Run Script RUN EQUIPMENT PROPERTIES SCRIPT Sets the C# script that executes when you click the Run Script plugin. Run Script* ) on the Equipment Enables the Run Script plugin, accessible from the Actions drop-down menu ( ) on the Sales Document Entry screen header. This plugin will run the script entered in the Run Script sub-setting below. BUTTON TEXT Sets the label for the Run Script button/plugin. RUN SCRIPT Sets the C# script that executes when you click the Run Script plugin. Sales Analysis Report* Enables the Sales Analysis Report module, where users can view overall sales of the company for a specified range of time. ALLOW EXPORT TO EXCEL If True, users can export a Sales Analysis Report to Excel. CAN VIEW COST If True, users can view cost in the Sales Analysis Report. DEFAULT LAYOUT FOLDER (defaults to blank) Sets the default folder to save the Sales Analysis layout. Sales Batch Line Processing* Enables the Sales Batch Line Processing module, which allows batch processing at the line level of a sales document instead of at the header level. This will allow users to transfer specific lines to an invoice as part of a batch process. CHARGE CREDIT CARDS ALLOWED (defaults to True) If True, users can charge a batch of documents to credit cards. PRINT ALLOWED (defaults to True) If True, user can print a batch of documents. SALES BATCHES ALLOWED (defaults to blank) Sets a semicolon-delimited list of sales batches that will be returned in search results. SALES DOCUMENT TYPES ALLOWED (defaults to blank) Sets a semicolon-delimited list of document types that will be returned in search results. TRANSFER TO INVOICE ALLOWED (defaults to True) If True, users can transfer an order to an invoice via the Transfer to Invoice button. USE ORDER NUMBER AS INVOICE NUMBER (defaults to False) If True, SalesPad will use the order number as the invoice number. WAREHOUSES ALLOWED (defaults to blank) Sets a semicolon-delimited list of warehouses that will be returned in search results. Sales Batch Processing* Enables the Sales Batch Processing module, which provides an interface to perform batch-level operations on multiple documents. Options include forwarding documents in workflow, invoicing, allocating and printing. CAN ALLOCATE If True, users can allocate documents. CAN FORWARD REV062112 SECURITY SETTINGS 32 WWW.SALESPAD.NET

If True, users can forward documents. CAN UNALLOCATE If True, users can remove allocations from documents. CHARGE CREDIT CARDS ALLOWED (defaults to True) If True, users can charge a batch of documents. PRINT ALLOWED (defaults to True) If True, users can print a batch of documents. SALES BATCHES ALLOWED (defaults to blank) Sets a semicolon-delimited list of sales batches to be returned in the search results. SALES DOCUMENT TYPES ALLOWED (defaults to blank) Sets a semicolon-delimited list of sales document types to be returned in the sales batch processing search results. TRANSFER TO INVOICE ALLOWED (defaults to True) If True, a sales document can be transferred to an invoice. USE ORDER NUMBER AS INVOICE NUMBER (defaults to False) If True, SalesPad will use the order number as the invoice number. WAREHOUSES ALLOWED (defaults to blank) Sets a semicolon-delimited list of warehouses to be returned in Sales Batch Processing search results. Sales Document Add Assembly Enables the Add Assembly plugin, accessible from the Actions drop-down menu ( document header. This is used to add an Assembly to the sales document. ) on the sales Sales Document Add BOM Enables the Add BOM plugin, accessible from the Actions drop-down menu ( header. This is used to add a BOM to the sales line. ) on the sales document Sales Document Addrs* Enables the Address tab on the sales document entry screen, allowing maintenance of ship to and bill to addresses and tax schedule information. UPDATE BUTTON ENABLED (defaults to True) If True, enables the Update button, allowing users to update addresses. Sales Document Assemblies Enables the Assemblies tab on the sales document entry screen, allowing users to view Assemblies. Sales Document Audit Enables the Audit tab on the Sales Document screen, which will display a record of all modifications to the sales document. Sales Document Back Button* Enables the Back plugin on a sales document, which allows moving a document to the destination queue. BACK QUEUE ACCESS LIST (defaults to *) Sets a list of queues where the plugin will be enabled (* for all). Select from the drop-down. DESTINATION QUEUE (defaults to blank) Sets the name of the queue where unlocked documents will be placed for editing. REV062112 SECURITY SETTINGS 33 WWW.SALESPAD.NET

