Sales order workflow for dynamics gp
Accelerate Your Order-to-Cash Cycle
Transform Dynamics GP into a high-powered sales engine. SalesPad eliminates manual clicks and data silos, giving your team a centralized platform to quote, price, and process orders faster and more accurately than ever before.
Our Commitment
“Our promise is simple: we’re here for the long haul. Cavallo will support SalesPad for GP for at least the next ten years — and longer for customers who continue to rely on us. Because our commitment isn’t to a timeline, it’s to the people and businesses who’ve built their success with us.”
Mike Biwer
CEO, Cavallo
THE GP BOTTLENECK
Why Standard Order Entry Slows Your Sales
Microsoft Dynamics GP is a reliable financial backbone, but its interface was built for accounting—not for the pace of modern, high-volume distribution. When your sales engine is forced to run on an accounting platform, you face hidden costs that erode your bottom line:
Inefficient order entry
Reps waste hours every week navigating dozens of popup windows just to process a single order.
Pricing and discount errors
Relying on manual price lookups or tribal knowledge leads to pricing errors and unapproved margin loss.
Disconnected systems
Juggling GP, email, and spreadsheets to track customer history creates data silos and leads to missed follow-ups.
Blind spots in the sales cycle
The inability to see real-time inventory, historical purchase trends, or document-level margins without dozens of clicks prevents reps from making smart, profitable decisions on the fly.
Missing process control
Lack of a standardized sales workflow, time-consuming manual checks, and redundant data entry cause wasteful work that eats away at sales margins.
The solution
SalesPad for GP
SalesPad serves as the centralized sales platform that sits directly on top of your GP data, transforming a clunky ERP experience into a high-powered sales machine.
Centralized CRM
The Single Source of Truth for Your Sales Team
SalesPad provides a centralized hub to manage and understand your customer relationships, helping your team solve issues on the spot and creating an experience that keeps people coming back.
360° view of all customer data
Access every critical data point—open quotes, order history, and item purchasing trends—on a single, intuitive screen. Instantly see revenue, cost, and margin trends for the last four years to get immediate insight into account health without running a report.
Pipeline management
Track leads in SalesPad—outside of your ERP—to keep GP master records clean. Once a deal is won, convert a prospect to a customer and an opportunity to a quote with a single click.
Mobile sales
Empower on-the-go sales reps to capture leads, view inventory, and initiate orders on the road with SalesPad Mobile (.pdf), ensuring data is captured the moment a deal is struck.
Proactive task management
Maintain a complete audit trail of emails, calls, and notes for seamless account transitions. Schedule follow-ups that appear on the SalesPad Today integrated calendar to ensure no lead or order falls through the cracks.
AI-powered customer insights
Identify your most valuable customers and catch early warning signs before they leave. Customer IQ (.pdf) uses machine learning to calculate churn risk (minimal to high) and ABCD grades based on their monetary contribution to margin (or sales). These grades act as automated workflow triggers—allowing you to prioritize outreach to at-risk accounts or deliver white glove service to your most profitable customers.
Unlimited user-defined fields
Unlike Dynamics GP’s strict limits, SalesPad lets you create unlimited UDFs to track customer-specific attributes, compliance details, and processes that flow automatically onto every sales document.
Configure, price, quote, order
Build Orders Fast, Price Orders Right
This is where SalesPad radically simplifies the GP experience. We give you the tools to quote with confidence, configure complex products, and manage the full order lifecycle based on your business rules supercharged with SalesPad’s out-of-the-box automation options.
Real-time margin protection
Instantly view gross margin for the entire sales document directly on the order entry screen. If an order falls below your target, SalesPad automatically routes it for manager approval, stopping margin erosion before the order is fulfilled.
Strategic quoting & integrated payments
Increase deal size with built-in cross-sell and upsell suggestions that maximize every opportunity. Convert a quote to an order with a single click, then expedite settlement by immediately sending secure payment links directly to your customers via PayFabric by Global Payments or Square.
Tiered pricing hierarchy
Automatically manage complex pricing layers—including Contract, Customer Special, and Group Pricing—that sit on top of standard GP levels. Instantly trace the pricing logic to see exactly which rule was applied to arrive at the final price, ensuring total transparency.
Omnichannel order entry
Meet your customers wherever they buy. Use Counter Sales for walk-ins, Recurring Sales for scheduled reorders, SalesPad Mobile (.pdf) for reps in the field, eCommerce for B2C, and EDI for B2B while ensuring consistent item data, pricing, and order workflow across every channel.
B2B portal
Reduce CSR burden with 24/7 self-service. The Customer Portal (.pdf) add-on for SalesPad lets your customers place their own orders, check real-time inventory, and pay invoices online via integrated payment processors like PayFabric.
Mass updates & imports
Manage volume with ease. Process entire batches to forward, print, or transfer hundreds of orders at once. For external data, import spreadsheets to rapidly create or update thousands of customer records and sales orders without manual entry.
Guided product configuration
For made-to-order (OEM) distributors, the Configurator (.pdf) add-on guides reps through attribute choices with guardrails to ensure only valid combinations are sold. It dynamically calculates prices, builds the bill of materials, and can automatically generate manufacturing orders (MOs), assemblies, or kits upon release.
Integrated fulfillment
Once an order is ready to fulfill, SalesPad links directly to Inventory Manager (.pdf) to kick off the pick, pack, and ship process immediately, ensuring a seamless transition from the sales floor to the warehouse.
