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  • 2015
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January 29, 2023

Month: August 2015

How to setup customer specific pricing in Microsoft Dynamics RMS

Friday, 21 August 2015 by AccSoft Evangelist
How to setup customer specific pricing in Microsoft Dynamics RMS

Apart from standard item pricing, Microsoft Dynamics RMS allows defining three additional price levels for each item namely Price Level A, B, and C. In other words, using these additional price fields you can set up customer-specific pricing by assigning your customer to any of the prices levels.

For example for Item #15110 the standard price is $ 10.00, Price Level A is $9.00, Price Level B is $8.00 and Price Level C is $6.00. You assigned your customer David to Price Level C, whenever you sell Item #0001 to David the system will charge $6.00, as Price Level C is assigned to David.

 

Microsoft Dynamics RMS – Store Operations

Microsoft Dynamics RMS Store Operations is the front-line solution that processes transactions. Above all, it maintains customer information and tracks the inventory. This system integrates with popular accounting software such as Microsoft Dynamics GP and QuickBooks. It also has open standards which allow universal Windows import/export capabilities. The feature to set up customer-specific pricing also comes under this umbrella.

customer-specific pricing

Customer-Specific Pricing and Promotions

  • Set up a mix-and-match pricing structure, including pricing and percentage discounts.
  • “Buy X, get Y” discount capability, including percentage discount.
  • Set lot pricing (single, six-pack, case, etc.).
  • Multiple price levels per customer can be set.
  • Set mixed-case discounts.
  • Discount from retail and mark up from cost.
  • Set profit margin and price rounding rules.
  • Similarly, set percent of discount.
  • Put items on sale/promotion.
  • Set up happy hours and sales schedules.
  • Multiple tax rate tables (percent, base, cap), multiple sales tax.
  • Define sales commission schedule.

 

Customer Management

  • Drive increased sales with discount functionality, including mixed-case discounts.
  • Track purchases by date, price, and quantity.
  • Search by account information.
  • Define different account types
  • Enable Aged Receivables option.
  • Look up, adjust, and track invoices for specific customer accounts
  • Apply finance charges on accounts.
  • Bill payments for net terms.
  • Place limits on customer purchases for the specified time period.
  • Utilize 15 user-defined fields for customer data, including birth date, driver’s license number, and resale permit number.
  • Create customer accounts at the POS.
  • Set up multiple shipping addresses per customer.
  • Reprint customer statements and receipts.
  • Generate mailing lists.
  • Print accounts receivable aging report.
  • Print account activities report.

 

Watch the video below.

 

Find out more about RMS Item Pricing

 

Operate more efficiently by automating the transactions between Microsoft Dynamics RMS and your ERP/accounting software. Therefore, stop worrying about your books and start focusing on selling more.

  • Manage and Sync inventory information between your ERP and multiple stores.
  • In addition, report daily sales transactions from all stores to your ERP.
  • Above all, build customer profiles using Microsoft Dynamics RMS data and info from other systems.
  • Manage item data and synchronize to all stores.
  • Similarly, manage B2B sales in your brick and mortar stores.
  • In conclusion, integrate Microsoft Dynamics RMS with NetSuite, Microsoft Dynamics (NAV, GP), or more.

 

For more information and tutorials on Microsoft Dynamics RMS visit our website
AccSoft Consulting Group  or if you have any questions or issues call us at 1-888-929-3266

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Using Fixed Asset Modules in Dynamics GP – Straight Line Depreciation

Friday, 07 August 2015 by AccSoft Evangelist
Using Fixed Asset Modules in Dynamics GP – Straight Line Depreciation

Using Fixed Asset Modules in Dynamics GP – Straight Line Depreciation

You can use Fixed Asset modules, to set up, enter, and maintain asset records. When necessary, you can add insurance and user-defined information. Above all, you can also create additional records for each asset. In addition, this might include the investment tax credit information and lease information.

Similarly, you also can use Fixed Asset modules to complete the following tasks:

  • Calculate depreciation.
  • Import information to Fixed Asset modules from other sources.
  • Create and use asset groups to make maintaining asset records easier.
  • Transfer an asset to a new general ledger account or property tax location.
  • Retire an asset, partially retire an asset, or retire a group of assets.

