Mastering Delivery with SalesPad for GP
Automated Shipping & Error-Free Returns
SalesPad eliminates duplicate data entry and costly manual errors by automatically pulling sales data for label generation, freight write-backs, and address validation, while simultaneously providing digital signature accountability for fleet deliveries and deep root-cause analysis for automated return-to-replacement workflows.
Our Commitment
“Our promise is simple: we’re here for the long haul. Cavallo will support SalesPad for GP for at least the next ten years — and longer for customers who continue to rely on us. Because our commitment isn’t to a timeline, it’s to the people and businesses who’ve built their success with us.”
Mike Biwer
CEO, Cavallo
See how we’re supporting SalesPad customers for the next 10+ years.
The Disconnect
Why Shipping and Returns Break the Sales Cycle
Shipping and returns are the final, critical steps in the order-to-cash cycle, but they are often the most fragmented. If your team relies on manual entry and disconnected systems, you face:
Duplicate data entry & hidden costs
Shipping clerks manually retype addresses into carrier software, leading to human errors, correction fees, and inaccurate freight cost write-backs.
Fragmented, confusing logistics
Managing an internal delivery fleet using physical whiteboards or spreadsheets results in inefficient routing and no real-time visibility into driver status.
Lack of root cause analysis in returns
Processing returns for credit without tracking why the product failed hides systemic issues with inventory or vendors.
The “swivel chair effect”
Returns require multiple disconnected documents (return, credit memo, replacement order), creating fragmented audit trails.
The solution
SalesPad for GP
SalesPad connects the entire process, from shipment creation to tracking write-backs, ensuring fast, accurate fulfillment and transparent returns management.
Shipcenter
Automated Label Creation & Smart Rate Shopping
SalesPad eliminates the manual hassle of shipping by pulling data directly from your sales documents, enabling fast, error-free label generation and cost management.
Automated data write-back
Shipping solutions automatically pull data (addresses, items, weights) from the sales document. Upon shipment, they write back the tracking numbers, freight cost, and package details directly to the sales document in SalesPad, eliminating double entry.
Rate shopping & freight
Find the best price and service instantly. ShipCenter (.pdf) allows you to rate shop across major carriers (UPS, FedEx, USPS) in one screen. Integration with Pacejet (.pdf) extends this functionality to complex LTL freight options.
Address validation
Prevent costly carrier correction fees and failed deliveries. Integrations include address validation features that flag and correct invalid addresses before a label is printed.
Packaging templates
Speed up packing by eliminating manual measurement entry. Use configurable packaging templates for standard box sizes to apply dimensions automatically.
Resistance-free shipping (ShipTo)
For warehouses unwilling to switch interfaces, the ShipTo connector acts as a bridge, pushing data back into SalesPad while allowing clerks to generate shipments and labels within their preferred UPS WorldShip or FedEx Ship Manager software.
Dispatch
Digital Logistics for Your Internal Fleet
For businesses that manage their own internal vehicles and drivers, the Dispatch (.pdf) module and SalesPad Mobile (.pdf) replace paper-based logistics with a digital, real-time scheduling system.
Digital dispatching
Replace fragmented, confusing logistics with a digital calendar view to schedule sales documents against specific drivers or vehicles, easily managing capacity and timing.
Real-time driver visibility
Drivers use SalesPad Mobile to check in and out of stops, instantly updating the status in the back office. Customer service can accurately answer “Where is my delivery?” without calling the driver.
Efficient route execution
Mobile integration ensures route directions open in the driver’s native map application (Google or Apple Maps) for turn-by-turn navigation, preventing time lost from manually entering addresses.
Digital proof of delivery (POD)
Drivers capture digital signatures directly on the device, eliminating the risk of lost paper tickets and immediately saving the POD to the database.
Returns tracker
Lifecycle Management & Root Cause Analysis
SalesPad goes beyond simply processing credit memos. The Returns Tracker (.pdf) module manages the entire lifecycle of a return, identifying the underlying problems.
Returns lifecycle tracking
The central Returns Tracker module forces users to log the issue (e.g., damaged), the cause (e.g., vendor defect), and the resolution (e.g., replace, credit), allowing you to aggregate data and identify problematic inventory or vendors.
Consolidated returns case
Eliminate the “swivel chair” effect. From a single case, a user can generate the necessary return document, replacement order, and credit memo, linking all documents together in one complete view.
Unauthorized return prevention
Apply automatic workflow rules to returns, requiring them to move through an approval stage (e.g., “pending inspection”) before a credit is issued, ensuring proper authorization and reducing risk.
