CAL Business Solutions Team
CAL Business Solutions
 
 

Distribution Industry

SalesPad Tip: Creating Cash Receipts

In the past, most Accounts Receivables (A/R) transactions needed to be done by Dynamics GP users. However, SalesPad has been adding functionality into the Desktop product; part of which includes creating Cash Receipt transactions. SalesPad Cash Receipts allows you to create the same transactions you would create in Dynamics GP. When the new cash receipt […]

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Attend Panels 2017 This Summer to Get More From Your SalesPad System

Do you want to get more out of your SalesPad system for Microsoft Dynamics GP? Join members of the CAL team, SalesPad leadership team, developers and other SalesPad users on August 8-10 at PANELS 2017. This three day event in Grand Rapids, Michigan will feature training sessions, roundtable discussions, networking, and fun. Learn from the […]

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Invitation to New England SalesPad User Group May 18

If you have invested in SalesPad for your Microsoft Dynamics GP system you want to make sure you get the most out of the tool. At the SalesPad User Group session on May 18

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Microsoft Dynamics GP Pricing Guidelines for Distribution Companies

The price of Microsoft Dynamics GP financial accounting software systems for distributors can vary widely. You may need simple inventory tracking all the way up to a full warehouse management system (WMS). In order to start the conversation, and make sure we are all in the same ballpark, here are some guidelines.

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Who Provides Microsoft Dynamics GP Support for Distribution Companies?

Many distribution companies own a Microsoft Dynamics GP solution. Perhaps you even purchased it back in the old “Great Plains” days. Your business may have started out simple, and Dynamics GP (Great Plains) was just your core financial system. Over the years maybe you added on other disparate systems for inventory management and product configuration.

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6 Things Distributors Need to Be Able To Do Within Their Financial Accounting Software

Every company uses financial accounting software, but when you are a distribution company there is more to it than just debits and credits. There are specific features you distribution company needs in the software in order for your business to thrive. Here are six things distribution companies need to be able to do within their financial accounting software.

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5 Signs You Need Better Inventory Management Software

Does your distribution company need better inventory management software? Here are 5 signs that you to make a change:

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Sales tax risks facing manufacturers along the supply chain

Manufacturers face sales tax risks at many points along the supply chain. Whether selling to retailers, directly to consumers, or supplying wholesalers and distributors, the unseen costs of errors in sales tax management can decimate the bottom line.

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Review of SalesPad Dashboards for Microsoft Dynamics GP

With the new SalesPad dashboards you have access to EVERY table stored in Microsoft Dynamics GP meaning you can get all the financial information you want displayed in a dashboard.

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4 Reasons I Love SalesPad Dashboards for Dynamics GP

Everyone already knows that I love the new SalesPad dashboards for Microsoft Dynamics GP. (See my Review of SalesPad Dashboards for Microsoft Dynamics GP).  But to get even more specific, here are four of my favorite features: New User Specific Security Rights   If you’re making a financial dashboard that has a lot of sensitive information […]

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SalesPad Tip: Search Faster and View User Defined Fields in Dynamics GP with Additions GP from SalesPad

Additions GP is a fairly new, but very cool, offering from SalesPad for Microsoft Dynamics GP. It was originally designed to work with SalesPad Card Control but now it is sold separately in a site license based model. It comes in two “flavors”: Search and User Defined Fields.

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10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #10 Can we improve the efficiency of our picking processes?

Picking processes are as unique as the distributors that deploy them. Efficient and flexible picking systems need to factor in all of the variables, from expiration dates to shipping methods, that are unique to the products and the company procedures. The right answer The number of variables involved in optimizing the picking process for your […]

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10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #9 Will managers be able to analyze sales data to monitor unique KPIs?

The sales managers that oversee the day-to-day operation of your sales organization know what it takes to be successful. They aren’t interested in dashboards that were designed by someone else. They want access to detailed order data and KPIs (Key Performance Indicators) that they can slice, dice and display what they know is important. The […]

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10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #8 Can employees customize screens to meet their needs?

Every person thinks and works a bit differently. In the past workers had to adjust to the way the system presented information. There was no choice unless you enlisted the help of a programmer to customize the application for certain users. The right answer The proliferation of apps has changed everyone’s perception of what software […]

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10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #7 Will we have insight into pricing and margins at the line item level?

There was a time when pricing was simple. Yearly or quarterly product catalogs included columns listing standard prices at lot quantities. Now that customers can search online for anything and compare prices easily, static pricing is a thing of the past. To compete on price your sales reps need to know the margins for each […]

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10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #6 Can we automate all customers notifications?

In business, surprises are usually not a good thing. Most of the time, an unexpected turn of events leads to delays and missed deadlines. Automated status updates that keep your customers informed of progress and delays help them plan and avoid situations that cost them money. The right answer Just as we have become accustomed […]

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10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #5 Does the purchase order process automate drop ship and replenishment?

