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By managing the entire sales process—from start to finish—
with pinpoint accuracy, Sales Order Processing in Microsoft
Dynamics GP helps you serve top customers more effectively,
monitor fulfillment and invoicing more precisely, and streamline
processes to minimize shipping costs and labor.
Build strong customer relationships
Delight your customers and increase
retention with optimized invoicing and
distribution capabilities that expedite
inquiries and order deliveries, reduce
errors, and minimize costs.
Increase sales success
Improve
service and boost revenues with
customer priority ranking. Expand your
customer base and close more sales
by tracking and managing potential
customers as prospects, separate from
existing clients.
Increase office productivity
Improve
employee effectiveness and speed
through invoice entry in a single
window, with the ability to view all
orders, invoices, back orders, and
returns in one location.
Fully automate your invoicing
Expand your distribution capabilities
and gain flexibility in reporting, order
management, inventory control, and
general ledger entry with smooth
integration with other Microsoft
Dynamics GP modules.
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Customer Priority Ranking
Improve service efficiency—with an eye on profitability—by quickly
identifying your top customers based on their priority rank. With
customer priority ranking you can:
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Assign each customer or customer class a ranking of 1–99, or none.
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Target specific customer information with restrictions by priority ranking assignments.
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Use Advanced Distribution capabilities to direct allocations to specific
customers based on priority.
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Flexible Order Processing
Capabilities
Modify sales documents to accommodate your company’s unique
business needs. With flexible order processing capabilities you can:
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Tailor the sales process with custom business rules.
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Route Sales Order Processing quotes and other documents for
approval before they’re processed or shipped.
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Enter negative quantities and prices on invoices to record and
manage promotional giveaways and other sales transaction
exceptions.
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Control picking from expired lots when entering sales transactions.
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Remove or replace line items without special editing actions by simply
retyping over the current line.
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Customize document fields to tailor the type of information to your
business.
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Optimized Distribution Options
Minimize costs, shorten delivery cycles, and ensure that sales items
receive priority with flexible shipping capabilities and Purchase Order
Processing integration. With optimized distribution options you can:
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Assign fulfillment sites based on their proximity to customer Ship To
locations.
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Send items from a single order to multiple customer sites.
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Automatically populate Purchase Order Processing receiving
shipments with information from corresponding sales orders.
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| Sales Order Processing Features |
| Invoicing |
| Single Window Entry |
Improve invoicing efficiency with single-window entry for streamlined
access to all vital information, as well as batch processing and easy
return transaction processing. |
| Posting and Document Dates |
Assign separate document and posting dates and record quote and
order dates as well. Assigning separate documents and General Ledger
posting dates enables you to post documents to the correct accounting
period, which is especially useful when recording after-the-fact invoices. |
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Definable Fields |
Customize the type of information that’s unique to your business, using
two definable fields on invoices. |
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Cross-Module Inquiries |
Keep the most important information in front of you while drilling
down for more details, making inquiries across Microsoft Dynamics
GP modules, or displaying customer payment, shipping, and billing
information. |
| Sales Order Processing with Advanced Invoicing |
| Discount Management |
Specify how discounts should be managed, then enter markdowns as
percentages or amounts. You also can choose to enter trade discounts
for an entire document. |
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Drop-Ship Material |
Reduce the need for keeping excess inventory on hand. You can order
items from your supplier to be sent directly to your customer by
entering drop-ship items on sales transactions. |
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Kit Items |
Create kit items (groups of items commonly sold as a single unit) in the
Inventory module and sell them through Sales Order Processing. |
| Information Availability |
Locate orders quickly by searching for specific order types. Easily locate
quantity ordered, back ordered, previously invoiced, cancelled,
and allocated item information by accessing the Sales Quantity
Status window. |
| Track Orders with Custom Links |
Track orders by entering a tracking number in Sales Order Processing
and using the hotlinks to UPS or FedEx sites to track shipments online. |
| Customized Transactions |
Tailor order entry to your specific needs with customizable order
defaults, price overriding, special instructions, and control at the lineitem
level. |
| Unlimited Process Holds |
Define, review, or change an unlimited number of process holds to
sales documents. |
| Repeating Documents |
Save time and help ensure accuracy by transferring information from an
existing sales order to a new sales order. |
| Ship To Address by Line |
Speed time to delivery through multiple Ship To addresses on an
individual order. Send each line item on an order to a different site
for that customer, saving order entry time and consolidating tasks for
faster throughput. |
| Multiple Site Allocation |
Manage inventory shortages by allocating inventory from multiple sites
for the same item, as well as options including substation, overriding, or
selling the balance. |
| Prospective Customers |
Track and manage potential customers as prospects, separate from
existing accounts. |
| Routine Documents |
Create routine documents such as quotes, orders, and invoices, or
more complex ones such as sales analysis reports, in print or on-screen
formats. Electronic search capabilities help ensure that you find the
information you need. |
| Automated Distributions |
Tailor the distribution process to your business practices with
automated distribution capabilities available through smooth
integration with other Microsoft Dynamics GP modules, such as
Advanced Distribution and Available to Promise. |
Sales Document Workflow
Approval |
Route Sales Order Processing quotes and other sales documents for
approval before they’re processed or shipped. |
| Customer Priority Ranking |
Assign priorities to customers and customer classes, improving service
efficiency with an eye toward profitability. |
| Negative Price/Quantity in Sales
Order Processing |
Enter negative prices and quantities to track line discounts, rebates, and
returns—all on a single document. |
Sales of Discontinued Items
(Option) |
Manage inventory more effectively with optional settings that prevent
discontinued items from being entered on a quote, order, back order,
or invoice. |
| Control Use of Expired Lots |
Provide flexibility when working with expired lots during sales
transactions. Choose to allow the sale of expired lots, require a
password to control decision making, or prevent selling altogether. |
| Ship Complete |
Set customer preferences for Ship Complete to default for sales
documents, with the flexibility to change preferences at any time. |
| Default Site per Customer |
Speed fulfillment and minimize shipping costs by specifying fulfillment
sites based on customer locations. |
| Sort Pick Ticket by Bin |
Optimize picking efficiency with the ability to pick according to
warehouse bin locations. |
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Click Here for Information about Microsoft Dynamics GP Solutions - Sales Order Processing |
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