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Capture sales transactions and record job & project inventory usage at the point of activity!

Field Sales for Microsoft Dynamics® GP

When your route sales or delivery workforce needs access to information and the ability to capture transactions outside of your four walls, consider adding the PanatrackerGP Field Sales and Inventory solution. PanatrackerGP extends the sales and distribution functionality in Microsoft Dynamics GP. PanatrackerGP populates transactions directly in the SQL Server database running beneath Dynamics GP. You can synchronize inventory and customer details by capturing both sales and inventory transactions at the time and place they occur:  at the customer site, on the job, or on the sales floor.

PanatrackerGP Field Inventory is an ideal solution to record inventory for jobs, service activities or projects. If you have a remote location without a continuous network connection, PanatrackerGP can provide a solution to handle basic inventory tracking including receiving and transfers.

Streamline your sales operations and eliminate handwritten forms and paper-based tracking. Capture sales transactions for both order taking and van, truck or tradeshow sales. Manage customer deliveries and add delivery confirmation with signature capture. Accept cash and check payments for one or more transactions. PanatrackerGP also includes cash receipt management with the ability to review and report on cash receipts with the option to automatically create a deposit in GP.

Here's what you get with PanatrackerGP for Field Sales:

  • Your customers see you as a modern, professional organization with receipt printing, signature capture and other customer-facing features.
  • Synchronized customer and inventory details.
  • Optimized inventory on vehicles used for route sales or delivery.
  • Eliminate time wasted on shift-end manual entry by route drives or representatives. Capture transactions in real time through reliable, accurate barcode scanning.
  • Easy access to quickly synchronize transaction back to Dynamic GP when a network connection is available.
  • Multiple configuration settings to tailor data capture options.

When you select PanatrackerGP for Field Sales, you get more than our software. You get our wealth of experience working with and extending Microsoft Dynamics GP. Our solutions are built on the latest Microsoft .NET technologies and can be configured to meet your specific business process requirements. We’ll help you make the best use of our solution and Dynamics GP, and can help you determine if you should add PanatrackerGP Inventory to efficiently track your warehouse inventory.

Field Sales Transactions

Inventory Tracking

Automate inventory tracking for items used on jobs and services visits on-site. PO receiving and inventory transfers without real-time connection.

Sales Processing

Replace paper forms and handwritten receipts with digital order capture on handheld devices. Get signature acknowledgement, print a receipt or invoice and accept payments.

Order Delivery

Synchronize orders by driver or region, identify pending deliveries and capture proof of delivery. Updates the batch ID for completed deliveries for invoicing.

Payment and Cash Receipts

Easily manage payment processing where required and add report generation for staff accountability.

Why Choose Panatrack?

  • Smart

    We understand Microsoft Dynamics GP almost as well as our own software. We’ll help you leverage your existing systems to achieve your field sales visibility goals!

  • Sharp

    Leave a professional, modern impression with receipt printing, signature capture/confirmation and other customer-facing features. Manage customer deliveries and add delivery confirmation with signature capture.

  • Service

    Improve customer experience and increase sales when you optimize inventory on vehicles used for route sales or delivery. Upsell and cross sell from the truck without making a return trip.

  • Savings

    Eliminate time wasted with shift-end manual entry by route drives or representatives by capturing transactions in real time through reliable, accurate barcode scanning.

  • Cash

    Get cash management by accepting cash and check payments for one or more transactions. PanatrackerGP also includes cash receipt management with the ability to automatically create a deposit in Microsoft Dynamics GP.

  • Freedom

    Get the freedom to work offline and resync with Dynamics GP when a network connection is available.

Data Sheets

Field Sales Brochure

Learn more about our Field Sales solution for Microsoft Dynamics GP.

Motorola MC55

Learn about a preferred device for field sales management.

Solution Overview

Learn about other solutions offered by Panatrack.

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