3 Steps to Success in Sales Order Processing on GP

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Today’s business environment is fast-paced — every second counts. Do you feel bogged down by sales order processing on Microsoft Dynamics GP? If so, you're not alone. Too many companies find themselves wasting time on sales order management, and the challenge of getting clear visibility into each and every sales order can quickly turn into a massively time-consuming problem. For your CSRs (customer service representatives), time that could be spent generating new sales orders can be eaten up by sales order processing on existing documents. The more time your sales rep has to spend searching multiple folders or screens to access a customer’s purchasing history, the less time he or she has to generate more sales, or find new customers. The good news is that there are simple steps you can take to see success in sales order processing on GP.


1. Still using paper? Go digital.

One sure sign that you need an Operational ERP software upgrade is if your system requires you to have paper copies of sales orders. Hard documents are easily misplaced or damaged, and the switch from a paper-based system won’t just save you space, but also reduce your company’s carbon footprint. Digitize your sales orders to save you the hassle of trying to manage, share, and search on paper. It’s the way of the future, and for very good reasons.


2. Develop a workflow.

Do you have a clear path for each different type of sales order? Is each member of your team familiar with those paths? Maybe you lose track of custom sales orders, or there are communication issues between the office and the warehouse, or orders that require management review get lost in a holding pattern. Using a well-crafted workflow will revolutionize your operations by erasing the inefficiencies that disrupt the path of your sales order documents.

SalesPad is pretty excited about workflow. We’ve revolutionized workflow with our automated workflow module. Our workflow module creates a chain of “stops” (we call them batches) that a document moves through. At each stop, a document can be assessed against any number of criteria (customization requests, item availability, whether or not backordered items are on the document, delivery options, etc.). After the document is evaluated, it’s forwarded on to the appropriate batch based on the results of the evaluation. This forwarding continues until the order has been fulfilled. This process can be customized to be as straightforward or as intricate as your company needs.

Remember that creating a workflow should speed up your operations, not bog them down. You’re on the frontlines every day, working to sustain your company’s success. Your software should make your job easier by offering smart solutions to your everyday challenges.The right Operational ERP system will take the headache out of sales order processing and give you the ability to create optimizable workflows for each type of sales order your team handles.

Want to learn a little more about SalesPad’s workflow? Check out this handy blog post.


3. Pair up with the sidekick you deserve.

At the end of the day, you know what’s best for your company. You know the ins and outs of your business; your strong suits and your opportunities for growth. And that’s why it’s up to you to make sure that your company has the tools it needs to succeed.

There is no one-size-fits-all Operational ERP solution out there, because every company is different and, as far as we know, magic hasn’t been invented yet. The right Operational ERP system is the perfect Robin to your Batman.

You and your company have have worked hard to get to where you are now, but there are always more challenges ahead. At SalesPad, we work to empower businesses and we want to see your business grow. Is the right Operational ERP software the ally you need? Check out our free ebook, 5 Reasons the Right Operational ERP Software Is the Sidekick You Need.

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