<img src="https://secure.leadforensics.com/133892.png" alt="" style="display:none;">

If you are a small-to-medium-sized distribution business with plans to stay in business, efficient sales order processing is undoubtedly one of your main focuses. But determining the best course of action when plotting your order processing strategy can seem overwhelming. That's why keeping a few key considerations in mind while you work to determine the best solution for you and your business will make evaluating your options a much easier task.

Save trees, time and money with an all-digital system

This first consideration might seem obvious today, but a surprising number of companies have been slow to make the switch to a strictly digital order processing setup. Not only does a digital system save paper, it also saves your company time and money. Paperless systems are much easier to maintain and organizeplus much harder to ruin with spilled coffee.

When choosing your ERP software, look for one that doesn’t rely on printed versions of sales documents or tether you to physical paper. 

Plot out the best workflow for your sales documents

No matter what you call it, all sales documents go through what we at SalesPad call “workflow.” Workflow is the series of steps that a document is sent through in order to complete the transaction.

Each type of sales document needs a clear path through your system. Additionally, all members of your team need to know this path and be able to check in on a document’s progress through it. By firmly defining the workflow for your documents, you’ll eliminate the potential for confusion or bad communication preventing your orders from being completed on time.

Make sure that your sales order processing solution supports digital workflows and makes it easy for you to create, edit and manage multiple workflows for all of your different transaction types.

Stay organized with classes and types

Speaking of different transaction types, how long does it take for your sales reps to fill out an order from a repeat customer? Are you able to quickly determine how many wholesale orders are being fulfilled or how many drop-shipped purchase orders are out for delivery?

If your ERP solution supports the use of classes or types (or both) to categorize your customers, sales documents, vendors and more, the answers to these questions are only a few clicks away.

Using categories like these not only helps you figure out what’s happening with any given sort of customer or transaction, it also speeds up data entry across the board. By assigning repetitive but necessary information to each category, you’re able to “roll down” that information to individuals within that category with the click of a button.

For example, when creating a profile for a new “wholesale” customer, you don’t need to assign them all the different traits that apply to any wholesale customer (such as discount percentages, price levels, payment terms, etc) if you can simply assign the wholesale customer category to that consumer (we call these customer classes). Once the “wholesale” category is assigned, all the other fields auto-populate with the correct data.

It’s not hard to imagine the time savings, especially when using classes or types for order entry. Keep this top of mind when evaluating your ERP solution, and make sure you’re taking advantage of these capabilities if they’re available to you.  

Find the ERP solution that will promote growth

At the end of the day, the best way to ensure successful sales order processing is to find the ERP solution that complements and strengthens your overall business practices. Your ERP software is your biggest ally when it comes to the nitty-gritty aspects of day-to-day business operations.

There’s a lot more to an ERP solution than sales order processing methods, of course. Join Columbus Global’s Lunch & Learn with Partner Sponsors session during the Let’s Learn LIVE: Virtual Summitit’s a lot more than what we covered here. 

Click here to watch the recordings

 

Topics

Discuss this post

Recommended posts

You’re undoubtedly aware of the constant stream of new features and release updates from Microsoft for your Dynamics GP solution. And you’ve probably seen a fair share as well on presentations, articles and social media conversations about the need to upgrade. But how does that affect you?
Is upgrading to Dynamics 365 a priority element of your digital strategy, but you're unsure if now is the right time to do it? Moving to any new technology can be an intimidating decision for an organization because it includes additional costs, infrastructure, working hours and other resources. These common roadblocks do not necessarily apply to the transition to cloud ERP.
It’s no secret that ransomware attacks are increasing. In fact, a business is hit with ransomware every 40 seconds. If ransomware does get a hold of your data, you can pay a large amount of money hoping that you will get your data back. The alternative is to not pay anything and begin your recovery process. Whether you pay the ransom or not, your enterprise loses time and resources dealing with the aftermath.
Manufacturing companies face complex challenges when managing their supply chain processes. Dynamics GP can address most of your industry- and process-specific needs. Have you been able to thoroughly leverage Dynamics GP Manufacturing modules? If you are new to GP or feel like you should be getting more from it, these GPUG classes are for you.
Deloitte’s ‘2020 Manufacturing Industry Outlook: A midyear update' makes clear the risk manufacturers are constantly facing today because of technological disruption. The constant compelling need to embrace Industry 4.0 can sometimes feel overwhelming. Against this backdrop, how can manufacturers leverage Microsoft Dynamics 365 Finance and Dynamics 365 Supply Chain Management to transform themselves digitally and overcome these challenges in the process?
right-arrow share search phone phone-filled menu filter envelope envelope-filled close checkmark caret-down arrow-up arrow-right arrow-left arrow-down