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.