Food and Beverage
Efficiently Manage Businesses within the Food and Beverage Industry
Dynamics 365 for Food and Beverage
With Microsoft Dynamics 365 for Food and Beverage as the foundation of your business management system, we offer a Best-of-Breed approach that combines the functionality required for the food/beverage industry while leveraging the latest technologies that are the most suitable for each business scenarios. For many years, Calsoft Systems has been providing various solutions as a system integrator to meet the needs of customers operating within the food/beverage industry.
Dynamics 365 Standard System Features
- Seamless Integration with Microsoft 365, Power BI and Power Automate
- Automatically Send Documents by Email and Exporting Your Business Data to Excel
- Define User Intelligent Tasks and Roles with Role Center
- Use Job Queues to Schedule Tasks
- Integration Tool for the Other Outside Systems
- Post Multiple Documents at the Same Time
- Preview Posting Results and Edit Posted Documents
- Business Intelligence and Financial Reporting
- User Security, Privacy and Company Compliance
- Responsibility Centers
- and more
Dynamics 365 Standard Financial Features
- General Ledger
- Managing Receivables
- Managing Payables
- Invoicing Prepayments
- Reconciling Bank Accounts
- Managing Fixed Asset
- Managing Intercompany Transactions
- Accounting for Costs
- Managing Inventory Costs
- Managing Cash Flow
- Closing Years and Periods
- Consolidating Financial Data from Multiple Companies
- Working with Multiple Dimensions Structure
- Create G/L Budgets and Report with Multiple Scenarios
- Post Transactions Directly to the General Ledger
- Reverse Journal Postings and Undo Receipts/Shipments
- Allocate Costs and Income
- Record and Reimburse Employees’ Expenses
- Defer Revenues and Expenses
- Setup and Update Currency Exchange Rates
- Import Payroll Transactions
- Work with VAT on Sales and Purchases
- Making Cash Flow Forecasts by Using Account Schedules
- Analyzing Financial Statements in Excel
- Transfer Bank Funds
- Multi-Site and International Organizations
and more
Dynamics 365 Standard Supply Chain Management Features
Sales
- Conducting a Sales Campaign
- Invoicing Sales Prepayments
- Register New Customers
- Sales Quotes
- Invoice Sales
- Sell Products
- Print the Picking List
- Posting Sales
- Create Recurring Sales and Purchase Lines
- Make Drop Shipments
- Create Special Orders
- Process Sales Returns or Cancellations
- Correct or Cancel Unpaid Sales Invoices
- Blanket Sales Orders
- Combine Shipments on a Single Invoice
- Calculate Order Promising Dates
- Track Packages
- Date Calculation for Sales
- Merge Duplicate Records
- Recurring Revenue
- Enter External Document Numbers
and more
Purchasing
- Purchasing Reports
- Purchase Approval Workflow
- Record Purchases
- Request Quotes
- Purchase Items for a Sale
- Posting Purchases
- Correct or Cancel Unpaid Purchase Invoices
- Combine Receipts on a Single Invoice
- Process Purchase Returns or Cancellations
- Receive and Convert Electronic Documents
- Date Calculation for Purchases
- Merge Duplicate Records
- Blanket Purchase Orders
- External Document Numbers on Purchase Documents
and more
Inventory
- Inventory and Warehouse Reports
- Register New Items
- Bills of Material
- Categorize Items
- Item Attributes
- Catalog Items
- Count and Adjust Inventory Using Documents
- Count, Adjust, and Reclassify Inventory Using Journals
- View the Availability of Items
- Transfer Inventory Between Locations
- Reserve Items
- Track Items with Serial, Lot, and Package Numbers
- Use Item Cross References
- Trace Item-Tracked Items
- Block Items
and more
Project Management
- Project Reports
- Create Jobs
- Use Resources for Jobs
- Use Time Sheets for Jobs
- Manage Job Budgets
- Record Usage for Jobs
- Manage Job Supplies
- WIP Methods
- Monitor Job Progress and Performance
- Invoice Jobs
and more
Manufacturing Management
- Production Planning / 10+ Planning Parameters
- Planning With or Without Locations
- Create a Forecast
- Create Production Orders from Sales Orders
- Plan for New Demand Order by Order
- Run Full Planning, MPS or MRP
- Replan or Refresh Production Orders Directly
- Track Relations Between Demand and Supply
- Requisition Worksheet
- Action Messages
- Assemble Items Assembly Reports
- Understanding Assemble to Order and Assemble to Stock
- Quote an Assemble-to-Order Sale
- Sell Items Assembled to Order
- Sell Inventory Items in Assemble-to-Order Flows
- Sell Assemble-to-Order Items and Inventory Items Together
- Create Blanket Assembly Orders
- Undo Assembly Posting
- Bills of Material
- Assembly Order Posting
- Production Reports
- Production Orders
- Subcontract Manufacturing
- Post Consumption and Output for One Released Production Order Line
- Batch Post Consumption
- Batch Post Output and Run Times
- Reverse Output Posting
- Post Scrap
- View the Load in Work and Machine Centers
- Post Capacities
- Finished Production Order Costs
and more
*More available modules: Manufacturing, Service, Warehouse, HR Management, CRM etc. See more detail on Microsoft’s Dynamics 365 page.
