Get work done without leaving your inbox with Microsoft Dynamics 365 Business Central

Save time and get more work done Business Central’s integration with Outlook. Provide sales quotes for customers, add new contacts and even more without ever leaving your inbox. You already spend a lot of time in your email, use that time wisely and get more done. With Outlook and Business Central accomplish the following without switching screens!

  • Add new contacts to your Business Central CRM
  • Create, update and send quotes and invoices
  • Business Central intelligently suggests items based off the contents of the email when creating quotes and invoices
  • Open up customer and company information to view order history and current opportunities
  • Create, manage and adjust purchase orders
  • Access financial data and statistics for customers and vendors
  • View complete customer profile for any contact
  • Search for and edit documents
  • And much more!

Ready to increase productivity and streamline your business processes? Contact sales@syssolutionsllc.com to learn more about the incredible integration between Outlook and Business Central.

Selling and Tracking Items with a Serial Number in Microsoft Dynamics 365 Business Central

Many businesses need to track serial numbers of items they sell. Microsoft Dynamics 365 Business Central allows businesses to manage those serial numbers before, during and after a sale.

With Business Central, serial numbers can quickly be added during a sale. You can enter or scan in the serial number associated to the item. When an item is set up to log a serial number it cannot be sold without entering or scanning a serial number. Serial numbers can be logged at time of purchase, sale, transfer assembly and more.

Similar capabilities exist for recording lot numbers. Track specific lot numbers on outbound units or record the lot number once purchased. Both lot numbers and serial numbers can be required for positive or negative journal entry adjustments for that item.

Business Central can also manage warranty and expiration dates for items. Once set up you can restrict the sale of expired items or require warranty data to be entered when processing a sale. You can set a warranty formula for your items that will automatically calculate the warranty terms once sold.

After a completed sale the serial number or lot number can easily be searched in Business Central. Quickly search by item, lot number or serial number to pull up that unit. Your report will show you the sales order, customer and item associated with that search.

Contact sales@syssolutionsllc.com to learn more about how Microsoft Dynamics 365 Business Central can streamline your business processes.

Managing Multiple Units of Measure in Microsoft Dynamics 365 Business Central

With Microsoft Dynamics Business Central you can set up different units of measure for any item. Receive chain by the pallet and sell it by the foot or the roll. Effectively sell different lengths of lumber using Units of Measure. Below you can see an example of a pine board with different units of measure set up for the lengths it is sold at.

You can easily set up an item with multiple variations with its own barcode to quickly sell and track that variant with just a scan. Add a specific unit of measure to that barcode to quickly sell the right unit of measure; one piece, a box, a case etc. Buy and sell in unlimited Units of Measure with Dynamics 365 Business Central.

If you’re interested in streamlining your business processes with Microsoft Dynamics 365 Business Central contact sales@syssolutionsllc.com to learn more.

Recurring Reports with Microsoft Dynamics 365 Business Central

Dynamics 365 Business Central has a powerful feature to automatically run reports on a regular basis. You can run a sales report every day at 8:00 PM or an inventory report every Friday afternoon. This recurring report feature can be set up with any report you run; Sales Reports, Job Queue Entries, Item Reports, Salesperson-Sales Reports and more!

Automating your reports saves you time and allows you to focus on growing your business. Combine the recurring reports feature with Business Central’s adaptability and you will receive exactly which reports you need to see, when you need to see it. The possibilities are endless! Contact sales@syssolutionsllc.com or call (888) 816-8002 to learn more about Microsoft Business Central.

Combine Microsoft Dynamics 365 Business Central with LS Express for a Powerful Point of Sale Solution

Combining the power Microsoft Dynamics 365 Business Central and LS Express allows your business to have a powerful, custom and efficient POS process. Make your system seamlessly fit your business; From custom receipts to POS screens everything can be modified to fit your needs.