Sales Document CardControl Payments* In 4.1+ versions, enables the Payment window accessible by clicking the amount hyperlink in the Payment field on the sales document. Note: This security setting should be enabled even if only to allow cash and check payments; in that case, credit card related sub-settings can remain false. ALLOW AUTHORIZE If True, a user can authorize a payment on a sales document. ALLOW CAPTURE If True, a user can capture a payment on a sales document. ALLOW CHARGE If True, a user can charge a payment on a sales document. ALLOW CREDIT If True, a user can credit a payment on a sales document. ALLOW DECRYPTED CREDIT CARD LOOKUP If True, a user can look up a full credit card number. ALLOW MANUAL If True, a user can manually charge a payment on a sales document. ALLOW VOID If True, a user can void a payment on a sales document. ALLOWED PAYMENT OPTIONS Sets options for the allowable payments (Deposits, Payments, or Payments and Deposits). DEFAULT CHECKBOOK ID Sets the default checkbook ID to use. Sales Document Entry* Allows users to create various types of sales documents. Note that enabling Sales Document Entry only enables the screen itself - other modules such as Sales Document Line Items and Sales Document Properties must also be enabled to display on the Sales Document Entry screen. ALLOCATE BUTTON ENABLED (defaults to True) If True, enables the Allocate button on a sales document. ALLOWED TO SHIP (defaults to False) If True, users can ship an order. BUTTON SCRIPT (defaults to blank) Sets the C# script that executes when you click the Run Script button on the sales document header. CAN COPY INVOICE (defaults to False) If True, users can quickly copy an Invoice to a new Invoice for modification. CAN COPY ORDER (defaults to False) If True, enables the Copy button on the Document Order screen, so users can create a copy of an Order for modification; if False, the Copy button will be grayed in the Document Order screen. CAN COPY QUOTE (defaults to False) If True, users can create a copy of a Quote for modification. CAN COPY RETURN (defaults to False) If True, users can create a copy of a Return document for modification. PRE LOAD SCRIPT Sets the C# script that executes when a sales document is loaded. PRINT QUEUE ACCESS LIST (defaults to *) List the queues to enable the Print button for (* for all). PURCHASE QUEUE ACCESS LIST (defaults to *) List the queues to enable purchasing (Purchase button on sales documents) in (* for all) QUEUE ACCESS LIST (defaults to *) Sets a list of queues that the sales document will be editable in (* for all). QUOTE TRANSFER QUEUES (defaults to *) Sets a list of queues that the transfer button will be enabled for on quote documents (* for all). SALES PERSON ID REQUIRED (defaults to False) If True, requires a salesperson ID on the sales document. REV062112 SECURITY SETTINGS 34 WWW.SALESPAD.NET

SELECT ALL FULFILLED ITEMS (defaults to False) If True, all fulfilled items are automatically selected when shipping an order. SHIP QUEUE ACCESS LIST (defaults to *) Sets a list of queues that the ship button will be enabled for (* for all). TRANSFER DOCUMENT NOTES ON COPY If True, document notes will transfer when a document is copied. UNALLOCATE BUTTON ENABLED If True, users can use the Unallocate button on the sales document to remove allocations from line items. UNBLOCK AND ALLOCATE If True, the Allocate button will unblock and allocate all lines on the sales document. If False, the Allocate button will only allocate NON-blocked items. ON_LOAD_SCRIPT Sets the C# script to execute when a sales document is opened. PRE SAVE SCRIPT Sets the C# script to execute when the save button is clicked, before the document saves. PRE TRANSFER SCRIPT Sets the C# script to execute when the Transfer button is clicked, before the document is transferred. Sales Document FedEx Quote* Enables the FedEx Quote tab on sales documents, providing an interface to FedEx s rate quote service. Default settings can be outlined for the Service Type, within the SalesPad Settings module. DEFAULT RATE TYPE (defaults to PAYOR_LIST) Defines the default rate type to use when copying the rate to the sales document freight and the sales document FedEx user defined fields. If NONE is selected, the rates will not be copied to the fields. FEDEX FREIGHT AMOUNT SMART FIELD (defaults to blank) The field entered here copies the freight amount to a sales document user field. FEDEX SERVICE TYPE SMART FIELD (defaults to blank) The field entered here copies the service type to a sales document user field. USE NET FREIGHT AMOUNT (defaults to False) If True, the net freight amount will be copied to the sales document freight field instead of the default total net charge. Sales Document Fulfillments Deprecated. Sales Document Holds* Enables the Holds tab on sales documents, which allows users to view all holds currently placed on a specific document. Note: Holds may be added from this tab by enabling Add Sales Document Hold. CAN REMOVE HOLDS (defaults to False) If True, user can delete all holds. CAN REMOVE OWN HOLDS (defaults to False) If True, users can delete their own holds. Note: If BOTH options are set to True, users will be able to remove other users holds but not their own. To allow users to remove ALL holds, set Can Remove Holds to True and Can Remove Own Holds to False. Sales Document ID Lookup Enables the ID Lookup, necessary for creating returns from historical invoices. Allows users to choose a specific Document ID as the destination for the return. Sales Document Liaison Messenger Print Allows users to print through the Liaison Messenger add-in used in Dynamics GP. REV062112 SECURITY SETTINGS 35 WWW.SALESPAD.NET

