Microsoft Dynamics AX

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1 Microsoft Dynamics AX Improving productivity, reducing costs The ERP solution for international wholesale traders Silver Content Management Silver Portals and Collaboration Factsheet for trading and logistic processes

2 Meeting new challenges 4 good reasons to choose Trade + From wholesalers to wholesalers å The best of two worlds With Trade + and Würth Phoenix you will get the business experience of Würth and the international technology competence of Microsoft. Two guarantors for success and quality. One reliable partner supporting you in your market growth. A solution made by the business for the business itself ç Higher efficiency through integration Trade + is a completely integrated solution supporting you in covering more effectively your business processes by optimizing your supply and logistics chains or backing up efficiently your sales department. Trade + is an integrated industry solution applicable mainly to the following sectors: Intensive cost pressure, a continuous developing variety of products and services, higher supply demand and an internationally growing daily business: Conditions for trading companies are getting more complex and require powerful software systems in order to cover customer needs with highest quality and service capability. To support these rising exigencies Würth Phoenix, the software and consulting company of the Würth Group with WÜRTHPHOENIX Trade + offers a completely integrated industry ERP solution based on Microsoft Dynamics AX. Trade + is designed especially to support international wholesale companies in successfully acting in their business by assisting them adequately in their market growth - with all necessary functionalities, simple and flexible in daily use, allowing them to comply with their own customers demands anytime and anywhere. WÜRTHPHOENIX Trade + enhances Microsoft Dynamics AX in many respects. Business areas such as logistics, sales, purchase and reporting have been considerably expanded and adapted to the industry needs. Moreover Trade + provides a substantial data warehouse with business specific templates. Implementing costs for reporting demands can therefore be considerably reduced, allowing organizations to easily display industry typical requirements and relocating them by means of versatile and instantly applicable reporting scenarios. é è Open minded and flexible Your company never stops. Rising customer demands, volatile prices as well as organizational changes of customers and bulk buyers are in the meantime matters of fact for wholesale traders. Trade + meets a rapidly changing business world from a technical and functional standpoint by supporting different requirement profiles and facilitating market expansions. International orientation To ensure the highest level of competitiveness leading market players need good ideas, entrepreneurial spirit and a business software integrating all corporate processes, being so a company s allover informational backbone. Multisite functionalities here represent an important precondition to support international business activities considering all tax and legal demands. Most international groups also have subsidiaries dealing exclusively with product purchase and distribution. Trade + is the ideal solution to manage central and peripheral business areas real time and in a cost-effective way. In this context Trade + is often connected to a so called Hub & Spoke scenario integrated in SAP environments vertically or horizontally.» Technical wholesale and retail» Food and beverage wholesale» Sanitary wholesale» Mail order trade» Building materials wholesale» Chemical and pharmaceutical articles wholesale» Ironware and metal wholesale» Glass, sanitary ware, colors and paint wholesale» Combustible and petroleum products wholesale» Electrical and electronic products wholesale

3 » Improved customer service by more efficient purchase and service processes» Consistent interaction between employees and customers beyond several enabling companies to improve operational efficiency by integrating all business processes» Higher efficiency due to aggregated information processing across all company areas» State-of-the-art technological foundation to simplify the alignment of the business processes to the needs of all distribution channels Nearer to the customer Profit maximization by customer satisfaction» Simple representation of trade agreements» Extensive customer evaluation to support a more targeted decision making process» Highest information transparency through widely customizable customer- and vendor-specific cockpit views» Optimized service level by the use of sophisticated forecasting- and planning features Focusing on your business» Independently from the recent economical crisis the last years showed a slowly growth of the nominal wholesale profit at the expenses of an increasing tendency in directly retailing from the producer. Successful acting wholesale traders already recognized the chances of differentiation, given by the adoption of contemporary ERP systems. Major efforts are spent in creating a stronger bond to the customer through an improved support quality. Opportunities for wholesalers can be found more and more in a profit maximization through the optimization of internal processes and the transaction effectiveness. Only with the closest customer relations and a complete perception of market demands, the service level can be increased, the supply quality improved and at the same time the internal logistic costs be reduced. With WÜRTHPHOENIX Trade + and our especially for the wholesale industry developed functionalities, the workforce is able to easily connect targeted customer groups, to shorten transaction processes and to better concentrate on the service optimization. Routine assignments are rationalized and the sales force has more time to easily recognize and maximize your market potentials. By disposing of all relevant information real time companies can abbreviate reaction rates for complaints, handle all article searches or complex price calculations more quickly and cover daily requests faster as even your most demanding customers will expect. Representation of alliance- and group structures» Flexible visualization of alliances and company groups structures» Integration of sector specific enhancements such as invoice recipient, price finding or customer-individual item description Provision for the organizational structure of the sales team» Extended integration of CRM-features with order entry, provision management, etc. Backorder management» Easily definable backorder management» Delivery of backorders dependent on order value and country of destination» Automatic deletion of backorders» Various enhancements in the backorder overview Pricing» Definition of a bottom price» Enhanced search and filter functionalities leading to a transparent traceability of the price origin (price level, price origin, changes, date) Pricing management» Broad functional range for the import and management of price lists» Simple changing or copying of price lists Bonus management» Flexible management of bonus terms

