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Sales Pad Overview
- 1. Easy access to customer information Easy sales document entry…quotes, orders, returns Easy sales document management (Workflow) Easy inventory visibility Easy purchasing functionality Simple, efficient sales and customer service tools
- 5. DataCollection Mobile Runs on Windows Mobile device DataCollection Console Runs on desktop DataCollection Desktop Runs on desktop DataCollection WebService Runs on IIs server SalesPad DataCollection Components
- 6. SalesPad DataCollection Functionality DataCollection Mobile Purchase Order Receiving Stock Counts Picking – Order Fulfillment Site Transfers Packing Inventory Adjustments Shipping Bin Transfers DataCollection Console Bar Coded Receiving Documents Item Labels Bulk Pick Tickets
- 8. Integration to UPS WorldShip Integration to FedEx Ship Manager Writes order details to shipping system Writes tracking numbers, freight price, & notes to Dynamics GP SalesPad ShipTo Functionality
Editor's Notes
- SalesPad is targeted towards new & existing Dynamics GP (Great Plains) users who need to quickly enter a large number of quotes, sales orders, or invoices Key elements: Effective Customer Relationship Management – quick, easy access to everything we need/want to know about our customer -Including Contacts, AR information, Scheduled tasks & notes, item & sales document purchase history Easy Quote & Order Entry -the reason SalesPad exists….easy order entry & quote creation…focus on efficiency/time savings -Complete control over output…quotes, pick tickets, order confirmation, invoices -Easy ability to turn a Quote into a Sales order into a supporting Purchase order Efficient Quote & Order Management (Workflow) - tools for defining what happens to a quote/order when it is saved, and managing it through your business process - efficient/timely retrieval of the status of any sales document Extensive Inventory Visability – tool for easily seeing everything you want to know about your inventory for one place. -Visibility into the inventory across all of your inventory locations. Embedded Purchasing -quickly turn your backordered sales line items into attached PO’s using the Purchase button on the Sales Order screen -Or, use the Purchasing Advisor function to view backordered items across all Sales Orders and consolidate your purchases -The Purchases tab on a Sales Order allows you to see if the document has an attached PO