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Trinity Computers  
 
 

Microsoft Dynamics GPBusiness Solutions Partner

 
Sales Order Processing

Enhance employee productivity and streamline your distribution process with sales order and invoicing capabilities that help you enter and process orders quickly and accurately and give you more control over your business process.

Key Features:

  • Streamlined access to all information
  • Customise your invoicing process
  • Flexible drill down facilities
  • Customise your order entry processes
  • Track and manage potential customers separate from existing customers
  • Create routine documents in print or on-screen formats

Key Benefits:

  • Manage customers effectively with fast and accurate invoicing and distribution capabilities
  • Improve office productivity with quick and easy order entry
  • Get all the information you require in a single window
  • Customise the SOP process to suit your specific business requirements
  • Increase sales through more effective management of potential customers
  • Fully automate your invoicing process

To download the Microsoft Dynamics data sheet for this module click here.

Sales Order Entry
Delivery & Logistics
Pricing
   

 

Sales Order Entry

GP Available To Promise

"The number of credit notes raised has reduced to around one in fifty, compared with one to every four invoices under the old system" Wendy Wroe, Financial Controller, Cakes for the Connoisseur, commenting on the effect which placing orders against available stock is having on the company's need to raise credit notes for out-of-stock items.

 

Successful sales are dependent on having the right stock available at the right time to meet a customers needs. In a fast moving environment with many different types of demands on this stock, it can be difficult to draw all relevant information together in a meaningful and accessible way. The Available to Promise (ATP) functionality in Microsoft Dynamics GPsoftware provides the perfect solution allowing the user not only to project future stock availability, but also the facility to update specific transactions and review the effect on that overall projection.

Key Features:

  • Product summary
  • Complete transaction record
  • Rolling inventory balance
  • Accurate promise of delivery
  • Calculate earliest ship date
  • Drill-down and update
  • Full and seamless integration

Application Power:

  • Take control of your inventory
  • Give employees the critical information they require to work more productively
  • Exceed customer expectations, with the ability to give firm delivery dates
  • Get a complete view of your stock
  • Maximise your net profit by avoiding lost sales, backorders, dead inventory and poor customer service
  • Project how future sales orders and deliveries are affected by delays and opportunities

To download the Microsoft Dynamics data sheet for this module click here.

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Catalogue Based Sales

Sales order entry is a critical activity in a customer focused business like distribution. It may be the only regular point of contact with the customer so the speed, skill and knowledge that is shown by the order taker will have a major influence on that customer's perception of the whole company. An order taker who can answer technical queries, offer substitutes, introduce promotions and understand typical buying patterns will leave a lasting positive impression. Even if the order is being entered one step removed from the customer eg via fax or order form, it is vital that the operator can record the order quickly and accurately with appropriate information readily to hand.

Key Features:

  • Catalogue and screen search
  • Catalogue section name search
  • Item catalogue
  • Item attributes
  • Item display
  • Information point
  • Fast order entry

Application Power:

  • Increased sales
  • Increased profitability
  • Improved customer service

To download the data sheet for this module click here.

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Customer Call Scheduling

Managing customer calls, whether it be as part of regular telesales schedules or responding to a one-off request for technical information, is at the heart of good customer relationship management. The Myridas Customer Call Scheduling module offers sophisticated call management facilities, via simple implementation and set up routines, that radically improve customer contact management giving immediate benefits for sales and service.

Key Features:

  • Call schedule management for one-off or regular call generation
  • Call control to avoid 'doubling up' on calls
  • Action linking for pre-defined call procedures
  • User-defined results to set unlimited response categories
  • Follow-up calls permit individual call schedules to be linked
  • Detailed history is permitted with free text entry
  • Call schedule import using Crystal or Explorer

Application Power:

  • Manage customer telesales schedules
  • Generate targeted marketing campaigns
  • Enhance real and perceived service levels - keeping customers happy at all times
  • Delivery optimisation

To download the data sheet for this module click here.

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Customer Templates

Successful distribution starts with successful selling. This means having immediately available all of the information that can help to maximise sales and ensure that the customer gets the product they need at the right price. The Myridas Customer Templates module has been produced with these objectives in mind.

