Inventory replenishment for dynamics gp
Stop Guessing.
Start Ordering.
SalesPad removes stock-out chaos and overstock risk by replacing manual guesswork with automated PO generation and demand analysis based on backorders and reorder points.
Optimize your procurement and secure every transaction with audit trails and approval 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 planning void
Why Manual Purchasing Leads to Lost Profit
Standard Dynamics GP functionality often leaves buyers running blind, resulting in costly errors and missed opportunities. If your purchasing team relies on tribal knowledge or spreadsheets, you face:
Stock-outs and overstocking
Demand guesswork leads to misaligned inventory levels, hurting customer service and inflating carrying costs.
Missing volume discounts
Rushed ordering often bypasses negotiated quantity breaks, order thresholds, and freight discounts, unnecessarily increasing your cost of goods sold (COGS).
Slow purchase order creation
Disjointed navigation and data entry requires excessive clicks, slowing down the time it takes to place an order.
Risk of errors and fraud
Lack of purchasing approval workflows, vendor change oversight, and compliance checks during receiving creates financial risk.
The solution
SalesPad for GP
SalesPad closes the visibility gap, providing the centralized data, analysis, and control needed to ensure every purchasing decision is profitable and efficient.
smart planning
Replacing Guesswork with Demand Intelligence
SalesPad replaces one-by-one product reordering with tools that aggregate actual demand, ensuring you order the right quantity at the right time to align inventory with sales.
SalesPad Purchasing Advisor
This central intelligence hub aggregates real-time backorder demand and safety stock thresholds into a single view, allowing buyers to instantly generate accurate, vendor-grouped purchase orders that eliminate manual guesswork.
SalesPad Inventory Analysis
This tool informs smarter procurement by calculating rolling usage averages and “months on hand” data, enabling buyers to forecast stock duration and account for vendor lead times to prevent both stock-outs and over-ordering.
Vendor special costing
This logic automatically applies vendor quantity break costs during PO creation, helping your team hit the optimal unit cost thresholds to maximize volume discounts and lower your overall COGS.
Bin replenishment
For internal logistics, the system can generate suggestions to move inventory from bulk storage to forward picking bins, ensuring pickers always have stock accessible on the warehouse floor.
PO control
Fast Entry and Secure Approvals
SalesPad streamlines the entire PO lifecycle, from initial creation to final receipt, ensuring speed, accuracy, and full auditability.
Direct PO entry
Eliminate unnecessary clicks. Buyers can create a purchase order instantly by just choosing the PO type and vendor, without navigating to the Vendor Card first.
Automated POs for dropships and backorders
For dropship and backorder items, SalesPad automates the creation of the purchase order via the sales workflow, eliminating manual rekeying of sales data and instantly linking the two documents.
Committed stock visibility
Buyers gain immediate insight into committed quantity versus uncommitted quantity in Inventory Lookup, ensuring new POs are placed with already-inbound stock in mind.
PO approval workflow
Prevent unauthorized purchases with configurable approval flows, and include automatic checks for new vendors and high-value items.
Precise receiving
Lock Down Accuracy at the Dock
The receiving dock is your first line of defense against inventory and financial loss. SalesPad enforces strict data capture here, ensuring every receipt perfectly matches your purchase orders and regulatory requirements.
Scan-enabled receiving
Receive faster and avoid manual data entry errors by using barcode scanners in both SalesPad and Inventory Manager.
Over-receiving prevention
Built-in logic checks if another user has already processed lines, preventing payment disputes by ensuring you never receive or pay for more inventory than was ordered.
Lot attribute enforcement
Eliminate the risk of missing critical data. SalesPad prevents users from submitting receipts until all compliance data (like manufacturing and expiration dates) is recorded, ensuring 100% data capture at the moment of entry.
Serial item receipt import
Speed up entry of high-volume serials by allowing receiving staff to upload serial numbers via Excel directly into SalesPad’s Receiving screen.
Vendor governance
Centralized Data and Security
The Vendor Card acts as a centralized hub, providing visibility, security, and process control for your vendor relationships.
Centralized visibility
The Vendor Card aggregates open purchase orders, historical receipt transactions, and item usage in one location, replacing the need to run multiple reports to assess performance.
