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Anya Ciecierski, CAL Business Solutions

A Distribution Company That Got Creative with User Defined Fields in Microsoft Dynamics GP with SalesPad


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The truth of the matter is that we use user fields in hundreds of different ways. Calculations, place holders, reminders, related documents, to trigger scripting, on and on and on. It is a way to easily “customize” Microsoft Dynamics GP so that it will track exactly what you want.

The unlimited user-defined fields (UDF) in SalesPad are very powerful and I feel they work better than other options for distribution companies using Microsoft Dynamics GP.

For example, for one client we used user-defined fields to recalculate pricing, a very specific scenario probably not widely applicable, but it was exactly what this company needed.

Can We Track Markup Pricing in Dynamics GP?

Many companies mark down their pricing, but what if you have a scenario where you want to mark up the pricing on specific products? You can do this with Microsoft Dynamics GP with SalesPad.

Challenge:

Microsoft Dynamics GP with SalesPad has a standard field for “markdown”. So you can reduce, or discount, the price of a specific product. You can set either a dollar amount or percentage off the normal price and this will be tracked inside the system.

However, there could be a scenario where you want to do a price markUP and charge more than the normal price in certain scenarios.

For example, if you are starting a new offering, such as corporate gift boxes at Christmas time. These items may be marked up for a limited time. And it can be tracked in Dynamics GP with SalesPad.

Solution:

We set up user-defined fields so that a price markup can be added. And then we set up workflow with a validation and approvals process. This way users can not increase prices willy nilly – but only with proper confirmation and approvals.

This gives the sales team flexibility when making deals.

If there are any discrepancies or deviations from regular pricing, the CEO gets alerted.  And a daily SSRS report is generation that shows all price variances.

Read Full Case Study:  Maple Syrup Manufacturer/Distributor Goes From Bark To Bottle With Microsoft Dynamics GP and SalesPad

Since 1982 CAL Business Solutions has been providing ERP systems to small and mid-sized distributors.

These solutions manage supply chain and logistics activities, including warehouse management, inventory management, and order management (sales and purchase orders), and connect these operations with financials and sales. CAL Business Solutions extends the power of Dynamics GP for the distribution industry with SalesPad. SalesPad adds functionality for workflow, order entry, inventory, and sales management, and makes it easier to get information out of Microsoft Dynamics GP. It can even lower the overall cost of a Dynamics GP implementation.

Are you looking for ways to do new and creative things in Microsoft Dynamics GP with SalesPad? CAL Business Solutions can help. Contact us at 860-485-0910 x4 or [email protected]

By CAL Business Solutions, Microsoft Dynamics GP partner focused on Distribution industry, https://www.calszone.com/industries/distribution/

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