Receipt With Company Logo And Customer Signature In Microsoft Dynamics 365 For Operations (Dynamics AX)

System Solutions has developed a new add on for Microsoft Dynamics 365 For Operations and Microsoft Dynamics AX, which allows businesses to print full page receipts complete with their company logo and customer signatures from within the system. The Microsoft Dynamics 365 for Operations (Dynamics AX) Receipt with Logo and Signature Add On enables retailers, wholesalers, and distributors to create and print custom receipts.

Receipts with company logo and customer signature can be created and printed from within Microsoft Dynamics. Templates for different receipt customizations can be saved for later use. For example, businesses can create a template they use most often with both company logo and customer signature, but also have receipt templates on file showing company logo only or customer signature only. Additionally, fonts, colors, and layout can be arranged as well.

If you would like to learn more about the Microsoft Dynamics 365 For Operations (Dynamics AX) Receipt with Logo and Signature Add On from System Solutions, please  read the brochure, watch the demo, email us, or call 860-781-6470.

6 Headaches That Let You Know It’s Time For A New System

It’s hard to know when to upgrade your business management system, especially when you and your employees are comfortable with the current system.  Below are some common headaches business owners, managers, and employees face that indicate it may be time for a new system:

  1. Your inventory is often inaccurate.

Does your inventory seem to be inaccurate more and more often? If this sounds familiar, the inventory management part of your system is probably due for an upgrade. For more accurate inventory levels, direct connections to suppliers and co-ops are available through EDI updaters. Also, ERP systems can sometimes produce more accurate inventory levels than POS systems for larger operations, as the inventory module is connected to ordering, warehouse management, delivery management, finance, POS, and more.

2. Your business uses multiple, disconnected systems.

Using multiple business systems to manage your business can be a headache for many retailers, wholesalers, and distributors. If employees need to manually enter data from one system to another, whether it be for invoicing, customer data, pricing, or more, then you are not only increasing the opportunity for errors, but also you are not maximizing productivity when your employees spend their time manually transferring or inputting data that your business already has in a different system. It’s surprising how much this can cost your business.

3. The system you use is not specific to your industry.

Many business owners purchase POS, ERP, or other business management systems that are not specific to their industry. While this works for some enterprises, it can also cause a big headache for managers and employees. For example, some lumber businesses cannot set up automatic unit conversion for their lumber items (to easily buy in one unit and sell individually). Some garden centers cannot print plant tag labels right from their inventory list. Some firearms retailers do not have an electronic bound book integrated into their system. All of these examples show how time is wasted and processes are less efficient when your business management system does not utilize industry-specific solutions.

4. Your team is unsatisfied with support.

Sometimes, especially with outdated business management and POS systems, managers find themselves reaching out to support more and more often. Many support teams do not assign account representatives, so each time you call you speak with a different person. This may not seem like a big deal, but it becomes an issue when the support person troubleshooting your current error is not aware of the issue you experienced last week that may be causing it. This can be relieved when working with a provider that assigns a support account representative to your business.

5. Your current system is not keeping up with the growth of your business.

This is a common headache for businesses. As your business grows, so do your operations, staffing needs, locations, inventory needs, and more. While it may have previously made sense to ship items from suppliers directly to your store, now it may make more sense to invest in a warehouse, ship all materials there, and use trucks to deliver to the stores. Your business system should be equipped to handle these types of changes if you see your business needs growing or changing in the future.

6. You don’t have mobile options.

Mobility for business systems can mean a few different things, all of which can cause headaches for business owners and employees that are not practicing them. The first is mobility at your location. For larger stores, tablets enable employees to quickly answer customer questions, show new or related products, and more. They also allow warehouse employees to immediately enter shipping information, and delivery drivers to input delivery information. The second is mobility outside of your location. As a business owner, it is important to be able to access your data anytime, anywhere. If you are in meetings, being able to access all of your information live is invaluable. At tradeshows, buyers can buy or sell on the spot, placing orders in the system or charging clients directly.

If you are experiencing any of these headaches, System Solutions LLC can help.
Give us a call at 860-781-6470 or email us today.

How Much Is Your System Really Costing You?

