Overview of the commercebuild Sales Portal 

Discover the powerful features of the commercebuild Sales Portal tailored specifically for Microsoft Dynamics 365 Business Central users. This demonstration video provides insight into how the sales portal empowers sales reps and webstore users with a seamless, efficient way to manage sales orders, switch between accounts, and streamline the checkout process.

Streamlined Order Entry for Sales Reps

The commercebuild Sales Portal offers a quick and intuitive order entry experience. Logged in as a sales rep, Jim Olive demonstrates how to easily switch between different accounts, a unique feature that distinguishes sales reps from standard webstore users. The portal’s Quick Order page allows users to search by item descriptions or codes and quickly add items to the cart. Prices and availability are displayed in real time, enhancing the sales process and ensuring accuracy.

Simplified Checkout Process

Once order lines are added, users can proceed directly to the cart or head straight to checkout. The checkout journey is designed with efficiency in mind, utilizing existing customer information pulled directly from the ERP system. Billing and shipping addresses are pre-filled, with the option to add new addresses as needed. The system also integrates seamlessly with popular shipping carriers like UPS, automatically applying relevant shipping rules based on the delivery locations.

Flexible Payment Options

The payment section is tailored to the specific terms of each customer account. Depending on the customer’s payment terms, options such as credit card payment or account billing are displayed. Integrated with iSolutions, the portal allows for secure credit card transactions, retrieving previously saved details for faster checkouts. The system supports both pre-authorizations and pre-payments, ensuring that transactions are handled smoothly and securely.

Direct Integration with Microsoft Dynamics 365 Business Central

One of the standout features of the commercebuild Sales Portal is its direct integration with Microsoft Dynamics 365 Business Central. Once an order is placed, it is immediately posted into Business Central, where it is ready for picking, packing, and shipping. This seamless integration eliminates manual data entry, reduces errors, and speeds up the overall order fulfillment process.

Experience the Benefits of the commercebuild Sales Portal

The commercebuild Sales Portal for Microsoft Dynamics 365 Business Central provides a robust and user-friendly solution for managing sales orders. Whether you are a sales rep overseeing multiple accounts or a webstore user seeking an efficient order entry system, the commercebuild Sales Portal streamlines every step of the process. Watch the video to discover how this portal can enhance your sales operations and integrate seamlessly with your existing workflows.