How Customer Templates Speed Order Entry in Dynamics GP

Take Microsoft Dynamics GP Sale Orders further with the Trinity Customer Template Module from Dynavistics. In this video, we show you how fast and easy you can create a new sales order and suggest additional items for a specific customer.
How long does it take you to enter a new order for a specific customer in Microsoft Dynamics GP? Do you know what they previously ordered? Can you suggest additional items of interest to the customer?
Customer Templates is a powerful way of searching for inventory items and providing additional user information at order entry time. A customer order template is a list of products that a customer purchases regularly, such as a wine list for a restaurant, or a spare-parts list for customer machinery. Each template is created for an individual ship-to address, and an unlimited number of templates can be created for each address.

Main Features of the Trinity Customer Templates module

  • The creation of customer order lists, based on historical data if required
  • The ongoing and automatic updating of order templates as new products and pack sizes are purchased.
  • Template lookup in sales order entry to enable rapid selection of items
  • The option to base template history on sales orders or invoices

Customer templates enables

  • Copy customer templates, from one customer to range of customers
  • Create a template from an existing extended pricing price sheet
  • Create a template based on historical orders
  • Purge templates of items that have not been ordered since a specified date, so that the historical template reflects the customer’s current buying profile

Customer Templates Benefits

  • Helps provide faster more efficient order taking
  • Is quick and simple to set-up
  • Utilizes data that the system is already holding in the form of order history
  • Allows a supervisor to build user-specific information screens
Order templates can be can be used as lookups during sales transaction entry by accessing the Template Select window from the additional tab. In this example, the template has automatically appeared, showing the items that the customer normally orders, and for each item, in the lower part of the screen, it displays previous order details including quantity and price. If we drill down on the ship to address and look at the template settings, we can see that for this customer address we have requested the default or main template to automatically appear. If the restricted agreement box was ticked, the customer would only be allowed to purchase items that were already on the template. Back on the order screen, we can use the template to populate order lines without having to re-key the item and once the line is entered we can return to the template and select further items as required. But customer templates can do much more than this. If we take a different customer and enter FOUR and request a look up, we see displayed matching items that contain that string of characters in either the inventory code or description. We can further refine our search criteria as shown here. As well as providing a search on Generic Description or Class Id, this inventory look-up helps speed up item searching and allows the user to take orders at conversational speed over the telephone. Reverting back to our original lookup, in the lower window against the selected item there are drill down enquires to:
  • Available to promise
  • Order history with document drill down
  • Price trace inquiry
  • Stock availability at other sites
  The user can also see stock availability and pricing information as well as a summary of previous demand over time. The fields displayed in this screen can be configured for each user. Some of the items have a T against them, indicating that this item has been purchased by the customer and is on a customer template. By changing the template selection, we can filter to template items only. Knowing immediately which items and pack sizes a customer typically buys is very valuable at order time. The historical template is self-maintaining, as new items are added automatically. Just as we saw earlier we can use the template to populate order lines without having to re-key the item. However, the difference here is that as items are ordered, they disappear from the display. This is because, if we look at the view filter, we have requested our display to be in item sequence, and restricted to those items not yet purchased in this order. As mentioned earlier there is a separate screen to configure the sales information window for each user. Customer templates also enables you:
  • Copy customer templates, from one customer to range of customers
  • Create a template from an existing extended pricing price sheet
  • Create a template based on historical orders
  • Purge templates of items that have not been ordered since a specified date, so that the historical template reflects the customer’s current buying profile
  Customer Templates Benefits:
  • Helps provide faster more efficient order taking
  • Is quick and simple to set-up
  • Utilizes data that the system is already holding in the form of order history
  • Allows a supervisor to build user-specific information screens.
  I hope you found this presentation interesting and if you would like to know more please schedule your free demonstration today. Thank you. Contact Dynavistics today to request a demo and see what Dynavistics' Solutions can do for you. Interested in learning more? Check out these product videos: Customer Template Fast Order Entry Purchase Order Generator Account Receivable and Credit Collection Management