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Trade and Logistic

Solutions for the digitisation of modern sales and logistics companies.

The solution for meeting the needs of sales and logistics companies is based on the synergy of Microsoft’s Dynamics 365 ECO system. It aims to provide maximum support of sales and logistics processes, their high efficiency and work productivity. At the same time, it supports efforts to make processes more flexible and automated. All of this is possible in a local or international company environment with significant support from management tools. The solution primarily supports three main areas:

Customer relationship management

Customer relationship management

Sales processes

Sales processes

Logistics processes

Logistics processes

Customer Relationship Management

The CRM area covers marketing activities, pre-sales activities, after-sales and servicing activities.  Depending on the extent of the customer’s needs, CRM is dealt with in modules contained in the ERP system or in stand-alone Dynamics 365 applications with strong mutual integration. A highly efficient and automated tailor-made system can therefore be created using standard applications. 

The basis of the solution is the Dynamics 365 Sales product supplemented by:

The CRM area covers marketing activities, pre-sales activities, after-sales and servicing activities.  Depending on the extent of the customer’s needs, CRM is dealt with in modules contained in the ERP system or in stand-alone Dynamics 365 applications with strong mutual integration. A highly efficient and automated tailor-made system can therefore be created using standard applications. 

The basis of the solution is the Dynamics 365 Sales product supplemented by:

Sales processes

Standard ERP Dynamics 365 systems are used to cover the needs of sales processes. Standard functions cover system areas for purchasing, sales and price management very well. However, our business solutions can be expanded with the following functions:

  • Master data management. The application enables management of master data on customers, suppliers, goods and offered services if multiple companies (legal entities) are managed in the system. The system uses uniform master data, thereby avoiding data duplication, errors and outdatedness. It is also a powerful tool for cross-company reporting when data is drawn from well-defined sources.
  • Document mining and automation of receipt of documents into records. An application from the company Continia is used to extract data from incoming invoices or incoming orders. Pdf. documents, faxes and electronic documents are processed into the system, making it significantly easier to acquire them manually. Part of the solution is ‘teaching’ the system to acquire documents from a specific customer for subsequent cases, therefore achieving more efficient processing.
  • Workflow. The application helps to cover the need for document approval by system users in the necessary purchasing and sales processes. Wide functionality and variability is available online. Users can also approve documents outside the system itself.

Standard ERP Dynamics 365 systems are used to cover the needs of sales processes. Standard functions cover system areas for purchasing, sales and price management very well. However, our business solutions can be expanded with the following functions:

  • Master data management. The application enables management of master data on customers, suppliers, goods and offered services if multiple companies (legal entities) are managed in the system. The system uses uniform master data, thereby avoiding data duplication, errors and outdatedness. It is also a powerful tool for cross-company reporting when data is drawn from well-defined sources.
  • Document mining and automation of receipt of documents into records. An application from the company Continia is used to extract data from incoming invoices or incoming orders. Pdf. documents, faxes and electronic documents are processed into the system, making it significantly easier to acquire them manually. Part of the solution is ‘teaching’ the system to acquire documents from a specific customer for subsequent cases, therefore achieving more efficient processing.
  • Workflow. The application helps to cover the need for document approval by system users in the necessary purchasing and sales processes. Wide functionality and variability is available online. Users can also approve documents outside the system itself.

Logistics processes

Once again, the system provides a wide range of standard functions for both logistics and sales processes. It easily deals with the management of inventory, different variants of goods, the number of items in individual packages or batches, recalculation of stock units, and replacement of goods with others from the same supplier or different suppliers. It optimises stock levels based on past sales, expected sales and minimum required quantities, and proposes and optimises orders to suppliers based on delivery times, minimum quantities for delivery, etc. The use of serial numbers, goods batches and tracking of expiry dates are a matter of course. The system allows for detailed tracking of goods from inside the supplier’s company up to their delivery to the customer.

Once again, the system provides a wide range of standard functions for both logistics and sales processes. It easily deals with the management of inventory, different variants of goods, the number of items in individual packages or batches, recalculation of stock units, and replacement of goods with others from the same supplier or different suppliers. It optimises stock levels based on past sales, expected sales and minimum required quantities, and proposes and optimises orders to suppliers based on delivery times, minimum quantities for delivery, etc. The use of serial numbers, goods batches and tracking of expiry dates are a matter of course. The system allows for detailed tracking of goods from inside the supplier’s company up to their delivery to the customer.

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Bar codes

Dynamics 365 supports basic use of bar codes in its standard functions. Our solution significantly expands the possibilities of their use. Bar code scanners help customers to very efficiently deal with the receipt and dispatch of goods, as well as restocking, stocking and stock removal operations in a controlled warehouse and stocktaking. The solution supports printing of custom bar codes on special printers. Online operation is a matter of course.

Wireless readers can therefore be made available to warehouse operators on handling devices (trolleys) in the form of personal portable mobile terminals with the option of voice control. 

Dynamics 365 supports basic use of bar codes in its standard functions. Our solution significantly expands the possibilities of their use. Bar code scanners help customers to very efficiently deal with the receipt and dispatch of goods, as well as restocking, stocking and stock removal operations in a controlled warehouse and stocktaking. The solution supports printing of custom bar codes on special printers. Online operation is a matter of course.

Wireless readers can therefore be made available to warehouse operators on handling devices (trolleys) in the form of personal portable mobile terminals with the option of voice control. 

Controlled warehouses

Dynamics 365 provides numerous basic functions for controlled warehouses. These functions are also supplemented with further functions required for the operation of a controlled warehouse. This provides a mathematical warehouse model that uniquely defines warehouse locations and stocking addresses. Information about storage locations is expanded with the physical characteristics of the location (dimensions and loading capacity) or with additional information (storage of only certain types of goods, prohibition of loading, temporary unavailability, etc.). With the help of information about storage locations and their usability, optimised operator movements are proposed in order to maximise the efficiency of controlled warehouse operations and the usability of storage locations.

Dynamics 365 provides numerous basic functions for controlled warehouses. These functions are also supplemented with further functions required for the operation of a controlled warehouse. This provides a mathematical warehouse model that uniquely defines warehouse locations and stocking addresses. Information about storage locations is expanded with the physical characteristics of the location (dimensions and loading capacity) or with additional information (storage of only certain types of goods, prohibition of loading, temporary unavailability, etc.). With the help of information about storage locations and their usability, optimised operator movements are proposed in order to maximise the efficiency of controlled warehouse operations and the usability of storage locations.

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