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Trinity for Dynamics GP Distribution
Technology that changes everything
About this Powerpoint Show
• The prime objective of this PPT is to introduce GP partners to the scope and depth of Trinity’s solutions for distribution.
• There are many more specific sales support tools at www.trinitypartner.com .
• The presentation uses screenshots and notes to illustrate many product features
• There are hyperlinks to more in-depth information throughout the presentation
• Feel free to adapt it for your own use and share it with end-users too.
• Contact us for more detailed help on any of these solutions. [email protected] or [email protected]
Start by learning a little about Trinity
Go straight to the solution demos
What would you like to do next ?Click a box to proceed.
Trinity have been providing solutions for Dynamics GP users since 2000. We were the original authors of both Extended Pricing and the Inventory Management suite comprising
Advanced Distribution, Advanced Picking and Available To Promise. Here are a few basic
facts about the company.
Introducing Trinity
• Company Established in 1975.
• Original authors of several core Dynamics GP modules including Advanced Distribution and Extended Pricing
• Thirty modules for Distribution available direct from Trinity and Azox,
• Over 500+ companies in 20+ countries sites worldwide using Trinity solutions
• American Distributor – Azox Inc with Sales and Helpdesk facilities
• Trinity / Azox always available for consultation / demonstration
• A leading reseller of Dynamics GP in UK. We don’t just write solutions we implement them.
• Extended resources available at www.trinitypartner.com
A word about Trinity
To provide the scope and depth of enhanced functionality to make Dynamics GP a world class solution for mid-market wholesale
distributors.
Our Mission
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How Trinity solutions fit together
Trinity software solutions are modular. There are thirty modules in all. This means you can purchase just what you need to meet your needs. But it also means that we can combine many modules in a single solution to address the complex distribution needs of any organisation – large or small. Bundles of products also attract bundled prices.
Some more advantages of using Trinity
All of our modules are contained within a single “dictionary”. This makes installing, implementing and maintaining simple and guarantees successful integration across modules. All of our modules except for some of our Pricing extensions (which need Extended Pricing to be in place) are also available on Business Essentials.
We love to listen and learn
Whether you have an existing customer, a new prospect or would just like to understand better how you can serve the distribution sector with the help of our solutions we’d love to talk to you any time .
Check out our Contact page
How this presentation works
We have organised the presentation into five themed area Sales, Inventory, Pricing, Logistics and Purchasing.
In each themed area we will talk about
• THE FEATURES The key functionality • THE WIN How the solution can benefit the business.• THE LINK Hyperlinks to take you to relevant web page
Click now to get started.
Main Menu
Click on any of these boxes to go straight to that section.
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Watch out for Return to Main Menu button (above) which you can use to return here at any point in the presentation
Sales Ordering
Inventory
Purchasing / replenishment
Pricing Logistics
Learn a little more about Trinity
Go to Final Summary
Inventory
Sales Orderi
ng
Pricing Logistics
Purchasing /
replenishment
Sales Ordering
“ I am looking for more than simple order capture. I need to be able to input orders quickly and accurately. I need access to plenty of back-up technical info too. I also want to up-sell and cross-sell at every opportunity.”
“My sales team is also my customer service desk. They need to be able to handle all a customer’s progress queries”.
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When you make or receive a customer call it may not just be to take an order.
Your customer may have any number of questions e.g. on price and availability or issues related to outstanding deliveries or the state of their account.
Handle them all with the Sales Navigator.
When you pick up the phone ..
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THE LINK
SALES NAVIGATOR
THE FEATURES
•Single screen start point for all customer queries•Advanced Searches•Easy view of outstanding and overdue lines •Links to document entry
THE WIN
No more jumping between windows. Answer the questions the customers really ask . No set up needed. Install- ready to run.
Search by address rather than account. Drill down to customer
account informationFind all outstanding lines across multiple
ordersGo straight to
transaction entry
Identify open orders that can be added to
Extensive document and line search
facilities
Multiple drill down screens available for more detailed information
Sales Navigator
Different businesses have different needs for order entry. For some – typically in high volume, low value sales the emphasis is on speed, simplicity and accuracy. In more technical organisations – particularly those with a high SKU count - there is a greater need for powerful search and decision support capabilities. We’ll show you examples here of both types.
Order Entry to suit your business
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THE LINK
TURBOSOPCUSTOMER TEMPLATESLINKED ITEM SELLINGSALES PATTERN ANALYSIS
THE FEATURES
•Unstructured item search•User configurable•Mouse-free order entry•Great decision support.
THE WIN
Save time, save money, improve accuracy, happier customers and users.
