Unveiling Falcon Invoice Discounting: Leading the Way as India's Premier Bill...
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
2.
3.
4.
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
7.
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
Notes de l'éditeur
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
