Raise your hand 🖐️ if you are in manual mode when it comes to updating any price adjustment or getting shipments out the door?

Get the right price for the right customer with Rockton Pricing Management (RPM) and get your items out the door quickly and accurately with StarShip.

Domestic or International – together, we have you covered!

With Rockton Pricing Management you can:

  • Automate even the most complex and obscure pricing scenarios and calculations
  • Enable date-driven pricing with all historical pricing tracked and archived
  • Always get the right pricing for the right customer at the right time
  • Easily set up and track all pricing changes, even daily

With StarShip from V-Technologies you can:

  • Save on shipping costs with best way rules and discounted USPS rates
  • Shave time off your small package and LTL shipment processing
  • Simplify drop shipping, third party, and international
  • Support complex shipping requirements such as hazmat

Let’s Chat About Pricing

Rockton Pricing Management is super flexible in the fact that it will work with multi-companies, multi-currency’s, all of your items, and be able to do some really cool adjustments and distributions within our pricing engine which will then push over into Dynamics GP or Acumatica.

How Flexible is RPM

We strive to automate those really complex pricing scenarios. So, if you sell blue shirts to customers in the mid-west on Fridays, that should be 8% off of your list price. We can figure all of that out for you so that you don’t have to manage that price list. We have some criteria you plug into RPM, and those prices will automatically pull into Dynamics GP or Acumatica for your sales transactions.

Date-driven pricing is no problem at all.  If you want to offer a Memorial Day sale, you might need to make sure you’re only giving that special pricing from Friday to Monday. We can manage all of that behind the scenes with RPM’s date-driven options and also keep that history for you. So, if you want to know what you charged five years ago for a special promotion or for a certain customer, the history is right there so you can look back at it.

Make changes as often as you like. Some of our customers working within the commodities markets have pricing that may fluctuate daily. RPM makes it simple enough for you to be able to change prices or change calculations based costs, as often as you need to, without having to go crazy, trying to figure out, where is all of this information is being stored.

Sits outside of your ERP system

Rockton Pricing Management sits outside of Dynamics GP or Acumatica. This allows you to set specific users that can administrate the product, while the end user’s experience is just like normal. We have a connector that allows RPM to pull the needed information from GP or Acumatica, process those calculations based on your rules, and then push that price right back over into the sales transaction entry window.

This includes:

  • Any price adjustment
  • Rebates
  • Discounts
  • Commissions

Want to price based on location? We can do that too.

Depending on how you are shipping your product, rising gas prices could potentially impact your shipping costs. If you want to recover some of that additional cost, we can adjust the price of an individual line item to increase based on where you are sending it.

Speaking of shipping let’s dive into StarShip next.

StarShip offers integrations to over 12 different e-commerce platforms. This includes shopping carts and marketplaces. So, we’re able to combine all of your different order points into one seamless integration when you’re shipping for both parcel and LTL carriers.

StarShip also has plugins available for different EDI solutions as well. So, regardless of where your orders are coming from, StarShip can harness all of those different transactions together into one integration point and one platform to manage all of your various carriers.

Shipping simplified

With StarShip you have the ability to quickly ship your small packages and pallets regardless of which mode of transport you’re using. Fulfill those orders quickly and automatically.

Simplify the process of automating drops shipments, hazardous materials, international shipments, and EDI.

V-Technologies niche is integration – providing the link between your ERP, accounting and business applications, and the warehouse resulting in faster, more efficient, shipment processing as well as front office visibility.

Features & Functionality

If you have fulfillment that you’re doing on behalf of another customer or you have different business units, you can set up multiple profiles. These profiles can have different drop ship IDs where you can have the information for the return address, and their company logo. All the attributes of the customer that you’re shipping on behalf of will easily populate on the paperwork automatically.

Save on shipping

If you want to do a rate comparison, StarShip can look at all the various carriers that are available to your particular destination. You can also take that decision out of the hands of the shipper and let the system do the thinking for you.

StarShip will rank the services in order of expense. So, you have UPS that came over from the sales transaction but FedEx comes in a little bit cheaper to this destination.