New look-up with sales related info sits next to main
order screen Highlight items previously purchased by this
customer/ ship-to or filter to see only these
Supervisor configuration of decision support information per user e.g. price, margin, availability, history
Supervisor configuration of drill-down options, order history, promotions.
sites, notes etc
Unstructured searches across item, description,
class straight into the item field simplifies operations. Calls new informative look-up or drops item straight into order where only one
match found
TurboSop – Fast, Easy Order Entry
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Just click a line to drop it straight into the order
X-137
Now let’s take a look at a business with more sophisticated information needs at order time
Sales Ordering – Advanced
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THE LINK
CATALOG BASED SALESCUSTOMER TEMPLATES
THE FEATURES
•User configurable overlay to sales order entry•customer buying lists•Simple drill downs for info•Up sell & cross-sell tools
THE WIN
Powerful order entry for high SKU count sales -built to suit individual user needs and authority level.
Additional filters to help focus on relevant items
Drill down buttons show• Available to Promise• Buying history• Substitutes• Items by Site• Specs and Images• Price Trace • Email link to send specs• Notes and Item Information
Multiple search methods , including
explorer style catalog, attributes and string
search
Customer specific prices
Double click an item to drop into order
Advanced Order Entry Features Choose to show customer buying lists – either system
or user maintained
Supervisor configuration of which decision support fields should be displayed per user
Highlight items that should be bought today
Additional SOP Features
• Customer Call Scheduling– User Managed Call out lists– Import one off schedules– Detailed call history – Self maintained schedules based on
preferred call frequency
• Price Negotiation– On line price haggling– Full audit trail of negotiated prices– See pricing section of this presentation
for an example.
• Front Counter – Order Entry functionality with a till
• Linked Item Selling– If you bought A – let me tell you about
B and C
• Distribution Enhancements – Item Restrictions by Customer– View document margin – Item aliases– Reallocate stock from other orders
• Mobile Sales on a Laptop– Order Entry functionality on a laptop
without need for internet connection.
Here are just a few of the additional features available . There are too many to list them all here. If you don’t see what you need give us a call. Use the Hyperlinks to find out more.
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Inventory
Sales Ordering
Pricing
Logistics
Purchasing / replenishment
Pricing
“ Getting the right price is what gets me the order, but sometimes I feel I am giving away more than I need and maintenance is a constant challenge”
I need ..• Negotiation tools• Easy price management• Rebate tracking• Volume discounts for
groups of products• Promotions with a
choice of free product• Order value discounts• Cost uplift pricing• Site specific prices
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For the wholesale distributor the ability to provide a well focused pricing structure that drives up revenue while protecting margins is critical to success.
For many distributors – particularly those selling branded goods the ability to offer the right deals to the right customers is a key differentiator.
Introducing Pricing
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• Date effective pricing
• Mixed price types per customer – Net Prices, Value Off Percent of
• Promotions including buy one get one free
• More flexible management and grouping
Extended Pricing
Trinity were the original authors of Extended Pricing which you would now purchase direct from Microsoft. Key reasons you may use E.P. include
While Trinity cannot sell you E.P. we are happy to advise on best practise and to provide training and consultancy services in pricing issues. Trinity has also developed a number of add-on solutions to enhance the scope and flexibility of pricing solutions. Here are some of those features >>>
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Extended Pricing Enhancements
THE LINK
EXTENDED PRICING ENHANCEMENTS
THE FEATURES
•Discount based on Order value •Offer promotions for total purchased for a group of products
THE WIN
Offer discounts with a purpose – increase shipment size, sell up, introduce new items.
Order value discounts can be applied with multiple thresholds . They are automatically tracked and applied to the order. Different
rules per customer if necessary This pop-up screen will sit next to order
entry
Order Value discounts
Assign customers and items to the promotion
Define promotion rules e.g. any 10 from group including at least 3 of A
Maintain list of free items to choose from
Aggregate (Volume) Promotions
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Allows two new price types. Cost Plus percent and Cost plus value
Enables users to create value on as well as value off
Aggregate Pricing – quantity breaks based on sales for whole groups of
products. Will re-price an order automatically- configurable rules
Aggregate Promotions – See previous screen for details
Allows you to set price according to selling location
Show discount element of price on invoice document
Simplified promotion formula set-up and pro-active sales pop-up option
THE LINK
EXTENDED PRICING ENHANCEMENTS
THE FEATURES
•Quantity Breaks for total group sales•Explicit discounts on invoices•Sell price per depot
THE WIN
Multiple additional pricing options that enable the wholesaler to develop a unique and effective pricing policy
Extended Pricing Enhancements (2)
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THE LINK
EXTENDED PRICING INTEGRATION
THE FEATURES
• simple price export to XL• Manage price data in XL• Import routines
THE WIN
Improve speed, efficiency and accuracy of price maintenance using the power of XL to quickly write and update large volumes of data
Extended Pricing Integration
Select any ranges or sheets, items etc to export and update
All maintenance done in XL.
