
The heart of growth in business and customer satisfaction is efficient management of sales. x2x RMH and Microsoft Dynamics 365 Business Central Integration have streamlined sales operations through full real-time integration between back-end and front-end systems. This blog reveals how it helps sales management to give businesses the tools for success.
Introduction to X2X RMH and Business Central Integration
x2x RMH is a retail management system that completes all the requirements of a small, medium, or big-sized business. It offers multiple robust features, especially those associated with sales and inventory along with the facility of customer support. The linking of RMH with Business Central allows for smooth point-of-sale activities that would integrate well with the functionalities of the ERP system. This would be integrated to avoid cumbersome manual procedures and would bring forth real-time information in support of proper decision-making.
Unlock Sales Management with x2x RMH Integration
Sales-Related Functionalities
Upload Sales: This option is used to post completed sales transactions in BC.
Upload Sales Payment: This option is used to post the payment, which is the counterpart of a sales invoice posted in BC.
Upload Returns: This option enables uploading a sales return into BC.
Download Customers: It brings the customer records from BC to RMH.
Upload Customers: It allows the creation of a new customer in RMH and sends the record to BC.
Unposted Sales
The Unposted Transactions window is very transparent about the invoice entries created for Business Central (BC) and makes it easy for you to process them. All the invoice entries from the RMH batches are automatically populated in the window so that you do not have to undergo the tedious task of data entry. The entry Breakdown is as below:
Single Entry: This consolidates all the transactions of walk-in customers.
Single Entries: These are generated for every sale and cash collected from AR customers.
Multiple Entries (Optional): This can be generated for known customers based on your setup.
Posted Sales
The Posted Transactions window serves as a comprehensive record of all sales entries successfully created in Business Central, providing valuable insights into sales performance, analysis, and identifying trends and opportunities for growth.
Failed Sales
The Failed Sales section is one of the significant troubleshooting and problem-solving areas where transactions failing to integrate into Business Central can be identified.
Key Benefits of the Integration Solution
Synchronous Data Updates, Real-time data: Automatic Refresh of RMH and BC include sales transactions information, customer information updates, and any other stock movements.
Reporting capability: Businesses will be able to receive full reports to enable the viewing of comparative sales performance made against different retail stores.
Task redundancy elimination through mechanizing procedures, where the application manages inventory re-stocking as well as the recording of posted financial records by reducing mistakes which saves some time.
Improved CRM: Now, the buying behavior of the customers is determined to earn more sales. Customer data will help businesses deliver better customer service.
Better Financial Control: The posting of sales transactions from x2x RMH to Business Central has streamlined accounting through automatic postings of sales transactions to general ledgers.
Conclusion
x2x RMH and Business Central Integration would enable business organizations to establish a complete and efficient sales management process to build growth propellers. It will make businesses effective and efficient, serving better customers under the changes taking place in terms of market demands. It is an investment in making a retail operation grow strong and agile.