Key Features:

  • Template generation
  • Previous order templates
  • Template selling
  • Drill down to a complete list of previous orders for price and quantity details
  • Drill down to show the document containing particular order details
  • Reports & administration
  • Restricted sales template

Application Power:

  • Selling up
  • Early problem identification
  • Selling to price contract
  • Price negotiation
  • Spares and accessories lists
  • Customer buying lists
  • Promotions

To download the data sheet for this module click here.

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Linked Item Selling

"Linked Item Selling has greatly improved our ability to 'up-sell'. Now we can prompt the CSR to also sell items required to complement the product ordered or to suggest associated items linked to the specific item the customer is calling to order". Lee Porter, VP, Drive Products USA

 

In many distribution businesses it is the ability to make the most of every sales opportunity that can mean the difference between success and failure. Linked Item Selling is a simple but effective tool that helps ensure that the all-important opportunity to 'up-sell' is not missed.

Key Features:

  • Linked item groups
  • Linked item selling

Application Power:

  • Instant sales tool
  • Complete the sale

To download the data sheet for this module click here.

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Sales Pattern Analysis

An important part of customer relationship management is to understand a customer's buying patterns, not just what products they buy, but how many and how regularly. Sales Pattern Analysis gives easy access to this information in a form prescribed by the user.

Key Features:

  • Sales period definition
  • History take-on
  • Sales pattern enquiry & report
  • Sales pattern warning
  • Links to catalogue sales

Application Power:

  • The easy availability of sales pattern information at order entry time enables users to sell more interactively by quickly identifying those items where sales should be anticipated
  • Provide improved customer service by being able to identify for customers those products that they should be considering purchasing
  • Provide an early warning to management of a possible change in buying behavior by a customer that may indicate they are buying elsewhere

*Note that MBS Microsoft Dynamics GPEdition 7.5 is a pre-requisite for this product.

To download the Microsoft Dynamics data sheet for this module click here.

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Sales Navigator

From having a customer on the phone to simply wanting to audit recent or historical sales orders, you should be able to access the required information as quickly and easily as possible. With the search functionality of Myridas Sales Navigator all your sales order details are just a few clicks away. Whether you want to retrieve item details from a historical order, check orders from a variety of customer addresses, or search for sales orders that have not yet been fulfilled, Sales Navigator provides the power for complete control over and access to your sales documents.

Key Features:

  • Sales Document Search
  • Document Creation and Zoom
  • Advanced Searches
  • Default Site Search
  • Outstanding Lines Check
  • Customer Enquiry

Application Power:

  • Front End for Sales Transaction Entry
  • Synergised Enquiries
  • Complete and Seamless Integration

To download the data sheet for this module click here.

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Catchweights

Many items require quantities to be tracked in more than one unit of measure, where there is no fixed relationship between the units of measure. This could be the case where the base unit of measurement is a weight, but the item is sold in a variety of sizes. The Myridas Catchweights module focuses on these requirements, providing catchweight functionality in Sales, Purchasing and Inventory functions.

Key Features:

  • Multiple units of measure
  • Final invoice adjustments
  • Dual reporting
  • Base units of measurement
  • Easy recording and matching
  • Full dual tracking
  • Enhanced lot handling
  • Unit of measure enhancements

Application Power:

  • Improved control
  • Improved quality of information
  • Improved picking management

To download the data sheet for this module click here.

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Reserved Stock

There are many reasons why inventory may need to be set-aside or earmarked for particular customers or salespeople without necessarily being part of a firm order. Reserved Stock provides the means of setting up and managing this type of transaction.

Key Features:

  • Name reserved stock
  • Assign quantity and expiry details
  • Facility to allocate inventory
  • Sales transaction entry prompts
  • View via Crystal Reports
  • Quantity based contract prices

Application Power:

  • Sales activity monitoring
  • Handling limited availability inventory
  • Guaranteeing supply

*Note that MBS Microsoft Dynamics GPEdition 7.5 is a pre-requisite for this product.

To download the data sheet for this module click here.

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Trade Counter

For those companies who offer a self collection service or a cash sales counter in addition to delivered trade there is often a need to enter orders and take payment at their premises or warehouse.

