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SalesHQ Sales Portal for Dynamics GP |
ERP Systems: Dynamics GP
Business Processes: Portals
Business Processes: Portals
Sales Portal for Dynamics GP
SalesHQ provides secure access to Dynamics GP receivables account data such as invoices, statements and transaction reports – from anywhere, on any device – all in real-time.
Features include
- A customer master window that includes contact details and recent summarized account information
- Open and historical customer transactions; sales invoices, payments and returns
- Search transactions quickly
- Drill down to reveal full transaction information
- Print a transaction or save to PDF
- Export data directly to Excel
- View statements generated in the last two years
- Run reporting services reports
- Responsive design that works on any device from mobile, to tablet, to notebook, to desktop PC
SalesHQ also provides your sales teams with access to all of above for their assigned customers, so they can act and respond faster to service customers. In addition, your sales teams can generate quotes, enter orders and invoices and view transactions, from anywhere, on any device – all in real-time.
- Generate quotes, enter orders and invoices
- Create new prospective customer records and generate quotes
- All transactions created via SalesHQ will automatically update your GP system in real-time, giving your office-based staff immediate access to action accordingly