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Hi everyone, I have been contacted to do some work to allow a small retail
company to be able enter products in for customers as the salesperson is helping the customer along with some install information for this customer. Then if the customer would like a quote, the salesperson can generate a quote by pooling the prices from the accounting system. Then if the customer would like to order, the salesperson can click a button to place that order and commit the parts in inventory to that order, or generate a PO for the appropriate vendor of that part. Currently this business is using Cougar Mountain, of which I know nothing. They said they would like to change systems b/c Cougar Mtn, does not keep track of Shipping, Receiving, and Backorders. So my questions are: 1) what Accounting/Inventory System do you recommend 2) do I need to develop my own solution for this business in order to accomplish what they want or does MS CRM do all of that ? 3) if I do need to do it myself, can I interface with MS CRM and how? And would you recommend .NET Remoting or pure Web Services? Thanks Rog
Forget MS CRM. It is a CRM. Means: it is not an accounting system. Regarding
invoices etc., it can "sstore" them, but this is meant as a frontend copy - not as the data being accounted for. Same with backrders - it is not the issue and focus of a CRM to actually handle a comanie's bookkeeping, it is for managing customer interaction. For accounting/inventory for now I would say go with navision. -- Regards Thomas Tomiczek THONA Software & Consulting Ltd. (Microsoft MVP C#/.NET) [quoted text, click to view] "Roger R. Smith" <rogesmit@cisco.com> wrote in message news:1062297531.739776@sj-nntpcache-5... > Hi everyone, I have been contacted to do some work to allow a small retail > company to be able enter products in for customers as the salesperson is > helping the customer along with some install information for this customer. > Then if the customer would like a quote, the salesperson can generate a > quote by pooling the prices from the accounting system. Then if the customer > would like to order, the salesperson can click a button to place that order > and commit the parts in inventory to that order, or generate a PO for the > appropriate vendor of that part. > > Currently this business is using Cougar Mountain, of which I know nothing. > They said they would like to change systems b/c Cougar Mtn, does not keep > track of Shipping, Receiving, and Backorders. > > So my questions are: > 1) what Accounting/Inventory System do you recommend > 2) do I need to develop my own solution for this business in order to > accomplish what they want or does MS CRM do all of that ? > 3) if I do need to do it myself, can I interface with MS CRM and how? And > would you recommend .NET Remoting or pure Web Services? > > Thanks > Rog > > >
MS CRM is nice, but like it says, it's pretty much a Customer Realtionship
Managment tool (with project management capabilities.) It's really nice, but I also think it's really pricey. You can look at a demo at: http://www.microsoft.com/BusinessSolutions/content/demos/MSCRMdemos/full_demo.htm - Jay [quoted text, click to view] "Roger R. Smith" <rogesmit@cisco.com> wrote in message news:1062297531.739776@sj-nntpcache-5... > Hi everyone, I have been contacted to do some work to allow a small retail > company to be able enter products in for customers as the salesperson is > helping the customer along with some install information for this customer. > Then if the customer would like a quote, the salesperson can generate a > quote by pooling the prices from the accounting system. Then if the customer > would like to order, the salesperson can click a button to place that order > and commit the parts in inventory to that order, or generate a PO for the > appropriate vendor of that part. > > Currently this business is using Cougar Mountain, of which I know nothing. > They said they would like to change systems b/c Cougar Mtn, does not keep > track of Shipping, Receiving, and Backorders. > > So my questions are: > 1) what Accounting/Inventory System do you recommend > 2) do I need to develop my own solution for this business in order to > accomplish what they want or does MS CRM do all of that ? > 3) if I do need to do it myself, can I interface with MS CRM and how? And > would you recommend .NET Remoting or pure Web Services? > > Thanks > Rog > > >
Sorry Thomas, did not know the rules.