A meeting of people regarding Fixed Asset

If you’re using General Ledger, you can track General Ledger information entered in Fixed Asset modules. In other words, details such as additions, transfers, depreciation, the retirement of assets, and other changes.

If you’re using Payables Management, you can track assets that originate in those modules. This can also be done in Purchase Order Processing. For instance, you can even add them as fixed assets.

Fixed Asset Depreciation Formula

The following formula is used in Microsoft Dynamics GP for depreciating Fixed Assets. In addition, the method used is the straight-line method for depreciation.

Formula: (Cost – Salvage Value – (LTD Depreciation Amount – YTD Depreciation Amount)) ÷ Remaining Life in Days. 

Where: 

Cost = Cost of Asset.
Salvage Value = Estimated realizable value of an asset at the end of its life.
LTD Depreciation = Life to date depreciation.
YTD Depreciation = Year to date depreciation.

In conclusion, GP determines the daily depreciation rate using this. After that, it is multiplied by the number of days in a year.

However, suppose you take the Average method as “None”. Dynamics GP will calculate depreciation as follows:

For example: 
Asset Cost: $ 200,000
Asset Life: 10 years

Depreciation: 
Daily Depreciation = 200,000/(360*10) = $ 55.55
Monthly Deprecation = 200,000/((360*10))*30 = $ 1,666.67

 

For more information, please visit us at Microsoft Dynamics GP – Great Plains

AccSoft Business Solutions will help you in dealing with the issue you are looking at now.

You can email us at info@accsoft.com or call us at 1-888-929-3266.

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Upsell and Cross Sell with Inventory Matrix for Microsoft Dynamics GP

Friday, 07 August 2015 by AccSoft Evangelist
Upselling-and-Cross-Selling-Using-Fashion-Inventory-Matrix-for-Microsoft-Dynamics-GP

Upselling and Cross-Selling Using Fashion Inventory Matrix for Microsoft Dynamics GP

Fashion Inventory Matrix allows fashion, apparel, and footwear companies to easily enter customer orders. It also provides a 360-degree view of the style, sizes, and designs to the customer.

Customer service representatives (CSRs) have visibility of the inventory and different styles, colors, and sizes available. This provides them the ability to guide a customer in their ordering process. Representatives can inform customers of the various combinations of items. New styles, colors, and sizes that are popular are offered to them.

 

Inventory Matrix View Dynamics GP

 

Process of Matrix View:

The CSR will open the Sales Order Processing window in Microsoft Dynamics GP. And then enter the customer’s information in the header section and select ‘Matrix View’.

This opens the Matrix View window which provides a 360-degree view to the representative. They get details about which categories of items (dresses, jackets, shirts, etc.) can be offered. This includes the various brands, styles, colors, and sizes that are available in each product line.

 

SOP Matrix View of Dynamics GP

 

CSRs can also check the quantity available for each item by expanding the screen.

 

upsellblog3

 

While on this screen, the CSR can tell the customer which colors and sizes are available. And also the new colors that have recently been introduced, and which style colors are popular. CSRs have access to all the information regarding specific styles. This enables them to up-sell customers. By recommending different colors in the same style. They can also quickly enter the order. bB simply filling in the quantities in the respective cells. Every cell will be representing a unique SKU.

The quantities of a particular style are entered. After that, the CSR can save the order for that style. Other available styles can then be discussed with the customer.

 

Benefits of CSRs:

CSRs can enter as many styles as the customer requests. They have the ability to move back and forth between the saved styles. The quantities can also be changed as per the customer’s requirement. Throughout, the CSR has full visibility of the quantities that have been ordered and are available for each SKU. CSRs are better able to cross-sell to customers. This is because they have access to all the different categories of items. This also helps in recommending items that are similar or complementary to the products already ordered by the customer.

