Find out how EthoTech Customer Service Collection improves your Dynamics GP inventory insight and can save you hours of time.
When you’re juggling a full workload, time is your most valuable resource — and there never seems to be enough of it.
Ready to make a change? We know what can help: EthoTech Customer Service Collection.
Check out the range of functions it offers to help you save time across your Dynamics GP inventory processes and more.
1. Avoid products being shipped to customers past their credit limit.
If a sales document in GP exceeds a customer’s credit limit, Customer Service Collection will auto-assign a credit limit process hold. Even better, it will assign a process hold as soon as the items are calculated, instead of waiting until after the sales document is saved. To override this, your Credit Manager can make a strategic decision to release the transaction or credit limit process hold for shipment.
2. Reduce your likelihood of double shipments or payments.
Customer Service Collection automatically checks for duplicate purchase orders in both Sales Order Processing and payables’ historical and unposted documents. Then it notifies your staff of the duplicate item in your system, so they can ensure that they’re not creating a duplicate shipment or payment.
3. Answer customer questions quickly and efficiently.
Your sales team can respond faster and more accurately during customer calls. With Customer Service Collection, they can see the most recent purchase for a customer-item combination (last posted invoice) directly within Sales Transaction Entry. This gives immediate visibility into what the customer bought last, when they bought it, and what they paid – without opening additional inquiry windows or leaving the transaction screen.
4. Avoid promising shipment on an out-of-stock item.
Within Sales Transaction Entry, your sales team can easily see your up-to-the-minute Dynamics GP inventory: on hand, on order, available, and allocated. They can also view your available stock inventory (ASI) that is unallocated, the net quantity available, and the expected day you will receive the stock.
5. Move multiple sales documents quickly from one batch to another.
Ever want to “take back” your mouse click after posting the wrong sales documents by mistake? Ever want to move a subset of your sales documents with a filter or specific configuration (for example, all web orders)? You don’t need to create error-prone returns, and you don’t need to move your documents one by one; instead, you can use Customer Service Collection to move your documents easily and quickly.
6. Print shipping labels directly.
Sigh of relief here: Customer Service Collection makes it possible for your team to print shipping labels directly from the Sales Transaction Entry or Sales Order Fulfillment screens. We would call for high fives all around right now – except that everyone’s hands will be filled with easily printed shipping labels.
7. Easily track down which checks paid a specific invoice.
No more hunting down payment data. From the Sales Transaction Inquiry Zoom window, you can clearly see which checks were applied to sales invoices or returns. All it takes is a single mouse click or keystroke. It really is effortless.
8. Automate and enforce your restocking charge policy.
If you’re looking to establish and implement a policy on a restocking charge percentage, turn to Customer Service Collection to apply and enforce restocking charges instantly (via the Restock button) using your default percentage. This eases data entry, reduces errors, and improves your efficiency.
9. Copy voucher numbers to the document number automatically.
Working in Payables Transaction Entry? Frustrated at having to manually copy the voucher number to the document number? You’ll save a lot of time on those manual processes with Customer Service Collection because it does this automatically.
10. Monitor the quantity of your unallocated Dynamics GP inventory.
If you do not auto-allocate your inventory to orders on data entry, this will help you track the total quantity you have on order, but not allocated. This level of insight is not easily visible in a single place in native GP without additional tools or inquiries.
Take the Next Step – It’s Fast
You have no time to waste, so let’s get straight to the facts.
EthoTech Customer Service Collection:
- Costs only $2,500 one time, plus a $500 annual subscription fee.
- Can be implemented within one day.
This means that, with an investment of $3K, you can empower your team to increase efficiency, ensure high levels of customer service, and start saving up to $125K per year — starting today.
Learn More About Customer Service Collection
It only takes 5 minutes to learn about now, and it can give you so much more time going forward.