Finance

Jul 31 2017

Order Entry Integrated with Microsoft Dynamics CRM and ERP #order #dynamics


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Order Entry for Microsoft Dynamics

Ignify�s Order Entry Solution for Microsoft Dynamics provides a web-based order entry solution that integrates with the Microsoft Dynamics ERP and CRM solutions.

Web-based portal for order entry for speed entry

  • Sales Persons and Account Executives: Create new orders, look up account and customer history
  • Customer Service Reps (CSRs): View and edit orders that have not been processed. CSRs can add items to an order, remove items from an order, change shipping method or change shipping address on an order or order line
  • Excel-like interface with ability to tab through fields and key in products

In-built Marketing to increase revenue

  • Alerts for Instant Rebates
  • Cross-Sell and Up-Sell cues to Sales Persons and CSRs
  • Accessories and Gift Certificates
  • Support for Promotional Codes and Gift Certificates

Customer Management

  • Customer History with Statistics
  • Customer Preferential Levels and VIP Status
  • Ability to have customer specific pricing based on ERP Price Lists/ Trade Agreements such as Retail, Distributor pricing

Alerts and Indicators

  • Fraud Alerts for Orders
  • Parametric setup for tracking advanced fraud
  • Ability to automatically put orders on hold that meet certain criteria
  • Alerts for Issues with Orders
  • Integration Error Tracking and Alerts

Mobile Support

  • Optimized for Tablet Platforms
  • Supported devices include:
    • iPad and iPad 2
    • Android Tablets including Samsung Galaxy, Motrola Xoom, ViewSonic ViewPad and any tablet running Android 2.2 or higher
    • Windows 7 OS based Tablets

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