Business management systems usually don’t come cheap – whether it is a POS, ERP, Accounting, Inventory, or any system that helps to run your business. But did you know they can continue costing money even after the system is paid off?

One major way systems continue to cost money is through support. Some systems have a lower cost for the software, and a high monthly support cost. This seems like a great deal at the time – you’re saving thousands up front! But are you really saving that money in the long term? The lower up front cost with a higher monthly support cost is actually a better deal for the provider, not for you. If the system you purchased was $10,000 less than another system, but the monthly support cost was $200 more per month, then it will only take 4 years and 2 months to equal out. After that time period, the system you purchased is actually more expensive than the one with a $10,000 higher initial price. To combat this, try finding a system with multiple support options, and do the math to see what it will really cost you.

Another way your system could be costing you money is through manual processes. Let’s say you have a separate accounting system from your business management system. Your finance team spends about 4 hours per week manually generating invoices, entering and ensuring accurate data, double checking that the charges in your accounting system match to the transactions in your business management system, etc. That seemingly insignificant 4 hours per week is actually pretty costly, costing your company over $7,000 per year if paying the finance employees an average $35 per hour. That $7,000 could be saved by using a system that can automatically generate statements, journals, receipts, and other financial information. Manual ordering has the same consequence – if your business submits inventory orders manually and not through an automated or streamlined process, then you will be costing your business thousands per year. Using a system that makes ordering fast and easy, or connects directly to vendors, saves not only time, but also money.

Lastly, while you may be missing out on sales with an outdated system, you may also be missing opportunities for sales if your system does not have reporting capabilities. Yes, everything will run smoothly and work properly – but do you know if you are maximizing profits? With reporting capabilities, some systems are able to tell you your best selling items for any timeframe, margin reports to show your most profitable items, inventory forecasting to make sure you do not experience shortages or over-buying, and even customer data to show which customers spend the most money, what time of year they spend it, and what they spend it on. While not having these insights does not directly take money from your account, it does come at a price. What opportunities are you missing out on? How many times have customers come in looking for an item that you are out of stock of? How many customers love your business, but you just don’t have what they’re looking for when they need it? All of these questions lead to this: How much money are you letting walk out of your door, and how much money did you not invite in in the first place?

If you are interested in learning more about a new system, System Solutions LLC can help you get your money’s worth. Please email us or give us a call at 860-781-6470 for more information.

Process EMV Transactions In Microsoft Dynamics 365 For Operations (Dynamics AX)

System Solutions has developed a new integration for Microsoft Dynamics 365 For Operations, previously called Microsoft Dynamics AX, which allows users to process EMV chip and pin transactions. The Microsoft Dynamics 365 For Operations (Dynamics AX) EMV Integration allows retailers, wholesalers, and distributors to process various types of EMV transactions, including sales, returns, voids, and more.

Since 2015, retailers have been changing their method of credit card processing to EMV to comply with regulations. This integration makes it easy for Microsoft Dynamics 365 For Operations users to do the same. More capabilities include:

EMV processing for Microsoft Dynamics 365 For Operations is supported by the following processors: Mercury, first Data, TSYS, Sterling, Worldpay, Heartland, Chase Paymentech, Global Payments, Vantiv, and more.

If you would like to learn more about the Microsoft Dynamics 365 For Operations (Dynamics AX) integration from System Solutions, please read the brochure, watch it in action, or talk to a sales representative by emailing us or calling 860-781-6470.

Create And Print Nursery Tag Labels In Microsoft Dynamics 365 For Operations/Dynamics AX

System Solutions has developed a new add on for Microsoft Dynamics 365 For Operations and Microsoft Dynamics AX, which allows garden, farm, growing, and nursery businesses to create and print plant tag labels from within the system. The Microsoft Dynamics 365 For Operations/Dynamics AX Nursery Tag Label Add On allows retailers, wholesalers, and distributors that work with plant inventory to create and print custom tag labels for each plant.

Tag labels can be created and printed right from the item in Microsoft Dynamics 365 For Operations and Microsoft Dynamics AX. This saves time, as employees do not need to switch between systems to create labels, eliminating the need to enter data manually. Each label can be customized to show the item name, item number, barcode, price, date, unit, minimum quantity, store number, and more.

