best tools for distribution companies in 2016 · best tools for distribution companies in 2016 what...

Best Tools for

Distribution Companies in 2016

What tools can help manage and drive your business

The new GP features and ISV Solutions that everyone can leverage

Presented By: John DiLeo and Katelyn Wood

• Make sure you find the time to work ON the business – not just

working in the business.

– Set aside time each week to work ON the business – look at how the

business can be improved

– How can things be done differently, what are the time consuming

tasks that can be improved/automated.

– Develop metrics to be able to evaluate the changes being made and

if they are effective.

• How do you measure if the changes make an improvement?

• Ways to analyze – using different reporting options.

Continued Improvements

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• New Features List GP2013 to GP2015 R2:

http://www.calszone.com/documents/microsoft-dynamics-gp-whats-new-since.pdf

• New Features GP2016: http://www.calszone.com/documents/2016-whats-new.pdf

SmartList Designer

• Create custom SmartLists for users that don’t have SmartList Builder

Distribution Recommended New GP Features (Tools)

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http://www.calszone.com/documents/microsoft-dynamics-gp-whats-new-since.pdfhttp://www.calszone.com/documents/2016-whats-new.pdf

Inventory Trx Reason Codes

• Assign Codes to different Inventory

transactions.

• Control which GL Account is used -

based on the Reason Code for

Adjustments and Variances

• Track Reason Codes for Transfers

Item Site Assignments

• View/edit all sites assigned and

not assigned to an item

New Tools: Inventory Reason Codes and Item Site Assignments

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2013 R2 – Workflow 2.0:

• Purchase Order Approval

• Payroll - Timecard Approval

2015 R2 – Workflow 2.0:

• GL Batch Approval

• Payables Batch Approval

• Vendor Approval

• Receivables Batch Approval

• Payroll

– Employee Skills Approval

– Direct Deposit Approval

– Employee Profile Approval

– W4 Approval

2016 – Workflow 2.0:

• Word Templates for Batch Approval Workflow Emails

• Workflow batch approvals now have a default Word template for the edit list.

– General Ledger batches

– Payables batches

– Receivables batches.

• These emails can be sent to the approver for complete information prior to final approval.

• Microsoft Dynamics GP 2016, alternate final approvers are now able to receive email notifications. In prior

versions, the primary approvers were notified, while the alternate final approvers were not.

New Tools: GP Workflow 2.0 – no longer requires SharePoint

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Enhanced Payment Terms setup/calculations

• More options for calculating payment terms

• Example – specific date Terms – always due on a specific date.

New Tools: Enhanced Payment Terms setup/calculations

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Purchasing All-in-One View

• Purchasing All-in-One View window to select that vendor and then view all documents

related to the payment, such as the purchase order, receipt, invoice, credits,

miscellaneous charges and finance charges, and payment with having link to vendor’s

inquiries

New Tools: 2015 R2 - Purchasing All-in-One View

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All-In-One Document Viewer for

InventoryQuantity In:

• Displays transactions where quantity is increased such

as purchasing receipts (POP), sales return (SOP)

transactions, invoice returns (Invoicing), increase

adjustments in inventory, manufacturing trx, stock count

variances, etc. Any layer of inventory in the Inventory

Receipts should show in this column.

Quantity Moved:

• Displays transactions where quantity is moved from

site to site or bin to bin such as inventory transfers

and bin transfers.

Quantity Out:• Displays transactions where quantity is reduced (sold)

such as sales invoices (SOP), purchasing returns

(POP), invoices (Invoicing), Inventory Transfers in

Project Accounting, Service Calls and Depot Mgmt

transactions, manufacturing trx, stock count

variances, etc.

New Tools: 2016 - All-In-One Document Viewer for Inventory

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All-In-One Document Viewer for Sales

• Access the Customer GP data from multiple sales modules on one screen with built in

filtering/searching for the following transaction types.– Quotes, Orders and Backorders, Invoices and Fulfillment Orders

– Cash Receipts, Credits/Returns

– Other Charges - Debit Memos, Finance Charges, Services/Repairs, and Warranty transactions

New Tools: 2016 - All-In-One Document Viewer for Sales

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• Enhance/customize your GP implementation with ISV products.

– Some of the great ISV’s for distribution companies.

– Not a complete list – there are 100’s of ISV solutions for GP.