Rog [quoted text, click to view] "Thomas Tomicek [MVP]" <t.tomiczek@thona-consulting.com> wrote in message news:#hgzk26bDHA.1368@TK2MSFTNGP11.phx.gbl... > Forget MS CRM. It is a CRM. Means: it is not an accounting system. Regarding > invoices etc., it can "sstore" them, but this is meant as a frontend copy - > not as the data being accounted for. Same with backrders - it is not the > issue and focus of a CRM to actually handle a comanie's bookkeeping, it is > for managing customer interaction. > > For accounting/inventory for now I would say go with navision. > > -- > Regards > > Thomas Tomiczek > THONA Software & Consulting Ltd. > (Microsoft MVP C#/.NET) > > "Roger R. Smith" <rogesmit@cisco.com> wrote in message > news:1062297531.739776@sj-nntpcache-5... > > Hi everyone, I have been contacted to do some work to allow a small retail > > company to be able enter products in for customers as the salesperson is > > helping the customer along with some install information for this > customer. > > Then if the customer would like a quote, the salesperson can generate a > > quote by pooling the prices from the accounting system. Then if the > customer > > would like to order, the salesperson can click a button to place that > order > > and commit the parts in inventory to that order, or generate a PO for the > > appropriate vendor of that part. > > > > Currently this business is using Cougar Mountain, of which I know nothing. > > They said they would like to change systems b/c Cougar Mtn, does not keep > > track of Shipping, Receiving, and Backorders. > > > > So my questions are: > > 1) what Accounting/Inventory System do you recommend > > 2) do I need to develop my own solution for this business in order to > > accomplish what they want or does MS CRM do all of that ? > > 3) if I do need to do it myself, can I interface with MS CRM and how? And > > would you recommend .NET Remoting or pure Web Services? > > > > Thanks > > Rog > > > > > > > >
Thanks a lot Jay,
Thomas recommended Navision. Woudl you also recommend this? Or would you recommend this or would you recommend doing this on my own? Thanks so much. Rog [quoted text, click to view] "Jay Douglas" <jaysnewsaddress@squarei.com> wrote in message http://www.microsoft.com/BusinessSolutions/content/demos/MSCRMdemos/full_demnews:OvP#WPEcDHA.2960@tk2msftngp13.phx.gbl... > MS CRM is nice, but like it says, it's pretty much a Customer Realtionship > Managment tool (with project management capabilities.) It's really nice, > but I also think it's really pricey. You can look at a demo at: > o.htm [quoted text, click to view] > > - Jay > > > "Roger R. Smith" <rogesmit@cisco.com> wrote in message > news:1062297531.739776@sj-nntpcache-5... > > Hi everyone, I have been contacted to do some work to allow a small retail > > company to be able enter products in for customers as the salesperson is > > helping the customer along with some install information for this > customer. > > Then if the customer would like a quote, the salesperson can generate a > > quote by pooling the prices from the accounting system. Then if the > customer > > would like to order, the salesperson can click a button to place that > order > > and commit the parts in inventory to that order, or generate a PO for the > > appropriate vendor of that part. > > > > Currently this business is using Cougar Mountain, of which I know nothing. > > They said they would like to change systems b/c Cougar Mtn, does not keep > > track of Shipping, Receiving, and Backorders. > > > > So my questions are: > > 1) what Accounting/Inventory System do you recommend > > 2) do I need to develop my own solution for this business in order to > > accomplish what they want or does MS CRM do all of that ? > > 3) if I do need to do it myself, can I interface with MS CRM and how? And > > would you recommend .NET Remoting or pure Web Services? > > > > Thanks > > Rog > > > > > > > >
I haven't worked with Navision much, but I've heard good things .... You