When the order is complete, the CSR can click ‘Process’ to populate SOP Order Entry Screen. After that, hundreds of individual sales order lines will be created in a short time. The user can toggle between the GP view and Matrix view. They also have the ability to make changes in either view.

upsellblog4

Additional Benefits:

Upon order completion, the CSR can print the order. By clicking on the ‘Print’ button, you can do this in regular GP view. However, there is also an option of printing a custom Inventory Matrix-based order. By clicking on the custom ‘Print’ button, this can be done. After that, the Matrix invoice will list each color on a separate line. Moreover, only one line will be printed for each price level even if there are multiple prices for the same colors.

 

upsellblog5

 

Product Information: Fashion Inventory Matrix is a solution from AccSoft Business Solutions Inc.

 

For more information, please visit us at Microsoft Dynamics GP – Great Plains

You can email us at info@accsoft.com or call us at 1-888-929-3266.

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Microsoft Dynamics GP Promotions – Give me 5 is back!

Friday, 07 August 2015 by AccSoft Evangelist
Microsoft Dynamics GP Promotions Give-me 5 is back!

Microsoft Dynamics GP Promotions – Give me 5 is back!

One of Microsoft Dynamics GP’s most popular promotions is back! In other words, the “Give me 5″ model is making a comeback this fall with two new promotions Give me 5 Starter and Give me 5 +2 Extended. However, both Microsoft’s promotions expire on December 27th, 2014; so act fast and contact us today!

 Microsoft Dynamics GP Promotions - give me 5Give me 5 Starter

The price of the Microsoft Dynamics GP Starter Pack which includes three user licenses is $5,500 CAD. Additional Full User Licenses cost $3,300 CAD each. This adds up to a $12,100 CAD Investment for 5 user licenses.

However, with Microsoft’s Give me 5 Starter the aforementioned investment of $12,100 CAD is reduced to only $4,400 CAD. That’s more than 60% in savings!

But act fast, the offer ends December 27th, 2014. Contact us today to find prices for your region/location and our unique services.

Give me 5 + 2 Extended

Microsoft Dynamics GP offers its Extended Pack to customers looking for more extensive functionalities. And greater capabilities in their Microsoft Dynamics GP ERP System solution. Microsoft’s latest promotion gives you the most saving on User Licenses. By providing you with Seven (7) User Licenses in their Give me 5 + 2 Extended promotions.

The Give me 5 + 2 Extended promotion include:

  • Microsoft Dynamics GP Starter Pack (include 3 user licenses)
  • Microsoft Dynamics GP Extended Pack
  • Four (4) Additional Full User Licenses

Above all, with a value of $29,700 CAD, this promotion is available for a limited time for only half the price at $14,850 CAD!

Again, this promotion is only available until December 27th, 2014. So contact AccSoft today to find pricing specific to your location/region as well as our unique services and products.

 

AccSoft Business Solutions will help you in dealing with the issue you are looking at now.

Get in touch with us at info@accsoft.com or 888-929-3266 and get your Free Consultation right away.

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Configuring Tax Rates in Magento and mapping them with Dynamics GP

Friday, 07 August 2015 by AccSoft Evangelist
Configuring Tax Rates in Magento and mapping them with Dynamics GP

Configuring Tax Rates in Magento and mapping them with Dynamics GP

In order to provide your customers with accurate prices, tax rates and zones must be configured correctly. It is also an attractive look for the website to have the taxes added automatically based on the customers’ region. You can configure Tax Rates in Magento and Set up for a specific region or zone. The store calculates taxes automatically at checkout.

 

CREATE TAXES AND DEFINE TAX RATES IN MAGENTO

Go to Magento Admin Panel and go to Sales → Tax → Manage Tax Rates and Zones. Click on ‘Add New Tax Rate‘ and define the tax rate. Define the Tax Identifier, the country, state, or zip code it is applicable to, and the tax rate.

 

Admin Panel - Tax Rates in Magento

MAPPING MAGENTO TAXES WITH DYNAMICS GP

Once the tax rates in Magento are defined, they will become available in x2x connect e-commerce module in GP. After the next scheduled data interface between GP and Magento. You can manually interface the data created in Magento by clicking on  ‘Synchronize Default Values’ and ‘Start’. This will bring all the tax rates defined in Magento to GP. Select the Magento Tax Rates in the list and browse to select the corresponding GP Payment tax detail. This will map the tax IDs in Magento with the tax details in GP.