With both solutions you can:

  • Achieve and maintain customer loyalty
  • Have the ability to look at historical data
  • Automate pricing and shipping in Dynamics GP and Acumatica

Next steps:

Dynamics GP Toolbox Facts

Here are some commonly asked questions and facts for Dynamics GP Toolbox

What is the Dynamics GP Toolbox? – It’s a collection of the best ideas users have come up with for Dynamics GP.

How many tools are included? – 27 Tools are in the Toolbox to date. Tools encompass everything from Security and Administration to Business Processes and the End User Experience.

Can I buy the tools separately? – No. The toolbox is coded as a complete collection – but as we add more tools, you get those included with your original purchase as long as you’re current on your annual maintenance.

Does it log my inactive users out? – Absolutely! It comes with Inactivity Timeout and you can schedule it to log users out after a period of time they are inactive in the GP system.

Will Inactivity Timeout log users out while they are posting a batch? – No Way! We want to fix problems, not cause them! We look at an activity as a push or pull of data from the system. So posting a batch, running a report, or even being mid-way through entering a transaction is activity and we won’t log those users out.

Does GP Toolbox work for all my GP users? – Yes! It’s licensed based on the number of concurrent or full system users you have in GP, so everyone can use it no matter how much or how often they access GP, however access and use of some of the tools are restricted by security roles in GP.

What if I can’t figure out how to use one of the Tools? – If you run into a snag, just reach out to support@rocktonsoftware.com and they’ll help point you in the right direction!

How to Install Dynamics GP Toolbox in 6 Easy Steps:

  1. Download the Dynamics GP Toolbox code file from our website and save it
  2. Run the install wizard on your GP server
  3. Log into GP as administrator
  4. Click Yes to install new code
  5. Plugin your registration keys and you are ready to start turning the tools on!
  6. Repeat steps 1-4 on any workstations that have local GP code installed on them

How long does it take to implement Dynamics GP Toolbox? Turning on a tool in the Dynamics GP Toolbox takes 2 clicks. Once it’s turned on, you can simply apply the easy-to-follow settings that work for you.

Have any videos on how to use the tools? Sure do! A short video of every tool in the Dynamics GP Toolbox is available here!

Next Steps:

Exchange Rate Import Tool and Popdock for Dynamics GP

Wouldn’t it be nice if you could automatically update exchange rates in Dynamics GP?

Would you like to be able to easily report on those exchange rates and get the right data, to the right people, at the right time?

Exchange Rate Import automatically updates exchange rates in Dynamics GP.

Popdock creates lists linking data across tables from a single source or among multiple sources while handling merges, compares, grouping, and summarizing your data, display that data in any system.

Let’s Dive Into Exchange Rate Import Tool First

You can go from manual to automated with the Exchange Rate Import tool.

Exchange rates can be imported automatically from 4 sources. You get to pick.

Those 4 sources include:

  1. European Central Bank
  2. Bank of Canada
  3. MoneyCorp (Formerly Commonwealth Bank)
  4. Open Exchange Rate (most popular)

Fast and easy set-up & configuration

  • Start configuration
  • Pick your exchange rate source
  • Select a default currency
  • Schedule your updates
  • Save the configuration
  • Get rates

If you are using the multi-currency module in Dynamics GP this is the tool for you.

There is no limit to the number of currencies, and you can schedule updates as often as you like.

Many customers will schedule it daily, first thing in the morning, Monday-Friday. It will use the Windows Task Scheduler to run that for you.

Now that you know how you can automate exchange rates let’s take it a step further. How about being able to group, summarize, & filter your exchange rate data on the fly?

This is where Popdock from eOne Solutions comes into play.

Time to Dive Into Popdock

Popdock is a self-service BI tool that allows you to access all your cloud-based application data. Log into one single app and all your data is there.

Popdock provides real-time reporting and integrates all your data from on-premise and cloud applications into a single app.

 Many customers using Dynamics GP struggle to get all the data. There isn’t always a SmartList out of the box. So, if you want to see historical exchange rates here are a couple of ways.

 Use SmartList Builder – go-to tools, table finder, and create a SmartList right from that window

  • Download the template from the eOne website (The specific template is called Exchange Rates located under the Company folder.)