Additionally, having unique barcodes on each label allows for an elevated customer experience. Employees can scan this barcode using a smartphone or tablet, and then suspend the transaction so the customer can provide payment for the products at the counter when he or she is ready. The barcode also allows employees to scan the item and show the customer similar items and suggested items that accompany their product. This increases sales, enhances customer experiences, and shortens the checkout process.

If you would like to learn more about the Microsoft Dynamics 365 For Operations/Dynamics AX Nursery Tag Labels Add On from System Solutions, please read the brochure, watch it in action, or talk to a sales representative by emailing us or calling 860-781-6470.

The Secret To Easy Job Tracking In Microsoft Dynamics AX

System Solutions has developed a new add on for Microsoft Dynamics AX, which allows companies to easily track orders for multiple jobs on customer statements. The Microsoft Dynamics AX Job Tracking By Ship To Address On Statements Add On enhances job tracking on every statement by making the Ship To Address visible in its own column.

Adding a column to show the Ship To Address for every item on a statement makes job tracking easier. Instead of seeing a list of items, and needing to go back into other documents to find out which items are for which job, the information is readily available next to each item. This enables employees to track job materials at a glance, and to ensure all materials are being shipped to the correct location.

Additionally, let’s say one job is remodeling a home, and the homeowner wants to replace all of the windows. A bulk discount can now be applied to a model of windows for this job. Using The Microsoft Dynamics AX Job Tracking By Ship To Address On Statements Add On, this specific price change is saved and will be automatically applied if more windows need to be ordered to that location. If the contractor then wishes to order the same window for a different job, then the discount will not apply even though the contractor is ordering the same product under the same account, because the jobs have different Ship To Addresses. The price change will only save for the specific job that qualified for the discount, eliminating errors when ordering because no price changes need to be manually inputted.

If you would like to learn more about the Microsoft Dynamics AX Job Tracking By Ship To Address On Statements Add On from System Solutions, please read the brochure, watch it in action, or talk to a sales representative by emailing us or calling 860-781-6470.

Document Management Made Easy In Microsoft Dynamics AX

Many business management systems provide the ability to create and manage quotations, sales orders, purchase orders, service orders, and more. But often times there is a disconnect between the documents saved outside of a system and the orders created within the system.

Let’s take a Building Materials company for example. BuildingMaterialsX sells lumber, windows, doors, trim, cabinets, kitchen accessories, bathroom products, and deck materials. They have multiple projects going on at once (building, remodeling, additions, replacements, etc.) and order similar materials from the same vendor for each project. BuildingMaterialsX has order numbers, item numbers, delivery schedules, and more for each project within their ERP system, but the blueprints, item images, budgets, and notes for each project are saved outside of their system – creating a disconnect. Employees must toggle between both places to ensure the right products for specific projects are ordered and sent to the correct location, allowing opportunity for error.

Microsoft Dynamics AX eliminates this room for error by enabling the attachment of outside documents to orders within the system. These files can be images, emails, Microsoft Word documents, Microsoft Excel data, and more. Supported file types are pictured below.

To attach documents, simply drag and drop right to the quotation or order. Yes, it really is just one step! Documents can be attached this way from file explorer, desktop, emails, and more. They can also be attached manually directly from the quote as well. After attachment, employees can utilize the built in Adobe Tools to zoom in on images, edit documents, and more.

With Microsoft Dynamics AX, it only takes BuildingMaterialsX seconds to attach all files regarding a project to a sales quotation. Now all of their information is in one place, and can be viewed throughout the entire system. See how easy it is in this video:

To learn more about Microsoft Dynamics AX, please email us at System Solutions for more information, or call us at 860-781-6470.

How Does Microsoft Dynamics 365 Stack Up Against Other Systems?

The short answer is: It leads the pack.

The long answer is a bit more in depth. Nucleus Research’s ERP Technology Value Matrix 2016 compares ERP systems based on their usability and functionality for 2016, speaks to the shifting competitive landscape of ERP systems in 2016, and outlines why each system is placed into its respective category.

