​SalesHQ

Provide sales teams with the ability to generate quotes, enter orders and invoices and view transactions, from any location via the internet

All in one convenient portal​

SalesHQ provides your sales people and customers with secure access to the Dynamics GP Sales series, from anywhere, on any device, in real-time. Salespersons can also access this information and related sales reports for customers assigned to them.

• Overview
• System Architecture
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• Free Trial
• Pricing

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• A customer master window that includes contact details and recent summarized account information
• Open and historical customer transactions; sales invoices, payments and returns
• Search transactions quickly
• Drill down to reveal full transaction information
• Print a transaction or save to PDF
• Export data directly to Excel
• View statements generated in the last last two years
• Run reporting services reports
• Responsive design that works on any device from mobile, to tablet, to notebook, to desktop PC

SalesHQ also provides your sales teams with access to all of above for their assigned customers, so they can act and respond faster to service customers. In addition, your sales teams can generate quotes, enter orders and invoices and view transactions, from anywhere, on any device – all in real-time.

• Generate quotes, enter orders and invoices
• Create new prospective customer records and generate quotes
• All transactions created via SalesHQ will automatically update your GP system in real-time, giving your office-based staff immediate access to action accordingly

​SalesHQ provides simple screens to enable a quick and efficient access to receivables data, in a responsive design that works on all form factor devices, from desktop PCs to notebooks, to tablets and mobiles/cell phones.
 
Extend your Dynamics GP system and allow customers and sales teams to review receivables data from anywhere, via any device. View invoices and statements, run reports and enter quotes, orders or invoices in real-time with Dynamics GP using the SalesHQ portal.

Access Dynamics GP on the go!

Portal users can access transactions, statements, reports, inventory, pricing, order entry, sales transaction entry and invoices from one location - anywhere and on any internet connected device.

SalesHQ is a hybrid deployment with the web portal hosted on Microsoft Azure and a “connector service” running on your server and initiating communication with the Azure relay. This approach means no external ports need to be open on the firewall and data is only stored on your SQL Server; users log onto the SSL protected portal and are authenticated using their Windows Domain credentials.
​A Dexterity add-in installed on Microsoft Dynamics GP allows configuration of SalesHQ with the settings stored in a database on the SQL server.

SalesHQ - Overview

SalesHQ - Free Trial

SalesHQ - Manage Customer Accounts

SalesHQ - Add Prospect

SalesHQ - Secure Access

SalesHQ - View Transactions

SalesHQ - Change Images

SalesHQ - Inventory Lookup

SalesHQ - Manage Salesperson

SalesHQ - Price Lookup

SalesHQ - View Account Summary

SalesHQ - Configuration

SalesHQ - Invoice Entry

SalesHQ - Order Entry

SalesHQ - Quote Entry

SalesHQ - View Statements

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