ISC Software News & Updates

​SalesHQ provides your customers with secure access to their Dynamics GP receivables account data such as invoices, statements and transaction reports – from anywhere, on any device – all in real-time. 
SalesHQ also provides your sales teams with access to all of the 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, enter invoices and view transactions.
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To help visualise how SalesHQ works, we have created SalesHQ videos covering the following;

• Overview of SalesHQ
• Adding a Prospect
• Changing Images
• Configuration
• Free Trial
• Inventory Lookup
• Invoice Entry
• Manage Customer Accounts
• Manage Salesperson
• Order Entry
• View Transactions
• Price Lookup
• Quote Entry
• Secure Access
• View Account Summary
• View Statements

You can access them all on our Knowledge Base Page

Recently, we were kindly invited by Charlotte based Microsoft partner InterDyn Artis to participate in one of their regular Dynamics webinars.

This webinar covered our GP Elementz range of web portals for Dynamics GP

If you missed the webinar, you can watch the recording here.

SalesHQ allows you to provide customers with self-serve access to their Microsoft Dynamics GP receivables account data such as invoices, statements and transaction reports. This access is available from anywhere, on any device, in real-time.

• Each user is provided with their own log-in credentials.
• 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 from the last two years.
• Lookup inventory items to check stock availability.
• Lookup prices for items prior to placing an order.
• Raise new sales orders directly through the portal.
• A contact form so they can send information to update.

Read the full article on the azurecurve blog
Watch the SalesHQ Overview video

​SalesHQ 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.