The SmartLists of the Future

With Popdock you can slice and dice, group, get the average and report on those exchange rates in a multitude of ways.

What can you pull?

  • Data not only from GP but other systems
  • Those SmartLists across one company or multiple companies

How is it different than SmartLists?

  • Unlimited amount of filters
  • Much faster performance – pushing and pulling data
  • Reporting flexibility
  • Can compare exchanges rates from those 4 different sources listed above

For the Accountants

Popdock can export any list into excel. So, you can slice and dice your multi-currency information any way you like and export it out.

Next steps:

Jane The Accounting Manager

Wouldn’t it be nice to have the ability to assign a different GL account to different discounts in Acumatica?

Meet Jane, the Accounting Manager. She knows John, the Sales Manager, has been offering multiple discounts which are great and all, but Accounting needs to be able to track these back to specific GL accounts.

Why is it important to assign these different price adjustments back to specific GL accounts?

  • It’s easier for Accounting to track
  • Gives Accounting a better view of what adjustments were applied and why
  • Automates this process versus creating separate entries each month

Jane wants to track:

  • Standard 30-day promo and bonus discount to computers & electronics
  • Key customer discount to sales and marketing

Right now, she can’t do that in Acumatica.

A lot to ask? We think not!

There is a way she can do all of it, she just needs some help from a specific pricing engine known as Rockton Pricing Management (RPM).

We got your back, Jane. Watch this quick 1-minute video to find out how.

With RPM for Acumatica she now can:

  • Track all those discount codes back to specific GL Accounts
  • Save time not manually creating journal entries at the end of every month

Next steps:

  • Download our pricing strategies checklist
  • Schedule some time to chat with us
Pricing and Revenue Management in the Supply Chain

The main aim of pricing and revenue management in a supply chain is to create a balance between supply and demand, while simultaneously optimizing profits. Traditionally, businesses would tweak the availability of their assets. However, in this day in age, revenue management has adopted a different approach. One that focuses more on pricing as the main tool for leveling out supply and demand.  

As a more universal approach, this type of pricing and revenue management in a supply chain has proven to boost profits more efficiently. It’s a winning strategy for companies across a number of industries, including manufacturing, food distribution, and wholesale. Let’s dive into how and why you would adopt this approach for your own company. 

Balancing supply and demand

Individually, both supply and demand can be adjusted using several different strategies. For supply, this could include changes to your inventory, while demand is usually generated by marketing efforts.  

Pricing management is the process that ties supply and demand together by focusing on strategies designed to strike a balance between the two. Working with limited supply chain assets, both in terms of capacity and inventory, pricing and revenue management in a supply chain use pricing as the key tool for optimizing profits.

Increasing the profit margin

There are several revenue management strategies organizations can choose from, depending on your industry and business model. You can choose to focus on the timing of your pricing, targeting different customer segments or adjusting rates based on product or service availability.

Each of these approaches to pricing and revenue management in a supply chain can significantly increase profits. Which one you choose is largely based on the nature of your offering. Perhaps your value proposition is different for different audiences. Or maybe the demand for your products or services spikes during certain seasons. You could even adjust pricing based on individual versus wholesale purchases.

Seasonal pricing and revenue management in a supply chain

Manufacturers and food distribution companies selling season-specific products rely on revenue management tactics to balance out their supply and demand between peak times and the rest of the year. One winning pricing strategy for optimizing profits in this area is fluctuating between higher rates when demand spikes, and reduced prices in off-peak periods. This way you’re encouraging customers to shift their demand, which in turn allows you to maintain the efficiency of your supply chain.

By making this shift as well you are not stuck with a ton of inventory at certain times of the year and you can maintain consistent cash flow for these items.

Revenue management of bulk and spot customers

Most products can be offered individually at a higher price (spot sales) or in bulk at a lower rate. Effective pricing and revenue management in a supply chain strikes the right balance between the two, ensuring wholesale companies are bringing in optimal profit from their offering. You can achieve that through in-depth customer segmentation and strategic inventory management.