The Myridas Trade Counter module provides this facility by increasing the scope of a Microsoft Dynamics GPEdition implementation to incorporate a robust, fast and simple to use order entry system. This is supported by cash till, cash drawer and barcode scanner integration, so that orders can be entered quickly and cash payments can be made at the point of sale.

In addition the company will be generating a single and consistent source of information using up to the minute trading terms for the customer and updating the current inventory levels as sales are made via both business channels.

Key Features:

  • Seamless integration
  • Accurate auditing on till transactions
  • Flexible user management
  • Comprehensive transaction control

Application Power:

  • Profit through integration
  • Enhance customer relations

To download the data sheet for this module click here.

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Delivery & Logistics

GP Advanced Distribution

Maintain tight control over your distribution channels and improve process and drive superior customer service with Microsoft Dynamics GPAdvanced Distribution.

Key Features:

  • User-defined delivery cycle
  • Variable workflow
  • Automatic back order allocation
  • Order-to-invoice transfer
  • Extensive transaction search
  • Customer item support code
  • Customer specific item substitution
  • Customer specific picking
  • Enhanced management

Application Power:

  • Streamlining distribution cycle
  • Managing inventory more effectively
  • Respond more efficiently to customers specific requirements
  • Maximise net profit through reduced errors and delays
  • Provide employees with easy access to all current information on the distribution line
  • Configure your solution to meet specific needs

To download the Microsoft Dynamics data sheet for this module click here.

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Advanced Picking

Keep pace with competitive markets and low margins. Advanced Picking capabilities provide you with the flexibility needed to reduce handling and increase accuracy for both single and multi-site warehouse operations.

Key Features:

  • Site-level configuration
  • Item maintenance
  • Sequence picking
  • Individual item search
  • Consolidated picking lists
  • Add to load facility

Application Power:

  • Increased picking productivity
  • Gain control over picking process, tailoring the process to suit specific business requirements
  • Minimise overhead cost through reduced picking errors
  • Improving efficiency setting picks to match warehouse layout
  • Improve customer service levels, presents documents to customer in preferred sequence
  • Integrate directly with the Advance Distribution module and other Myridas modules providing document flow control

NB MBS - Microsoft Dynamics GP- Advanced Distribution Module is a pre requisite for this module.

To download the Microsoft Dynamics data sheet for this module click here.

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Additional Charges

The sale of one item may frequently need to trigger the sale of another. This could, for example, be a deposit on a container, a delivery charge, a spares kit or an annual support charge. This Myridas module allows the user to create relationships between items so that these additional charges lines are generated automatically by the system. The module lends additional functionality to both Sales and Purchase Order Processing.

Key Features:

  • Item relationship maintenance
  • Sales additional charge item generation
  • Additional charge calculation
  • Additional charges in purchase receipts

Application Power:

  • Improved sales order accuracy and control
  • Facilitates selling additional / related products, eg spares kits or support contracts
  • Improved purchase receipt matching, adding standard charges automatically

To download the data sheet for this module click here.

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Distribution Enhancements

Following on from Trinity's highly successful Advanced Distribution - now owned and distributed by MBS, Trinity have produced a further set of general enhancements to distribution that provide some frequently requested functionality.

Key Features:

  • Bar code management
  • Part-shipment control
  • Reason code analysis
  • Alternate item key searches
  • Batch tidy-up facilities automates the removal of redundant batch headers
  • Customer specific items
  • Customer PO number

Application Power:

  • Bar code scanning
  • Avoid expensive multi-shipments
  • Returns monitoring

*Note that MBS Microsoft Dynamics GPEdition 7.5 is a pre-requisite for this product.

To download the data sheet for this module click here.

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Inter-Site Transfers

In a multi-site distribution environment the management of inter-site transfers can be critical to operational effectiveness. Whether it is for re-distribution of stock from a central warehouse to satellite depots or simply to control ad-hoc movements of inventory from one location to another, Myridas Inter-Site Transfers brings new levels of control and automation to this important and potentially costly business process.

Key Features:

  • Inter-site order generation
  • Inter-site order management
  • Distribution and workflow
  • In-transit controls
  • Receipting
  • Auto-receiving
  • Item history

Application Power:

  • Central site / satellites model
  • Inter-site back-to-back ordering
  • Distribution efficiency
  • In-transit inventory accounting
  • Purchase order generator

To download the data sheet for this module click here.

