sales Tag

Dynamics GP Sales Document Email functionality allows you to easily email your prospects and clients copies of sales documents, e.g. quotes, orders, invoices, etc. First introduced in GP 2010, this functionality will enhance and speed up customer service. It's relatively easy to set up and use. This...

Dynamics GP Sales Quotes for MRP Forecast allows you to indicate demand, for MRP purposes, in your ERP system without having to use the Sales Forecast module. Even though the Sales Forecast module is a perfectly fine module, not everyone is licensed for it. Quotes in Sales...

Dynamics GP includes a handy list reporting function that allows you to easily manage sales orders. You can control the list by specifying filter values. This creates a list of sales documents you can view and also perform actions upon. For example if you want to select 5 orders, not necessarily in the...

Adding new customers in Dynamics GP is easy. I recommend using Customer Classes to organize customers, or at least use one to make data entry easier. The Customer Maintenance screen allows you to edit existing customer information, add new addresses, add new contacts, etc. The Customer record includes value defaults that...

The order to cash cycle is well controlled by Dynamics GP. There are standard workflows that a lot of people use. But the system also has the ability to customize the workflow so that you can use the elements you want, that best fit your business. To get...