Order Connect

Order Connect is an intuitive, powerful, and fully integrated order management portal designed to transform how Customer Service/Sales Support operatives manage the full sales lifecycle within Microsoft Dynamics 365 Business Central (BC). It operates as a direct, secure window into your BC data, ensuring real-time accuracy and accelerating fulfillment by centralizing all critical actions.

Key Features

• 100% BC Integration: Seamlessly syncs with Microsoft Dynamics 365 Business Central; all actions are immediately reflected in BC.

• Real-Time, Secure Data: Streams live data directly from BC, meaning no customer or order data is ever stored outside of the source system.

• Comprehensive Document Management: Create, view, update, and manage the full lifecycle for Sales Orders, Return Orders, Credit Memos, Invoices, and Quotes.

• Dynamic Document Overview: See all information about each document such as statuses, whether they are prepaid, etc. Instantly access document data with powerful global search and advanced filtering.

• Customizable Workspace: Users can Freeze Columns, Order Columns, and Sort the record list to suit individual workflows.

• Real-Time Document Creation: Create all document types with certain fields auto-populated.

• Multi-Company Connection: Ability to view data from multi BC Companies.

• Field Support: Tailor input forms with company-specific custom Fields can be displayed and modified.

• Actions: Offers complete agility to run company specific day to day actions. Such actions can be Send to Warehouse, Cancel, Adjustments, Capture Payment, Refund Payments, Send Payment Request, Print Documents and more.

Benefits

• Accelerated Fulfillment: Powers faster task completion and shipment processing to delight customers.

• Enhanced Accuracy: Minimizes errors and discrepancies by working exclusively with live, un-duplicated data directly from Business Central.

• Increased Efficiency: Reduces context-switching and clicks by centralizing all management, viewing, and payment actions in a single, intuitive portal.

• Robust Security & Compliance: Ensures data integrity by operating without an independent database; sensitive information stays securely within your ERP.

• Improved Customer Experience: Enables operatives to answer queries faster and resolve issues more effectively with quick access to real-time information.

• Reduced Training Time: The user-friendly interface lowers the learning curve for new customer support team members.

• Empowerment: Gives your team the tools to take full ownership of customer interactions, from initial quote to final payment and returns.

• Compliance: Segregations of Duty (SOD) for customer service.