Dynamics GP Sales Order demo

Make it easier to enter orders and increase your sales with Microsoft Dynamics GP.

Microsoft Dynamics GP sales order video

Watch this quick clip to see how you can simplify your order-entry process, improve the accuracy of each entry, and pinpoint cross-sell opportunities with targeted recommendations.

The video below shows you how Dynamics GP sales orders are entered. The process itself is very simple, and can be completed in 3 easy steps:

1. Create an order for customer
2. Add items and suggested items
3. Review and save the order

Demo transcript

First, select “Sales Transaction Entry.” The order entry form is comprised of three parts:

• Who and where you want to ship the order
• What items or service you are going to ship
• Finally the total, discount and tax of the order

The first section of the order entry system is the header. Here you select who and where you want to ship an order.  Tab across the header fields to complete the sections.

Notice how information, such as shipping address and warehouse, automatically default for the customer.

Next, we add a line item to the order.

Click the Lookup button to find an item.  Notice that we can prefix the lookup list with a leading letter. “X” in this case.  This speeds the entry of items when the item numbers are known. Let’s select the highlighted item – XBOX 250GB HD

Microsoft Dynamics GP allows organizations to suggest additional sales items based on part numbers.

This enables organizations to provide users with a list of related items to upsell. Companies with this feature enabled can improve customer service and increase revenue opportunities. Here we see a suggested item for an XBOX Gold Membership

Here we see a suggested item for a XBOX Gold Membership. Select the XBOX Live12 suggested item to pair with this order.  This enables your sales people to offer upsell and cross sell items as the order is being placed.

With the item selected we hit Ok to add the item to the order.

The red highlighted section provides order summary information like subtotal, tax, shipping details. These are default calculations and are based on item or customer details.

You can adjust or add other charges before completing the order.

About InterDyn Artis

InterDyn Artis is a Charlotte-based company that provides ERP and CRM solutions to customers throughout the Southeast. Since 1989, InterDyn Artis has been committed to offering best-in-class software, exceptional service and support, and exceeding expectations. As a Microsoft Gold certified partner, InterDyn Artis has successfully implemented Microsoft solutions for over 1,000 clients. For more information, please call (704) 846-6750 or visit www.interdynartis.com.

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