Why Omni Price and SmartFill Make the Perfect Pair

There are just some things in life that are better together like chocolate and peanut butter, crackers and cheese, cinnamon and sugar. Ok, all this talk about food is making me hungry so let’s talk about solutions.

The ultimate Rockton Software power couple (drumroll please) is Omni Price and SmartFill. Individually, both products make work simpler and easier® in Dynamics GP, but together, they make a dynamic duo.

Here are 4 ways Omni Price and SmartFill proves to be the perfect pair.

1) SmartFill in the Price Check window – Inquiry | Omni Price | Price Check:

We could all use a trusty sidekick at times. Just like Batman needed Robin to give him a hand in sticky situations, the same is true for Omni Price and SmartFill. 

Let’s say a customer calls in and needs a quote on one or more of your Items. You open the Price Check window and remember part of their Customer Name. You type in the part you remember in the Customer ID field and tab off. The Make a Selection window opens, and there you see and select which Customer is on the phone without having to ask them to repeat their name.

Crisis averted.

Let’s Dive Deeper

When doing price checks, SmartFill allows you to quickly do a search for the Customer. If it is the Customer Name, City, Phone Number, User Defined field, etc. that you know, you can enter that value into the Customer Number field in the Price Check window, tab off, and the Make a Selection window will open with the Customers that contain that value. Note: You can add SmartFill to the fields that contain a lookup.

Here is how it looks from the Price Check window when you enter FIT for the Customer ID and tab off the field to open the Make a Selection :

2) SmartFill in the Sales Transaction Entry window – Transactions | Sales | Sales Transaction Entry: 

You are entering the Sales Transaction and are about to add an Item Number. With SmartFill, now you can type in part of the Item Number, Item Description, etc., tab off the Item Number field, and the Make a Selection window opens with not only the Item Number but also the Quantity Available at each Site ID.

Here is an article to show you how to set up this view since it does not come natively in SmartFill.

Look at how much easier it is to find the Item Number with SmartFill in the Make a Selection window compared with Dynamics GP in the Items :

3) SmartFill in the Pricing Transaction Inquiry window – Inquiry | Omni Price | Pricing:

Some of the most famous couples have blossomed from non-traditional situations. Take Romeo and Juliet for example, against their families’ wishes they found love. Or perhaps, you are given options, just like everyone’s favorite reality show: The Bachelor. How does this apply to Omni Price and SmartFill you ask? Let me show you:

You need to view some of the Pricing Transactions. You open the Pricing Transaction Inquiry window and see that you have several options to choose from in the Selection Range. You know the Contract ID and/or Contract Description contains Mark so you enter that in the Contract ID From field and tab off the field. In the end, the Make a Selection window opens where you are then able to select which Contract ID you want to see the Pricing Transactions for, and offer up your final.

4) SmartFill in the Price List Maintenance window – Reports | Omni Price | Price Lists:

One of your customers calls and they would like to see a report with their special pricing. You can utilize the Price List Maintenance window in Omni Price to print out a report for your specific customer and item. There are several options available to select. In this example, you wanted to show the customer their Original Pricing, Special Pricing, and Contract ID for the Retail Price Level and for the Base Unit of Measure. Here are screenshots of the options selected and the report output:

If you have a lookup field where SmartFill is not currently enabled on it, SmartFill has an awesome Wizard that will help you. Click here to view a KB with an example of how to use it, including a how-to video.

We invite you to give this pair a try with our 30-Day Free Trial.

Editor’s Note: This post was originally published in July of 2016, but has since been updated to add more value and accuracy.

Send this to a friend