can check out demos and all of the other information you may need at: http://www.microsoft.com/businessSolutions/Navision/default.mspx - Jay [quoted text, click to view] "Roger R. Smith" <rogesmit@cisco.com> wrote in message news:1062392414.625764@sj-nntpcache-5... > Thanks a lot Jay, > Thomas recommended Navision. Woudl you also recommend this? Or would you > recommend this or would you recommend doing this on my own? > Thanks so much. > Rog > > > "Jay Douglas" <jaysnewsaddress@squarei.com> wrote in message > news:OvP#WPEcDHA.2960@tk2msftngp13.phx.gbl... > > MS CRM is nice, but like it says, it's pretty much a Customer Realtionship > > Managment tool (with project management capabilities.) It's really nice, > > but I also think it's really pricey. You can look at a demo at: > > > http://www.microsoft.com/BusinessSolutions/content/demos/MSCRMdemos/full_dem > o.htm > > > > - Jay > > > > > > "Roger R. Smith" <rogesmit@cisco.com> wrote in message > > news:1062297531.739776@sj-nntpcache-5... > > > Hi everyone, I have been contacted to do some work to allow a small > retail > > > company to be able enter products in for customers as the salesperson is > > > helping the customer along with some install information for this > > customer. > > > Then if the customer would like a quote, the salesperson can generate a > > > quote by pooling the prices from the accounting system. Then if the > > customer > > > would like to order, the salesperson can click a button to place that > > order > > > and commit the parts in inventory to that order, or generate a PO for > the > > > appropriate vendor of that part. > > > > > > Currently this business is using Cougar Mountain, of which I know > nothing. > > > They said they would like to change systems b/c Cougar Mtn, does not > keep > > > track of Shipping, Receiving, and Backorders. > > > > > > So my questions are: > > > 1) what Accounting/Inventory System do you recommend > > > 2) do I need to develop my own solution for this business in order to > > > accomplish what they want or does MS CRM do all of that ? > > > 3) if I do need to do it myself, can I interface with MS CRM and how? > And > > > would you recommend .NET Remoting or pure Web Services? > > > > > > Thanks > > > Rog > > > > > > > > > > > > > > >
Well,
your question was, whether I would prrogram the accounting etc. myself. The answer was: no, get navision. This is a powerfull package. Sure you STILL wold ahve to integrate it with the MS CRM. -- Regards Thomas Tomiczek THONA Software & Consulting Ltd. (Microsoft MVP C#/.NET) [quoted text, click to view] "Roger R. Smith" <rogesmit@cisco.com> wrote in message news:1062392414.625764@sj-nntpcache-5... > Thanks a lot Jay, > Thomas recommended Navision. Woudl you also recommend this? Or would you > recommend this or would you recommend doing this on my own? > Thanks so much. > Rog > > > "Jay Douglas" <jaysnewsaddress@squarei.com> wrote in message > news:OvP#WPEcDHA.2960@tk2msftngp13.phx.gbl... > > MS CRM is nice, but like it says, it's pretty much a Customer Realtionship > > Managment tool (with project management capabilities.) It's really nice, > > but I also think it's really pricey. You can look at a demo at: > > > http://www.microsoft.com/BusinessSolutions/content/demos/MSCRMdemos/full_dem > o.htm > > > > - Jay > > > > > > "Roger R. Smith" <rogesmit@cisco.com> wrote in message > > news:1062297531.739776@sj-nntpcache-5... > > > Hi everyone, I have been contacted to do some work to allow a small > retail > > > company to be able enter products in for customers as the salesperson is > > > helping the customer along with some install information for this > > customer. > > > Then if the customer would like a quote, the salesperson can generate a > > > quote by pooling the prices from the accounting system. Then if the > > customer > > > would like to order, the salesperson can click a button to place that > > order > > > and commit the parts in inventory to that order, or generate a PO for > the > > > appropriate vendor of that part. > > > > > > Currently this business is using Cougar Mountain, of which I know > nothing. > > > They said they would like to change systems b/c Cougar Mtn, does not > keep > > > track of Shipping, Receiving, and Backorders. > > > > > > So my questions are: > > > 1) what Accounting/Inventory System do you recommend > > > 2) do I need to develop my own solution for this business in order to > > > accomplish what they want or does MS CRM do all of that ? > > > 3) if I do need to do it myself, can I interface with MS CRM and how? > And > > > would you recommend .NET Remoting or pure Web Services? > > > > > > Thanks > > > Rog > > > > > > > > > > > > > > >
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