Wholesale Distribution Suite for Microsoft Dynamics AX

Wholesale Distribution Suite for Microsoft Dynamics AX

ENAVATE DISTRIBUTION SUITE About ENAVATE Customer Service Workstation Order Management Buyer s Workstation Pricing, Bids, Rebates & Contracts Paper Warehouse Paperless Warehouse (RF-based) Forecasting E-Business (EDI) At ENAVATE we are a Microsoft Dynamics AX gold partner who helps companies strengthen and grow their business from the backend through the front-end, with leading ERP solutions and an integrated, world-class ecommerce platform. By combining the robust functionality of the proven Microsoft Dynamics AX software platform with our solution-focused team made up of development professionals with deep industry experience we can deliver significant without taking significant time. What We Do Our software connects salespeople to customers and integrates the supply chain with internal operations, warehousing, inventory and finance. Our vertical modules are customized to strike the ideal balance between the practical and technical needs of the business. Our extensive network offers you expertise through an even larger variety of verticals with high volume distribution. And with each solution, we create rich functionality that will only strengthen and drive the growth of your business. Who It s For From the largest distributor to the smallest reseller, ENAVATE supports a variety of companies, regardless of size. Whether you re a small business needing a platform to power growth or a large company with complex supply chain challenges, ENAVATE you can elevate your business to its true potential. ENAVATE provides companies with a total yet custom solution that surpasses the niche vendors. And best of all, it s architected for low cost of ownership with access to ongoing solution updates and enhancements. ENAVATE, Inc. 7887 E. Belleview Ave., Suite 600 Englewood, CO 80111 USA +1.303.469.2346 www.enavate.com

Customer Service Workstation Our Customer Service Workstation enhances your ability to service your customers with fast, accurate information organized in one major system module. Information is key to allowing your Customer Service Representatives (CSRs) to deliver customer requests. The Customer Service Workstation is connected to purchasing, warehouse and order management allowing for prompt delivery of information required by customers. Enabling your organization to quickly access company data becomes another powerful way to service customers. One screen for all information, inquiries and daily tasks Manage CSR tasks with role centers and alerts Add notes to tasks to gather information and reminders Fax and email documents from anywhere in the workstation Quickly navigate to required information for customer service with toolboxes Easy to read forms and grids display all information View all orders displayed with most current orders first Advanced search capabilities to find the order you require Identification of order location in the outbound lifecycle Check status in the warehouse Capture order margin tolerances Quick navigation to modify or cancel orders Display inventory status by stage: backorder, reserved, delivered and invoiced Quick view of order and line comments Information on order line pricing and discounts Full integration to order management with quick navigation Main customer screen features all customer information Create messages regarding the customer Quick search if customer number is not known Graphical view of customer status, credit and emotion with your company All customer contacts displayed with individual information Add new contacts or shipping locations for customers Quickly view all customer backorders for expediting and modifications Display CSR performance information graphically Date range filter Save graphs to use in other documents Change the view to many different types of charts including pie, horizontal bars, etc. Compare different dates or date ranges 3

Order Management The Order Management feature has the ability to create and manage all outbound orders for your customers. The Order Management process has to be fast and accurate with information about customers and products available at you fingertips. Our Order Management module will allow your operators to quickly enter and modify outbound orders. With many different order types and features you can deliver high quality options for your customers. Full integration to inventory, warehouse, customer service, purchasing and accounting will provide your company with easy access to accurate information. Quick and accurate data entry Information defaults from customer record Interface to 3rd party tax and shipping packages Integrated to transportation module Integrated to invoicing and billing packages Integrated to customer service Integrated to E-Business module Promotional scripts and spiff processing Electronic ordering interface Quick inventory checks for all warehouses Allow for transfers within the transfer network Quick purchase order expected dates inquiry Coupon / Offer pricing Multi-currency Kit processing Message center notes for customer specific processing Customer rebate processing Customer specific delivery calendars Automated email notifications and processing Extensive sourcing module when items are entered Real time allocation or manual allocation No backorder options Ship complete options Quick and accurate data entry Ship products from different warehouses on the same order Display product specifications, documents or pictures Up-sell and cross-sell displayed while entering order Automated email confirmations Product cross references and stripping routines Substitution item processing Supersede item processing Alternate item processing Replacement item processing Margin management processing Integrated with web search engine Sales rep costing module Integrated with commission processing Freight rating process Order guides and order charges Price override reason codes Credit card processing Deviated cost processing Line and order comments and notes Order types: special orders; direct orders; return orders; future orders; blanket orders; consignment orders; quote orders; subscription or orders; will call orders with invoicing; billing only and rush orders 4