Fast return entry
Speed up returns processing by creating a return directly from a posted invoice, with user defined fields (UDFs) copying automatically from the invoice header to prevent rekeying errors.
Tailormade for Your Distribution Needs
Flexibility Through Add-Ons and Integrations
These core SalesPad modules and integrations work together to create a single, high-velocity sales fulfillment platform integrated with Dynamics GP.
SalesPad Products
ShipCenter
The primary shipping solution that enables multi-carrier rate shopping, label generation, and automated write-back of freight costs and tracking numbers to the sales document. Download (.pdf).
ShipTo
Serves as a connector that integrates SalesPad and GP with UPS WorldShip and FedEx Ship Manager, allowing users to push order details to these carrier applications and automatically write back freight costs and tracking numbers to the ERP. Download (.pdf).
Dispatch
The logistics module used to manage internal delivery fleets, providing a digital calendar view for route scheduling, driver assignments, and real-time status visibility. Download (.pdf).
SalesPad Mobile
The mobile application used by drivers to capture digital signatures for proof of delivery and provide real-time location updates, ensuring transparency throughout the delivery process. Download (.pdf).
Returns Tracker
The advanced returns module that manages the entire lifecycle of a customer issue, enabling root cause analysis and linking all associated documents (credit, replacement, return). Download (.pdf).
RMA (Returns Management Authorization)
Supports the creation and tracking of GP-native RMA documents and allows for automated customer communication. Download (.pdf).
Automation Agent
The unattended scheduling engine that can automate key processes like triggering EDI shipment notices or routing return documents through the necessary approval workflows. Download (.pdf).
Shipping & Receiving Integrations
This integration empowers users to track and manage shipping operations while keeping customer, inventory, and shipping data easily accessible under one program.
Enables users to rate shop and process shipments directly from sales documents or in-transit transfers in SalesPad. Automatically writes freight costs, tracking numbers, and shipment details to the document. Download (.pdf).
Customer Success Story
National Band Saw
National Band Saw transformed its high-volume drop-shipping operation by leveraging SalesPad’s deep integration capabilities. By automating shipping labels, address verification, and packaging notes, they eliminated the manual bottlenecks that previously slowed production.
“We’ve been able to increase sales, increase our productivity, keep the same exact business model that we had before, all while still keeping costs down. It allows our two guys that process anywhere from 60 to 100 orders a day to do that with about 98% accuracy on a daily basis.”
Harley Frank
CEO at National Band Saw Company
FAQ
How does ShipCenter ensure we get the best rate, and can it handle complex LTL/freight shipments?
ShipCenter eliminates the need to manually log into multiple carrier portals by providing a single screen to rate shop across UPS, FedEx, USPS, and more. You can instantly compare costs and delivery times to choose the most economical or fastest option for every package. For complex freight needs, SalesPad integrates seamlessly with Pacejet (.pdf), extending to include LTL shipping, freight quoting, and multi-modal logistics within the same unified workflow.
How does SalesPad eliminate address correction fees and provide proof of delivery (POD)?
SalesPad stops costly carrier surcharges before they happen through integrated address validation, which identifies and corrects errors before a label is ever printed. For organizations handling their own deliveries, SalesPad Mobile provides instant, paperless proof of delivery (POD). Drivers can capture digital signatures and photos directly on their mobile devices, immediately syncing that verification back to the SalesPad database for the office to see.
If we use our own internal delivery fleet, how does SalesPad replace our manual dispatch process?
SalesPad replaces spreadsheets and whiteboards with a digital dispatch board, designed specifically for internal fleet management. You can group orders into specific routes, assign them to drivers, and track the status of every delivery in real-time. This replaces manual coordination with a centralized hub that ensures your drivers are following optimized paths and that your team has full visibility into the “last mile” of the fulfillment cycle.
What is the difference between a standard return and using the Returns Tracker module?
While a standard return simply processes a credit, Returns Tracker manages the entire lifecycle of a customer issue to provide true root cause analysis. It allows you to document the specific “issue” and “cause” (e.g., shipping damage or manufacturer defect) before reaching a “resolution.” Most importantly, it links the return, replacement order, and credit memo in a single view, giving you the data needed to identify recurring vendor or warehouse problems.
Can we still use our existing UPS WorldShip or FedEx Ship Manager software with SalesPad?
Yes. If your team prefers to stay in their existing carrier software, the ShipTo connector acts as a bridge between your shipping station and Dynamics GP. While you continue to process labels in UPS WorldShip or FedEx Ship Manager, ShipTo automatically writes back tracking numbers and freight costs to the sales document in SalesPad and Dynamics GP. This eliminates manual rekeying and ensures your sales team has instant access to shipping data.