“Suggested Sales Items” – Microsoft Dynamics GP

Upselling with Microsoft Dynamics GP Suggested items in Sales Order Processing.

Upselling with Microsoft Dynamics GP Suggested items in Sales Order Processing.

Originally Posted 5/4/2011

We’ve all been to a restaurant and ordered an entrée only to have the wait person suggest some additional side or appetizer based on our entrée selection.  This is known as “upselling.”  We’ve also been in the situation where we have seen a newspaper advertisement for a product on sale only to get to the store to see another version of the sale product that is better but not on sale.  This is known as a “loss leader.”

It is probable that you’ve bought the extra side dish or the “non-sale” more expensive item in both of the situations above at least once.

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Make Microsoft Dynamics GP SmartList work for you & Receivables

This video was made to show how to use Microsoft Dynamics GP SmartList for the practical tool of managing Documents.

Originally Posted March 18, 2011

This video was made to show how to use Microsoft Dynamics GP SmartList for the practical tool of managing what Credits, Returns and Payments need to be applied in Receivables Management. It also includes add SmartList to your menu bar and using Reminders on the Home Page.                         

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No more snail mail, email me from Microsoft Dynamics GP

This video shows how to setup and use the new email functionality in Microsoft Dynamics GP by sending attachments or embedding documents from Receivables Management, Sales Order Processing, Purchase Order Processing and Payables Management. 

This video shows how to setup and use the new email functionality in Microsoft Dynamics GP by sending attachments or embedding documents from Receivables Management, Sales Order Processing, Purchase Order Processing and Payables Management. 

Posted 3/1/2011

This video shows how to setup and use the new email functionality in Microsoft Dynamics GP by sending attachments or embedding documents from Receivables Management, Sales Order Processing, Purchase Order Processing and Payables Management.

Continue reading “No more snail mail, email me from Microsoft Dynamics GP”

Overview of Microsoft Management Reporter for Dynamics GP

This video is an overview of Microsoft Dynamics GP Management Reporter, explaining the building blocks used to create Financial Reports. 

This video is an overview of Microsoft Dynamics GP Management Reporter, explaining the building blocks used to create Financial Reports. 

Originally Posted 2/24/2011

This video is an overview of Microsoft Dynamics GP Management Reporter, explaining the building blocks used to create Financial Reports.

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Microsoft Dynamics GP Receivables Paid Transaction Removal

This video shows the steps necessary to run Paid Transaction Removal in Microsoft Dynamics GP. This will change the Document Status from OPEN to HIST. 

This video shows the steps necessary to run Paid Transaction Removal in Microsoft Dynamics GP. This will change the Document Status from OPEN to HIST. 

Posted 2/2/11

This video shows the steps necessary to run Paid Transaction Removal in Microsoft Dynamics GP. This will change the Document Status from OPEN to HIST.

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Microsoft Dynamics GP Receivables Aging

This video shows the steps necessary to make sure your summaries are in the right aging Bucket using Microsoft Dynamics GP. 

This video shows the steps necessary to make sure your summaries are in the right aging Bucket using Microsoft Dynamics GP. 

Posted 2-1-2011

This video shows the steps necessary to make sure your summaries are in the right aging Bucket using Microsoft Dynamics GP.

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Microsoft Dynamics GP Receivables Summary Aged Trial Balance in SmartList

This video uses SmartList to create a Summary Aged Trial Balance for Microsoft Dynamics GP, including the steps necessary to perform to ensure the numbers are correct.

Originally Posted 1/31/2011

This video uses SmartList to create a Summary Aged Trial Balance for Microsoft Dynamics GP, including the steps necessary to perform to ensure the numbers are correct.

                         Continue reading “Microsoft Dynamics GP Receivables Summary Aged Trial Balance in SmartList”