Buyer s Workstation Our Buyer s Workstation allows for the management of suppliers and transactions associated with the relationship between two organizations. Information on purchase orders, contact management, expediting and management of your special and direct orders will be displayed, all in one screen, for the buyers to manage the purchasing process. Buyers will have accurate and up-to-date information at their fingertips to answer inquiries from customer service or suppliers. Purchase orders displayed for quick access Advanced search capabilities to find required information Line items displayed for each purchase order Quick navigation to create new orders or to modify an existing order Fax, email or print any purchasing documents Integration to E-Business module Automatic expediting feature allows the buyer to review delivery date follow up requirements Manage special and direct purchase orders Vendor minimum processing Release reorder purchase orders after buyers review and approve Graphically display backorder information Expedite purchase orders for backorder filling Graphically display purchase order aging for suppliers and management Quick information on product backorders with customer and sales order information Review open purchase orders Capture documents and notes to attach to supplier information Capture documents and notes to display in order entry or customer service Cancel purchase orders or lines and attach a reason to the cancellation record Special price purchase orders for non stock items Extensive purchase order contract pricing and review worksheet One screen for all information inquiries and daily buying tasks Management of tasks to suppliers with graphic notice warnings Add notes to tasks to gather information and reminders Standard inbound charge allocations Quickly navigate to information required for buyers using toolboxes All information displayed in easy to read screens and grids Add internal messages about suppliers for all buyers to review Reorder review processing 5

Pricing, Bids, Rebates & Contracts ENAVATE utilizes pipeline technology to allow for modifying the hierarchy of pricing at the customer level. Contract pricing allows for fixed, fixed variable or locked variable contract types and allows users to set up pricing by priority of contract or lowest / highest pricing. Dynamic pricing allows pricing by margin, cost up or list down and includes margin protection. Product class dynamic pricing allows pricing by margin, cost up or list down with margin protection at the item level. Consumer history price files allows for price to be captured the first time an item is purchased or a quote is entered. The pricing file is managed for reoccurring margin. Matrix pricing allows items to be grouped together for pricing by margin, cost up or cost down. Trade agreements allow quantity break pricing. Floor and ceiling protection can be applied to any of the pricing schemes to manage pricing to stay above cost and below list pricing. Bid Workstation Key Features ENAVATE s Bid Workstation allows users to create and modify professional customer bids for the sales organization. Track won and lost status Enter competitor s items and price to show value over the competition Margin calculator built in for pricing entry Create a contract from won bids with the click of a button View won and lost history for future bid management using advanced search Load costs for margin calculations Brand, configure and customize for each potential prospect Contract Workstation Features Contract items with quantity breaks Competitor pricing contracts Fixed Price, Variable, and Locked Variable contracts. Contracts can be managed by margin, cost up or list down and calculated at the time of ordering or on a periodic basis. Contracts can be assigned to one ore more customers Contracts can be prioritized for a customer Customers with multiple contracts can be priced based on highest or lowest price Contracts can be easily reviewed Contracts can be delivered via electronic, hard, or faxed copies Contract items can be set up to prevent the global product cross reference and alternate item features Deviated Cost Rebates Rebates can be captured at the warehouse or global level. Rebate contracts can display only vendor products. Rebate products can be added to rebate contracts by product number, commodity code or by all products within the vendor. Rebate contracts can be calculated by percentage, dollar value or flat cost. Purchase terms for rebate contracts can be tracked and purchase order terms updated during purchase order creation. Rebate contracts can be back-dated and processed for transactions that have been recorded to the rebate contract. Both customers and customer rebate groups can be attached to a customer rebate. Vendor exclusion lists can be created. Customer exclusion lists can be created to exclude a customer from a contract. Rebate contracts are easily searchable. Rebate contracts for products can be used in sales commission calculations. 6