Create new or updated price
records
Import prices, books, sheet assignments
etc
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THE LINK
PRICE NEGOTIATION
THE FEATURES
•On-line negotiation based on a cost of your choosing•Manipulate margin or Margin % or value•Decision support links
THE WIN
Don’t miss a sale on price but knowledge is power. Be in control of your negotiation
Price Negotiation
Negotiation window called direct from order entry using Ctrl-P
User selects appropriate cost base – even taking into account
outstanding PO prices if appropriate Multiple drill downs to support the negotiation process
Manipulate Value, Margin or Margin % to come up with best deal. Single click drops negotiated price into the
order and writes an audit record
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Sales Rebate Tracking
Sales Rebates – accumulated over a period of time - often against complex rules, groupings and
thresholds - can form an important part of the whole pricing equation
This windows gives a snapshot of an individual customer’s current rebate position. Rebates can be accrued based on volume or value of sales for single items or ranges of items. The Rebates may be value off
or percentage based and can have multiple breakpoints.
THE LINK
SALES RETROSPECTIVE DISCOUNTS
THE FEATURES
•Flexible rebate discount structures including customer and item groupings •On-line inquiry and report
THE WIN
Simplify and automate a complex admin task. Gain new insights into true profitability.
This inquiry shows rebate accrued to date for individual item X-181 ($23.05) and for GROUP1 ($7) showing also items in the group
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Inventory
Sales Ordering
Pricing Logisti
cs
Purchasing / replenishment
Logistics
“Margins are low in my business so I need maximum efficiency from my delivery operation. That means efficient error free picking, best possible use of my delivery fleet and an invoicing operation that involves little or no keying for my staff.
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Efficient error-free pick-pack-ship systems can mean the difference between profit and loss – particularly in low margin businesses such as foodservice or office supplies. In some environments the best answer is a warehouse management system or at least automated data capture but there are also many gains to be made in the core application by the right combination of software and good practise.
Introducing Logistics
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• Introduction of the concept of a “fulfilment order” - a shipment representing part or all of an originating order
• Configurable workflow enabling users to map documents through critical stages of the pick pack ship process
• Additional picking options – most importantly the ability to produce a consolidated “walk-round” picking list for a number of fulfilment orders
Advanced Distribution & Picking
Trinity were the original authors of Advanced Distribution & Advanced Picking which you would now purchase direct from Microsoft. Key features of these products include
While Trinity cannot sell you A.D or A.P. we are happy to advise on best practise and to provide training and consultancy services in logistics issues. Trinity has also developed a number of add-on solutions to enhance the scope and flexibility of these solutions. Here are some of those features >>>
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Address specific delivery profile used by the system to help
transport manager to plan or to automate load building
Deliveries automatically grouped by default route, drop, date with
document drill down for easy planning
User configurable information document display screen – double click back to originating document
Multiple methods of load building from manual to fully automated
Transport Manager Planning Board
Pick pack despatch and invoice by load printing documents in drop sequence
Detailed Driver’s Manifest. Load Planning also provides the
opportunity to report on profitability by load and vehicle
utilisation THE LINK
VEHICLE LOAD PLANNING
THE FEATURES
•Load building, automatic or manual based on default routes, trucks, service levels•Pick, despatch, invoice by load•Load documentation and analysis.
THE WIN
Efficient pick pack ship, analysis load profitability, improved vehicle utilisation, time saving.
Vehicle Load Planning
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Consolidated Invoicing
THE LINK
CONSOLIDATED INVOICING
THE FEATURES
•Reduces multiple shipments to a single financial invoice •Flexible methods and frequency of consolidation •Full audit control back to originating shipments•Mass update routine
THE WIN
Meet your customer’s expectation while reducing transaction volumes and simplifying sales ledger.
Choice of levels of consolidation e.g. account, order, address,
customer ref . You can also select frequency of consolidation and
preferred invoice format Simple, single routine allows you to perform consolidation across the whole company as frequently as
you need.
