2. Complete Distribution Operations Automation
Container management and tracking
Container receiving automation
Charge back processing
Streamlined A/P check selection
Divisional GL close capability
Streamlined invoice/backorder creation
Invoice printing and posting automation
EDI transaction processing
Customer Consignment processing
Warehouse management integration
3PL integration
Assembly order management
Controlled inventory count
Extended User-Defined item data
Serial # management
Operations/ Inventory Management
Sales/Customer Service
Purchasing
Finance/Accounting

3. Complete Distribution Operations Automation
Container management and tracking
Container receiving automation
Charge back processing
Streamlined A/P check selection
Divisional GL close capability
I/C tracking & reporting
Streamlined invoice/backorder creation
Invoice printing and posting automation
EDI transaction processing
Customer Consignments
Warehouse management integration
3PL integration
Assembly order management
UPS/FedEx/USPS integration
Advanced UDF
Operations/ Inventory Management
Sales/Customer Service
Purchasing
Finance/Accounting
Operations Suite

4. Our Operations Suite and Accounting Essentials products provide the keys to help you streamline your most critical business functions!
Operations Core Sales Configurator
Advanced BOM SOP Auto Invoice
QualityCount Container Management
Chargeback Processing Advanced GL Close
Freight Matrix Serial Number Edit
Advanced User-Defined Fields Enhanced Voucher Selection
Customer Consignments Invoice Cloud for Dynamics GP

5. Operations/ Inventory Management
Operations Core – Connects your back office with trading partners, warehouse systems, and 3PLs, allowing you seamless connectivity, uniform business practices and high levels of automation within your distribution operation.
Why Operations Core?
Adds considerable distribution features and business rules to Dynamics GP
Provides out-of-the-box integration with warehouse management systems and 3PL
Provides out-of-the-box EDI integration for real-time ASN
Who needs it?
Any company wishing to fully integrate their warehouse operations and/or 3PL with Dynamics GP
Warehouse management integration
3PL integration
Assembly order management
Controlled inventory count
Serial number management
Advanced UDF

6. Operations/ Inventory Management
Advanced BOM– Seamlessly integrates the Inventory Assembly module with Sales Order and Purchase Order Processing, providing complete automation through the assembly process.
Why Advanced BOM?
This product allows you link Sales Orders with Bill of Materials assembly orders.
Auto allocate assembled items back to linked Sales Orders
Create linked purchase orders from Bill of Materials for shorted items
Auto release assembly orders once purchased items have been received.
Who needs it?
Any company that does light assembly and/or uses a bill of materials for inventory items
Warehouse management integration
3PL integration
Assembly order management
Controlled inventory count
Serial number management
Advanced UDF

7. Operations/ Inventory Management
Quality Count –Provides the detailed, controlled methodology, with full tag control, expected by demanding material control and auditing professionals.
Why Quality Count?
Allows you to conduct physical inventory while other business activities are taking place
Allows you to create cycle counts based on ABC Codes
Who needs it?
Any customer who performs a physical inventory and thinks the process is cumbersome and error-prone.
Any customer who wants to implement a consistent physical inventory strategy that involves cycle and/or full inventory counts
Warehouse management integration
3PL integration
Assembly order management
Controlled inventory count
Serial number management
Advanced UDF

8. Operations/ Inventory Management
Serial Number Edit – Enhances the serial number tracking capability of Microsoft Dynamics GP to include drop ship items, and allows editing of serial numbers for all items sold or in stock.
Why Serial Number Edit?
Includes drop ship items
Editing of serial numbers for all sold or in stock
Who needs it?
Customers that drop-ship their serialized products
Any business that tracks serial numbers in inventory
Warehouse management integration
3PL integration
Assembly order management
Controlled inventory count
Serial number management
Advanced UDF

9. Operations/ Inventory Management
Advanced User-Defined Fields – Provides a versatile array of user-configurable fields to extend master records and sales and purchase order document headers and lines. The user may configure up to 31 fields, in an assortment of types.
Why Advanced UDF?
User-defined field labels
Fields may be designated as required
Displays only the fields that are configured with a field label
If used in conjunction with Operations Core fields can be configured to be sent to the warehouse system
Who needs it?
Companies that need to track and report on additional data elements for items, sales transactions and/or purchase orders (current release)
Companies that need to share this additional information with their integrated warehouse or 3PL (Operations Core module required)
Warehouse management integration
3PL integration
Assembly order management
Controlled inventory count
Serial number management
Advanced UDF

10. Sales/Customer Service
SOP Auto Invoice – Automates the sales order transfer process, and provides automatic invoice printing and posting capabilities to streamline any distribution business.
Why SOP Auto Invoice?
Quicker revenue recognition
Auto-print, auto-create back order and auto-post invoices
Who needs it?
Any business that has more than a handful of orders per day
Streamlined invoice/backorder creation
Invoice printing and posting automation
EDI transaction processing
Sales Configurator capabilities
Custom freight matrix design capability
Customer Consignments

