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Tom Rogers, Intellitec Solutions

Two Ways to Eliminate Order Entry in Dynamics GP


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Microsoft Dynamics GP is a great way to manage financials for distributors. With the Inventory Management module integrated right in with Sales Order Processing, Purchase Order Processing, Invoicing, and General Ledger, Dynamics GP provides a great way to streamline a company’s inventory and sales processes. Order Entry in GP, though, can often be a difficult process. The look-up fields can be rather cumbersome, and finding the information you need often involves multiple screens. In addition, here is no easy way to enter orders though commonly used touch screen devices.

In our experience, we have found two good workarounds for this dilemma. One is to use a 3rd party solution called SalesPad. SalesPad works seamlessly with Dynamics GP to create a simple and intuitive way to enter sales orders. It creates easy ways to search by customer name or past orders, and can generate reports quickly. It's fully enabled on an iPad and other touch screen devices, so it gives remote users access that GP would not be able to. And since it is written in .net, it can be easier for internal IT staff to support the interface.

Another option is to use Microsoft CRM for order entry. By using the free Microsoft CRM Connector, clients on Dynamics GP 2010 and above can have customers and sales orders synchronized between Dynamics GP and Microsoft CRM. This means that sales professional using Microsoft CRM can enter an order and have it flow to Dynamics GP for fulfillment and invoicing. This also eliminates the need for additional GP licenses for these users.

For more information on this or other ways to use Dynamics GP Order Entry, contact us at 866-504-4357 or visit www.intellitecsolutions.com

By Intellitec Solutions, a Dynamics GP Partner with clients throughout Pennsylvania and Delaware

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