Paper Warehouse The ENAVATE Paper Warehouse allows the warehouse manager to control all outbound and inbound processing, and all orders and order types sent to the picking lanes. Orders can be sent to the shipping department for the next day deliveries by sending them to the pick lanes first a process that can use tickets or be paperless. In addition, orders are cartonized for the most efficient package sizing, and expedited receiving is available to service customers with product that has just been delivered to the dock. ENAVATE helps you do what you might already be doing, but faster, better, and more efficiently. Control the flow of picking tickets Separate pick lines by warehouse pick zones Gain insight into quantity on hand at location level Allocate at sales order time or at picking time e Track inventory through the outbound process pick, pack and ship Cause a cycle count or disposition requirement with manual mark outs Capture the picker, packer and QC employee Customize documentation Use bulk label picking for bulk items Control the flow of the labels by task rules Use label picking for primary items Employ multiple warehouse processing (virtual or real) Use automated scrap features Take advantage of return to inventory and vendor processing Process receiving for stock, specials, cross-dock, and put-away Track serial and batch numbers Process work orders, cycle counts, and inventory discrepancies 7

Paperless Warehouse (RF-based) (RF based) The ENAVATE Paperless Warehouse provides a fully integrated radio frequency (RF)-based warehouse management solution. Inbound, outbound, inventory and workforce management functionalities provide greater control, efficiency and accountability over all warehouse operations. Radio Frequency Identification (RFID) Fully integrated with RF technology Use on both hand-helds and fixed applications Enable a wireless interface in the warehouse Inbound Management Receipt appointments RF and terminal receiving: put away items without leaving receiving process, update items into different/multiple bins, and put away and update special orders in special zones License plate ID tracking and receiving for EDI transactions and transfers Advanced put-away location selection is based on best practice strategies and user configurable rule criteria: Receipt of multiple items at once Cascade receiving Full-directed put away Straight to stock put away Dock to stock put away Outbound Management Advanced picking selection is based on best practice strategies and user confirmation rule criteria, enabling picking based on customer, specific order and shipping date Consolidated pick lists Route management integration with Roadshow and Roadnet advanced picking task(s) creation: Order Batch Zone Batch Cart Wave Picking Paperless user-defined directed picking Supports pick lists printing for customer orders, work orders and transfers RF picking confirmation User and system directed RF and terminal packing confirmation RF shipment staging and loading confirmation Inventory Management Lot and serial number control Damage control process Email notifications to warehouse managers for late purchase orders RF and paper cycle counting Replenishment of picking locations Recommended purchases allowed: demand based, min/max, or on request Multiple unit conversions ABC movement calculations/reporting and demand forecasting based on historical usage Workforce Management Real time tracking of all work tasks: Paperless Warehouse can create employee schedules to track labor resources and check-in/check-out to track actual labor availability Configurable task rules are user and system directed Task interleaving Task type, zone and equipment restrictions Load balancing of warehouse tasks Real time performance statistics: supports the definition of standard processing times for warehouse activities and then can track the actual process times. 8

