WEBFOOT® ORDER ENTRY

Webfoot® Order Entry is a powerful web-based application that web-enables the sales order entry function for Microsoft Dynamics® AX and Dynamics® GP customers. With it, your customer service representatives, mobile salespeople, remote offices, distributors, independent agencies and call centers will be able to enter their sales transactions and manage their customer lists from a secure web interface without taking up a Microsoft Dynamics® user license.

With Order Entry, you can personalize the order entry experience, limiting access to predefined customer and item lists, restrict business processes and limit the amount of supporting static content a user can view.

Webfoot OrderEntry

More than just an order entry system, Webfoot® Order Entry provides a complete, roles-based web portal for managing every aspect of your sales relationships.

Certified for Microsoft Dynamics

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STANDARD FEATURES INCLUDE:


General

  • Unlimited users with no additional Webfoot® licensing costs 1
  • Quick Links home page made up of shortcuts to most common agency tasks
  • On-line wiki help library with ability to edit for company-specific help
  • PCI compliant
  • Personalized style sheet to match your corporate branding
  • Forgotten password email
  • Change password on-line
  • Hot News bulletin board (viewable by all users)
  • Shopping with Customer/Shopping Without Customer views
  • Ability to hyperlink to external sales tools from within the Order Entry menu structure (excludes Keyora professional services to complete linkage)

Customer Management

  • View/edit customer information
    • Restricted customer lists by user
    • Add new customer
    • Set customer preferences
    • Assign default salesperson
  • Customer quick view summary page
    • Query customer purchases by date range, transaction type or transaction status
    • Drilldown to copy of transaction
  • View purchases by customer
    • View items purchased by customer over time
  • View purchases by item
    • View customers who have purchased a specific item over time
  • View dealer open orders
    • View open orders by customer
    • View open items within each order by customer

Reports Dashboard

  • Ability to create a personalized report library for each user
  • Note: There are no standard reports included in the base Order Entry package. Custom sales reporting available at an additional charge using SQL reporting services.

Order Management

  • Enter new order
    • Select customer
    • Assign salesperson to order
    • Select Bill To location
    • Select Ship To location
    • Select shipping method
    • Search for product by item number, description or keyword search
    • View item image
    • Drilldown to item detail page
    • View real-time quantity availability from Microsoft Dynamics® (showing items on PO is an additional charge)
    • Customer-specific pricing from Microsoft Dynamics®
    • Override customer price (no restrictions)
    • Email order
    • Process credit card authorization
    • Tax calculation using Microsoft Dynamics® setup
    • Shipping charges from Microsoft Dynamics® setup
  • Enter new quote
    • Same functionality as order, but submitted to Dynamics® as quote (optional configuration to save quote only in Webfoot®)
    • Edit quote before conversion to order
    • Convert existing quote to order
  • View open orders
    • View current fulfillment status from Microsoft Dynamics®
  • Product Search
    • Search by item number, item description, or keyword search
  • Apply tracking numbers to orders

Account Management

  • Search for invoices by document number, status, item number or date range
  • View/Reprint invoices

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1Microsoft Dynamics® AX requires you to purchase a Dynamics® Client for Office (DCO) named user license for every employee who accesses the Order Entry Portal. The current list price of DCO license is $175/named user. Please check with your Dynamics® AX vendor for pricing details.