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ERP Solution for Wholesalers

Believe it or not, it doesn’t have to be an industry solution. We improve wholesale businesses with our standards-based approach.

Useful for most Industries:

ERP Standard Solution instead of Rigid Industry Solution

We have not committed ourselves to specific sectors. Nevertheless, we now have a number of wholesale customers and are very familiar with the challenges in this sector. What is our approach to ERP software for wholesale? In a nutshell: We always use the standard ERP solution Dynamics 365 Business Central (formerly Dynamics NAV/Navision) as a basis and add other technologies such as Microsoft Office 365, the Microsoft Power Platform and industry-specific add-ons. If necessary, we can also program individual adaptations for you. This is what sets us apart from our competitors. Your system remains updatable and you remain independent of the partner company.

Standard ERP Solution

Experience has shown that we can map the majority of our projects in the Dynamics 365 Business Central standard. The system standard includes all processes (e.g., finance, warehouse).

Add-Ons

If the standard solution is not sufficient, we can easily solve some challenges with add-ons and Microsoft products (e.g., Microsoft 365, Microsoft Power Platform).

Adjustments

If you require further special functionalities, we can solve your challenges with individual adaptations. Contact us and we will be happy to advise you on your request.

ERP Software for Wholesale:

Functions for ERP Software in Wholesale

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Procurement

In procurement and planning, you often face a dilemma: On the one hand, sufficient stock must be available to quickly serve customers. On the other hand, excessive inventory levels should be avoided.
With Dynamics 365 Business Central, you can professionalize your purchasing. The system links all information flows (especially material flows) within the company. This way, you always have everything in view and can (partially) automate your ordering process. Based on your consumption/demand, the system automatically determines the optimal order quantities and times.

The following customizations are also possible and popular:

  • Purchasing association (interface)

    We program an interface to a purchasing association of your choice.

  • Electronic data interchange (add-on)

    With Anveo EDI, you can easily exchange data

    • with your customers (e.g., orders, invoices, credit notes, delivery notifications, product data, availability, prices),
    • with partner companies (better business relationships through automated processes),
    • with suppliers (e.g., order processing, confirmations, availability, or delivery notes), or
    • between locations/tenants (e.g., financial data and product information).
  • Fulfillment (interface)

    We program an interface to a fulfillment service provider of your choice.

  • Overdelivery (customization)

    For goods like sand and foils, delivery quantities sometimes vary. With our customization, it is possible to allow variations in delivery quantities within certain limits (e.g., 10 %) in your ERP system. An example could be if instead of 1.5 tons of sand, 1.55 tons of sand are delivered.

    This function is included in purchase orders from Dynamics 365 Business Central 17 onwards, but not in sales. This customization pertains to the latter.

  • Underdelivery (customization)

    It is possible that a company orders, for example, 10 tons of a raw material but only receives 9 tons.

    As a result, one ton would remain in the order, and the order would stay open. Staff would need to manually reduce the quantity in the order and delete the order.

    We program a customization that allows you to simply indicate that it is an underdelivery. The order is then automatically closed, and the purchase order is deleted.

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Storage and Transportation

In the warehouse, the goal is to keep storage costs low and organize the warehouse optimally.
Dynamics 365 Business Central connects all departments, allowing you to benefit from seamless processes. This enables transparent inventory management. You can easily and intuitively view and control warehouse activities at any time, starting from purchasing, goods receipt, inventory, to goods issue, even on mobile devices.

You can realistically map your warehouse structure by creating as many warehouses as needed and setting up different locations within a warehouse. Chaotic storage and consignment warehouses are also possible.

The following customizations are also possible and popular:

  • Picking by pick-by-voice (interface)

    We program an interface to the pick-by-voice solution and thus to a paperless picking system of your choice.

