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Sell, purchase, and maintain measurable items.
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Many businesses will sell part of an item, which will require
measurements for area, length or even volume. Often, these measurements
conform to peculiar industry standards.
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What does Central do?
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Does your operation:
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- regularly sell irregular portions of items, such as glass, pipe,
carpeting, etc.
- need to round the measurement of these items according to regional
/ industry standards,
- sell several kinds of products, but want to keep everything
in the same software,
- enforce minimum sales of certain items,
- include labor on the sale,
- have multiple divisions within your company which need to be
tracked,
- a service or install division,
- sell special-order-parts,
- may have multiple sites within company,
- benefit from purchase-order-on-the-fly by allowing you to create
PO's directly from a work order,
- have other add-ons to Dynamics GP, such as Wenn-Soft,
- accept deposits for work orders,
- sell to commercial as well as city-desk or cash customers?
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No More Double Entry
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We understand that chasing down and fixing errors can be one of
the most frustrating parts of operating a company. Data Tranz Metrics
was created to streamline and eliminate the need to time consuming
double entry of transactions from the front end to the back-end
accounting.
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Integration Points - Transactions
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Metric integrates directly and instantly with a world-class accounting
program Microsoft
Dynamics GP. For example, when you create an invoice in Metrics,
it becomes an invoice in Dynamics GP at the same time. Some transactions
go only one way into accounting, other transactions go both ways.
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Metrics
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Dynamics GP
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Work Orders
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Orders
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Invoices
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Invoicing
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Purchase Orders
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Purchase Orders
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Purchasing Receipts
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Receiving Documents
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Returns
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Returns
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Work Order Deposits
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Deposits
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Invoice Payments
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Payments
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Ship-to Addresses
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Sales Orders
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Drop-Ship Addresses
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Purchasing
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Inventory
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Inventory Transactions
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Integration Points - Database
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Metrics
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Dynamics GP
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Unit of Measure
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Unit of Measure
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Customers
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Customer Cards
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Vendor Pricing
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Vendor Pricing
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Hold Lists
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Held Customer (credit limit)
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Payments
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Payment
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Company Addresses
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Company Address Maintenance
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Inventory Numbers
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Inventory Maintenance
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Sales Tax
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Sales Tax Maintenance
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Employees and Users
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Salespersons and Users
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Pricing (can be modified)
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Pricing
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What can Central do for us?
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- simply, it can do a lot for selling parts of items, beyond the
capabilities unit-of-measure,
- consolidate different sales order systems into a single system,
- make the information exchange between the back and front offices
much easier and faster,
- what happens in accounting also impacts the point-of-sale (such
as when a customer is on hold)
- data entry errors are eliminated,
- elimination of double entry makes the entire operation more
efficient, and
- finding historical transactions is easy because of the shared
database.
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Do we need additional Dynamics GP workstation licenses?
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Metrics is stand-alone, and operates on its own system manager.
It connects to the Dynamics GP database independently, through its
own connection, and does not pass through Dynamics. Typically, our
clients have several LAN clients, plus additional remote Citrix
or RDP clients utilizing the system.
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Sales Order Processing
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Some of the main features and advantages of Metricsl for Sales
Order Processing include:
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- The system is Windows based, the standard for business, giving
your employees immediate familiarity with the various controls
(hardware & software),
- The order entry screen is designed as "all-in-one".
You do not have to move from screen to screen to finish an order.
Its all on the main screen.
- Quotes, Work Orders, and Invoice documents are maintained physically
separate,
- Multiple methods of looking up previous orders both historic
and current,
- You can save a work order directly from the schedule, and to
any site!
- The scheduler is fully configurable on days and hours of the
weeks, sites, and technicians.
- The order entry system has multiple checks and balances, making
sure that you have the least amount of errors as possible,
- 100 characters available per line item for custom descriptions
and instructions,
- Customer hold notification set in accounting holds orders in
sales order processing,
- Special order part generation lets you create items right there
for items that are typically not found in your item list.
- Accept partial payment deposits on work orders.
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Unsaved
Work Order
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Receive
payments
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View Invoice
in Microsoft Small Business Financials
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Invoice
Details
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Purchasing
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Seamlessly move items from your work orders onto a purchase order
at just a click of a button
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- When viewing a work order, just check the box for the item that
you want to purchase,
- Metrics purchasing will try to determine your best price among
vendors automatically,
- Purchase Orders can be sent directly to a fax printer for faster
processing,
- Easily drop ship items to the ship-to indicated on the order
entry screen,
- view, edit, print and receive Metrics purchase orders within
the accounting program,
- utilize the match-invoices feature within Dynamics GP to make
receiving even faster and more efficient.
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purchase
ordering on the fly
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Inventory
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See how much you have in stock before finalizing a work order
or making a purchase order.
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- Track quantity on hand, quantity on order, quantity held, and
quantity allocated,
- Yes, the system will maintain inventory on flat glass!
- Various 'zoom' buttons in the system allow you to instantly
lookup the status of an item from different parts of the system.
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Other Major Features
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Our integration products for Microsoft have been in operation continuously
since 1998. Our programmers have added many new features over the
years. Here is just a few of the features of Metrics:
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Integration with Other Microsoft Products
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Work
smarter and faster.
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Reporting
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- Metrics includes many native reports that are specific to Metrics,
- Many reports are native to Dynamics GP system,
- Utilize Smartlist, a way of exporting inventory, customer, payroll,
employee, and vendor information to Excel quickly and easily,
and
- Purchase another application to create custom reports, these
include Crystal Reports and FRx Designer User.
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- Can be set up to match your operations needs,
- Consolidate your call center into a single headquarters,
- Easily and quickly scan your operations to find open times to
schedule work,
- Add notes directly onto the scheduler,
- Use the scheduler as a lookup tool.
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Advanced Printing Options - you do not need an expensive
3 or 4 part form to run Metrics Retail.
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- Print inexpensively to laser printers,
- Set different printers up for different documents, even remote
printing
- Set different trays on the same printer for different copies,
and with different options,
- Supress pricing on work orders within a print job,
- Include descriptions on printed documents for its destination,
IE: customer, accounting, shop, etc.
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Cash Drawer
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- Cash drawer support (opening) within the Metrics payment screen.
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Barcoding
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- Utilize a barcode reader and the point-of-sale,
- print barcode labels directly out of Metrics
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Credit Card Processing
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Metrics allows you to accept credit card payments via swipe or
phone order for immediate and secure Internet based transactions.
Please contact us for an assessment.
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Customer Success
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"The software was cost-effective
for our glass business. We were able to start with the modules we
needed-general ledger, accounts receivables, inventory, purchasing
and banking-with out paying for things we didn't want or need. The
support is exceptional. We get fast turnaround on service calls,
and the expertise of a trained Microsoft partner to consult on our
software. We have the
data we need, its integrity is secure, and our support is everything
we could ask for."
customer in Florida
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How to Buy
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We want you to make the right decision, and we want to take
the time to go over our systems with you. Generally, the process
follows:
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Contact Data Tranz and
we can go over a more in-depth needs analysis to identify your
critical business functions.
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Arrange an online demo of Metrics with Dynamics GP.
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Discuss solution and identify any other critical needs and
answer any further questions, such as a hardware assessment.
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Data Tranz will prepare a project proposal detailing implementation,
software components, timeline, and payment schedule.
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Further project clarification and decision making.
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