4 » Improved transparency of all warehouse processes» Creation of integrated business processes for the entire logistics cycle» Increased productivity due to a tailored automation of logistics operations» Flexible stock management and availability calculation across all locations and countries» Less capital commitment by an optimized stock turnover» Real-time business activities with all international branch offices by Multisite functionalities» Easy handling of Intercompany orders without any media breaks or dispensable interfaces» Cost saving due to a more efficient use of storage spaces Assuring quality, enhancing performance Optimizing your purchase and delivery processes» Improved efficiency of employees and diminished error rates through Pick by Voice and Pick by Light technologies» Integration of supplier related information across all corporate locations» Optimized control and transparency of cost prices due to precise inventory valuation options Scrutinizing your logistic potentials» o avoid long storage time and invest less capital in warehouse structures companies have to be well organized. Trade + creates the basis of a lasting warehouse optimization through a constant decrease of the storage period and more flexible intralogistic processes. Wholesale traders nowadays more and more reside in an area of conflict between the continuous pressure of a most rapidly possibly delivery, without investing too much capital in warehouse structures. Lower margins at the same time demand a reduction in process costs through the optimization of all warehouse workflows. A highest goods availability should be guaranteed anytime, extraordinary efforts or even errors reduced to a minimum. WÜRTHPHOENIX Trade + supports organizations in managing purchase and supply processes in a more effective way. Employees dispose over many tools to easily integrate workflows and warehouse performance indicators in the business information process. By considering the whole supply chain Trade + allows a more efficient operative workflow creating so the basis for an improved delivery performance and service quality for your customers. In commissioning Pick by Voice or Pick by Light technologies offer new possibilities to optimize the whole goods movement procedure. Customers will reduce time in the delivery process, avoid any errors or possible delays in logistic processes and guarantee a highest supply quality. Trade + supports also a timely Pick, Pack & Check process and provides a complete stock overview anytime being able to improve working efficiency and reduce processes costs through tailored automatization options. Incoming goods» One or two tier item arrival per warehouse with or without the use of pallet IDs» Expanded put-away strategies (bulk locations, picking locations controllable at product level) based on the stock situation and all available stock dimensions (expiry date, batch and serial numbers, etc.)» Prioritization of storage proposals Cross-Docking-Management Stock transfer» Preventive and acute internal transfer orders (determining of minimum stock per article and storage area) Outgoing goods» Flexible definition of goods booking strategy per warehouse or product (e.g. percentage per pallet quantity)» Steering of reservation considering the actual and future incoming goods and internal transfers (enhanced check waiting time for shipment)» Definition of waiting time in printing picking lists for each warehouse or method of delivery» Integration with the dispatch handling solution provided by Heidler Strichcode» Automatic identification of the carrier

