Use Microsoft Dynamics GP "Customer Items" to Reduce Order Entry Costs

If your company is a heavy user of Sales Order Processing (SOP) and has Customers that place repeat orders which list their Item Numbers and not yours, GP provides a simple, easy to setup, and efficient method to speed up the order entry process - Customer Items.

For example, your Customer calls an item a ‘USB/PS2’, but you call the item in your inventory a ‘123XYZ’. You can setup a cross-reference relationship between your item number and the Customer’s item number. When you enter a Quote, A Sales Order, or an Invoice for the Customer, and type USB/PS2 in the Item Number field, your item number 123XYZ is inserted and displayed in place of the customer item number. This process eliminates the need to perform a manual conversion of your Customer’s item number to your item number prior to entering the order thus reducing man hours expended in a non-value-added activity.

Let’s say you process 100 Sales Orders a day, 5 days a week, 52 weeks a year. That’s 26,000 Sales Orders annually. If you can save just 30 seconds an order, that’s a savings of 217 hours a year or the equivalent of a month and a quarter of an employee’s time that can be better spent in more value-added activity.

A further benefit of utilizing the Customer Item functionality is the ability to setup a Substitute Item in the event of a stock-out situation or a special promotion.

Suppose you’re offering a particular chair on closeout, but due to popularity, your inventory is sold out before the sale is over. You can substitute a replacement chair rather than back ordering the chair that is on closeout.

You can choose to setup Customer Items in ...