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Returns Management

Every distribution business will wish to minimise the number of returns it has to handle. Return transactions reduce revenue and generate cost, therefore, when they do happen it is vital that they are managed as quickly and accurately as possible. Myridas Returns Management speeds up the handling of returns and improves operational control. At a financial level Returns Management can ensure that only valid returns that are linked to an originating invoice can be processed.

Key Features:

  • Returns authorisation and collection
  • Linking to originating invoice
  • Step by step inventory control
  • Bulk confirmation of returns documents

Application Power:

  • Selective empowerment of employees
  • Managing the collection process
  • Automated credit valuation
  • Inventory tracking

To download the data sheet for this module click here.

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Vehicle Load Planning

Effective use of a vehicle fleet, whether it is your own or a third party's, demands the ability to organise deliveries quickly and easily based upon known routes, product weights and vehicle capacities. Myridas Vehicle Load Planning provides all of these facilities in an easy to use, interactive planning module. The system also produces drivers' manifests plus the facility to produce documentation on a 'by load' basis.

Key Features:

  • Customer delivery profiles
  • Vehicle / carrier profiles
  • Service level management
  • Load building
  • Documentation is available to support orders on a load by load or consolidation basis
  • Enhanced route assignment
  • Close load
  • Load profitability enhancements

Application Power:

  • Optimise use of vehicle fleet
  • Identify efficient delivery routes
  • Improve load management
  • Book and recorded delivery slots
  • Improved planning

To download the data sheet for this module click here.

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Pricing

Extended Pricing Enhancements

Extended Pricing already offers a highly functional pricing model for Microsoft Dynamics - Microsoft Dynamics GPincluding unlimited price lists, date sensitive pricing, customer contracts and promotions.

The Enhancements package offers new promotion options, but most importantly provides a new flexible cost-mark-up pricing function that will be welcomed by many distributors.

Key Features:

  • New base cost list
  • Different mark-up types
  • New promotion options
  • Aggregate pricing functionality
  • Negative discounts

Application Power:

  • Minimise pricing maintenance
  • Maximise flexibility
  • Pro-active promotions

*Note that MBS Microsoft Dynamics GPEdition 7.5 is a pre-requisite for this product.

To download the data sheet for this module click here.

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Extended Pricing Integration

Distribution is typified by intense pricing competition. With that can come complexity and often large volumes of price records, to meet the needs of a diverse inventory and a demanding customer base. Extended Pricing Integration simplifies the process by off-line data management that can be supported by data imports and exports that recognise and support the architecture of Microsoft Dynamics GPExtended Pricing.

Key Features:

  • Import pricing data
  • Export pricing data
  • Full compatibility with MBS Extended Pricing
  • Customer specific pricing

Application Power:

  • Accelerate data-take-on
  • Load new customer deals

To download the data sheet for this module click here.

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Price Negotiation

In many distribution environments it is not always possible to work from fixed price lists. It is important to be able to negotiate and agree prices with customers, sometimes over the telephone. To do this effectively the sales negotiator needs to be armed with all possible relevant information and have a tool that enables adjustment of any of the three key variables, price, cost and margin and see the overall result. Price Negotiation provides all of these facilities.

Key Features:

  • New price negotiation window
  • Information access
  • Price change input
  • Audit & track

Application Power:

  • Real-time negotiation
  • Sales person performance tracking
  • Handling customer queries

*Note that MBS Microsoft Dynamics GPEdition 7.5 is a pre-requisite for this product.

To download the data sheet for this module click here.

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Sales Retrospective Discounts

Customer incentives come in many forms and need to be appropriate to individual trading circumstances. For some customers, particularly those who are buying regularly but in small amounts, it is often more practical to incentivise them over a period of time by providing a retrospective discount plan that will allow the customer to achieve a cumulative discount. The plan may be related to individual product volumes or overall turnover. Sometimes referred to also as 'Customer Earned Rebates' this Myridas module allows for the management and monitoring of these plans.

Key Features:

  • Flexible discount plans and schedules
  • Discount parameters
  • Automated update routines
  • Progress monitoring

Application Power:

  • Manage complex plans and schedules
  • Accrue for discount liability
  • Monitor true profitability

To download the data sheet for this module click here.

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