Get your dedicated VA

A comprehensive service designed to enhance your sales team’s efficiency by handling the critical but time-consuming tasks that consume their day. Tailored to fit your unique business needs, our virtual assistant (VA) service is built around your business hours, technology systems, protocols, and desired outcomes

Pre-Sales Process: Enhance efficiency before the sale. Prepare thoroughly, ensuring that every client interaction is informed and customized.
Ordering Process: Ensure accuracy and efficiency from when an order is placed until it is confirmed.
Proofing Process: To keep your projects on track, maintain the highest standards in managing all aspects of proof management.
Supplier Interaction: Optimize communications and operations with suppliers to ensure smooth transactions and timely order fulfillment.
Customer Follow-Up: Keep your clients in the loop with regular updates and proactive communication.
Accounting Services: Handle AP/AR, reconcile bank and CC statements, manage invoicing.
Artwork Services: Recreate artwork, convert embroidery files, design print/html flyers, catalogs.
And more: Provide daily updates, cover for unavailable reps, support customer care, manage artwork, and maintain CRM.

Give your sales reps the freedom to focus on generating revenue and expanding your business.

Microsoft Dynamics 365 Business Central for
Promotional Products Businesses

An all-inclusive ERP solution to automate, centralize, and control everything.

Manage your finances in a simple and clear manner

Accelerate financial close, improve forecasting, and get real-time performance metrics while fostering compliance and security across subsidiaries.
Automate and streamline your supply chain

Deliver products on time and adapt to changing business models with visibility across purchasing, manufacturing, inventory, and warehouses.

Make faster decisions with actionable business insights

Get real-time, simplified analysis of your business performance with comprehensive and insightful reports and dashboards.
Boost your sales productivity and customer satisfaction

Get your sales processes in order from within MS Outlook and allow your team to focus on growing sales and improving customer relationships.

Keep projects on time and under budget

Ensure successful project execution and profitability with planning, resourcing, tracking, accounting, and real-time intelligence. All under one roof.
Manage warehouse operations efficiently

Save operations costs with efficient warehousing that helps you ship orders on time and deliver on promised customer outcomes.

Maximize your manufacturing potential

Run and optimize your cost, resources, and production to delivery capacity with precise planning and advanced forecasting capabilities.
Protect your data and support GDPR compliance

Avoid compliance and data security risks with built-in intelligence and ensure your business complies with increasing General Data Protection Regulation.

Get better control and visibility of your business
using our promo extensions

By combining our 20 years of core experience in the promotional products industry with the powerful capabilities of Microsoft Dynamics 365 Business Central ERP, we have created some powerful extensions that connect and automate all your business processes, from sales, services, to finance and operations, to improve decision-making, efficiency, and productivity.

Here’s our list of Custom Extensions built on Dynamics 365 Business Central, specifically for your promotional products business.

Click on the tabs below to check all the features with demo screenshots.

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Sales Order Processing & Invoicing
Proofing
Warehouse
Shipping
Item Setup
Production Planning
Automated emails and alerts
Third-party integration

Sales Order Processing & Invoicing

Ready workflows for regular sales orders, sample orders, assorted sales orders like a single item with multiple color SKUs, pre-production orders, back orders, rush orders, re-orders, split shipment orders, custom orders
QC checks on orders for low stock, credit check, exact quantity, less than minimum, and imprint color mismatch
Workflow adjustment basis the type of order being placed
Automatic calculation of charges like setup, run, rush charge, etc.
Auto-calculation of discount and amount based on the applied promo code
One-click quote-to-order including imprint details area
Ability to keep order on hold
Detailed order status log against each line
Auto-generation and emailing of an invoice
Regular email updates of log of sales order