– Industry specific solutions

– Add to GP functionality – from simple tools to large solutions

– Can run inside of GP and use the same type of windows and other solutions reside

outside of GP and work with the GP data.

– Independent Software Vendors (ISVs) are partners who build software that

integrates with and enhances the functionality of our Dynamics products. ISV

solutions are essential to the Microsoft Dynamics strategy. More and more

customers choose a solution because of the value that an ISV have added to a

Microsoft Dynamics product by developing a packaged software that fits their

specific industry or business needs.

GP Tools - Independent Software Vendors (ISVs)

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SalesPad delivers solutions that optimize your Microsoft® Dynamics® GP

experience. – Gold Sponsor - The Only Tool You Need

• SalesPad’s easy-to-use, scalable, customizable, and cost-effective business

management software tools enhance sales, customer service, distribution, and

warehouse operations. SalesPad GP provides simplicity and elegance in delivering an

all-in-one order entry, inventory, purchasing, and sales solution. Access and manage

sales, customer, and inventory data while on the go with SalesPad Mobile GP. Get

SalesPad GP’s online version with SalesPad WebPortal. Manage your warehouse

efficiently with DataCollection. MobileBoards means no longer hunting for info while out

and about. Manage shipping operations easily with ShipToGP.

• www.salespad.net

Favorite Distribution ISV Tools – SalesPad – It’s a Solution

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http://www.salespad.net/

Rockton Software, a Microsoft Dynamics GP and CRM Partner, is an Independent

Solutions Vendor (ISV) based in the United States. – Gold Sponsor

The company started in 1999 by offering custom Dexterity development for clients using Microsoft

Dynamics GP accounting software. Today, Rockton Software is a creative company that focuses on

Dynamics CRM and Dynamics GP. Rockton Software is a virtual company that has employees in five

states with its headquarters in Lafayette, Colorado. With over 2,700 customers worldwide, Rockton

Software supports innovation by offering Microsoft Dynamics add-ons for several industries.

• SmartFill – The smartest Google-style data search tool for GP Dynamics helps you find stuff up to

83% faster.

• Auditor - Track any and all changes to your data within GP Dynamics, even behind the scenes. See

who does what to what and when they do it.

• Omni Price: Extend GP’s standard pricing with tons of flexible pricing and contract features. Get the

exact pricing process you need.

• https://www.rocktonsoftware.com/gp/overview/products

Favorite Distribution ISV Tools – Rockton Software

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https://www.rocktonsoftware.com/gp/overview/products

Automate EDI transactions in and out of GP using one of the ISV products.

• Let the EDI professionals handle the details - Some GP / EDI Partners

• SPS Commerce – Gold Sponsor

– Integrations to GP

– New SalesPad Integration– http://www.spscommerce.com/products/fulfillment/integrated-fulfillment/system-

integrations/microsoft-dynamics-gp/

• High Jump

– Multiple EDI Solutions depending on your requirements

– https://www.highjump.com/supply-chain-management-solutions/truecommerce-edi-trading-partner

• Data Masons

– http://www.datamasons.com/dynamics-gp

• RedTail Solutions

– http://redtailsolutions.com/products-and-services/integration-with-accounting-systems/microsoft-dynamics-gp/

• BSI – Business Systems Integrators

– http://www.bsiedi.com/

Distribution Tools – To Help Automate

EDI - Electronic Data Interchange

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http://www.spscommerce.com/products/fulfillment/integrated-fulfillment/system-integrations/microsoft-dynamics-gp/https://www.highjump.com/supply-chain-management-solutions/truecommerce-edi-trading-partnerhttp://www.datamasons.com/dynamics-gphttp://redtailsolutions.com/products-and-services/integration-with-accounting-systems/microsoft-dynamics-gp/http://www.bsiedi.com/

Integrated Website at all different levels• Low volume - Importing orders from website into GP

• High volume – integrated website solutions options

Custom Integrations – Options - Import files using different tools:

– Microsoft Dynamics GP - Integration Manager – import new orders into GP

– TitaniumGP (Silver Sponsor)» Import orders and update orders using Excel

» http://www.titaniumgp.com

– eOne SmartConnect (Silver Sponsor) » Import orders and update from multiple source file options, can also export custom

file formats back to websites

» http://www.eonesolutions.com/smartconnect/overview/

– Completely custom developed integration to your website

» CAL offers a complete development team


Websites / eCommerce Integrations

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http://www.titaniumgp.com/http://www.eonesolutions.com/smartconnect/overview/

Complete Integration

• Sync the items, pricing and customers to the website and create the transactions

in GP and update transactions on the website.