Sales Document Line Items* When disabled, the user will not be able to see the Line Items Tab under each sales document. ALLOW ITEM DESCRIPTION EDITS (defaults to True) If True, users can edit item descriptions. ALLOW ITEM PRICE EDITS (defaults to True) If True, users can edit item prices. DROP SHIP FLAG READ ONLY (defaults to False) If True, sets the Drop Ship flag to "read only" for selected users. SHOW COST (defaults to False) If True, displays item costs. SHOW LINE ITEM HINT (defaults to False) If True, displays line item information on hover, including price, cost, percent margin, etc. SHOW MARGIN (defaults to False) If True, displays the Margin for the line item. Sales Document Manual Split* Enables the Sales Document Manual Split plugin, accessible from the Actions drop-down menu ( ) on the Line Items tab of the sales document, which allows manual splitting of sales documents. DISTRIBUTE DEPOSIT AMOUNT TO SPLITS (defaults to False) If True, splits deposit amounts onto the resulting splits. PRE SAVE SCRIPT Sets the C# script that will execute before new documents are saved. Sales Document Mass Update* Enables the Sales Document Mass Update module, where users can make changes to multiple documents at a time. CAN ALLOCATE If True, users can allocate lines on documents. CAN FORWARD If True, users can forward documents. CAN UNALLOCATE If True, users can remove allocations from documents. CHARGE CREDIT CARDS ALLOWED (defaults to True) Not functional PRINT ALLOWED (defaults to True) If True, user can print a batch of documents. SALES BATCHES ALLOWED (defaults to blank) Sets a semicolon-delimited list of sales batches that will be returned in search results. (blank for all) SALES DOCUMENT TYPES ALLOWED (defaults to blank) Sets a semicolon-delimited list of document types that will be returned in search results. (blank for all) TRANSFER TO INVOICE ALLOWED (defaults to True) If True, users can transfer an order to an invoice via the Transfer to Invoice button. USE ORDER NUMBER AS INVOICE NUMBER (defaults to False) If True, SalesPad will use the order number as the invoice number when documents are transferred. WAREHOUSES ALLOWED (defaults to blank) Sets a semicolon-delimited list of warehouses that will be returned in search results. (blank for all) Sales Document Notes* Enables the Notes tab on a sales document, allowing users to view sales document notes. CAN FREELY EDIT (defaults to False) If True, users can modify any previously posted notes. REV062112 SECURITY SETTINGS 36 WWW.SALESPAD.NET

CAN FREELY EDIT ON NEW DOCUMENT (defaults to True) If True, users can only modify notes on new documents. NAMED NOTES ACCESS LIST (defaults to *) Sets a list of accessible note tabs (* for all). Sales Document PaperSave* Enables the PaperSave tab on sales documents, allowing PaperSave integration (requires 3 rd party product customization). TRANSACTION TYPE Sets the transaction type name used when a new document is added to PaperSave Sales Document Payments* Allows users to add cash/check and credit card payments on documents, from the Payment line in the Totals grid of a sales order. This can be used in conjunction with a payment processor configured in the Payment Processor Setup module. ALLOW AUTHORIZE (defaults to False) If True, users can authorize a payment on a sales document. ALLOW CHARGE (defaults to False) If True, users can charge a payment on a sales document. ALLOW DECRYPTED CREDIT CARD LOOKUP (defaults to False) If True, users can look up a full credit card number. ALLOW MANUAL (defaults to False) If True, users can manually charge a payment on a sales document. ALLOWED PAYMENT OPTIONS (defaults to "Payments") Sets options for the allowable payments. DEFAULT CHECKBOOK ID (defaults to blank) Sets the default checkbook ID to use. Sales Document Pre Payment* Allows users to process payments using Counter Sales. ALLOW AUTHORIZE (defaults to False) If True, users can authorize a payment on a sales document. ALLOW CHARGE (defaults to False) If True, users can charge a payment on a sales document. ALLOW DECRYPTED CREDIT CARD LOOKUP (defaults to False) If True, users can look up a full credit card number. ALLOW MANUAL (defaults to False) If True, users can manually charge a payment on a sales document. ALLOWED PAYMENT OPTIONS (defaults to "Payments") Sets options for the allowable payments. DEFAULT CHECKBOOK ID (defaults to blank) Sets the default checkbook ID to use. Sales Document Profitability* Enables the Profitability plugin, accessible from the Actions drop-down menu ( ) on the sales document header. This plugin provides a worksheet to see margin calculations for different pricing scenarios. PRE LOAD SCRIPT / ON LOAD SCRIPT Sets the C# script that executes when the Profitability plugin is opened. To use a custom cost, have the script set the cost equal to the Pull Cost From setting. PULL COST FROM Determines where the cost is pulled from enter Current_Cost, Standard_Cost, Line_Items_Cost or an item master user defined field. REV062112 SECURITY SETTINGS 37 WWW.SALESPAD.NET