  • Multi-stage picking (customization)

    To save walking paths and thus time and costs, multiple goods issues are combined into one picking order. For example, goods issues whose related items are stored on the same shelf or at least close to each other are combined. The warehouse staff then use a cart with several color-coded boxes for picking. Each box is intended for one order. The ERP system determines the most efficient walking path, and the warehouse staff receive instructions on a mobile device about which shelf to go to, which items to take, and which colored box the respective item belongs to.

  • Kitting (customization)

    In the standard version of Dynamics 365 Business Central, an assembly order is only broken down into its individual items during picking. With our customization, this happens one step earlier in kitting.

  • Pallet movements (customization)

    If necessary, we program a customization for tracking pallet movements:

    • How many pallets do we owe the customer?
    • Have we delivered the pallets to the customer?
    • How many pallets does the customer owe us?
    • Have we received the pallets from the customer?
  • Pallet management (customization)

    When goods are shipped on pallets by freight forwarder, it is important to know the size and weight of the pallets to inform the forwarder. Additionally, the goods must be able to be flexibly distributed on pallets.

    We program a customization that allows you to easily organize and manage the pallets. This enables you to determine the dimensions and total weight. Creating pallet lists for loading and bills of materials for pallet construction are also conceivable.

  • Perpetual inventory (customization)

    Handling fixed-date inventories often closes business operations for hours or days, and external service companies are used for counting. This effort can be minimized with perpetual inventory. We offer a solution that can be used parallel to daily operations in Dynamics 365 Business Central (formerly Dynamics NAV/Navision). Inventory staff receive a personal stack of counting lists to be processed (exported from Dynamics 365 Business Central). After counting – For example, using a scanner – The data is recorded and transferred back to the standard Dynamics 365 Business Central.

  • Variant configurator (add-on)

    With our anaptis Configuration app, you can easily create your own product variants with individual assembly bills of materials.

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Managing Contacts

In Dynamics 365 Business Central, you also have access to essential CRM data, facilitating both customer acquisition and retention. You can effectively manage prospects and existing customers, tracking the entire customer relationship from the initiation of a sales opportunity through to first contact and order completion.
All data is stored in one system, in one place. This includes contact information, payment data, orders, emails, and sales statistics.

The following customizations are also possible and popular:

  • Electronic data interchange (add-on)

    With Anveo EDI, you can easily exchange data

    • with your customers (e.g., orders, invoices, credit notes, delivery notifications, product data, availability, prices),
    • with partner companies (better business relationships through automated processes),
    • with suppliers (e.g., order processing, confirmations, availability, or delivery notes), or
    • between locations/tenants (e.g., financial data and product information).
  • Order creation from order history (customization)

    For sales personnel, it is advantageous to have the current order history of a customer automatically displayed. We program a customization that allows you to directly view the order history of your customers and create new orders from it.

    For example, during a phone call with a customer, you can enter the desired information for the new order. This eliminates the need to switch between the order history and order creation in the system, which would be necessary without this customization.

  • Mobile sales app (add-on)

    With the Anveo Mobile App, your staff can easily access Dynamics 365 Business Central (formerly NAV/Navision) on the go. This is independent of network coverage and even works offline. The module is ideal for field staff and service technicians.

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Processing (Web) Orders

In addition to managing customer relationships, Dynamics 365 Business Central supports you in handling sales and purchasing processes by considering inventory data. From customer inquiries, quote creation, order processing, and confirmation to invoicing, all relevant information is stored in one place, and documents can be sent automatically (e.g., delivery notes). The processes are intuitive to use and accessible on mobile devices. In the standard system, you can manually or automatically record your orders via Outlook and always view an overview of all orders, including their status.
Digitizing processes, including setting up a web store, is also easily achievable. For this, we collaborate with partners such as Shopify.

The following customizations are also possible and popular:

  • Document management (interface/add-on)

    For professional document management, we offer an interface to third-party software (e.g., D3) or the fully integrated solution Document Capture. Manage documents anytime, anywhere.

