3 ways to master field sales in Microsoft Dynamics GP

When we take a delivery at our home or business, what is that experience like? Does the employee who delivers are water softener salt or installs a new heat transfer unit in our furnace have us sign and initial papers on a greasy clipboard? Or are we handed a mobile device for a digital signature? Does the service worker need to make multiple trips to his shop to get the required tools and parts for the task he is charged with? Or does he, as if by magic, have everything on the truck that might be required?

How does that same service visit look to people in the back office, using Microsoft Dynamics GP? Are accounting staff left with a sheaf of dog-eared papers for data entry? Is there a record of what inventory has been used on which customer project, or what inventory is on a truck for delivery or a service route? Or does a field sales or service operation disappear into a black hole, to the point that data involved in these activities becomes suspect?

Visibility into consumer and many business-to-business transactions come through the modern point-of-sales (POS) system. But what about companies whose businesses extend beyond the four walls of their operation and can therefore not rely on a steady connection to an intranet or even, sometimes, decent internet connectivity?

That disconnect means these businesses, including those running route sales operations, service delivery like mechanical contracting and others, may not be getting accurate records of what is sold, and crucial services and inventory transactions may never be invoiced. Non value-added work results when drivers must return to a physical office to enter data into Dynamics GP. Manual entry is prone to error, which erodes customer service and data integrity.