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Privately Held Distributor on Track for Growth with Integrated Financials, Inventory and EDI

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A small privately held distributor based out of Illinois had been through a lot of changes since their start in 1903. Recently, more changes were on the horizon in terms of their need for growth and their struggles with their enterprise resource Planning (ERP) software and distribution management technology.

This distributor was feeling the pains of an outdated, custom built, disconnected Unix system that managed their inventory, electronic data interchange (EDI) and order management. The accounting staff also managed financials in Microsoft Excel, making those pains even more acute.

Although their EDI solution did an adequate job of tracking orders, it wasn’t integrated with other key areas of the business, making it almost impossible to proactively manage their profitability. As a distributor to over 35 trading partners, they experienced numerous charge backs from big-box retailers or superstores, such as Home Depot and Menards.

In addition to the charge back costs and improper insight, their account receivables and payables were tracked separate from their General Ledger, creating a cumbersome month-end close issue every single month. Reconciling financial data across multiple systems not only wasted their time and created errors; it also put them at risk of audits. They had similar problems when analyzing year-end inventory, making huge adjustments from what was showing in the books and what the actual data was.

They needed to connect their systems so that real-time data was accessible in regard to financials, inventory and EDI. As a privately held, debt-free entity, they needed this functionality in order to take their operation to the next level with strong financial controls.  Their future growth plans called for a new, comprehensive distribution software solution – complete with tight integration across all critical areas of their business.

The distributor evaluated three ERP solutions as a possible new ERP system. Two of the software systems had a low number of customer installations and/or was not able to embed EDI into the total software package. Since integrated EDI, robust financials and inventory control was a key driver in their ERP evaluation, the third distribution software system under consideration was NAV-X.

The company also liked how NAV-X was built on a Microsoft foundation,   including Microsoft Dynamics® NAV and Microsoft SQL Server. The management team was impressed with Microsoft’s security measures as well as robust distribution capabilities built into the software. They determined that NAV-X takes those capabilities even further with integrated EDI, Shipping, Financials, Inventory Management, Barcoding/Scanning, and more.


If you are interested in taking your distribution business to the next level, learn more about NAV-X by viewing this online demo and contact us for more information:


By Sheldon Kralstein of NAV-X, LLC, Advanced Distribution Solution for Microsoft Dynamics NAV

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