Dynamics 365 Sales Solution for WholesalersDynamics 365 Sales Solution for Wholesalers

The PIM extension is a highly configurable dynamic product information management solution where customers can define product categories and features in a graphical UI.

Categories:

• Products can belong to multiple product/service categories.
• Categories have specific product features related to them.
• Products inherit features dynamically based on which categories they're related to.

Components:

• Products may have common components or parts that belong to several product categories.
• Components have their associated properties attached to them.
• When creating a new category, ready-made components are added to the product category.
• When creating a new product, components may be removed or added.

Product properties:

• Product features are attached to product feature categories to control the systematic naming and classification of product features.
• Features can be renamed or retagged per category in which they are used.
• Default units are set for product features per category, but they can be edited at the product level if necessary.
• Reusable feature sets are used to create new product categories quickly.

Packages:

• Packages are also managed via package category types.
• Packages have components such as labels that have their own characteristics.
• The product has a packing hierarchy from which you can select inventory items, purchase items or sales items.

Rules:

• The product data access rules can be defined both at the category level and at the individual product level.
• Features can be classified and published according to their purpose, for example, in an online store, on a product card, or in other use cases.

Organize and optimize your pricing structures, streamline your pricing processes, ensuring competitiveness and profitability across your product catalog. Manage multiple price lists specified for different audiences, customer segments, regions, and product catalogs efficiently.

Personalize your price lists for customers or groups based on their purchasing history, preferences, or loyalty status. Create dynamic pricing rules to automatically adjust prices based on volume discounts, promotions, and other factors. Based on this, the dynamic pricing extension for Dynamics 365 Sales and Customer Service modules will increase customer satisfaction.

Customer and/or vendor price lists are based on the basic price lists (general and customer-specific price lists).

Price change rules can be applied:

• How prices are updated from base to customer price list.
• Select product groups or single products.
• Internal and external price change approval process.
• Mass update of prices based on percentage change examples.

Discount management:

• Periodic discounts, which can be rebated or discounted per order.
• Discounts can be related to a single product, product group, customer, and revenue level.

The pricing and margin calculation engine improves your pricing management with special tools for easily setting and managing price lists, discounts, and promotions. It offers amazing functionality for both margin and purchase prices. Use powerful tools to analyze pricing data, forecast market trends, manage margins effectively, adapt to real-time market changes, and identify revenue growth opportunities.

• The price can be calculated against different product cost types, excluding warehouse cost, landing cost, current purchase price, and future purchase price, which are received from ERP examples.
• Margins are automatically visible against product cost types.
• The engine is available in both price lists and sales orders.
• Sales order prices can be set to update the customer price list automatically.
• All discounts are visible on the pricing engine.

Automate order processing to organize timely delivery, track order status in real-time, and track each step and every process. Simplify and improve every step of the sales order lifecycle, from order creation to fulfillment. Due to the UDS extension, sales orders can be easily created, tracked, and managed with the highest possible efficiency.

It includes 10 default types of sales orders, which define mandatory sales order information and automatically fill sales order fields based on the type.

Types define how ERP handles purchasing, warehousing, logistics, and invoicing. Example: Reclamation sales order.

• The solution automatically creates a reclamation case connected to the reclamation process internally and with the customer and/or vendor.
• The solution automatically generates corresponding credit notes and corrected invoices.
• The solution generates a return sales order/delivery order with instructions for the warehouse on how to handle returned products.

Sales orders have a pricing engine to price the order, which deviates from the customer price list.

Sales orders also have a freight calculation engine where freight cost estimation can be generated:

• The calculation uses delivery terms and delivery contracts.
• Calculation uses weight and volume to determine cost.
• If the customer pays for freight, the solution creates an invoice line.
• If the seller pays for freight, the freight influences the sales order margin, and the cost will remain for internal reporting and further calculations.

In addition, sales orders can be automatically created from rental and project contracts where periodic invoicing is applied.

Brilliantly manage and nurture relationships with both customers and partners. Centralize customer and partner information, monitor interactions, and analyze the most important data. Streamline every process from prospecting and onboarding to support and collaboration to boost customer engagement and loyalty.

Deal with leads and opportunities in your CRM, track them through the sales pipeline, control each touchpoint, and use the power of a personalized approach. Create attractive offers based on this information. Establish timely follow-ups and work with leads from lead generation to the stage when the deal is concluded.

Quickly organize, segment, update, and leverage contact data using a comprehensive view of all contact information in your CRM. Set up ideal contact management processes, collecting contact details from numerous sources and creating new records in CRM.

Simplify the process of managing contracts and agreements with clients. This block collects features that help to create, negotiate, and approve contracts (in accordance with compliance).

Centralize all your documents with information about products, contracts, and orders. This component helps to organize better collaboration using the storage and access capabilities.

Capture customer requests and issues, prioritize them, and then automatically create, assign, and manage cases in Microsoft Dynamics 365 to resolve customer problems. Monitor case management processes and real-time progress to ensure quick response and timely resolution. In this way, we provide outstanding service delivery and exceptional support and guarantee client satisfaction.

Communicate with your audience across multiple channels, including email, SMS, chat, and social media, engaging customers and providing immediate support. Integrate the UDS solution with your system and coordinate all interactions from one centralized platform.

Deliver quality service, managing all aspects of field service operations from scheduling technicians to monitoring work orders and inventory. Organize optimal resource allocation by scheduling service appointments according to the technical availability, location, skills, and other factors.

Streamline the planning, execution, and coordination of projects, overseeing all aspects from project planning and task assignment to budget management and task control. Enhance collaboration across your various projects with our Project Management solution for Dynamics 365.

Collect important analytics, master useful dashboards and personalized reports to track important metrics and get quality data for decision-making processes. Monitor and increase sales performance due to comprehensive reporting.