Dynamics 365 for Trading
Trading businesses buy and sell across suppliers, currencies and borders, often without holding much stock of their own. Dynamics 365 keeps purchasing, shipments, documentation and finance connected so the true margin on every deal is visible.
Typical challenges
Deal margin
Purchase price, freight, duty and other landed costs measured against the price each deal sells at.
Multi-currency trading
Buying and selling in different currencies, with exchange differences handled in finance.
Import and export documentation
Shipment, customs and compliance paperwork tracked against each order.
Supplier management
Price lists, agreements and lead times held per supplier rather than in spreadsheets.
Goods in transit
Visibility of stock on order and on water, not just what is in the warehouse.
Back-to-back orders
Sales orders linked directly to purchase orders where you do not hold the stock.
How Dynamics 365 helps
We configure Dynamics 365 around the way your trading operation actually runs, rather than asking your team to work around the software.
- Landed cost tracking including freight, duty and insurance
- Multi-currency purchasing, selling and revaluation
- Back-to-back and drop-ship order handling
- Goods in transit and expected arrival visibility
- Supplier price lists, agreements and lead times
- Item tracking by batch, serial or container
- Deal, customer and supplier profitability reporting
Want to see this in your business?
Book a free consultation and we will walk through how Dynamics 365 would fit your processes.