Forecasting Forecasting is how you manage one of your largest assets. Effective management of inventory is not only a way to save on costs, but also better serves customers with timely product delivery. The ENAVATE Forecasting module is powered by Microsoft Dynamic AX inventory control methodology, but is still easy to understand. From a buyer s perspective, this is a big benefit to the company. Key Features Automated reorder purchase order creation Integrated to the buyer s workstation Purchase orders created to meet vendor minimums by dollar amount, weight, volume and quantity Safety stock and reorder point calculation Calculations for safety stock and reorder points Ability to smooth the demand for unusual spikes and capture cancelled lines or orders Economic order quantity (EOQ) for stock replenishment, displayed graphically with costing information for different quantities Display forecast versus demand for accuracy Marketing forecasts for new items and promotions Purchase orders immediately activated in the system or placed on hold without updating inventory position Automated period begin and end dates No end-of-month synchronization updates to demand completion in the invoicing and cancellation modules Warehouse transfers can be triggered from the reorder process Vendors can be set up on a schedule for reorder purchase orders Vendor level configurations for calculations Manual or calculated safety stock Configure only the products that need to be forecasted Configured ABC code service levels Configured weighted average weights Forecast products by size, color and configuration (inventory dimensions) Product rounding percentage for next purchase quantity Forecast methods applied on the product level 9

E-Business (EDI) E-Business is a fast-growing technology for customers and vendors and Electronic Data Interchange (EDI) is central to both inbound and outbound business. ENAVATE EDI extensions create the ability to take on requests, acquire new customers and save on operational costs. ENAVATE has extended the Microsoft Dynamics AX offering to include many of the standard documents required to do business with your customers and vendors. Our E-Business extensions are standard XML documents for inbound and outbound processing. An EDI mapping application such as BizTalk Server or any other tool can be used to map to our standard documents. E-Business extensions handle processing, error notification and workflow. Within the ENAVATE EDI extension, an internal mapping utility allows for customers to define specific XML nodes to database fields. Users can also add new custom fields within each EDI transaction. Some examples of pre-defined nodes: Inbound Transactions Sales Order (850) Invoice (810) Order Status Request (869) Advanced Shipment Notice (856) Remittance Advice (820) Message Acknowledgement (865) Outbound Transactions Purchase Order (850) Invoice (810) Order Response (855) Order Response Change (865) Order Status Result (870) Advances Shipment Notice Picking List Stage (856) Advances Shipment Notice Picking Slip Stage (856) Shipping and Billing Notice (857) Product Catalog (832) Message Acknowledgement (865) 10

About ENAVATE Our Products The ENAVATE design team has created a suite of products focused on high volume distribution. Our product managers, consultants, developers and support staff have many years of distribution industry knowledge and experience. This knowledge coupled with our customers input enables ENAVATE to create and continue to enhance the Microsoft Dynamics AX product with our industry focused product. The Distribution Suite is available exclusively through ENAVATE and is fully integrated with the Microsoft platform tools to allow organizations to maximize customer service levels and simultaneously increase organizational efficiencies resulting in their ability to gain a true competitive advantage in the marketplace. Our Services ENAVATE provides services and support to assist our customers with their development and technical service requirements. We pride ourselves on our world class technical capabilities and solutions, and our customers can depend on fast, professional deliverables that meet their business requirements. We become an extension of our customers organizations that can be depended upon for quality products and services. ENAVATE believes in partnerships and customer service. Our customers continued success is our success, and we partner with customers to achieve their company objectives and vision. With this level of service, ENAVATE adds value to our customers business and achieves the highest quality of service possible. The ENAVATE Distribution Suite is Certified for Microsoft Dynamics AX, signifying that the solution has met Microsoft s highest standard for partner-developed software by successfully meeting all certification requirements. The Distribution Suite has demonstrated development quality and compatibility with the Microsoft Dynamics AX product by passing rigorous software solution testing. Other certification requirements for ENAVATE include customers who are successfully operating on the solution and are willing to recommend it, enrollment in a Partner Service Plan with Microsoft, and a Gold Certified Partner designation in the Microsoft Partner Program. Certified for Microsoft Dynamics also identifies that the Distribution Suite has met the Microsoft best practices and Dynamics AX development standards. This certification represents a significant step in elevating the standard for ENAVATE-developed software solutions for industry-specific business applications. ENAVATE s success has come from its strategic partnership with Microsoft to bring the Dynamics AX solution to the niche distribution market space. ENAVATE leverages Microsoft s R&D investment, coupled with niche industry expertise to bring a highly focused product to the market. 11