Retail supplier enhances financial oversight and inventory management with Dynamics 365 Business Central

The client is a retail supplier known for delivering high-quality, visually engaging products to a diverse range of markets, including amusement parks, zoos, aquariums, national and state parks, airports, hotel chains, and special events. As demand grew and operations expanded, the business required a more scalable and streamlined system to support continued growth and operational control.

• Manual recordkeeping: Financial processes relied heavily on manual data entry, resulting in time-consuming and error-prone reporting and reconciliation.
• Scattered accounting workflows: Growing operations demanded a structured, centralized accounting system that could scale with the business.
• Limited real-time visibility: Without access to real-time financial and operational data, decision-making was delayed.
• Inefficient inventory and procurement management: Tracking stock levels and managing procurement lacked the precision needed for smooth operations.

The client partnered with LevelShift to implement Dynamics 365 Business Central, building a solid foundation for scalable growth and improved business control. The implementation included the following:

• Core ERP modules: Rolled out Business Central modules covering Finance, Purchase, Sales, Inventory, and Warehouse Management to centralize operations.
• Custom reporting: Developed tailored financial and operational reports for better insight and accountability.
• Enhanced search capabilities: Improved item search functionality within the ERP system for faster data retrieval.
• Purchase order optimization: Configured the system for quick access to archived purchase orders, streamlining procurement workflows.

• Automated recordkeeping: Eliminated manual processes, reducing errors and improving productivity.
• Improved financial accuracy: Structured reporting and real-time insights enhanced the reliability of financial data.
• Better inventory control: Enhanced tracking enabled smoother procurement and stock management.
• Scalability for growth: The flexible, cloud-based ERP system is now equipped to support future business expansion.