11. Sales/Customer Service
Sales Configurator – Allows you to create and sell customer-specific configurations. Configurations can be placed on sales order documents as SOP kit lines, individual sales order lines, or can be designated as an “assemble to order” configuration to be assembled with the BOM module.
Why Sales Configurator?
When selling customizable products, it’s important to manage the sale as part of the business management system rather than tracking custom options separately in spreadsheets
Allows the customer to configure products based on customer preferences
Who needs it?
Any business that sells customizable products to customers, regardless of industry or product type
Streamlined invoice/backorder creation
Invoice printing and posting automation
EDI transaction processing
Sales Configurator capabilities
Custom freight matrix design capability
Customer Consignments

12. Sales/Customer Service
Freight Matrix – provides capability to define freight charges based on ranges of order totals or shipping weight, for user-defined shipping zones and methods, and applies these charges as orders/invoices are entered
Why Freight Matrix?
Quote freight at the point of order entry
User defined freight charges by shipping zone or postal code range and shipping method
Who needs it?
Customers that perform catalog sales
Streamlined invoice/backorder creation
Invoice printing and posting automation
EDI transaction processing
Sales Configurator capabilities
Custom freight matrix design capability
Customer Consignments

13. Sales/Customer Service
Customer Consignments – Adds complete consignment processing management to Dynamics GP Sales
Order Processing.
Why Customer Consignments?
Setup options allow you to control consignment orders by customer, by consignment stock location, or both
Auto-posting of transfers between stock and consignment locations
Complete integration with Operations Core and SOP Auto Invoice
Who needs it?
Companies who ship product to their customers in advance of the customer paying for it
Streamlined invoice/backorder creation
Invoice printing and posting automation
EDI transaction processing
Sales Configurator capabilities
Custom freight matrix design capability
Customer Consignments

14. Why Container Management?
Purchasing
Container Management – Adds functionality for importers, including manifest entry and vessel tracking, providing you with all the tools you need to track the purchase and receipt of imported inventory items
Why Container Management?
Provides customers with visibility to item status
Eases the receiving process
Reduces paperwork on the receiving dock
Provides FOB Receiving
Who needs it?
Customers that receive products that are shipped via container
Container management and tracking
Container receiving automation

15. Why ChargeBack Processing?
Finance/Accounting
ChargeBack Processing – provides deductions management capability for cash receipts processing to meet the needs of wholesale distribution businesses.
Why ChargeBack Processing?
One-step entry of chargebacks during Cash Receipt processing
Improved cash flow through accurate chargeback tracking and instant access to information during collections
Who needs it?
Any business which sells/distributes products to the major chains-regardless of industry or product type
Charge back processing
Streamlined A/P check selection
Divisional GL close capability
I/C tracking & reporting
Automated invoice presentment and payment

16. Why Enhanced Voucher Selection?
Finance/Accounting
Enhanced Voucher Selection – Streamline your voucher selection process while viewing the information you need to make informed payment decisions in Microsoft Dynamics GP
Why Enhanced Voucher Selection?
Ability to see every voucher that you want to pay from one window
Change or edit the amount paid from one window
Who needs it?
Any organization that uses Payables Management
Charge back processing
Streamlined A/P check selection
Divisional GL close capability
I/C tracking & reporting
Automated invoice presentment and payment

17. Finance/Accounting
Advanced G/L Close – Provides the capability to select additional segments when closing to divisional account segments in Microsoft Dynamics GP
Why Advanced GL Close?
Advanced GL Close helps companies complete multi-division/multi-segment Retained Earning tracking
Assists Not For Profit organizations when tracking multiple Fund Balances
Who needs it?
Any organization using more than a two-segment chart of accounts that needs to close the additional segments to Retained Earnings
Charge back processing
Streamlined A/P check selection
Divisional GL close capability
I/C tracking & reporting
Automated invoice presentment and payment

18. Why Invoice Cloud for Dynamics GP?
Finance/Accounting
Invoice Cloud for Dynamics GP – Provides electronic invoice presentment and processing with a secure, PCI-Compliant web-based infrastructure branded for each billing entity
Why Invoice Cloud for Dynamics GP?
Billers save money and speed up cash flow seamlessly and securely moving paper invoices and checks to electronic bills and payments
Who needs it?
Customers looking to streamline their invoice to payment process
Charge back processing
Streamlined A/P check selection
Divisional GL close capability
I/C tracking & reporting
Automated invoice presentment and payment

19. Complete Wholesale Distribution Company Automation
Operations/ Inventory Management
Warehouse management integration
3PL integration
Assembly order management
UPS/FedEx/USPS integration
Sales/Customer Service
Streamlined invoice/backorder creation
Invoice printing and posting automation
EDI transaction processing
Purchasing
Container management and tracking
Container receiving automation
Finance/Accounting
Charge back processing
Streamlined A/P check selection
Divisional GL close capability
I/C tracking & reporting

20. Complete Distribution Operations Automation
Container Management
ChargeBack Processing
Enhanced Voucher Selection
Advanced GL Close
Invoice Cloud for Dynamics GP
SOP Auto Invoice
Sales Configurator
Freight Matrix
Customer Consignments
Operations Core
Advanced BOM
Quality Count
Serial Number Edit
Advanced UDF
Operations/ Inventory Management
Sales/Customer Service
Purchasing
Finance/Accounting