With LS Express and Microsoft Dynamics 365 Business Central you can:

• Access your POS screen anywhere on any device: PC, Apple, Android or iPhone! Access product information or perform transactions from your sales floor, trade shows, garden shows or anywhere your customers are.
• Unlimited number of stores, warehouses, POS, and currencies.
• Modify screen layout to hide or add fields to increase efficiency and ease of use.
• Customize receipts using Microsoft Word including pick tickets, kitchen printing and more.
• Provide customer service with quick access to sales history, easy returns, product replacement or issue store credit as needed.
• Track returns with the returned item log.
• Block customers when credit limit is exceeded until manager approval
• Easily edit reports or create custom reports for your business.
• Sell and track serial numbers.
• Set unlimited sales prices and discounts for unlimited items with unlimited customers and groups of customers.
• View sales numbers in item lists.
• Set items with unlimited units of measures, special prices and barcodes for each unit.
• Sell item variants with user created attributes: year, make, colors, sizes, type, etc.
• Enter items through search, scanning barcodes or entering item numbers.
• Out of stock warnings.
• Prevent negative inventory.
• Pay on House Account and Pay to House Account.
• Sell and redeem Gift Cards.
• Sell price or weight embedded barcode items from scale labels.
• Quickly find and sell items without barcodes with unlimited search and filter combinations.
• And so much more…

If you’re ready to save time and money by optimizing your POS process contact System Solutions at (888) 816-8002 or sales@syssolutionsllc.com. You can learn more about LS Express on their website.

Microsoft Dynamics 365 Business Central – The Next Generation of Retail Management Software

Microsoft Dynamics 365 Business Central is a complete business management solution that automates and streamlines business processes and helps you manage your business. Highly adaptable and rich with features, Business Central enables companies to manage their entire business with one solution, including Point of Sale, Financials, Inventory, E-Commerce, and much more. You can easily add or customize functionality through extensions, allowing you have the perfect solutions for your business. Business Central also integrates seamlessly with other Microsoft products. Send invoices through outlook or create a sales forecast using Microsoft’s Power BI all without leaving Business Central.

Business Central is fast to implement, easy to configure, and simplicity guides innovations in product design, development, implementation, and usability. You can learn more about Dynamics 365 Business Central here. Contact System Solutions at sales@syssolutionsllc.com or call (888) 781-8002 to find out how Business Central can improve your business.

Tight integration between Microsoft Dynamics 365 Business Central and Shopify.

Easily setup an e-commerce online store for your business while managing your brick and mortar store, all with one system. Microsoft Dynamics 365 Business Central’s integration with Shopify allows you to efficiently manage your online store, items, customers, orders, customer pickup, shipments and deliveries. Then optionally extend your selling electronically to Amazon, eBay, Houzz, Wayfair and many more.

Shopify is the largest e-commerce provider, is easily customizable and is simple to use. Chances are you have been making many of your own purchases from Shopify e-commerce stores all over the world. Synchronization with Microsoft Dynamics 365 Business Central is bi-directional. Add thousands of 365 Business Central items to your Shopify store electronically and electronically download Shopify orders into 365 Business Central for fulfillment.

Integrating Business Central with Shopify will allow you to manage your online sales, delivery or customer pickup from the same system where you manage the rest of your retail or wholesale business. To view a sample store, click here! Contact System Solutions today to learn how to get started using Microsoft Dynamics 365 Business Central and Shopify.

If you would like to learn more about Microsoft Dynamics 365 Business Central, please email us or call 860-781-7136.

ERP Comparison: Where Does Microsoft Dynamics 365 Land?

Comparing ERP and business management systems can be time consuming and difficult, with infinite resources comparing various aspects of each system. A reputable source for ERP comparison is Nucleus Research’s ERP Technology Value Matrix 2017. This report analyzes prominent ERP trends for the year, as well as the top ERP systems in the market.

The most notable trend in the ERP market for 2017 is “verticalization” with cloud-based offerings. The shift in the ERP market moving toward cloud technology carries over from 2016 to 2017. However, as the ERP cloud offerings mature, vendors are “looking to diversify from the one-size-fits-all model, delivering more industry-specific capabilities out of the box”. Many product suites are now expanding capabilities to include solutions tailored to different industries – we see this with vendors now offering cloud solutions specifically for SMB’s, or for manufacturing enterprises.

After a market analysis, Nucleus Research’s ERP Technology Value Matrix 2017 places each ERP vendor into one of four categories: Core Providers indicate low usability and low functionality, Experts represent low usability and high functionality, Facilitators signify high usability and low functionality, and Leaders refer to both high usability and high functionality.

Some vendor positions have changed from the ERP Technology Value Matrix 2016 to the matrix above for 2017. A few vendors have shifted categories: Epicor was previously a Leader, and is now listed as a Facilitator, marking a decrease in functionality. The same occurs with NetSuite, and also with IQMS as an Expert to a Core Provider. Rootstock and FinancialForce have increased usability and functionality respectively, upgrading them both in the Leader category this year. Some vendors improved their position within their current category, such as Infor, Quad, and Aptean.

