You use Dynamics GP and it is your job to enter Quotes, Order and Invoices, but after using Sales Order Processing you are sure there must be a better way. The search features for finding customers and items are limited. You have to open up several windows to see historical orders and invoices. You need additional software if you accept credits cards or have matrix inventory. It just seems the SOP is not as user friendly as it could be.
Well there is a solution available to answer your concerns with SOP and it even helps with POP, Inventory and Reporting. The solution is SalesPad. It is available from SalesPad Solutions, LLC.
There are too many features in SalesPad to discuss them all here, but I wanted to discuss a few.
First is the Customer Card. This is a one stop solution for your customer service department. They can see all information about the customer, including addresses, notes, A/R, item history, sales documents and open sales documents. They can also create and see user defined fields, special pricing and recurring sales information.
Second is the Order Entry window. You can access the Order Entry window directly from the Customer Card. The Order Entry window shows all of the header information as well as all of the line items. You can even lookup items and bring multiple items onto the order with one click of the mouse. You also have a visual cue (red line) is the line item is out of stock. You can generate a purchase order directly from the sales order.
These are just a few of the many features in SalesPad. Other features include Workflow, Credit Card Processing, Special Pricing, Matrix Inventory, Sales Analysis Reporting, User Defined Fields, Counter Sales and many, many more.
If you would like to see a demo of SalesPad or would like additional information just drop me an email.
In the near future I will post online demos of SalesPad.
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