It does take an all-hands-on-deck approach. All teams need to be on the same page to be able to execute an effective pricing and revenue management strategy.

Not sure where to start?

Auditor Fast Facts

What does it mean?

Auditor is FIELD specific auditing – what does that mean? It means you can look at any window in GP and pick and choose a particular piece of information on that window you want to capture changes to.

Does that mean I can only audit one thing? Nope – there are no limits on the number of fields you can audit.

Does Auditor slow GP to a crawl? Nope – we aren’t capturing an entire table’s worth of changes, just the fields you want. You might go a little audit crazy in the beginning and try to audit everything, but you’ll get the hang of it and figure out what’s really important to you to catch.

What if I don’t want something changed? Easy – put a lock on the field and require a user or an approver to sign off before the change is made!

What if I want to know WHY a user changed something? Just mark a checkbox when you set up the audit and require users to complete a note as to why they changed a field value.

Can I get a notification as soon as a field changes? Yep! Emailed, via the Auditor message center or both.

Can I audit an integration? Yes! Use a SQL table audit to capture changes written directly to a GP table and changes that are made through SQL scripts.

How to Install Auditor in 6 Easy Steps:

  1. Download the Auditor code file from our website and save it
  2. Run the install wizard on your GP server
  3. Log into GP as administrator
  4. Click Yes to install new code
  5. Plugin your registration keys and you are ready to create your first audit!
  6. Repeat steps 1-4 on any workstations that have local GP code installed on them

How long does it take to create an audit? 2-5 minutes depending on the number of fields and options you want to select for each field. We even have some sample audits you can download right on our product page to get you started.

Is there a trial version? Yes, you can try SmartFill for free for 30 days in your environment. Here is a link to the trial form.

Frequently asked questions about SmartFill

Here are some commonly asked questions and facts for SmartFill.

What is SmartFill?

It’s a Google-like search tool for finding a key piece of information or a specific record in Dynamics GP.

What is a key piece of information?

An Account, a Vendor, A document, A customer, a checkbook, an employee – almost anything

Where does SmartFill work?

Anywhere there is a magnifying/lookup glass across GP you could use SmartFill. In most cases, it’s already working there as soon as you install it!

Can I modify how SmartFill searches?

Absolutely! It comes with easy to modify pre-set searches, but you can quickly customize them to however you want to search for information!

Does SmartFill work for all of my GP users?

Yes! SmartFill is licensed based on the number of concurrent or full system users you have in GP, so everyone can use it no matter how much or how often they access GP.

Can SmartFill search in 3rd Party product windows?

Most of the time, yes! As long as the product is Dexterity-based, you can create a new object, or apply an existing SmartFill search to the windows and fields that search for key records in 3rd party products. If you run into a snag, just reach out to support@rocktonsoftware.com and they’ll help point you in the right direction!

How many pre-set searches does SmartFill come with?

Out of the box, SmartFill searches over 4,000 fields in GP

Is it hard to add SmartFill to a lookup field?

Nope! A few clicks and your set to search it! Here are the easy to follow steps from our Knowledge Base

How to Install SmartFill in 6 Easy Steps:

  1. Download the SmartFill code file from our website and save it
  2. Run the install wizard on your GP server
  3. Log into GP as administrator
  4. Click Yes to install new code
  5. Plugin your registration keys and you are ready to start searching!
  6. Repeat steps 1-4 on any workstations that have local GP code installed on them

How long does it take to modify a SmartFill Search?

2-30 Minutes depending on the number of fields and options you want to customize.
We even have some additional SmartFill objects you can download right on our product page to get you started or to further customize your searches in 3rd party products!

Are there any directions to modify a SmartFill search object?

Absolutely! Check out our SmartFill user guide or search our Knowledge Base on our website

Is there a trial version?

Yes, you can try SmartFill for free for 30 days in your environment. Here is a link to the trial form.

Dynamics GP Optimizer Watercooler Chats

Once a magazine, now a movement

The GP Optimizer once started as a digital magazine comprised of articles provided by Microsoft Dynamics GP Add-On Partners. Each article focuses on making your investment in Microsoft Dynamics GP more worthwhile by addressing issues that you may be experiencing and providing ways to remedy them.

