Features of SalesHQ from ISC Software: Overview

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

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​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.