SHOW RECENT RECEIPTS If True, the last five receipts for an item will display as a subgroup under the item. Sales Document Properties* Enables the Sales Document header fields on the Sales Document Entry screen, allowing users to modify document information. ALLOW SCREEN LAYOUT CUSTOMIZATION (defaults to False) If True, users can customize the document header by Doc ID. CAN CHANGE CURRENCY (defaults to False) If True, users can change the document currency. CAN CHANGE DOC NUMBER (defaults to False) If True, users can manually enter document numbers. CAN CHANGE DOCUMENT DATE (defaults to True) If True, users can modify document dates. CAN CHANGE FREIGHT AMOUNT If True, users can change the document freight amount. CAN CHANGE MISCELLANEOUS CHARGE If True, users can change the document miscellaneous charge. CAN CHANGE PAYMENT TERMS (defaults to False) If True, users can change payment terms in sales documents. CAN CHANGE PRICE LEVEL (defaults to False) If True, users can change price levels in sales documents. CAN CHANGE SALES REP (defaults to True) If True, users can change the sales representative associated with a sales document. CAN FORWARD DOCUMENTS (defaults to False) If True, users can manually forward sales documents to the next workflow queue from the Batch/Q field hyperlink under Additional Properties (hyperlink disabled when False). CAN USE ELIGIBLE DISCOUNTS ONLY (defaults to True) If True, previously set up customer discounts available on the Customer Card will be limited on a sales document to those eligible. SHOW GROSS MARGIN (defaults to False) If True, displays the Gross Margin of all items on the document header. TRADE DISCOUNT ENABLED (defaults to True) If True, users can edit sales document discounts. Sales Document Purchases* Enables the Purchases tab on the Sales Document Entry screen, where users can view and print purchase orders linked to a sales document. CAN REMOVE PO (defaults to False) If True, users can remove a purchase order link on a sales document. Note that deleting this link will not delete the purchase order. CLOSE SALES DOCUMENT (defaults to False) If True, a sales document will close when users click the Dynamics GP button. Sales Document Quick Report* Enables the Quick Report tab in the sales document, where users can specify Quick Reports, which can query additional data that may be helpful at time of order entry. MULTI QUICK REPORTS PATH (defaults to blank) Sets the full path of the Quick Reports folder when using multiple reports. MULTIPLE REPORTS (defaults to False) If True, allows for the use of multiple Quick Reports on the sales document. QUICK REPORT (defaults to blank) Sets the name and path of the Quick Report when using a single report. REV062112 SECURITY SETTINGS 38 WWW.SALESPAD.NET

Sales Document Recurring Definition Enables the Sales Document Recurring Definition plugin, available from the Actions drop-down menu ( ) on the sales document header. This plugin allows users to create recurring sales for the open sales document. Sales Document Related Documents* Enables the Related Documents tab on the Sales Document Entry screen. This screen displays all documents related to a displayed document through a Master Number, including quotes, orders, invoices and returns. SHOW COST (defaults to False) If True, displays the cost when users view related documents. Sales Document Related Purchases Enables the Sales Document Related Purchases process plugin, which allows users to pull any additional lines from an attached PO onto the sales document. Sales Document Shipping Weight Enables the Sales Document Shipping Weight plugin, which displays total ship weight and ship weight by line on a sales document. Sales Document Tasks* Enables the Tasks plugin, available from the Actions drop-down menu ( ) on the sales document header. This plugin allows users to create a CRM task on a Customer Card when a new sales document is created. DOCUMENT TASK DAYS Sets the number of days out to set a task. DOCUMENT TASK NOTIFICATION If True, users will receive notifications of tasks. DOCUMENT TASK TYPE Sets the task types this corresponds to the CRM Log Type Options setting (refer to the SalesPad Settings Guide for more information). DOCUMENT TASK YEARS Sets the number of years out to set a task. ITEM SINGLE TASK If True, tasks will be grouped and all other settings will be taken from the first item. ITEM TASK DAYS FIELD Sets the item master user defined field that holds the task days value. ITEM TASK NOTIFICATION FIELD Sets the item master user defined field that holds the notification value. ITEM TASK SUBJECT FIELD Sets the sales line item field that will be appended to the subject of the reminder. ITEM TASK TYPE FIELD Sets the item master user defined field that holds the task type value. ITEM TASK YEARS FIELD Sets the item master user defined field that holds the task years value. ITEM USE SERIAL INFORMATION If True, tasks will use the serial number instead of the item number in a sales document task description. RUN DOCUMENT TASK If True, tasks will be created at a document level. RUN ITEM TASK If True, tasks will be created at an item level. REV062112 SECURITY SETTINGS 39 WWW.SALESPAD.NET

