The Secret to Faster Order Entry in Business Central (No More Slow POS Systems)
Many trade desks and parts counters struggle with slow, inefficient point-of-sale systems. These systems often require excessive clicking, manual data entry, and constant switching between screens, especially when built separately from Business Central.
That disconnect costs time, increases errors, and frustrates frontline staff.
The Counter Sales app from Insight Works eliminates that friction by giving Business Central users a purpose-built, high-speed order entry experience. Counter Sales is a point-of-sale solution designed for parts counters, trade desks, and smaller outlet stores. The app enables sales teams to create sales orders quickly, find inventory instantly, and complete transactions efficiently—all within Microsoft Dynamics 365 Business Central.
A User Interface Built for Speed
Standard Business Central order screens lack the speed and structure needed for counter sales. Counter Sales replaces the general-purpose layout with a streamlined interface tailored for fast-paced environments.
This interface provides a comprehensive overview of Counter Sales activities. It highlights pending orders, returns, and user tasks, enabling efficient management of sales workflows. Insights into locations and items are readily accessible, offering immediate visibility into inventory and operations for quick decision-making.
Users launch a new sales order using the Quick Sale function for fast, cash-based transactions or use the Take Order Wizard for more detailed quotes and customer-specific sales. Both methods reduce friction and guide users through the proper workflow.
Find the Right Item Without Slowing Down
Searching for inventory shouldn’t feel like a scavenger hunt. Counter Sales enables sales teams to search using keywords, item descriptions, product attributes, and cross-references—without needing to match exact terms or field formats.
The Enhanced Item Search interface provides advanced filtering options to locate items based on descriptions, attributes, or locations. It offers detailed inventory visibility and availability, helping sales teams efficiently find and manage product information.
Reps check real-time availability across locations, spot backorders, and instantly confirm pricing, which saves time at the counter and increases order accuracy.
Sell Smarter with Built-In Upsell Suggestions
Faster order entry matters—but smart order entry creates even more value. Counter Sales enables teams to automatically recommend upsell or cross-sell items based on actual sales history.
The Sales Order interface provides detailed line-item management, with options for related items, frequently bought-together suggestions, and item availability. This feature enhances order accuracy and promotes upselling opportunities, optimizing the sales process.
Whether selling a piece of equipment or a common replacement part, sales reps get instant suggestions for compatible accessories or frequently paired products—boosting both revenue and customer satisfaction.
Fast Customer Lookup and Contact Creation
Speed matters when a customer is standing at the counter or on the phone. Counter Sales enables quick searches by name, phone number, or email—and lets users create new contacts on the fly for tracking purchases or deposits.
The Enhanced Contact Search feature allows users to quickly locate customer or contact details using filters such as name, phone number, or email address. It provides options to create new contacts and view sales history, improving efficiency in managing customer relationships and order processing.
Even for walk-in or one-time buyers, reps capture enough contact details to enable follow-up marketing or service tracking without slowing down the transaction.
The Smarter Way to Enter Orders in Business Central
Counter Sales gives your team a high-speed, purpose-built order entry solution that runs entirely inside Business Central. The app reduces training time, improves accuracy, and speeds up sales at the counter. Sales teams benefit from:
- A simplified interface designed for speed
- More intelligent, more flexible item search
- Built-in upselling recommendations
- Fast customer lookup and entry
- Real-time visibility into pricing and inventory
Counter Sales streamlines order entry, enabling users to move faster and work smarter—right where they already operate.
To learn more about Counter Sales, visit POSforDynamics.com or reach out to your Microsoft Partner today.