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 meets the needs of small, medium, or large-sized businesses. It offers robust sales, inventory, and customer support features. When integrated with Business Central, it enables seamless POS activity with ERP functionality, reducing manual work and supporting informed decision-making through real-time data.
Unlock Sales Management with x2x RMH Integration
Sales-Related Functionalities
- Upload Sales: Posts completed sales transactions to Business Central (BC).
- Upload Sales Payment: Posts the payment part of a sales invoice to BC.
- Upload Returns: Sends sales returns into BC.
- Download Customers: Brings customer records from BC to RMH.
- Upload Customers: Creates new customer records in RMH and transfers them to BC.
Unposted Sales
The Unposted Transactions window shows invoice entries created for Business Central, removing the need for manual data entry. It includes:
- Single Entry: Consolidates walk-in customer transactions.
- Single Entries: Generated for each sale and payment by AR customers.
- Multiple Entries (Optional): Configurable for known customers based on settings.
Posted Sales
This window lists all sales successfully transferred to Business Central, helping with sales analysis and identifying performance trends.
Failed Sales
This section is essential for identifying and troubleshooting any sales transactions that fail to integrate with Business Central.
Key Benefits of the Integration Solution
- Synchronous Data Updates: Real-time syncing of transactions, customer info, and inventory data between RMH and BC.
- Robust Reporting: Access detailed sales reports across retail locations.
- Automation: Reduces errors and saves time by automating repetitive tasks like inventory restocking and financial postings.
- Improved CRM: Gain insights into buying behavior and provide personalized service.
- Better Financial Control: Automatically post sales into general ledgers for accurate accounting.
Conclusion
x2x RMH and Business Central Integration establishes an effective, end-to-end sales management process that fuels business growth. It empowers retailers to respond to shifting market needs while optimizing customer service and operational efficiency. It’s a smart investment in building a strong, scalable retail infrastructure.