• K-eCommerce – Silver Sponsor– k-eCommerce meets the needs of B2B and B2C customers alike. Its integration with

your ERP/CRM system makes it easy for you to manage your online store, leaving only

one point of maintenance: Microsoft Dynamics. k-eCommerce is fully responsive, giving

your customers an easy and convenient shopping experience on any device, while

features like Amazon marketplace and Facebook store integration let you diversify your

sales channels even further. k-eCommerce is available through its PCI DSS-certified

cloud, or can be purchased as a license.

– http://www.k-ecommerce.com/dynamics-gp

• Nodus Technologies - eStore Solution Stack– With online commerce growing at a rapid pace, streamlined business processes, automated order

processing and integration with your ERP is a must. Understanding the value of process automation,

Nodus has developed the eStore Solution Stack, a fully featured e-commerce webstore, electronic

payment processing engine, and powerful integration with Microsoft Dynamics GP.

– http://www.nodus.com/estore_solution_stack.html


Websites / eCommerce Integrations

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http://www.k-ecommerce.com/dynamics-gp

Automate the shipping process – instead of manually entering transactions

• SalesPad ShipTo.GP – Gold Sponsor– ShipTo GP lets you monitor and manage your sales orders so you can ship products

quickly and reliably. ShipTo GP makes it easy to import your shipment data to UPS or

FedEx, process the shipment and then write back the shipment costs and package

tracking numbers back to your sales orders. ShipTo GP integrates with UPS

WorldShip™, FedEx Ship Manager®, Microsoft Dynamics™ GP and, optionally,

SalesPad. USPS Mail shipments are also supported via UPS Mail Innovations.

– http://www.salespad.net/Products/For-Dynamics-GP/ShipTo-GP

• V-Technologies– StarShip and ShipGear solutions

– http://www.vtechnologies.com/

• ProShip– http://www.proshipsoftware.com


Integrated Shipping Solutions

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http://www.salespad.net/Products/For-Dynamics-GP/ShipTo-GPhttp://www.vtechnologies.com/http://www.proshipsoftware.com/

Options for all different levels

• From simple Bar Code Printing and Scanning to full Warehouse Management

Systems with warehouse automations.

• Is this the future of warehousing – Amazon:

– https://www.youtube.com/watch?v=Y-lBvI6u_hw

• Start Simple – print Bar Codes on documents attach scanners to workstations

– Now users can scan document numbers, item numbers.. instead of manually

keying them

• Data Collection to WMS Solutions:

– Automate processes normally done in GP via paper / manual input after the

transactions have already occurred in the warehouse.

» GP supports multi-site and multi-bin

– Each solution offers different features and transaction sets

– Some use your existing GP database other require their own database.


Bar Coding/Data Collection/Warehouse Mgmt Solutions

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https://www.youtube.com/watch?v=Y-lBvI6u_hw

• SalesPad DataCollection – Gold Sponsor– SalesPad DataCollection GP makes your warehouse more accurate and efficient.

DataCollection GP runs on a barcode-scanner-equipped Windows® mobile device and

integrates directly with Microsoft Dynamics™ GP

– Can be used with or without SalesPad Desktop

– Integrates with their Shipping Solutions

– Warehouse Management solution has customizable Inventory Allocation engine that allows you

to replace the GP standard inventory allocation process with one that works based on your

business requirements.

– http://www.salespad.net/Products/For-Dynamics-GP/DataCollection-GP

• Appolis – WithoutWire – Bronze Sponsor– WithoutWire™ Warehouse Management Solution provides efficient inventory and process

optimization for distribution and manufacturing organizations looking for more robust lot

tracking of inventory

– http://withoutwire.com/



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http://www.salespad.net/Products/For-Dynamics-GP/DataCollection-GPhttp://withoutwire.com/

• PanaTrack:

• Supports GP transactions also has Fixed Asset tracking

• http://www.panatrack.com/panatracker-gp-inventory/

• HighJump:

• Multiple WMS Solutions

• https://www.highjump.com/supply-chain-management-

solutions/warehouse-management-solutions-wms/wms-erp-

integrations

• Solo Globe:

• WMS Solutions for different industries

• http://www.sologlobe.com/solutions



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http://www.panatrack.com/panatracker-gp-inventory/https://www.highjump.com/supply-chain-management-solutions/warehouse-management-solutions-wms/wms-erp-integrationshttp://www.sologlobe.com/solutions

• Reporting

– Needs tools to allow reporting to analyze the changes and Quick access to

information

– GP Reporting Tools:

• GP ReportWriter Reports – reliable

• GP SSRS Reports – new version GP adds more SSRS based Reports. – Customizable, easy to provide access to GP data without using a GP seat.

– Export options built in

– Improves with each new version of SQL

• SmartLists, SmartList Designer, Export Solutions

• Excel data connectors and Excel Reports

• Business Analyzer

– This feature enables tablet users on Windows, iOS or Android to install and use the Microsoft

Dynamics Business Analyzer app.

– Microsoft Dynamics Business Analyzer is a cross Dynamics Business Intelligence app that

enables AX, GP and SL customers the ability to view and take action on key business information

right at their fingertips.

• Power BI - is a suite of business analytics tools to analyze data and share insights.

– Desktop Application and Mobile platform – free version available

– https://powerbi.microsoft.com/en-us/

Distribution Tools – Reporting, Metrics and User Defines

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https://powerbi.microsoft.com/en-us/

• User Defined Data added to GP– Metrics are only as good as the data you have to support them.

– GP User Defines are limited

– Options for Additional User Defines to be captured and reported against with GP

• eOne Extender and Extender Enterprise – Silver Sponsor

– No two businesses are the same, which means no two implementations of Microsoft

Dynamics GP should be the same. Extender is the tool that ensures your Microsoft

Dynamics GP implementation fits your business perfectly. Extender ensures that you

can always capture the data you need to capture at the exact time you need it. You

can add fields, build extra windows and brand new data entry screens to Microsoft

Dynamics GP all without writing a single line of code.

– http://www.eonesolutions.com/extender/overview/

• TitaniumGP Elastic Windows – Silver Sponsor– Add fields & business rules to Dynamics GP windows with simple SQL tables and views –

Silver Sponsor

– With TitaniumGP’s Elastic Windows the opportunities for growing the functionality of

a Dynamics GP window are endless. You can easily add new fields of any SQL type

to the GP window (including UNICODE), and add additional view information that

automatically changes as you place the curser in different elements in the GP

window.


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http://www.eonesolutions.com/extender/overview/

• User Defined Data added to GP– Metrics are only as good as the data you have to support them

– SalesPad.GP Desktop & GP Additions – Gold Sponsor

• SalesPad Desktop allows up to 200 udefs per business object

– User Defines and can customized based on your business needs and added directly to

many of the SalesPad Desktop windows

• GP Additions – Additions GP helps bring the power of SalesPad to Microsoft Dynamics GP®

– All without having to even open SalesPad in some cases. With several different modules available

for purchase, Additions GP can allow users to harness the power of UDFs, view Sales Batch

Processing, and more

• SalesPad MobileBoards –MobileBoards is the ultimate toolbox to access any key business metric from

the convenience of your iPhone®, iPad®, or Android® device.

• SalesPad Reporting Options – Quick Reports, Report Designer and Dashboards

– Flexible Reporting tools - Allow for custom reporting based on the user defines and any data in the

SQL database.


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• Measure your improvements with Reporting

– With user defines you are able to create the required Metrics to analyze

the improvements you have implemented in order to continue to monitor

and continue to work on the business and improve.

– Different User Defines and Metrics

• What type of metrics drive your business? What do you need to

track/report against?

– Lost Sales / Out of Stocks?

– Reasons/ratio for lost customers?

– Total Units / total warehouse hours?

– Order processing time per user/selector?

– Sales per cubic foot?

– What is important to your business and customers!

» Build reporting to monitor and improve!


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Next steps

Please remember to fill out your evaluation form.

Contact CAL:

Call: (860) 485-0910 ext. 3

Email: [email protected]

Online: www.calszone.com

Follow-up forms are available at the back of the room.

Please visit our sponsors.

Best Tools for Distribution Companies in 2016

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mailto:[email protected]://www.calszone.com/

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