Business Management For Lumber and Building Material Retailers,

Wholesalers, & Distributors

Microsoft Dynamics 365 and Microsoft Dynamics AX

System Solutions LLC

Microsoft DynamicsOverview

Microsoft Dynamics 365 Cloud and Dynamics AX are comprehensive business management

software for Retail, Wholesale, Distribution, Production and Field Service.

Microsoft Dynamics offers: Sales, Customer

Service, Financials, Store and Warehouse Management,

Logistics, Contract Management, Marketing, Human Resources

and Office productivity in one powerful solution vs stand

alone ERP, POS or Accounting systems.

Unit of Measure Conversion supports the ability to:• Convert units of measure for any item to make purchasing in one unit

and selling in a different or multiple units easy• Default sales preferences can be set up to reflect the most popular unit• Units can be easily changed within the POS at the time of transaction

Microsoft DynamicsUnit of Measure Conversion

Item Grids capabilities enables users to:• Quickly tender payments for items with no individual barcodes such as

lumber• Eliminates the need to add each combination of every length, width,

and type of wood as individual products

Microsoft DynamicsItem Grid On POS

Special Orders in Back Office and POS allow users to:• Easily order out of stock items for customers • Create and tender transactions in which some items are shipped to the

customer, some items are paid for in the current store location, and some items will be picked up at another store location.

Microsoft DynamicsSpecial Orders

Microsoft DynamicsEDI Supplier and COOP Connections

Microsoft Dynamics AX connects to any COOP or Supplier for:• Electronic Purchase Orders• Electronic Invoices• Electronic Store Specific File Maintenance• Electronic Price Change File• Images, Returns, Circulars, Events, Balances, and more

Microsoft DynamicsLoyalty Management & Customer Rewards

Loyalty Management in both POS and Back Office enables users to:• Create an unlimited amount of loyalty tiers • Points earned can be used toward advancement in loyalty tiers or

future purchases• Configure loyalty schemes and dollar to point ratios that work for your

business• Track how recently a customer has visited, how frequently they visit,

and how much they spend

Microsoft DynamicsAdvanced Reporting

Advanced Reporting analyzes data, allowing users to:• View reports for financial information, inventory, expenses, sales,

and more• Create custom reports in addition to viewing premade reports• Use Top 10 products report to recommend popular items to

customers

Microsoft DynamicsBuilt in GL, AR, AP, Payroll, and Finance

Microsoft Dynamics AX has built in features to efficiently run your business:

• Built in GL, AR, AP, Payroll, Budgeting, Cost Accounting, and Fixed Assets

• Option to map directly to external financial software such as QuickBooks

• Obtain business insights such as actual vs. planned budget• View open invoices, past due invoices, and invoices due today• View purchase orders received but not invoiced• Generate earning statements and pay statements for individual

employees

Microsoft DynamicsStreamlined Purchasing Process

The Procurement and Sourcing module in Microsoft Dynamics AX provides:• Historical data and analysis tools provide insight and assist in evaluating

suppliers• View vendor requests, purchase agreements, backordered purchases, &

more• Relevant fields are automatically updated when goods are received

Microsoft DynamicsForecasting And Ordering

With Microsoft Dynamics AX Demand Forecasting, users can:• Calculate forecasts and future sales demand• Set forecasts to be generated automatically based on formulas for

specified items, individual items, and item groups• Generate purchase orders based on historical data• Easily export data to Microsoft Excel with one click

Microsoft DynamicsEmail Receipts and Statements

POS and Back Office email capabilities in provide these features:• Automatic E-mail of receipts and statements• Print statements at any time for any date range for any customer(s)• Setup email notifications for installment billing, failed payment, &

orders• Create an unlimited number of email templates and send notifications

Microsoft DynamicsTask Recorder

Aid in employee training and consistency with the Task Recorder:• Record tasks in the POS and Back Office to reference at a later date and

time• Automatically create a Word Document with the steps, and a video of the

recording

Microsoft DynamicsModern POS

Microsoft Windows Mobile and Android handheld PC/scanners for:• Mobile POS for sales, item management, reporting, loyalty and

customer rewards, shift operations, ecommerce, inventory, and more• Mobile Back Office for inventory counts, purchase orders, receiving,

label printing, transfers, service orders, quotes, layaways, and more• Mobile Microsoft Dynamics AX devices connect and share peripherals

such as receipt printers and cash drawers through your hardware station

Microsoft DynamicsCloud POS, Ecommerce, And Business Management

Cloud-Based Premise option for Microsoft Dynamics AX provides:• Access all Point of Sale and Back Office company information from

anywhere with internet connection• Employees can make sales within the POS while at tradeshows and

events• Implementation is faster because Cloud POS does not need to be

installed on individual devices• Managers can log in at any time to view sales reports and employee

data

Microsoft DynamicsWant To Learn More?

Watch Our Videos• Unit Of Measure Conversion• Special Orders• Loyalty Rewards Redemption• Business Management Overv

iew• Special Order Transaction• Task Recorder• Document Management• More Videos

Contact UsGet in touch with our Sales Team:Phone: 860-781-6470Email: MarkP@syssolutionsllc.com

For general inquiries:Email: Sales@syssolutionsllc.comVisit: www.syssolutionsllc.com