    With the Continia Document Output add-on, you gain a software solution for managing digital file outputs from Microsoft Dynamics 365 Business Central. The add-on saves you time and reduces your complex manual processes, helping you keep track of all sent and created documents.

  • Electronic data interchange (add-on)

    With Anveo EDI, you can easily exchange data

    • with your customers (e.g., orders, invoices, credit notes, delivery notifications, product data, availability, prices),
    • with partner companies (better business relationships through automated processes),
    • with suppliers (e.g., order processing, confirmations, availability, or delivery notes), or
    • between locations/tenants (e.g., financial data and product information).
  • Label printing (customization)

    If needed, we provide a customization for label printing, such as for shipping and/or product labels (printer language ZPL).

  • Packaging licensing DerGrünePunkt (customization)

    For ecological reasons, companies should or must be able to prove which packaging they put into circulation. The Packaging Act (VerpackG) mandates the material recycling of most sales packaging. As a result, manufacturers and other distributing companies (or trading companies) are required to participate in a dual system for issued sales packaging.

    We have extended the system standard for several customers to capture the necessary data on sales packaging directly in the system. Additionally, we have programmed an evaluation in Dynamics 365 Business Central or Dynamics NAV that provides all delivered sales packaging with date, weight, and type of packaging as a table. These data can then be reported to the “DerGrünePunkt” system.

    Further information can be found in our blog article “Verpackungsgesetz einhalten mit Dynamics 365 Business Central/NAV” (German article).

  • Route planning (interface)

    For optimal route planning, we implement an interface to software of your choice (e.g., Wanko, PTV). This allows you to optimize your routes, even across different personnel.

  • Shipping processing and label creation (add-on)

    For optimal shipping processing and label printing, we offer an interface to the add-on Comsol Multiship.

  • Shipping tracking (interface)

    For shipping tracking, we program an interface to a system of your choice (e.g., DPD).

  • Webshop (interface)

    To enable wholesale companies to sell their products online, we program an interface to software of your choice (e.g., Shopware, XT-Commerce, Intershop). This interlinks your processes.

    Note: The Shopify connector is already included in the standard of Dynamics 365 Business Central.

  • Customs declaration (add-on)

    With the add-on Comsol Exposys Zoll Atlas AES, exporting companies can report their exports directly from Dynamics 365 Business Central to the Atlas procedure of the German customs administration. The entire registration (MRN), approval process, export accompanying document (ABD), and proof of export are transparently available to all sales and shipping staff digitally.

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Writing Invoices

In the standard system, Dynamics 365 Business Central offers extensive features in the areas of invoicing, financial accounting, cost accounting, and reports to accelerate financial closures. Additionally, the system automatically provides recommendations, such as maximizing discounts or avoiding late fees.
The following customizations are also possible and popular:

Enjoy the Benefits Now:

Your Dynamics 365 Business Central Benefits

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Standard Solution

It is our top priority to implement your requirements as closely as possible to the standard. Your system should be updatable and you should remain independent.

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Scalability

With Dynamics 365 Business Central, you are always flexible and free. Whether it’s storage, users, or add-ons from AppSource – The system scales with you.

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Provision

You can currently run Dynamics 365 Business Central on servers in your own company (On-Premise), online (from the Cloud), or in a hybrid environment.

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Transparency

By using interconnected data, you can easily create reports and analyses in real time, identify trends and forecasts, and make well-informed decisions.

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Microsoft Tools

You can seamlessly integrate the ERP system with Microsoft tools (e.g., Microsoft 365, Power Platform) and experience the unified Microsoft look and feel.

ERP Software for Retail Companies:

An Excerpt from Our References

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    Get to know us! In a free initial consultation, we’ll determine together if we, as a partner company, and the ERP system for medium-sized businesses, are the right solution for you and your company.

    We are looking forward to your inquiry!

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      Picture credits: ID 1008220951 © Halfpoint | Shutterstock (Picture wholesale)