 

Mapping Tax Rates with Dynamics GP

Tax Display Settings

The settings you choose will be used to calculate taxes when you are finished with the tax calculations, rates, and classes. Most importantly, we have still left out the customer experience part. You have to configure tax displaying in the catalog, shopping cart, orders, invoices, and credit memos. We recommend displaying prices including taxes or both including and excluding taxes. Before checkout, the store shows the amount customers will be charged. In other words, if you display taxes only on checkout or shopping cart, it can lead to increased cart abandonment. Moreover, retailers charging customers more than expected will not feel right.

 

Want to know more? Visit our page: Microsoft Dynamics GP – Great Plains

AccSoft Business Solutions will help you in dealing with the issue you are looking at now.

Get in touch with us at info@accsoft.com or 888-929-3266 and get your Free Consultation right away.

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Creating Shipping Methods in Magento and Map them with Dynamics GP

Friday, 07 August 2015 by AccSoft Evangelist
Creating Shipping Methods in Magento and Map them with Dynamics GP

How to Create Shipping Methods in Magento and Map them with Dynamics GP

Magento is the market leader in eCommerce solutions for many reasons, chief among them is its flexibility in specifying and setting up a variety of shipping methods in Magento for the convenience of the customers. Similarly, x2x Connect extends that flexibility by allowing you to map any shipping method created in Magento to any shipping method in GP. As a result, it gives your solution scalability and flexibility in reaching out to the global market.

CREATE SHIPPING METHODS IN MAGENTO

Go to Magento Admin Panel and to Configuration→Sales → Shipping Methods. Subsequently, the system will display all the enabled shipping methods on your Magento website. Contact your preferred shipper for their API information so that you will benefit from real-time shipping estimates and rates. To clarify, let us see how to set up FedEx as a shipping method in Magento.

 

Shipping Methods in Magento Admin Panel

Setting up FedEx Shipping Method

Before you start: As of May 2012, FedEx made some changes to their Shipping API. If you are experiencing problems setting up the FedEx Shipping method, you will need to install a Patch that was released by FedEx which can be found here. The API credentials you will need to set up the FedEx shipping methods are:

  1. Account ID
  2. Meter Number
  3. Key
  4. Password

By signing up at FedEx’s Developer Resource Center, you can generate Test credentials intended for developers and general testing purposes. It is recommended to start the setup using these credentials first before moving to production. More information about FedEx Web Services can be found here. Log in to your FedEx account and proceed to the Develop and Test step, from there click on the Get your Test Key button.

 

FedEx Test and Develop - Obtain Your Test Key

Then fill in the required information on the registration form.

FedEx Registration for Test System Access

 

Take note of the Country, State/Province, and ZIP/Postal Code information that you provide; they will need to match exactly with the information. You will later provide it under Shipping Setting in Magento. When finished, click continue and accept the terms on the next page. Then you will have given the Developer’s Test Key. Along with the Test Account ID and Test Meter Number. The password will have sent separately to your Primary e-mail.

 

FedEx Confirmation of Test System Access

 

With the password sent to your e-mail, you now have all the four fields that you need to set up FedEx Shipping on your Magento site. Make sure that Sandbox mode is checked to yes.

 

FedEx Sandbox of Test System

And there you have it, folks!

MAPPING MAGENTO SHIPPING METHOD WITH DYNAMICS GP

Open the General Mapping window and select the Shipping Method dropdown. You will see all the Shipping methods defined in Magento before the last time. The automatic scheduler has updated the Magento data into GP. For instance, click on ‘Synchronize Default Values’ and ‘Start’. This will bring all the values defined in Magento to GP. Select the Magento Shipping method in the list and use the browser to select the corresponding GP shipping method. This will map the shipping method in Magento with the shipping method in GP

 

Mapping Shipping Method in Dynamics GP

 

For more information, please visit us at Microsoft Dynamics GP – Great Plains

AccSoft Business Solutions will help you in dealing with the issue you are looking at now.

You can email us at info@accsoft.com or call us at 1-888-929-3266.

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