Sales Document Tracking Numbers* Enables the Tracking Numbers tab on the Sales Document Entry screen, allowing users to enter tracking numbers related to a shipment. The first number on the list is displayed on the Document Header under Additional Properties. CAN UPDATE TRACKING NUMBERS (defaults to False) If True, users can modify the tracking numbers associated with a sales document. Sales Document User Fields* Enables the User Fields tab on the Sales Document Entry screen. These fields are defined through the User Field Editor (Modules > User Field Editor). ON LOAD USER FIELDS SCRIPT Sets the C# script to execute when loading the sales document user fields. Sales Documents Enables the Sales Documents search screen, allowing users to view and search all sales documents associated with a particular customer. PRINT ALLOWED If True, users can print selected documents from the Sales Documents search screen. Sales Entry Options Enables the Item Options action plugin, accessible from the Actions drop-down menu ( ) on the sales document Line Items tab. This plugin opens the Item Sales Options window for any item that has sales options configured. Sales Fulfillment* Enables the Fulfillment plugin, accessible from the Actions drop-down menu ( ) on the sales document header, which allows users to manually select fulfillments from serial/lot numbers and bins. Note that this can only be used if Multiple Bins is enabled in Dynamics GP. SERIAL ATTRIBUTE COLUMNS (defaults to String[] array) Sets a list of Serial Attribute columns to show. SHOW COST If True, item costs will display on the Fulfillment screen. Sales Inventory Lookup* Enables access to Inventory Lookup from a sales document, allowing users to search for an item number during sales document entry. CAN ACCESS 3RD PARTY CATALOG (defaults to True) If True, enables the 3 rd party catalog tab in Inventory Lookup. CAN ACCESS VENDOR CATALOG If True, enables the Vendor Items tab in Inventory Lookup. SHOW CUSTOMER ITEMS ONLY If True, the Customer Items tab on the Inventory Lookup screen accessed from a sales document will only show customer items related to the current customer on that sales document. Sales Line Availability* Enables the Availability plugin, accessible from the Actions drop-down menu ( ) of a sales document's Line Items tab. This plugin shows item availability by warehouse and can be used to select the warehouse an item is sold from. WAREHOUSES EXCLUDED Sets a semicolon-delimited list of warehouses that will be excluded from results. REV062112 SECURITY SETTINGS 40 WWW.SALESPAD.NET

Sales Line Components* Enables the Components plugin, accessible from the Actions drop-down menu ( ) of a sales document's Line Items tab. The plugin will list all components associated with previously established kit items. AUTO RUN (defaults to True) If True, the kit component plugin will run automatically when kit items are added to the sales line. Sales Line Excel Import Enables the Sales Line Excel Import plugin, accessible from the Actions drop-down menu ( ) on the sales document Line Items tab, which allows users to load several line items quickly onto an existing order. Sales Line Item Note* Enables the Item Note plugin, accessible from the Actions drop-down menu ( ) of a sales document's Line Items tab. The plugin pops up notes (created in the Item Notes tab in Inventory Lookup) related to the selected item on a document. AUTO RUN (defaults to False) If True, automatically runs the Item Note plugin when an item is added to an order. Sales Line Item Properties Not Currently Active Sales Line Mass Update Enables the Sales Line Mass Update module, where users can make changes to multiple line items on multiple documents at one time. CAN ALLOCATE If True, users can allocate line items. CAN FORWARD If True, users can forward documents. CAN UNALLOCATE If True, users can remove allocations from previously allocated lines. CAN UPDATE PRICES If True, users can update line item prices. CHARGE CREDIT CARDS ALLOWED (defaults to True) Non-functional PRICE SOURCE EXCLUSION LIST Sets a semicolon delimited list of price sources excluded for mass price updates. Sales lines with price sources matching the entries in this list will be excluded during mass price updates. PRINT ALLOWED (defaults to True) If True, users can print from Sales Line Mass Update. SALES BATCHES ALLOWED (defaults to blank) Sets a semicolon-delimited list of sales batches that will be returned in search results. (blank for all) SALES DOCUMENT TYPES ALLOWED (defaults to blank) Sets a semicolon-delimited list of document types that will be returned in search results. (blank for all) TRANSFER TO INVOICE ALLOWED (defaults to True) If True, users can transfer an order to an invoice via the Transfer to Invoice button. USE ORDER NUMBER AS INVOICE NUMBER (defaults to False) If True, SalesPad will use the order number as the invoice number when documents are transferred. WAREHOUSES ALLOWED (defaults to blank) Sets a semicolon-delimited list of warehouses that will be returned in search results. (blank for all) REV062112 SECURITY SETTINGS 41 WWW.SALESPAD.NET

