Integrated eSource Sales Portal

You want your staff to place orders, update customer info, and send out invoices all from a webstore.  Placing orders for customers and providing accurate inventory and pricing on the fly all without access to Microsoft Dynamics GP.  Have a full dynamic view of a customer’s Microsoft Dynamics GP history with up-to-date order status, invoices, and account statements.  Sales reps, call centers or customer service people will be able to keep track and see everything their customers have done.  It keeps your business organized and staff armed with information they need.

Main Features

• Direct integration to Microsoft Dynamics GP SOP
• Easy to use shopping environment to place orders on behalf of your customers
• Simple, streamlined checkout process
• Order tracking and sales history information
• Robust product search and browsing
• Price override/margin calculator

Empower your sales reps to service their customers

• Browse, search, and express order items
• Upload orders to populate your shopping cart
• Search for customers by name, address, customer id , email address, city , state, zip…etc.
• Update customer information/ add new GP customers and ship-to addresses
• Create saved carts and share them with your customers when they log in to your B2B site

Give sales reps tools to manage their orders

• Place new orders/ Release holds on orders
• Review open orders for your customers.
• Enter GP quotes and convert those to orders
• Allow price override/freight override
• Track order status and view tracking numbers
• Check on payments, returns, credits, debits, invoices

SOP without intervention

• Orders proceed to fulfillment as soon as the customer clicks on purchase
• Real time inventory allocation from the webstores
• Process orders with credit cards on file or on terms defined in GP

Dynamics interface to your inventory and pricing

• Easily add and remove products from being sold on your website
• Change a price and immediately reflect the change in the website
• Stock availability reflects real time availability from GP
• Inquire into purchase order information for your products

Make it more robust with a feature rich ala carte module selection: eSource Modules