7/24/2009

Mobile Sales Integration with Dynamics GP

One of the finest strengths of Dynamics GP is its ability to integrate with a variety of applications.Among those integrations is its ability to integrate with Mobile Sales applications. In today’s world of automation, Sales process play a key role in ensuring the financial stability of any organization that it is its backbone. Which is why, Sales processes in Enterprise applications have always been demanding to technology upgrades constantly so as to achieve an economy of operation in terms of reducing the cycle time for the process. In this article, I’d focus on a Microsoft Dynamics Certified Mobile Sales Integration solution available from jLanmobile.  jLanMobile Sales for Microsoft Dynamics GP is a complete PDA based mobile sales software solution. The solution integrates with Receivables, Sales Order processing and Inventory data in Dynamics GP.

Below is a PDA screen where the Dynamics GP Items can either be entered manually, through Lookup or a Barcode Reader for Sales Order. jlanmobile_1 
This is the order confirmation screen in the PDA with an electronic signature of the customer specifying his acceptance

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Here is a sample PDA screen how it shows a Salesman’s Route. Green Color indicates that the Salesman has completed the visit, Yellow means skipped the visit, Red means the visit is pending.

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The order made through PDA is now synchronized with Dynamics GP. Synchronized Sales document looks like this in PDA as well as GP

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jLan has a mobile server that manages the entire process. Here is a screen captured from jLan Mobile server depicting the jLan Route Manager console showing the daily activities of all PDAs.

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This solution also supports the Dynamics GP Serial Numbers allowing the Salesman to sell by Serial Numbers.
(Disclaimer: This article objective is just to bring to the attention of readers interested in Dynamics GP Application on how a Mobile Sales solution integrates with Dynamics GP. The author has no business relationship with Solution vendor either directly or indirectly. )

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