Sales Line Quick Report* Enables the Sales Line Quick Report plugin, accessible from the Actions drop-down menu ( document's Line Items tab. The plugin displays a Quick Report at the sales line level. QUICK REPORT (defaults to blank) Sets the name and path of the Quick Report. ) of a sales Sales Line Replacement* Enables the Item Replacement pop-up window, which will display items that have been set up as replacements for a line item entered during sales document entry. AUTO RUN If True, Automatically run the item replacement Plugin when adding an item to an order. SHOW ONLY AVAILABLE ITEMS If True, the Sales Line Replacement pop-up will only display when replacement items have available inventory. If False, the Sales Line Replacement pop-up will display even if replacement items have no available inventory. Sales Line Run Script* Enables users to run a script, accessible from the Actions drop-down menu ( ) on the Sales Line. AUTO RUN If True, Automatically run the run script plugin when a sales line is added to an order. RUN SCRIPT C# script that executes when you click the Run Script plugin button. Sales Line Special Pricing Import Enables the Sales Line Special Pricing Import plugin, accessible from the Actions drop-down menu ( ) of a sales document's Line Items tab. This plugin allows for the items, unit of measure, and price to be imported into the Special Pricing tab on the Customer Card. Sales Monitor* Enables the Sales Monitor module, which displays an itemized view of all current sales documents by type, organized by their Holds or workflow batch status. ALLOW DOCUMENT BATCH MOVES (defaults to True) If True, users can move documents between batches. CAN CHANGE SALES REP FILTER If True, users can change the sales rep filter in the Sales Monitor. SALES DOC IDS VISIBLE (defaults to blank) Sets which sales documents are visible for a user or group. If blank, all documents will be visible. SHOW BATCH TOTALS (defaults to False) If True, displays totals for groups, documents, etc. SHOW COST (defaults to False) If True, displays the cost of each order. SHOW DOCUMENT TOTALS (defaults to True) If True, displays the totals for each order. SHOW GROSS MARGIN (defaults to False) If True, displays the gross margin. SHOW SALES DOCUMENT TYPE ID GROUPS (defaults to True) If True, displays groups in the Sales Monitor. WAREHOUSE ACCESS LIST (defaults to blank) Sets list of warehouses viewable in the Sales Monitor. If blank, all warehouses will be visible. Sales Order REV062112 SECURITY SETTINGS 42 WWW.SALESPAD.NET

Enables the Sales Order printed report on the Print dialog. Sales Shipment* Enables the Shipping screen, accessible from the Ship button on a sales document, where a sales line is transferred to an invoice. Note that disabling this does not disable the Ship button. USE ORDER NUMBER AS INVOICE NUMBER If True, SalesPad will use the order number as the invoice number when orders are transferred to invoice. Sales Transfers* Enables the Sales Transfers module, which allows users to create sales inventory transfers from sales documents. To do this, create a sales document with a Ship To address code that matches the desired destination Warehouse code. Once this sales document is created, it can be turned into a Transfer document which much be posted in Dynamics GP to finalize the Inventory Transfer. BATCH NUMBER Sets the batch number that is transferred to Dynamics GP. Sales/Word Document Allows users to print sales documents to a MS Word template. SalesPad Today* Enables the SalesPad Today module, which displays a calendar with tasks to be completed by user for the day, work week, week or month. CAN DELETE OWN TASKS (defaults to False) If True, users can modify tasks assigned to them. SalesPad WMS Availability* For use with SalesPad Solutions InventoryControl product (formerly known in beta form as SalesPad WMS). Enables the SalesPad WMS Availability plugin, accessible from the Actions drop-down menu ( ) on the sales document Line Items tab, which opens the SalesPad WMS (InventoryControl) Availability screen. CAN ADD SALES RESTRICTIONS If True, users in SalesPad can add new sales restrictions to InventoryControl. CAN DELETE SALES RESTRICTIONS If True, users in SalesPad can delete sales restrictions from InventoryControl. CAN EDIT SALES RESTRICTIONS If True, users in SalesPad can edit existing sales restrictions in InventoryControl from the SalesPad WMS (Inventory Control) Availability plugin. Script Manager Enables the Script Manager module, which provides a maintenance screen to set up profile filter scripts. Security Editor Enables the Security Editor module, where users can add or delete users, assign users to groups, change passwords, or change security settings for specific groups. Send Emails Not currently active. Send Sales Document To REV062112 SECURITY SETTINGS 43 WWW.SALESPAD.NET