Then in 2020, 8 years later, we decided to bring it to life with our first ever GP Optimizer Live event on July 28 & 30.  These ISVs came together and brought content around 3 popular categories; Supply Chain, Paperless and Payroll, and Cloud Apps and Automation.

The infamous Bob McAdam shared insights on Community Summit, Local User Groups, and other Community-centric information.

We also had Abra and Mariano joining us to talk about how GP is a power player. Boy, a lot has changed since then.

It was such a huge success! We just finished our Winter 2021 edition this past February. This time we used a new platform, had an amazing keynote and focused on content around categories such as; Automation, Tips & Tricks, and Strategies to help improve processes in GP.

So, what’s next?

Well, we wanted to keep the momentum going in the GP space. Unfortunately, it has been in a state of influx with all the changes happening.

The GP ISVs hear you and want to help keep GP a relevant ERP. We want to keep the community going strong. So, what’s next on the list?

Many of us still live and breathe GP. Community is so important whether in person or virtual. With COVID and not being in the office as much or at all, those chats around the watercooler have been non-existent. So, get ready for the TED Talks of GP called Water Cooler Wisdom happening at 12:00 EST every other Wednesday starting April 21.

We have a great line-up of speakers having a conversation around industry trends, hot topics, and educational information.

This is a great way to get up close and personal with the amazing ISVs who have been part of the GP Optimizer since the beginning.

Here’s the upcoming line-up for Spring and Summer:

April 21 – The Two Sides of Inventory Management – NETSTOCK & Panatrack

May 5 – Ask the Experts about Budgeting – Dynamic Budgets, MSX Group, deFacto Global

May 19  -Extend your ERP with integrated eProcurement – Fraxion

June 2  – Why would I customize my Dynamics GP system? What have other customers done?- Blue Moon

June 16 – A Perfect Couple: AP Automation and Payment Outsourcing – Mekorma

June 30 – A/R Automation and Payment Processing– Nodus

July 14 – 2021 Sales Tax Changes: Midyear Update – Avalara

July 28 –  What does your variable compensation plan say? – EthoTech

August 11 – Preparing your Digital Factory – Horizon’s International

August 25 – Achieving and Maintaining a Daily Reconciled Cash Position – Nolan Business Solutions

September 8 – GP Then & Now – Rockton Software & Integrity Data

We will share wisdom, insights, best practices, and tips-n-tricks. So, pull up a chair and chat with us.

The best part, they will all be 15 minutes or less. So, it really is a nice way to start the morning or a great break in the day depending on what time zone you are in.

Register today!

Rockton Software and TrueCommerce Webinar

Duplication of pricing, price adjustments, date-driven pricing, and promotions can be a daunting task.

Is it a manual process for you? Do you have to keep track of a million spreadsheets? How about a pricing strategy, what does yours look like?

When you think about your pricing strategies and offering discounts or promotions, it can be time-consuming and painful? Acumatica does have some pricing functionality like discounts and special promotions, but it may not meet all your pricing needs. Maybe you need to rethink your strategy, start here with this checklist.

How can you end the duplication process with pricing? Here are 4 ways:

1. Automate different pricing strategies

Whether those strategies involve running promotional discounts, offer VIP client discounts, rebates for vendors, and more. There really is no limit to the different price adjustments you can use or how many you can offer.

2. Don’t forget the accounting side of things

If you are using a variety of promotions or campaigns (as described above) and you want to put dollars to each of those accounts, you can post adjustments to multiple GL accounts for a single line item.

3. SQL Based Engine

Pricing Engine for Acumatica

Rockton Pricing Management (RPM) is the pricing engine sitting outside of your ERP system. It is the little engine that could or can do any type of price calculation. Once the price is calculated based on certain criteria it will then push that price back into Acumatica.

We push all of those:

  • distributions
  • discounts
  • commissions
  • promotions
  • rebates

4. How flexible is Rockton Pricing Management?

You can set up a few different promotions that apply specifically to a date range, for a particular customer.

