Need to streamline your payment approvals, vendor inquiries and compliance audits?
There’s a KwikApp for that!
KwikTag KwikSOP combines the document management, automated workflow and reporting capabilities Sales Operations and AR departments need to dramatically improve the efficiency and auditability of their sales order and receivables processes. Easy to implement and flexible enough to support your unique requirements, KwikSOP is the most powerful and practical way to simplify life for your sales order staff, the departments they support and the customers and vendors they interact with on a regular basis.
KwikSOP delivers the documents, approval workflows and reports you need to streamline your sales order processes
Powerful capture and retrieval for paper and digital documents
Instantly access sales quotes, orders, packing slips or invoices when and where you need them
KwikSOP is built on a solid foundation of KwikTag’s document management platform, providing reliable capture of paper and electronic documents from the KwikTag Web interface or from your KwikTag-enabled Microsoft Dynamics GP, NAV or AX system.
As a result, your sales order staff gets instant access to the documents they need to process orders and invoice customers. Fully integrated into Dynamics Sales modules, KwikTag delivers the documents you need, where your teams needs it.
Flexible, Convenient Approval Workflow
KwikSOP supports routing and approval for any or all steps in your order approval process, whether those tasks are managed and maintained within Dynamics, or third-party applications. Where more complex approvals may be required, KwikSOP provides sophisticated rule-based document routing based on territory, order size, salesperson or any other criteria you choose. Customers, distributors, account representatives, and managers can all be alerted via email as the order passes through various approval, escalation or dispute steps. Designed for multi-document processes, KwikSOP makes it easy to associate and view other related documents including packing slips, sales quotes or any email correspondence related to the transaction.
Approvers can view and approve documents via the Web or email, without requiring access to Dynamics or other ERPs. From a PC or mobile device, they can quickly and easily review PO or invoice data, view the actual documents and approve, reject or delegate with the click of a button.
Reporting and Auditability
For sales personnel or executives, KwikSOP delivers Web-based reports that highlight the performance of the sales operations team while demonstrating an audit trail for all transactions. KwikSOP open order report reflects the status and order for all quotes, invoices or orders routed for approval.
Sales transaction history reports highlight the efficiency of your sales processes and identify potential bottlenecks in your collections process.
Reduce Errors and Eliminate Duplicate Data Entry
KwikSOP is flexible enough to support the way you conduct business today, supporting centralized sales order processes, or distributed processes that allow non-ERP users to initiate approvals via the Web. If your process begins outside of Dynamics, KwikSOP can capture the data necessary for approval along with the document, then automatically create your ERP transaction record at the end of the process. As a result, your organization can eliminate duplicate data entry, reduce errors and ensure process compliance from start to finish.