Allows batch forwarding in the Sales Batch Processing module. Serial Lot Selector No longer active. Serial Lot Selector will pop up automatically during inventory transfers containing serialized items. Settings Enables the Settings module, which provides a way to maintain system-wide settings that apply to all users. Shipping Review Enables the Shipping Review module, which displays all documents not in history. Smart Printing* Enables the Smart Printing plugin in the Workflow Setup module. This plugin allows documents to be automatically printed to a specified printer when the document is moved into workflow. ADMIN MODE (defaults to False) If True, users can set up printing configurations. Special Pricing Maintenance Enables the Special Pricing Maintenance module, where users can enter customer-specific prices based on discount percentages and date ranges. Split Sales Document* Enables the Split plugin, accessible from the Actions drop-down menu ( ) in the sales document header. This plugin is used to split sales documents based on several criteria that can be specified in the sub-menu options. CAN SET NON INVENTORY ITEM HANDLING (defaults to True) If True, users can set Item Handling on Non-Inventoried Items. CAN SPLIT BY BACKORDER QTY (defaults to True) If True, users can split an order by backorder quantity. CAN SPLIT BY CUSTOM FIELD If True, users can split by a custom field on the sales line. CAN SPLIT BY DROP SHIP (defaults to True) If True, users can split an order by a Drop Ship item. CAN SPLIT BY QTY FULFILLED (defaults to False) If True, users can split an order by Quantity Fulfilled. CAN SPLIT BY SHIPPING ADDRESS (defaults to True) If True, users can split an order by Address Line 1 on the sales line. CAN SPLIT BY SHIPPING METHOD (defaults to True) If True, users can split an order by the Shipping Method. CAN SPLIT BY WAREHOUSE (defaults to True) If True, users can split an order by the Warehouse. NON INVENTORY ITEM AS BACKORDERED ITEM (defaults to True) If True, an order will split by non-inventory item, by default. SHOW IF NOTHING TO SPLIT If True, the Split Sales Document screen will display even when nothing on the document can be split. SHOW MESSAGE IF SUBTOTALS DO NOT MATCH (defaults to True) If True, displays a message if subtotals are not equal. SPLIT BY BACKORDER QTY (defaults to True) REV062112 SECURITY SETTINGS 44 WWW.SALESPAD.NET

If True, an order will split by backorder quantity, by default. SPLIT BY DROP SHIP (defaults to True) If True, an order will split by drop ship item, by default. SPLIT BY QTY FULFILLED (defaults to False) If True, an order can be split by Quantity Fulfilled, but cannot be split by other methods. SPLIT BY SHIPPING ADDRESS (defaults to True) If True, an order will split by address line 1 on the sales line, by default. SPLIT BY SHIPPING METHOD (defaults to True) If True, an order will split by shipping method, by default. SPLIT BY WAREHOUSE (defaults to True) If True, an order will split by warehouse, by default. Summary Packing Slip Enables the Summary Packing Slip Print Report, which will print not only items from the current document but also any related split documents, such as those split due to back order. Third Party Billing Button Not Currently Active User Field Editor Enables the User Field Editor module, where users can create, edit and delete fields and select which fields to display on screen. These settings are company-wide. Closing the User Field Editor will cause automatic log off to enable saved changes. A confirmation message will appear. Vendor Addr Card* Enables access to the SalesPad Address Code on the Vendor Card grid. CAN EDIT ADDRESS (defaults to True) If True, users can edit the Vendor's addresses. PRE SAVE SCRIPT (defaults to blank) Sets C# script to execute before saving an address. Vendor Card* Enables access to the Vendor Card, where users can access vendor information. AUTO POPUP VENDOR NOTE (defaults to False) If True, a vendor s permanent note pops up when the Vendor Card is accessed. CAN CREATE DROP SHIP PO (defaults to True) If True, users can create drop ship POs. Vendor Contact Addresses* Enables the Contact Addresses tab on the Vendor Card, where contact address information is displayed. CAN SET PRIMARY ADDRESSES (defaults to True) If True, users can set an address to Primary. Vendor Contact User Fields Enables Vendor User Fields, found on the Address Code of the Vendor Contact Card. These fields are created within the Vendor Addr business object of the User Field Editor module. Vendor CRM* Enables the Vendor CRM tab on the Vendor Card. This allows users to keep CRM notes specific to the REV062112 SECURITY SETTINGS 45 WWW.SALESPAD.NET