Change a percentage at any time. Give your VIP customer a 3% discount when they are ordering regularly and then when they’re not ordering as much you can easily remove them from VIP status. This can help increase your bottom line knowing you have the flexibility to change which customers get which discounts.

This is all done behind the scenes which means no more duplication of efforts. When you’re setting up these different price calculations, RPM will do the rest and tell the system to just remove that customer from the VIP status filter.

Now, let’s take it a step further. If you have these types of pricing scenarios, then you’re obviously selling goods or services.  Wouldn’t it be nice to connect all of your channels from EDI and storefronts to inventory, shipping, and fulfillment?

Here are 3 ways to say goodbye to data duplication

 1. One platform is all you need

Supply Chain Marketplaces for Acumatica

TrueCommerce can help you streamline processes including eCommerce, marketplaces, and EDI with one single, unified solution. It is a true multi-tenant, cloud-based technology, so you can run it anywhere.

2. All Your Orders in 1 Place

You don’t realize how many places pricing can touch – EDI, Amazon, storefront, an email pdf. It doesn’t matter where the orders are coming from they all end up in 1 central place.

Where is your pricing coming from?

  • EDI orders with the negotiated price
  • eCommerce with the promotional pricing for your web store or your website

With all of your orders in one central place, there is no more duplication and you never have to re-enter orders or re-type them in.

3. Product Management to the Rescue

Selling on these different platforms and marketplaces is a great way to make money, build your business, and sell your products but each one is different.

Rockton Pricing Management handles all the different pricing scenarios and attributes, TrueCommerce can also enhance those products to have all the different attributes required by doing digital commerce.

The information Amazon wants is different than what Shopify might need to know, this includes product descriptions, packaging, size of your product, and shipping info. With product management in place, you don’t need to keep track of all of that.

With everything integrated and working together with your storefront (Amazon, Shopify, WooCommerce, Magento) you can keep things running smoothly and seamlessly with Acumatica.

Next Steps:

End the duplication of pricing, inputting orders, and tracking your entire supply chain process. It is nice to know there are tools out there to not only manage your pricing but your shopping platforms as well.

Check out this webinar to see how Rockton Software and TrueCommerce can help:

  • Automate complex and obscure pricing scenarios and calculations
  • Enable date-driven pricing with all historical pricing tracked
  • Add multiple price adjustments on 1 item
  • Gain access to more than 92,000 pre-connected retailers, marketplaces, distributors, vendors, and logistic providers.
Time Imports for Projects in Dynamics GP

Are you spending hours getting information from your time clock or timekeeping system assigned to projects you’ve set up in GP?

Did you know there is an:

  • Import tool can make your job more accurate, timely, and efficient
  • Easier way to import those payroll and journal entries needed for a specific project

The Project Cost Import tool is a must-have with your job cost solution. It’s easy to import those payroll and journal entries needed for a specific project. So, don’t waste time updating time.

What can you import with this tool?

A variety of transaction types such as:

  • Sales transactions
  • External Payroll
  • Budgeting
  • Time & Expense
  • Payables transactions
  • Inventory
  • And more

Accounting can import data quickly and easily from outside systems or spreadsheets.

Employee Managers can rest assured because this Project Cost Import Tool requires no additional approval.

Let’s use General Ledger and Timekeeping as an example. There is a one-time set-up for each type of import. You will be able to map all the fields and we provide the excel-based spreadsheet format for this.

You can quickly and easily get your timesheets or your time information, Journal Entry created, and simply bring it in as a General Ledger Journal Entry,and update the project with those cost amounts.

Check out this webinar to see it in action

Since Project Cost Import Tool is an add-on product you do need the Project Cost solution. Project Cost is a tightly integrated project module for Microsoft Dynamics GP, with GP requisition integration, and cash receipts processing.

Maybe you are in the early stages and researching if you need a way to manage, track, and report on projects in Dynamics GP.

Two options that many users look at are Project Cost and Project Accounting.

Is there a difference?

Both can manage and track your projects. Both work with GP. Both have reporting capabilities. But there are some key differences that you should be aware of when deciding, and we have broken them down for you in this blog.

If you would like to learn more about Project Cost Import Tool or Project Cost feel free to:

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