What Are The GP Elementz Portals?

As I mentioned in a previous post, I have joined ISC Software Solutions, a UK headquartered Microsoft Dynamics GP VAR (Value Added Reseller) and ISV (Independent Software Vendor) with an office in Ireland.

The ISV offering from ISC Software includes the GP Elementz add-ons for Microsoft Dynamics GP as well as a set of web portals:

• ​​CustomerHQ – Provide your customers secure access to their Dynamics GP receivables account data such as invoices, statements and transaction reports.
• SalesHQ – Provide sales teams with the ability to generate quotes, enter orders and invoices and view transactions, from any location via the internet.
• PurchaseHQ – Extend your Dynamics GP system and allow purchasing users to manage purchasing from anywhere, via any device all in real-time. Includes integration with Microsoft Dynamics GP’s Document Attachment and Workflow module for approvals.

Key features of all of the web portals include:

• Access data from anywhere and on any device.​
• Safe and secure portals using Microsoft Azure.​​​
• Fast and simple set up​​.
• The user interface make the portals easy to use​.
• Your portal can be branded with your own logo and background image.​

All portals are easy to setup and requires no technical skills or additional software or hardware. It is stored securely on Microsoft Azure and data remains in your Dynamics GP system (none is stored on Azure). It uses responsive design so it can be used on any device including cellphones and tablets.

As listed above, there are three portals available for Microsoft Dynamics GP. The key features of each are outlined below.

​​CustomerHQ

• Provides your customers secure access their Dynamics GP receivables account data such as invoices, statements and transaction reports — from anywhere, on any device — all in real-time. Salespersons can also access this information and related sales reports for customers assigned to them.
• 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.
• Save a transaction to pdf or print.
• Export data directly to Excel.
• Customer statements — last two years.

SalesHQ

• Provide sales teams with access to relevant Dynamics GP data so they can act and respond faster to service customers. Generate quotes, enter orders and invoices and view transactions, from any location via the internet.
• Generate quotes, enter orders and invoices, from any location via the internet.
• Create new prospective customer records and generate quotes.
• All transactions created via the portal will automatically update your GP system in real-time, giving your office-based staff immediate access to action accordingly.
• Quote, order and invoice transactions can be downloaded as pdf files and printed or emailed as required.
• Responsive design that works on Mobile and Tablet.

PurchaseHQ

• ​Easy to use purchasing portal.
• Approve / Reject Purchase Invoices from any internet connected device, anywhere at anytime.
• Quick view of all Purchase Invoices awaiting approval.
• Review the Purchase Invoice summary detail and it’s associated Invoice (PDF/scanned documents are held in Dynamics GP Document Attachment).
• Simple screens to enable a quick and efficient approval process.
• Responsive design that works on Mobile and Tablet.
• Extend your Dynamics GP system and allow purchasing users to manage purchasing from anywhere, via any device. View released purchase orders, process goods receipts and approve purchase invoices in real-time with Dynamics GP using the PurchaseHQ portal.

Customised Portals

Portals can be customised or extended to meet specific business requirements and new portals can be created if required; need a warehouse portal or a portal to other information in Dynamics GP? Get in touch using the contact form below.