selected Vendor. CAN DELETE OTHERS NOTES (defaults to False) If True, users can delete other users' notes; if False, users can view, but not edit or delete other users' notes. CAN DELETE OWN NOTES (defaults to False) If True, users can delete their own notes; if False, users can view, but not edit or delete their own notes. CAN EDIT NOTES (defaults to False) If True, users can edit existing notes posted by any user; if False, users can view, but not edit notes. Vendor Item History Enables the Item History tab on the Vendor Card, which lists all information associated with items that have been purchased from that vendor on various PO's. Vendor Note* Enables the Notes tab on the Vendor Card, where users can input Notes and Note Tasks for a specific Vendor. ALLOW DATE TIME STAMPED NOTE ADDITIONS (defaults to False) If True, users can add notes with a date/time stamp on them. ALLOW FREE FORM EDITS (defaults to True) If True, users can create and edit notes in the Vendor Notes area. Vendor Overview* Enables all header information on the Vendor Card. ALLOW SCREEN LAYOUT CUSTOMIZATION If True, users can change the layout of the vendor card. CAN CHANGE CURRENCY If True, users can change the currency of the vendor. CAN CHANGE VENDOR CLASS (defaults to False) If True, users can change a Vendor's class. CAN CHANGE VENDOR ON HOLD STATUS (defaults to False) If True, users can change vendor on hold status. CAN CHANGE VENDOR PAYMENT TERMS (defaults to False) If True, users can change the default payment terms for the Vendor. CAN EDIT VENDOR NAME (defaults to False) If True, users can edit the Vendor s name. SHOW FULL HINT (defaults to False) If True, will show the full, instead of summarized, vendor hint. SHOW VENDOR HINT (defaults to False) If True, purchase order totals will display when users hover over the vendor # on the Vendor Card. Vendor Purchase Orders* Enables the Purchase Orders tab on the Vendor Card, which displays all information associated with POs that have been created for the specific vendor. CAN EXPORT GRID (defaults to True) If True, users can export the grid as an Excel document. Vendor Purchases Graph* Enables the Purchases Graph tab on the Vendor card. This tab displays a graphical representation of purchase history for the specified vendor. SHOW COST (defaults to False) If True, displays the item cost on the Purchases Graph. REV062112 SECURITY SETTINGS 46 WWW.SALESPAD.NET

Vendor Quick Report* Enables the Quick Report tab on the Vendor Card, which allows for one or more Quick Reports to be run for the specified vendor with results pre-filtered for that vendor. MULTI QUICK REPORTS PATH (defaults to blank) Sets the full path of the Quick Reports folder when using multiple reports. MULTIPLE REPORTS (defaults to False) If True, allows for the use of multiple quick reports on the Vendor card. QUICK REPORT (defaults to blank) Sets the name and path of the Quick Report when using a single report. Vendor Search* Enables the Vendor Search module, where users can search for all available vendors in the system. CAN CREATE VENDORS If True, enables the New Vendor button on the Vendor Search screen so users can create a new vendor. CAN EXPORT GRID If True, users can export search results to an Excel document. CAN PRINT GRID If True, users can print the search. Vendor Special Costing* Enables the Special Costing tab on the Vendor Card, which allows users to view and set special costing and change cost levels for vendors. CAN ADD COST LEVELS If True, users can add a new cost level to the vendor s special costing. CAN DELETE COST LEVELS If True, users can delete cost levels. CAN EDIT COST LEVELS If True, users can edit cost levels. CAN VIEW COST DETAILS If True, users can view margin and cost information in the vendor s special costing. Vendor User Fields Enables the User Fields tab on the Vendor Card, where users can view and edit any user fields that may be configured on the Vendor level. Want To Buy Enables the Want To Buy module, where users can purchase based on sales demand. A PO can be created and attached to one or more sales documents, creating the SOP to POP link. Note: This module has been phased out by the Purchasing Advisor which allows purchasing on both sales demand and reorder points. Workflow Rule Setup Enables Workflow Rules within Workflow Setup, where users can create various rules to determine when to place holds on orders or customers, and change how orders flow through the queues. Workflow Setup Enables the Workflow Setup module, which allows users to define or change how orders are processed through SalesPad. Enables users to determine which queues are used when working within the Funnel. REV062112 SECURITY SETTINGS 47 WWW.SALESPAD.NET

REV062112 SECURITY SETTINGS 48 WWW.SALESPAD.NET