Ellipse Sales

The importance of having an effective Sales and Marketing team is crucial to a growing organization, but they can only succeed when they have the proper tools at their disposal.

The Solution

Ellipse Sales is our set of enhancements for the Sales and Marketing as well as the Accounts Receivable modules.

Like all Ellipse products, our Sales enhancement is built entirely within the Dynamics AX and Dynamics 365 for Finance and Operations architecture for seamless integration of sales tools with current Microsoft Dynamics Solutions.

Ellipse Sales

Key Features

  • Ability to define unlimited, user-defined customer attributes
  • Ship-to customer account management
  • Sales order default site and warehouse hierarchy based on user or HR worker
  • Secondary sales unit of measure
  • Sales orders – easy access to customer notes
  • Document emailing and faxing automation by customer contacts
  • Financial dimensions for sales categories
  • Configurable selections for sales categories
  • Backorder reason codes and statistical reporting
  • Shipping performance reports

In addition to these select module improvements, Ellipse Sales also offers other technical, productivity and infrastructure tools.

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