Microsoft Great Plains SOP: Sales Order Processing

Microsoft Business Solutions Great Plains is marketed for mid-size companies as well as Navision (which has very good positions in Europe and emerging markets where it can be easily localized).

Great Plains Sales Order Processing (SOP) module forms a third of the core Inventory and Order Processing part of Great Plains. SOP allows you to manage the entire sales process, from start to finish, with pinpoint accuracy. This makes you capable of serving top customers more effectively, monitor fulfillment and invoicing and more precisely, and streamline processes to minimize shipping costs and labor.

The SOP module builds stronger relationship between you and your customers by optimizing the invoicing and distribution process which speeds inquiries and order deliveries and reduces errors. Work the way you want by defining tracking numbers, information fields, fulfilled quantities, and other order entry functions to fit your needs.

Features:

  • Repeating Documents â€" Save time and help ensure accuracy by transferring information from an existing sales order to a new sales order.
  • Ship to by Line â€" 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.
  • Credit Card Payment Processing â€" Avoid delays and costly errors by processing sales orders and credit card authorizations without charging the card or recognizing revenue until the order ships.
  • Multiple Site Allocation â€" 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 Customersâ€" 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 like sales analysis reports, in print or on-screen formats. Electronic search capabilities help ensure you find the information you need.
  • Single Window Entryâ€"Improve invoicing efficiency with single-window entry for streamlined access to all vital information, as well as batch processing and easy return transaction processing.
  • Cross Module Inquiries â€" Keep the most important information in front of you while drilling down for more details; making inquiries across Microsoft Business Solutionsâ€"Great Plains applications; or bringing up customer payment, shipping, and billing information.
  • Kit Items â€" 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 â€" Easily locate quantity ordered, back ordered, previously invoiced, canceled and allocated information about an item by accessing the Sales Quantity Status window.
  • Unlimited Process Holds â€" Define, review, or change an unlimited number of process holds to sales documents.
  • Sale of Discontinued Items (Option) â€" Manage inventory more effectively with optional settings that prevent discontinued items from being entered on a quote, order, back order, or invoice.

Good luck with implementation, customization and integration and if you have issues or concerns â€" we are here to help! If you want us to do the job - give us a call 1-630-961-5918 or 1-866-528-0577! help@albaspectrum.com

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About Vincent Ong

Vincent is a Great Plains specialist in Alba Spectrum Technologies (http://www.albaspectrum.com)  USA nationwide Great Plains, Microsoft CRM customization company, serving clients in Chicago, Houston, Atlanta, Phoenix, New York, Los Angeles, San Francisco, San Diego, Miami, New Orleans, Toronto, Montreal and having locations in multiple states and internationally.


And here is another random article you might be interested in...

Freedom! The Battle Cry of the Business Owner

"I wanted freedom from a boss so I started my own business. Now I need freedom from my business because it's running my life." Sound like you?

Here are three tips to help you find that freedom.

1. Put your stake in the ground. Where are you headed with your business? Can't answer because you're too busy working on yesterday's problems? Stop and do it now. Much of your freedom is being eaten up by activities that won't get you where you want to go. Define where that is and work toward it.

2. Set boundaries. Don't take on work that steals time you should be dedicating to focusing on sales of your core product or service. Sometimes you just have to say "no." Be careful about performing business functions that "don't cost anything." Put a dollar value on your time. Outsource. It will cost you less in the long run.

3. Take action. Talking and thinking about doing things that will grow your business are necessary. Writing them down and making them happen is even better. Identify the critical steps you must take now to get closer to the freedom you seek.

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About Denise O'Berry

Denise O'Berry helps small business owners take action to grow their business. Find out more at http://www.whatspossible.com