5 » Steady flow of goods throughout the entire supply chain» Improved customer service by integrated workflow processes including batch and serial number management» Complete traceability along the entire supply chain» More efficient material management planning by flexible options for the bill of materials management» Contactless goods identification by support of Radio Frequency Identification (RFID)» Rapid shipping process through optional scanner integration for voucherless picking Right time, right place Improving your Supply Chain performance while lowering your logistics costs» Increased flexibility for carrier selection by standard connection to all well-known carriers» Better identification of optimal capacity utilization for shipments» Improved planning reliability for all purchase processes through improved forecasting methods 98,8% service performance» the success story of the Würth Group is measurable especially in figures. Software systems, which manage huge transaction volumes with lowest failure rates play a main role in it. Trade + is part of the success history of the Würth Group. Especially for trading companies a companywide and integrated information aggregation through powerful software systems is essential to assure a maximum information transparency. All articles should be clearly identified, the related data connected and available anytime in order to avoid incorrect or late deliveries. Traceability and quality assurance in WÜRTHPHOENIX Trade + are possible by means of an intelligent batch and serial number tracking. If required RFID (Radio Frequency Identification) based smart labels can complete or replace already existing barcodes. Obviously the actual tracking can be recalled anytime with an interface to various Tracking & Tracing platforms. In the shipping area Trade + focuses on the integration with the international proven systems of Heidler Strichcode. Heidler can refer to installations all over Europe, has more than 18 years of industry experience and offers different modules to all main couriers. With it packing stations can be individually set and assigned to an appointed warehouse and an user-defined distributor. The correct prices and weight are generated automatically. The shipping data are then centrally saved and can be used in all other business areas. The whole delivery process therefore can be tracked down till the level of customer s delivery through a regular feedback by each singular carrier. Automatic forecast calculation based on historic data at product and product group level with:» Daily, weekly and monthly planning standard reports» Consideration of promotions» Consideration of outliers» Additional forecasting formulas Determination of safety stock based on monthly requirements Minimum and multiple quantities at supplier/article level Control of materials to be discontinued with:» Abandonment stage per date» Consideration in the backorder management and material planning Dunning process for belated suppliers Easier allocation and distribution of freight costs on orders after invoice receipt Supplier assessment Blanket orders (Consideration and display in the master planning) Parameterization of distribution of article master data throughout the different branch offices

6 » Improved speed and flexibility in the daily work due to user-friendliness and simple individual adaptability» More flexibility: Crucial information can be displayed instantly in easily configurable dashboards, charts, graph- and table-types» Shortened training phase and high acceptance through a familiar Microsoft Office user guidance» Simple management of complex organizational hierarchies, distribution channels and business scenarios Reducing complexity An ERP simple as Office, optimized for trading companies» Broad functional industry sector coverage with a design based on long time practical experience» Simple user guidance with role-based preconfigured templates» Flexibly configurable quotation and order processing» Wide industry-sector-specific information supply via integrated BI-features based on Microsoft Office and SQL-Server Leading ERP System» WÜRTHPHOENIX Trade + is based on Microsoft Dynamics AX, the only ERP solution to be recently included as leading system into the Magic Quadrant of the notable Gartner Group. An ever growing quantity of goods and articles, shorter product lifecycle, lower profit margin and at the same time higher customer requirements. An improved competitiveness in the wholesale industry necessitates an effective and quick management of all of the goods traffic. Speed more and more becomes the winning margin. Whether creating and managing customer information, processing documents or displaying complex price search modalities: contemporary ERP solutions must provide the possibility to meet growing market requests in a faster and simpler user environment. By being part of the Microsoft portfolio WÜRTHPHOENIX Trade + offers extended ERP functionalities simple to use as Office and at the same time optimized for the wholesale distribution industry. The application is intuitive and user friendly, without renouncing the necessary functionality width and integration depth needed for all daily business activities. Intuitive Layout and simple user guidance:» Individual adaptability of menus, forms and reports» User-defined creation/modification of tables and journals» Full integration with Microsoft Office» With it Drag & Drop functionality from any Microsoft Office or SharePoint application and to WÜRTHPHOENIX Trade +» Advanced sorting and filtering» Integrated help documentation with comprehensive user manual» Possibility to send s, Fax or place calls directly from the application Information Cubes of the Trade + data warehouse for:» Fixed assets» Procurement with orders, invoices, open items» Financial accounting with balance sheet, P/L statement, accounting transactions» Cost accounting transactions» Logistics with inventory and stock transactions» Manufacturing processes» Sales and distribution with orders, open items, commissions and invoices

7 Locations Italy Bolzano Würth Phoenix S.r.l. Via Kravogl, 4 I Bolzano Phone: Fax: info-it@wuerth-phoenix.com Rome Würth Phoenix S.r.l. Via Tiberina Km 17,600 I Capena (Roma) Phone: Fax: info-it@wuerth-phoenix.com Hungary Budaörs Würth Phoenix Kft. Gyár u. 2 HU-2040 Budaörs Phone: Fax: info@wuerth-phoenix.hu Germany * Bad Mergentheim WITI Würth IT International Drillberg 6 D Bad Mergentheim Phone: Fax: info@wuerth-phoenix.com Silver Content Management Silver Portals and Collaboration *Representation