This document describes a new sales order processing tool called TurboSOP that integrates with Microsoft Dynamics GP. It provides more efficient order entry by allowing users to search for items using partial descriptions and view additional information like purchase history, availability, and promotions directly within the order entry screen. The tool can be customized with different views, filters, and configurable information boxes. It aims to save time, reduce errors, and improve customer service during the order entry process compared to standard Dynamics GP functionality. The software offers a free 60-day trial and purchasing options on their website at www.turbosop.com.

1. It will blow you away ..... Click to proceed .....

2. Entering Orders in standard GP can be time consuming and frustrating unless you happen to know your item codes – not easy if you have thousands of items and a busy customer on the phone.. Let’s try an example “Hi I’d like some of those pizza margheritas I had from you a couple of weeks ago – as long as they are in stock and the price is right” Technology that changes everything

3. I am going to search description strings. To do that I first hit CTRL-L(item look-up) from order entry Next I am going hit the binoculars icon to go into advanced search. Now I need 12 mouse clicks to say “find me any items with PIZ and also the letter M in the description. Technology that changes everything

4. That’s narrowed my list to four items but I still don’t know availability .. or price .. or which size the customer usually buys and I’d have to do more digging around to get hold of all that information .. Let’s try that whole thing again with TurboSOP switched on.

5. I just key PIZ+M straight into the item number field and this will bring up a brand new look-up sitting right next to my order screen. .. Click again to take a closer look at this new sales information screen and what it offers us.

6. The T (for Template) tells me which products they have bought before - so we know they usually buy the 10 inch rather than the 14 inch. Click to proceed..... I have multiple filters and views available so that for example I only see items on that customer’s buying list or price contract or items not already ordered today. Instead of Item Description I could select from many other options including Short Description and Qty available. I can navigate up and down the lines with the arrow keys and simply hit enter to drop the line into the order. I can also use the mouse to click and select. The P tells me that this item is also on Promotion for this customer (you’ll need Extended Pricing for this feature) Drill down also to” available to promise” and promotions if you have the relevant GP features installed The information box at the base of the screen can hold up to fifteen fields of extra info and is fully configurable for individual users Multiple drill downs available including Item notes, order history and quantity site breakdown

7. Order history, When they bought it , how many and how much Available To Promise- what’s coming in and going out and when, showing when I can supply Purchase this feature direct from Microsoft Let’s take a look now at a few of those drill downs in action Notes Standard GP feature where you can hold item features and benefits Quantities by site – could I supply from another depot or maybe transfer over some stock ? Click to proceed ..... And there’s more ...>>>.

8. ( click to proceed) If you key in your item direct you’ll still have access to all that supporting information And if the strings you enter are unique to one item

9. .. Then it just translates it and automatically drops that item into the order ! .. so simple !

10. TurboSOP will maintain buying history automatically – by ship to address But you can also add an unlimited number of extra buying lists and filter on them in TurboSOP - perhaps for items you are targeting at the customer. You can even restrict customers to purchasing from a specific list of items

11. When the customer purchases x-171 I would like to introduce him to other relevant items. This pop-up can appear automatically And there are some bonus features too.. like linked item selling

12. Getting started is really simple too Step 1 – Generate your template history so that you can easily see who buys what products and drill down to detailed history Step 2 – set up your Sales Info Defaults and tick the “Activate” box Step 3 – There is no step 3. You’re all done !

14. Reduce expensive errors

15. Reduce callbacks

16. Improve your customer service And maybe even increase your revenue per customer That is why we are offering you a free 60 day evaluation copy of the software with absolutely no commitment to purchase. We would also welcome your feedback on any other good ideas that would further strengthen the solution. And remember ..if you are already a user of Customers Templates then the core product ( not including bonus features) is absolutely FREE. You’ll find everything else you need back at www.turbosop.com Thanks for watching. We look forward to hearing from you soon.

17. Did it blow you away too?