Flexible document layouts with detailed or summary formats
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Additional Logistics Features
• Inter-Site Transfers– Full business process control for
transfers leveraging internal sales and purchase orders including PO generator
– Perfect for keeping satellite warehouse replenished
– In-transit accounting
• Distribution Enhancements– Minimum Shipment size control . – Over ten other features in this module
• Returns Management– Can match returns to originating
invoices for price and quantity control– Provides return workflow – Allows “value only” returns for invoice
price corrections– All part of GP Sales Transaction Entry
• Additional Charges – Adds ( and consolidates) additional
charges to invoices for items such as bottle and container deposits, recycling charge, support & warranty charge etc .
Here are just a few more of the additional features available . There are too many to list them all here. If you don’t see what you need give us a call. Use the Hyperlinks to find out more.
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Inventory
Sales Ordering
Pricing Logistics
Purchasing / replenishment
Inventory
Keeping proper control of our inventory database is far too time consuming and we make far too many errors- e.g. selling obsolete stock or disallowed items to customers. Salespeople will wrongly offer to split packs losing us money and I need to get my catchweights right or again we lose out.
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Managing inventory information can be a labour intensive operation that is prone to error – particularly in an operation that may hold tens of thousands of SKUs. Tools that assist the inventory manager to • create new items quickly and accurately,• to manage the life cycle of the item • Provide an easily searchable inventory master• Handle complex unit of measures issues such as
catchweightsare critical to a well managed operation
Introducing Inventory
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Item Manager
THE LINK
ITEM MANAGER
THE FEATURES
•Simple Item cloning feature•Create multiple items at one pass via wizard•Select which item elements to copy•Site assign /unassign wizard
THE WIN
Create items in seconds without laborious screen-hopping. Reduce errors
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Simple step by step process – Clone items one at a time or create whole new ranges in a single operation by pulling in a simple item
number + description table from XL
THE LINK
UNIT OF MEASURE MGT
THE FEATURES
•Specify a main stock unit for inquiries and reports •Manage allowable order multiples•Specify a consistent sales reporting unit e.g. tonnage•Display packs and splits •New item inquiry screen
THE WIN
Puts you in true control of your unit of measure schedule. Easier interpretation
Unit of Measure Management
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Enhanced control of what units of measure are used for what purpose. For example you may want a BASE unit of EACH to permit single returns and split packs but
typically want to look at inventory in CASESPuts the user in control of how inventory information is displayed
New item inquiry with additional information, easy unit switching and illustrating packs and splits 281/3 indicates 281 whole cases and 3
eaches
Catchweights
THE LINK
CATCHWEIGHTS
THE FEATURES
•Separate tracking of qty and weight in inventory•Allow sales and purchase orders to be placed in qty units but be billed by confirmed weights
THE WIN
A proven out of the box solution for food distributors
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Single inquiry window that shows how inventory is
being tracked separately both in weight and cases. “5lb packs” are of nominal weight only. Customer will be billed for actual weight
shipped e.g. 2 cases – total weight 10.37 lbs – with
individual box weights also recorded.
Catchweight information can be managed down to
lot and bin-bay level.
Sales and Purchase orders can be entered in one unit but priced in another . Actual weights can be entered later and the final invoice will show both units and
weight delivered ot the customer.;
THE LINK
CATALOG BASED SALES
THE FEATURES
•Look-up can be called direct from item maintenance•User configured screen •Unlimited search parameters •Multiple drill-down to supporting information.
THE WIN
Structured search of large inventory files on many dimensions – saves time, adds expertise.
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Catalog Based Sales – Inventory look-up feature
User configurable information display
User configurable drill downs
Add attributes and explorer style drill down features in XL and import to transform the search capabilities of
your inventory file
Explorer style drill down to five levels
Unlimited item attributes
Simple string search
Additional Inventory Features
• Item Life Cycle – Item status tracking– Control availability to sell or purchase
item– Hide items from inventory look-ups.
• Catalog Based Sales – Item attributes– Explorer style hierarchical search
• Distribution Enhancements– Disallowed items– Item Aliases– Inventory transaction reason
codes– Stock take enhancements– Current cost update options
• Additional Charges – Associate items e.g. containers,
deposits, service charges– Automate invoicing of additional
charge items
– .
Here are just a few more of the additional features available . There are too many to list them all here. If you don’t see what you need give us a call. Use the Hyperlinks to find out more.
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Inventory
Sales Ordering
Pricing Logistics
Purchasing
/ Replenishment
Purchasing
“I have three members of my team permanently locked into reviewing re-stock levels and placing purchase orders. They hold an enormous amount of knowledge in their heads. A lot of what they do should be automated. I would love to free up some of their time to get involved in more strategic activities.
