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  • ERP Software
    • Acumatica
      • Acumatica QuickStart
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Maintain Control with On-Premise ERP

In today’s challenging business environment, businesses need Dynamics 365 for Finance & Operations distribution capabilities to meet supplier compliance demands, shorter delivery times and global sourcing.  In Dynamics 365 for Finance & Operations has improved the former Dynamics AX with much easier for warehouse operations. To efficiently manage every aspect of wholesale distribution, from order entry to shipment, distributors need an advanced business management solution, such as Dynamics 365 for Finance & Operations.

Dynamics 365 for Finance & Operations is one of the few ERP systems that can help transform all operations of a business, from financials to trade and logistics.  Dynamics 365 for Finance & Operations is truly an enterprise solution, connecting accounting functionality with the dynamic transport costs and margins to stay competitive.

Features of the Dynamics 365 for Finance & Operations Distribution Module, Trade and Logistics:

Partial Listing

  • Automate Business Operations

    Automate business operations from order capture and processing to picking, packing and shipping

  • Improve Planning

    Improve Supply and demand planning based on accurate forecasts.

    • Demand forecasting
    • Order Promising
    • Intercompany master planning
  • Real-Time Visibility

    Gain real-time visibility into inventory, purchasing, sales and financial information across multiple subsidiaries.

  • Inventory Management

    Optimize inventory levels and inventory movement for accurate inventory data.

    • Inventory Dimensions
    • Inventory tracking by Site, Warehouse, Pallet, Location, Batch and Serial Number
    • Inventory valuation methods including first in/ first out, last in/ first out, standard cost, moving, and weighted average.
  • Quality Management

    Quality Management gives you the control to manage products from vendor sourcing to finished good and anywhere in between

    • Auto start quality processes based on predefined criteria
    • Quality orders, quarantine orders,
    • Create test types that include minimum, maximum, and target test values, and more
    • Non-Conformance Management
  • Integration to Enterprise Shipping: Pacejet

    Pacejet Enterprise Shipping integrates to Dynamics 365/AX 2012 and Pacejet

    • Carrier integration
    • Flexible choice of shipping carriers
    • Rate shopping
    • Complete freight management with bill of lading
    • International shipping
    • Shipment pricing and billing
    • Sales order freight quoting
  • Warehouse Management

    Efficiently manage all warehouse-related activities, including bar coding, handling and fulfillment in multiple sites

    • Integrated support for source documents for sales orders, returns, transfer orders, production orders, and kanban
    • Flexible, inbound and outbound material workflow support based on queries
    • Full integration with the Manufacturing and Transportation offerings
    • Full control of location stocking limits and location volumetrics
    • Inventory properties controlled by inventory status
    • Full batch and serial item support
    • Fully-integrated quality control (QMS)
    • Full traceability of workers’ material handling
    • Outbound wave processing
    • Manual packing and automatic containerization support
  • Procurement and Sourcing

    Procurement and Sourcing has gone mobile with:

    • Direct & indirect procurement
    • Purchase requisitions
    • Request for Quote
    • Supplier relationship management
    • Vendor self-service portal
  • Mobility out of the Box

    Written in HTML5 endusers can use tablets or out of the box mobile apps, or even create your own EASILY with the Mobile App tool

    • Time and expense reporting
    • Purchase order approvals
    • Inventory on hand
    • Sales Orders
    • And much more or create your own!
  • Customer Service

    Improve customer service with Customer Relationship management, increasing reliability for execution, delivery and meeting demands.

In a rapidly changing business environment, agility is vital. Microsoft Dynamics 365 for Finance & Operations is one of the few solutions that can help turn your company into an agile, future-ready organization.

Using the power of Dynamics 365 for Finance & Operations Distribution, Clients First Business Solutions has developed a reliable ERP platform ready to support wholesale distribution operations in a dynamic, highly competitive market, regardless of the challenges you may face. By streamlining IT and business processes, Dynamics 365 for Finance & Operations offers your employees all the support they need to perform with optimal productivity, make timely business decisions, and handle customer service in an efficient, cost-effective way.

For nearly 20 years, our experts have successfully guided numerous distributors, as they were journeying down the road of progress. By simply combining our unique, sure-fire methodology with Dynamics 365 for Finance & Operations Distribution, we can help you achieve true operational efficiency.

To find out more about Dynamics 365 for Finance & Operations and how to use it to your company’s advantage, we welcome you to contact us by phone at 800-331-8383, or email info@cfbs-us.com.

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© 2022 Clients First Business Solutions
Texas Phone: 800.331.8382 | Address: 3901 Arlington Highlands Blvd., Suite 200 Arlington, TX 76018
Minnesota Phone: 877.428.7205 | Address: 333 Washington Ave N, Suite 300-9114 Minneapolis, MN 55401
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