AMP UP YOUR SALES AND PURCHASE ORDER PROCESSING USING SALESPAD

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1 AMP UP YOUR SALES AND PURCHASE ORDER PROCESSING USING SALESPAD John DiLeo CAL Business Solutions Tim Hollstein SalesPad Solutions

2 AMP UP YOUR SALES AND PURCHASE ORDER PROCESSING USING SALESPAD SalesPad, the company's flagship software solution, is a standalone front-end application developed for Microsoft Dynamics GP. Its primary function is to offer faster and more comprehensive sales and customer service tools than those available in Microsoft Dynamics GP. DataCollection is a Windows Mobile barcode data collection application that integrates fully with the SalesPad platform and Microsoft Dynamics GP. With DataCollection operating on a Windows Mobile device equipped with a scanner, users can scan receipts of a product, locate inventory and scan products for bin transfers, or as they are fulfilled to orders. ShipTo gives users the ability to integrate UPS WorldShip and FedEx Ship Manager with Microsoft Dynamics GP and SalesPad. After shipping in UPS WorldShip, shipping information, freight amounts and tracking information are automatically written to the appropriate fields on the sales documents. Orders are then forwarded in the SalesPad Workflow and managed through the invoicing process.

3 SALESPAD SalesPad, the company s flagship software solution, is a standalone front-end application developed for Microsoft DynamicsTM GP. Its primary function is to offer faster and more comprehensive sales and customer service tools than those available in Microsoft DynamicsTM GP Features Single-screen navigation Customer search and maintenance Inventory look-up, displaying availability / properties across multiple companies and locations Sales documents look-up and entry Sales monitoring Workflow queues and rules Credit card processing Quick item creation and maintenance Reorder point visibility and maintenance Purchase order processing and management, with enhanced functionality to allow users to generate purchase orders from back-ordered or special order, non-inventory items. Comprehensive reporting and analytics Cost Savings Because SalesPad integrates completely with Microsoft DynamicsTM GP, it eliminates the need for many users to operate in both programs. Previously, organizations wanting to process sales orders in Microsoft DynamicsTM GP had to purchase a license for every salesperson. Sales personnel can operate exclusively in SalesPad without having to purchase additional Microsoft DynamicsTM GP licenses at a savings of approximately 30 percent. Technology SalesPad is a.net Windows form-based application. The platform provides users with a familiar, feature-rich environment, and supports rapid development and enhancement of the product. All information is pulled from, and saved to, the Microsoft DynamicsTM GP company database, with no synchronization, duplicated data or timedelay. SalesPad uses a combination of SQL and Microsoft econnect (Microsoft DynamicsTM GP middle-ware) to blend performance with Microsoft DynamicsTM GP logic.

4 SALESPAD - CUSTOMER CARD

5 SALESPAD SALES DOCUMENT

6 INVENTORY LOOKUP/CARD

7 SALESPAD SALES MONITOR

8 SALES BATCH PROCESSING

9 SALESPAD WORKFLOW SETUP

10 SALES ANALYSIS

11 ADDITIONAL MODULES/FEATURES Aggregate Pricing Qty breaks based on common item attribute Customer Discounts user defined Customer Special Pricing/Contract Pricing By Item or by Class/Price Level and Batch funtionality 3 rd Party Catalogues Unlimited User Defined Fields Customers Master, Customer Addresses Sales Documents, Sales Line Items Item Master Vendor Master, Vendor Addresses Purchase Orders, Purchase Order Line Items QuickReports Highly Customizable Reporting SalesPad Today Calendar, Customer follow-up tasks, automatic Quote follow-up tasks Integrated with Customer Card CRM Tab (Lite CRM)

12 SALESPAD PURCHASE ADVISOR

13 SALESPAD - VENDOR CARD

14 PURCHASE ORDER ENTRY

15 DATA COLLECTION SalesPad DataCollection is a Windows Mobile barcode data collection application that integrates fully with the SalesPad platform and Microsoft Dynamics GP. With DataCollection operating on a Windows Mobile device equipped with a scanner, users can scan receipts of a product, locate inventory, and scan products for bin transfers, or as they are fulfilled to orders. Combined with the functionality of SalesPad and Microsoft Dynamics GP, DataCollection users can enter purchase receipts and print bar-coded receiving or fulfillment paperwork and item barcode labels in one application. Primary Features Order Picking and Packing Purchase Order Receiving Site and Bin Transfers Inventory Adjustments Stock Count Entry Additional Features Prints Bar Coded Receiving Paperwork Prints Bar Coded Item Labels Desktop Version of All Mobile Applications Bulk Pick Ticket Printing Ad Hoc Item Label Printing

16 DATA COLLECTION

17 SALESPAD - SHIPTO ShipTo v2.0 SalesPad ShipTo gives users the ability to integrate UPS WorldShipTM with Microsoft DynamicsTM GP and SalesPad. After shipping in UPS WorldShipTM, shipping information, freight amounts and tracking information are automatically written to the appropriate fields in the sales documents. Orders are then forwarded in the SalesPad Workflow and managed through the invoicing process. Processes Ship To Sales orders are created in SalesPad and released into the SalesPad Workflow Orders are picked, packed and taken to a UPS WorldShip(TM) shipping station The order number is keyed or scanned into UPS WorldShip(TM) ShipTo populates the shipping address and method The package is weighed and labeled The package s freight amount and tracking information are written to the appropriate fields in the Microsoft Dynamics(TM) GP company database

18 SALESPAD SHIPTO V2.0

19 THANK YOU CAL Business Solutions SalesPad Solutions