Successful purchasing is without doubt one of the most complex areas of any distribution operation and one where the analytical power of IT can contribute greatly to managing that difficult balance of customer service vs inventory investment. Trinity’s solutions are designed to speed up and improve the quality of replenishment through a combination of automated data analysis and great decision support tools
Purchasing
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THE LINK
ADVANCED INVENTORY REPLENISHMENT
THE FEATURES
•Advanced Demand Planning functionality embedded in GP •Wizard driven set up•Fast and easy to understand maintenance •Powerful PO generator
THE WIN
Easy to get started with immediate ability to use your historical data to generate order point and up to level, save time, lower cost and investment
Profile your items individually or using wizards, range selections and automated routines
Set up wizard plus default ability to automatically include new items in forecast – no data input, all embedded in
core GP.
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Advanced Inventory Replenishment-A.I.R.
Advanced Inventory Replenishment-A.I.R.
Demand Review Screen enables comprehensive review of demand history – including • Sales• Lost sales• Exceptional Demand• Inherited demand from
superseded items
Drill down to individual transactions available
Safety stock, reorder point and “order up to level” all automatically recalculated by combining results of demand analysis with time based stocking policy
THE LINK
ADVANCED INVENTORY REPLENISHMENT
THE FEATURES
•Mass routines to update reorder point and order up to level.•User configurable review screen with drill down to transaction level
THE WIN
Save hours a week by letting the system review and reset order point information while retaining the ability to review and intervene.
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Thirteen industry standard demand analysis formulae embedded into the software so that the system can find the best method for each item by modelling and scoring them against your demand history. The system has tried out seven methods on
this item – it will try them all once there is more history – to find the most appropriate forecasting formula. All of this can be done
automatically.
THE LINK
ADVANCED INVENTORY REPLENISHMENT
THE FEATURES
•Industry standard demand analysis formulae•Automated routines to find best fit.•Wizard driven segmentation of inventory
THE WIN
Provides access to powerful automated demand analysis routines typically only associated with higher price specialist third party software
A.I.R. Demand Formula Application
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A.I.R. – PO Generator
THE LINK
ADVANCED INVENTORY REPLENISHMENT
THE FEATURES
•Additional searches and filters e.g. show ALL items from vendor, show items below line point•Additional decision support via PO line demand window
THE WIN
Uses system generated order point and order up to level but leaves the buyer in charge by providing exceptional decision support .
The new PO generator screen tells you your weekly usage, number of weeks stock held and current available inventory.
New vendor totals screen tracks spend against vendor minimum. It also allows you track order size in most relevant unit e.g. weight, number of pallets
against a vendor target size.
New PO line demand window offers a
wealth of additional decision support with further drill downs to detailed information
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Whilst you can download Advanced Inventory Replenishment we recommend that you talk to Trinity about an initial demonstration.
You will find a wealth of additional sales material on the website including• Whitepaper• Product movie• In-depth powerpoint presentation• Product brochure• Case Study
We can supply additional material on request including • Needs Analysis questionnaire• Sample training program
Advanced Inventory Replenishment
Purchasing – A.I.R.
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Additional Purchasing Features
• Vendor Price Management* – Date based vendor price lists– Unit and currency specific– Dated contracts– Import / Export price wizard for
easy maintenance – Price alerts in PO generator and
PO entry – Price history inquiry– Vendor comparison window
• Purchase Retro Discounts
(Vendor Rebates) – Track rebate accruals by inquiry or
report– Item or group based rebates– Multiple thresholds based on
quantity or value– Value and percent discount types
*Vendor Price Management can be purchased separately but is also included in the price of Advanced Inventory Replenishment as an essential pre-req.
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Proceed to Final Summary
What would you like to do next ?Click a box to proceed.
You’ve reached the end of the demo section.
Microsoft Platform
Dynamics GP
Trinity Distribution Software
Trinity Expertise
Partner Expertise
The Microsoft platform together with core Dynamics GP provides an unmatched generic proposition for the ERP mid-market
But the market demands more than that. Prospects are rightly looking for software solutions that reflect the needs of their business.
Trinity can back that up with over twenty years experience in the market to help partners and customers qualify, select, configure and implement the right solutions every time.
We work closely with partners to help them develop the skills and expertise they need to succeed in the distribution market. – see next slide for details.
How it all stacks up.
Pre-sales qualificatio
n
Demonstration/ Partner coaching
Reference / Case
Studies/Back up material
Training implementation/ consultancy
Support Desk / guaranteed
enhancement plan/customisatio
n
Here to help every step of the way
End Presentation or return to main menu by clicking
top right.
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Click here to contact Trinity