In the past, the practice of accumulating backorders over the day or week to place a master purchase order was the norm. Manually matching up the backorders when stock arrived was a time consuming and error-prone process. Orders sitting on the dock were held up waiting for that one last item to arrive. Those are […]

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10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #4 Will sales have access to customer and sales data on their mobile device?

Making it easy for your field sales team to do business in the field means full access to information through their mobile device. No switching to the laptop to take notes, or telling the customer you will have to call them back with answers. Immediate information at their fingertips. The right answer Getting information in […]

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10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #3 Can we check inventory status during the order entry process?

While this question may seem obvious, it is surprising the number of distributors who are still taking orders without basic inventory information. Customers don’t appreciate being put on hold while the service rep calls the warehouse to see if a critical item is in stock. The right answer Order takers – whether they are in […]

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10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #2 Can we monitor orders at every step in the process?

As orders, the lifeblood of your organization, flow through your business management systems, they should be visible and monitored from entry to delivery. Batch processing in most legacy systems doesn’t allow your team to handle exceptions proactively and answer customer inquiries quickly. The right answer Distributors on the leading edge are using rules-based workflow that […]

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10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software – #1 Will we have access to centralized order and customer information?

When a customer calls to place an order, your sales rep should be able to access all the information needed to process the order in one application, better yet, one screen. Customers don’t appreciate being put on hold while they wait for the service rep to look up their discount terms or why there is […]

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Distributors Can Track The Lifetime of a Serial Number in Dynamics GP with SalesPad Quick Reports

Microsoft Dynamics GP with SalesPad works especially well for distribution companies that have inventory with serial or lot numbers. There are many standard reports for tracking these items, but what if you want to go deeper?  For example, what if you want one report that shows you the full lifetime of a serial number? You […]

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Track Product Expiration Dates in Microsoft Dynamics GP with SalesPad to Reduce Inventory Loss

If you are using Microsoft Dynamics GP with SalesPad you can easily track and locate these items. Then you can get creative and sell those items at a discount. After all, getting a discounted price is better than getting no price at all.

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Why Manufacturers/Distributors Are At the Highest Risk for Sales Tax Audits

For Manufacturers and Distributors, sales tax audit risk isn’t always obvious. And yet businesses in these industries are at the highest risk. As states grow hungrier for additional revenue, increased scrutiny of high-risk industries such as manufacturing and distribution result in more aggressive and sophisticated audit tactics. The bottom line is that state sales tax […]

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New Client Video: Beekley Medical Enhances Dynamics GP for Manufacturing and Distribution

Have you seen our latest client case study video? After using Dynamics GP for over a decade CT based Beekley Medical decided to expand the capabilities of GP to better manage distribution and automate manufacturing. After adding SalesPad and GP Manufacturing they can take orders faster, ship products sooner, and spend less time on manual […]

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Infographic: Manage Supply Chain, Field to Fork with Microsoft Dynamics GP

It sounds a little hard to imagine that it might be possible to manage your food supply chain from field to fork without something complex and convoluted. If nothing else, it sounds horribly expensive, but Appolis’ WithoutWire Warehouse along with Myappsanywhere’s cloud-based implementation of Microsoft Dynamics ERP and CRM found a way to make it […]

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What’s New In SalesPad Version 4.2

SalesPad has upgraded their SalesPad flagship product (SalesPad v4.2) to add the following functionality among many new features: Form hyperlinks (the ability to right click a window and get to the various help documents) Email Tabs – On Customer Card, Sales Document, Vendor Card & Purchase Order Default Doc Items Override (The ability to create […]

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SalesPad Tip: SalesPad Mobile – Access Sales, Customer and Inventory Data On The Go

Do you need to access and manage your sales, customer and inventory data while on the go and in the field? You can with SalesPad Mobile.   “SalesPad GP Mobile gives Microsoft Dynamics GP users the power to manage their customers, inventory, and sales documents from the convenience of their iPhone, iPad, or Android mobile […]

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Video Case Study: Why Innovative Medical Products Loves Microsoft Dynamics GP with SalesPad

Innovative Medical Products, Inc. is a Connecticut based manufacturer and distributor of medical devices for the orthopedic industry. In this video Rich Larkin, Director of Operations talks about why they chose Microsoft Dynamics GP with SalesPad and the impact it has had on their business. Including a 150% increase in order processing and 98.5% order […]

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A Sweet Field Trip for the CAL Team to Crown Maple Production Facilities

The entire CAL Business Solutions team took a field trip to visit one of our newest clients, Crown Maple. We were treated to a private tour of the production and distribution facilities, followed by  maple syrup tasting and a gourmet lunch. It is not all the time that we find such “sweet” clients, perfect for […]

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