November 8th: 365CounterSales for Dynamics 365 for Finance and Operations

Are your counter sales people out searching the warehouse for will-call inventory? 

Are you trying to manage counter sales with a retail point of sale system?

Join us to see how Western Computer's application 365CounterSales provides the unique capabilities required by counter sales and links together the CRM and Retail capabilities needed to support wholesale counter sales. 

Integrated with Microsoft Dynamics 365 for Finance & Operations, 365CounterSales  provides wholesale distribution users with a solution tailored to the unique requirements of the wholesale sales counter and seamlessly integrates into Dynamics 365.  

365CounterSales brings together customer data, information about the customer's previous orders, and details about the current order. Give your counter sales people a single solution with an easy-to-use interface accessing all the information needed to efficiently and successfully complete counter sales transactions. 

365CounterSales enables your sales people to:

  • Search for inventory items by any attribute or descriptor, as well as by item number, order number or customer
  • Verify serial numbers for all serial-numbered items sold to the customer
  • Access to all customer record information, including history, credit status and other open orders
  • Determine the profit margin for the transaction in real time
  • Complete a customer order regardless of how the customer initiated it, through telesales and online stores
  • Identify discounts, rebates and special offers related to the customer and the items they’re purchasing
  • Ship parcel item from the sales counter

 


 

Join us for this free webinar to explore these functionalities and more: 

Business Intelligence Create a Dashboard Watch a Demonstration

Quickly fulfill customer orders

Maximize the size and profitability of each order

Ensure customer satisfaction and order accuracy

About the Author

Amanda Sherry

As the Director of Marketing for Western Computer, Amanda Sherry brings a decade of experience in marketing, public relations, and advertising. Through her career, she has worn many hats and gained a broad knowledge with a primary focus on brand identity, content strategy, digital marketing, and lead generation. She enjoys sharing her expertise and helping other marketers grow as a member of the Board of Directors for the Channel Marketing Alliance, a group founded by Dynamic Communities for channel marketers and channel partners.

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