Let’s start with changes in the ERP market. Some big players have been in the market for a while (Microsoft, SAP, Oracle, etc.) and are adopting new strategies to keep up with consumer interests. The increasing use of cloud-based ERP systems has produced the biggest shift in ERP product offerings, exciting consumers and driving vendors to perfect their cloud-based solutions (especially since many vendors are currently phasing out their earlier solutions). What consumers expect from their ERP system is shifting as well. According to Nucleus Research, some features have become “standard” for ERP systems in this modern landscape, including “native mobile applications, web-based user interfaces, configurable dashboards and landing pages”. Consumers are more informed than ever, and expect technology innovation and improved capabilities in current ERP system offerings.

Nucleus Research’s ERP Technology Value Matrix 2016 analyzes 31 ERP systems, and places each system into one of four categories: Core Providers indicate low usability and low functionality. Facilitators signify high usability and low functionality. Experts represent low usability and high functionality. Leaders refer to both high usability and high functionality. Microsoft Dynamics 365 for Operations (the evolution of Microsoft Dynamics AX) is positioned as a Leader.

Nucleus ERP Value Matrix 2016

Microsoft Dynamics 365 for Operations is firmly in the middle of the Leader portion of this matrix, while the systems closer to the dividing lines signify lower usability and functionality within the Leader category. This position “highlights Microsoft’s ability to deliver an end-to-end cloud product suite” according to Nucleus Research’s analysis. When discussing Microsoft’s improvement in 2016 for the areas of usability and functionality, the research company adds, “Microsoft delivers additional functionality through its extensive partner and independent software vendor (ISV) network”. This calls attention to Microsoft’s comprehensive ecosystem of partners, all of which add to the high functionality score of Microsoft Dynamics 365 for Operations.

While there are a multitude of other ERP solutions in Nucleus Research’s ERP Technology Value Matrix 2016, Microsoft Dynamics 365 for Operations seems  to be leading the pack with a strong position in the Leader category.

If you would like to learn more about Microsoft Dynamics 365 for Operations, please email us or call 860-781-6470.

Spring 2017 Tradeshow Schedule

In 2017, System Solutions is not only excited to continue attending some familiar tradeshows, but also to attend some new shows. Check out our Spring 2017 Tradeshow Schedule below to see if we are coming to a city near you:

At each location, we will be showcasing Microsoft Dynamics AX, a business management system for retail, wholesale, and distribution. Some key features of the system include: Point of Sale, General Ledger, Accounts Payable, Accounts Receivable, Payroll, History-Based Forecasting and Ordering, Direct Connection to Suppliers, Loyalty Management, Automatic Unit of Measure Conversion, Special Orders, Advanced Reporting, and a Cloud-Based Option.

We will also be doing a raffle at each show, offering a grand prize of a Windows 10 Laptop!

If you would like to learn more about this system before the shows, or would like to set up an appointment with one of our sales representatives at a show, please email us or call 860-781-6472.

Make Ordering Easier With Net Requirements and History

System Solutions has developed a new Add On for Microsoft Dynamics AX, which automatically populates important decision-making information in purchase orders. The Microsoft Dynamics AX Purchase Order Lines with Net Requirements and History Add On enhances every purchase order by adding Net Requirements and History by month.

With the ability to view this additional information on each purchase order, businesses can make better informed purchasing decisions. The Net Requirements calculate the Gross Requirements (the quantity of the item that needs to be purchased based on demand forecasting) less the on-hand stock (how many of the item you already have), letting you know how many of that item you need to order. Next to this, business are able to view their purchase history by month. This shows the quantity of the item you have purchased in each previous month, allowing you to keep track of your inventory cost changes quickly and easily.

Having this additional information populate automatically in each purchase order allows retailers to refine and review their purchases before submitting a purchase order to a vendor. It provides a quick, easy way of seeing how many items need to be ordered, if demand has increased or decreased, and to track inventory costs.

If you would like to learn more about the Microsoft Dynamics AX Purchase Order Lines with Net Requirements and History Add On from System Solutions, please read the brochure, watch it in action, or reach out by emailing us or calling 860-781-6470.