Auditing and security
Protect your organization against risk. SalesPad tracks and logs changes to sensitive fields (like payment terms, vendor status, and address codes), providing a secure audit trail that details exactly who changed what and when.
Vendor workflow
Implement an official onboarding process. Configure workflows to route new vendors through approval stages (e.g. credit review or tax verification) before they can be transacted against, enforcing internal compliance.
Tailormade for Your Distribution Needs
Flexibility Through Add-Ons and Integrations
These core SalesPad products and integrations connect your inventory strategy to the warehouse floor and to your vendors directly.
SalesPad Products
Inventory Manager
The application required for configuring bin replenishment logic and executing accurate, real-time receiving and stock counts, providing the fresh inventory data that buyers in SalesPad rely on. Download (.pdf).
Automation Agent
The unattended platform that drives recurring purchasing tasks. It can automate purchasing workflows (e.g. move POs from draft to approval stages) and run scheduled reporting jobs for buyers. Download (.pdf).
Replenishment Integrations
EDI Integration
The SalesPad integration that automates communications with your vendors. For example, send the 850 electronically from within SalesPad, either manually or automatically as a PO progresses through workflow. Download (.pdf).
Customer Success Story
Miller Welding Supply
After implementing SalesPad, high-volume industrial distributor Miller Welding Supply achieved massive efficiency gains and operational stability to scale their complex purchasing and distribution network.
“I don’t think you could put a dollar amount on it, but we did throw around a number of about $250,000. Cavallo has been a huge improvement to our operations and I don’t think we could migrate to anything else.”
Michael Clay
President at Miller Welding
FAQ
How does SalesPad Purchasing Advisor prevent overstocking and understocking?
SalesPad Purchasing Advisor prevents understocking by aggregating real-time backorder demand and reorder points to ensure immediate needs are met. Simultaneously, it prevents overstocking by calculating the exact quantity needed to reach a defined “order up to” level.
How does SalesPad guarantee we capture negotiated vendor quantity discounts on every purchase order?
SalesPad uses Vendor Special Costing to automatically evaluate and apply your negotiated price break costs the moment a purchase order is generated or a new PO line is added. By defining tiered quantity thresholds and date validity rules directly on the Vendor Card, the system ensures the optimal unit cost is applied without the need for manual lookups or pricing-sheet reconciliation. Whether you are generating POs in bulk through SalesPad Purchasing Advisor or creating a drop-shipment from a sales document, SalesPad enforces these discounts to eliminate human error and maximize your profit margins.
What security features prevent unauthorized changes to vendor records or help track high-dollar POs?
To secure your procurement process, SalesPad utilizes vendor auditing and purchase order workflows to provide total visibility and control over sensitive data. You can configure the system to automatically track modifications to critical fields—such as payment terms, vendor addresses, and contact info—creating a permanent audit trail of who made changes and when. Furthermore, you can implement dollar-value thresholds that automatically route high-cost POs into a review queue, effectively locking the ability to print or email the document until it has been officially approved by management.
Does the system automate the purchasing process for dropship orders, or do we still have to manually rekey data?
SalesPad completely automates the dropship process, using sales workflow plugins to generate purchase orders the moment a sales order is released. The system detects dropship line items and automatically pulls the customer’s shipping details and items’ vendor information directly from the sales document to create the PO, eliminating the need for manual rekeying and preventing data entry errors. Once generated, the PO and sales document are instantly linked for real-time tracking, and the system can even be configured to automatically email the order to your vendor, ensuring a touchless transition from sale to fulfillment.
How does SalesPad Purchasing Advisor handle inventory demand across multiple warehouse locations?
SalesPad Purchasing Advisor provides granular control over your supply chain by allowing buyers to filter and execute demand based on specific warehouse locations. Rather than relying on a company-wide aggregate that can lead to lopsided stock, the tool respects the unique order points and “order up to” levels of each individual site. By isolating demand signals—such as backorders and safety stock thresholds—for a single facility, your team can ensure that replenishment is precisely targeted to where inventory is actually needed, optimizing local stock levels and reducing unnecessary internal transfers.