One vendor that stands out from 2016 to 2017 is Microsoft, who has held a firm placement in the Leader category for both years, with a projection to continue improving in both usability and functionality. In the report, Microsoft is also noted for its verticalization, providing many options for different industries with the Microsoft Dynamics 365 product suite, as well as working with independent software vendors (ISV) to develop and list industry-specific solutions on AppSource.  While there are many vendors analyzed in this matrix, Microsoft seems to be leading the pack.

If you would like to learn more about Microsoft Dynamics 365,
please email us or call 860-781-7136.

Businesses Are On The Move With Increased Mobility Options

In today’s climate, businesses have a growing need for mobility. Whether it’s employees working from home, managers traveling for tradeshows, or customers walking around a store with questions, most businesses could benefit from increased mobility. Many of us have also gotten accustomed to having instant information at our fingertips. Not sure of something? You can reach into your pocket and Google it. Business owners or managers would probably benefit from having this access to their company data as well.

The movement to migrate data to the cloud is still growing, and although there are some myths out there, cloud storage and operations are already becoming commonplace. Mobility is a trend that has greatly impacted (and improved!) many things in our personal lives, and it is starting to do the same for businesses.

Many business management systems are now offering cloud-based systems in addition to their on-premise offerings, such as Microsoft Dynamics 365. With Microsoft Dynamics 365, companies can use the system on any device, from anywhere. There is an app for mobile devices, and without an app it is simply accessed through the internet.

 

With Microsoft Dynamics 365, businesses can operate with full mobility. In-store employees can ring up customers without needing to go to the register. They can also answer questions, check inventory, and show suggested items to customers around the store. Managers can access data and reports from meetings or even from home. Warehouse employees can move items to the next point in the schedule using tablets. Delivery employees can track routes and schedules, and mark items as delivered right into the system while they are out.

If your business is interested in increased mobility, please give us a call at 860-781-7136, or email sales@syssolutionsllc.com

Is Your POS System Slowing Down Your Business?

It may seem odd that something like a POS system could be negatively impacting your business – if it can make sales, then it isn’t hurting anything, right? Unfortunately this notion is wrong. Just because your POS system is capable of making sales does not mean that it is helping your business, and it may actually be doing the opposite.

If your POS system isn’t mobile, then you are missing out on sales. Every person who enters your store creates an opportunity for a sale (you already did the hard part and got them in there!). Now, here are a few things that can happen with an all-stationary POS setup: Your line gets too long, and discourages customers. Many of us have busy schedules, and are turned off by long lines especially if what we are buying is small, can be picked up another day, or is not 100% necessary in the first place. A mobile POS can be taken out from behind the register, and can ring up customers while they are in line or even eliminate the need for them to join a line in the first place.

Another common situation is a customer who is browsing, but is unsure of what she wants or may not really need anything. Often times these customers are overlooked. Employees think “Oh she’s just browsing, she’s not buying anything.” With a mobile POS, employees can approach customers on the floor equipped with product images, special offers, and even each customer’s online wish list. They can show browsing customers the top 10 products selling that week, as well as look up catalogs on the spot for customers looking for a specific category of items.

Additionally, a fully on-premise setup can be limiting your access to important business information. Not only is it limiting your physical access by being tied to PC’s instead of having mobile capabilities, but also limits access to the system itself. What happens if your credit card processing goes down on a busy Saturday, and your tech support only works Monday-Friday 9:00 am-5:00 pm? Then you cannot process credit card transactions through your system until Monday. What if your database crashes? Then you cannot access your customer data until it fixed, and hopefully your information has been backed up recently!

Lastly, your POS may be slowing down your employees. If the system is outdated or needs an update, then it can start to run slowly. This increases the time it takes for employees to tender each transaction, leading to incomplete customer information, long lines, and general frustration for your employees. Less than happy employees interacting with customers is not a recipe for success, especially when that interaction is the last thing that will stick with the customer as he or she walks out the door. Another thing that can slow your employees down is no integration between your POS and other softwares. Your POS being integrated with your accounting software and other programs you use daily to run your business such as Microsoft Office is key to productivity.

If you would like to learn more about switching to a mobile, cloud-hosted, integrated POS system, please email us or give us a call at 860-781-7136.