Rule-based routing
Automate Your Perfect Order
Dynamics GP relies on manual batch reviews, allowing errors to slip through the cracks. SalesPad workflows proactively manage the lifecycle of every order—from entry to invoice—ensuring that only valid, profitable orders make it to the warehouse.
Customizable order workflows
Stop treating every order the same. Create unique workflows by Document ID (e.g., distinct paths for web orders vs. manual orders) and define business rules that automatically route exceptions—like low margin or credit holds—to review queues for approval.
Intelligent order splitting
Never let a single backordered item hold up an entire shipment. Workflow (.pdf) can automatically evaluate stock levels and split a sales document into multiple child orders, ensuring immediate revenue realization for what is on hand.
Automated backorder purchasing
Eliminate the manual hand-off between sales and purchasing. When a backorder or dropship item is identified, workflow plugins can automatically generate the linked purchase order and email it to the vendor instantly.
Unified commerce (eCommerce & EDI)
Stop rekeying data. Native connectors for Shopify, WooCommerce, Adobe Commerce, and SPS Commerce (EDI) feed orders directly into your workflow. These orders are subjected to the same business rules as manual orders, ensuring consistency across every channel.
Remove manual clicks
Automation Agent (.pdf) acts as an unattended engine that runs on a schedule to batch forward documents in workflow, transfer orders to invoices, and email reports or AR statements without human intervention.
Tailormade for your distribution needs
Flexibility Through Add-Ons and Integrations
SalesPad bridges the gap between Dynamics GP and the specialized tools you use to run your operations. From eCommerce and EDI to mobile field sales, we ensure every channel is synced and every order is optimized.
SalesPad Products
Automation Agent
This background scheduler eliminates manual tasks by running scheduled jobs to automatically batch forward documents in workflow, transfer orders to invoices, and email reports without user intervention. Download (.pdf).
SalesPad Mobile
This native mobile application empowers field reps to access CRM data, enter orders, check inventory, and capture signatures from iOS or Android devices while syncing directly with the ERP. Download (.pdf).
Customer Portal
A self-service B2B web application that allows your clients to log in 24/7 to place orders, check real-time inventory, and pay invoices online. Download (.pdf).
Configurator
Configurator streamlines the sale of complex, made-to-order items by guiding users through attribute selection to dynamically build bills of materials, item numbers, and pricing while enforcing compatibility rules. Download (.pdf).
Sales Order Workflow Integrations
SalesPad’s eCommerce connectors for Shopify, WooCommerce, and Adobe Commerce automatically sync orders, inventory levels, and tracking information between your web store and ERP to eliminate manual data entry. Download (.pdf).
SalesPad’s EDI connector leverages SPS Commerce to automate the exchange of standardized retail documents like purchase orders (850) and advance ship notices (856) directly within your sales workflow. Download (.pdf).
Automatically synchronize companies, contacts, and products between platforms and export SalesPad sales documents as HubSpot Deals to ensure consistent data across your CRM and ERP. Download (.pdf).
Through integration with WennSoft Signature, SalesPad connects sales documents and purchasing directly to service calls and jobs for enhanced visibility and job cost management. Download (.pdf).
Customer Success Story
Steiner Tractor Parts
As a leading distributor of antique tractor parts, Steiner Tractor Parts needed to move away from the “click-heavy” limitations of standard Dynamics GP to keep up with their high volume of customer inquiries. By centralizing their customer data and order entry into a single screen, they transformed their front office from a data entry hub into a proactive sales engine.
“SalesPad made our sales process so efficient and easy to use. The visibility into customer data and history, right on the screen, changed how our team works. We process orders faster, and our reps can focus on selling, not on administrative clicks.”
Steiner Tractor Parts
FAQ
Does SalesPad replace my Dynamics GP database?
No. SalesPad sits directly on top of your Microsoft Dynamics GP data. It acts as a high-powered front end that reads and writes to your GP database in real time. This means your financial data remains the single source of truth, while your sales team gets a significantly more efficient interface to work in.
How does SalesPad handle complex tiered pricing?
The platform is built to navigate distribution complexity automatically. Our logic engine evaluates multiple layers—including Contract Pricing, Customer-Specific Pricing, and Group Pricing—before standard ERP price levels. If there is ever a question about a cost, your team can instantly view the underlying logic to see exactly which rule was applied to a specific line item, ensuring total transparency during a sales call.
Can we set up custom workflows for different sales channels?
Yes. You can create unique workflows based on Document ID. For example, web orders can follow an automated path that only stops for credit holds, while complex OEM quotes can be routed through a multi-stage approval process involving engineering and management.
Does the CRM integrate with other marketing tools?
While SalesPad CRM is a powerful tool for your sales team to manage the quote-to-cash cycle, our native HubSpot connector syncs your marketing leads and sales deals, ensuring a seamless flow between CRM and ERP.
How is SalesPad better than standard Dynamics GP order entry?
The primary difference is the reduction of friction. Dynamics GP was designed for accounting, requiring users to open multiple windows and tabs just to check inventory or view a customer’s last price. SalesPad uses a single screen philosophy that puts every critical data point—margins, purchase trends, warehouse stock, and historical trends—directly in front of the rep. By eliminating dozens of clicks, SalesPad typically reduces order processing time by 50% or more, allowing your team to focus on selling rather than navigating software.