Welcome to Microsoft Dynamics 365 Business Central – Business Central | Microsoft Docs
Target Food/Beverage Businesses
Manufacturers/Producers
Businesses performing process-based manufacturing tasks within the food and beverage industry. Examples include:
- Alcoholic Beverage Producers
- Canning
- Commercial Bakeries
- Confectionary Manufacturers
- Dog and Cat Food Manufacturers
- Seafood Processors
- Soft Drink Beverage Producers
- Specialty Food Manufacturers
- Spice/Seasoning Manufacturing
Suppliers/Wholesale Distributors
Businesses acting as a link between agricultural producers, manufacturers, and consumers. This includes Broadline and Specialty distributors managing a wide variety of products:
- Alcoholic Beverages
- Confectionary
- Dairy
- Dog and Cat Food
- Seafood
- Soft Drink / Specialty Beverages
- Specialty Food
- Spices/Liquid Seasoning
Sales Management with Dynamics 365 for Food & Beverage
Price management and discount setting for various sales channels BC Standard
Pricing can be set and managed according to the type of business such as retail, wholesaler, food service, and consumer. Each customer group can have a product price master and discount groups can be set.
Broker Management (Commission Calculation) BC Standard・Report Development
For sales brokers, sales results can be quickly calculated with a reporting tool directly connected to the ERP. You can output reports that take into account the actual sales to contracted customers and the actual promotion cost (OFF INVOICE).
EDI Data Integration 3rd Party Eco-System
If you are dealing with a large retailer, grocer, or distributor, you are likely to be required to conduct e-commerce transactions. Dynamics 365 ERP provides connectors to various EDI service providers, freeing you from the need to manually enter transactional information and allows you to deliver end-to-end transactional information to your customers.
In addition to EDI transactions with customers, you can also connect EDI with 3PL Warehouses and suppliers.
E-Commerce Integration 3rd Party Eco-System
To support B2C, B2B, and other E-Commerce business models, Dynamics 365 ERP supports data integration between major E-Commerce platforms.
It can integrate with Omni-Channel E-Commerce such as Shopify, BigCommerce, and Magento.
Demand Forecast and Purchase Planning 3rd Party Eco-System:
Taking into account the various sales channels, various promotions, past sales performance, seasonal demand fluctuations, and other factors, calculating the right amount of inventory to prevent shortages is one of the most important tasks for a business within the food/beverage industry. At the same time, it is essential for companies to manage their inventory by optimizing purchasing operations according to the contracts with each supplier. Calsoft provides Demand Planner, a comprehensive demand analysis and forecasting tool, as a solution to solve such problems.
Inventory/Item Traceability (LOT Traceability) : BC Standard
Lot # management is an essential requirement for inventory management in the food and beverage industry. In the event of a recall, it is possible to track the related WIP and finished goods inventory lot # from the raw material lot #, and quickly identify the sales order. Conversely, from a manufactured product lot #, it is also possible to track the WIP and raw material lot # used in manufacturing in the reverse direction
Production Management with Dynamics 365 for Food and Beverage
Formula/Recipe Management BC Standard＋Function Addon
In addition to the basic functions of issuing work orders and recording the results, such as setting up work centers and recording the results of these operations, the ERP system for the food/beverage industry provided by Calsoft can record and manage the recipe information for both prototype and mass-produced products, enabling the accumulation of know-how for product development for new businesses and the management of recipe approval records for mass production.
Quality Control 3rd Party Function Addon
In order to ensure food safety, quality records and manufacturing processes need to be closely linked within the system. In addition to simple pass/fail records, CALSOFT supports various quality inspection items such as selecting from a list of answers and entering numerical values for compliance criteria. The system can also issue a Certificate of Analysis Report for the inspection results.
Products undergoing quality inspection can be controlled to prevent them from proceeding to the next process as QC HOLD.
LOGISTICS/Warehouse Management Function Addon
Digital Transformation from Paper based records
In the conventional exchange of business instructions and records using paper slips, a certain number of human errors are bound to occur in any company. A mobile WMS (Warehouse Operation Support System) using mobile terminals is available as a mechanism to reduce human errors and support accurate and efficient warehouse operations. The system can be used for a variety of purposes, from receiving raw materials and shipping finished products, to recording container condition inspections and recording production volume at the manufacturing site and etc.
Features:
- Shipping to Customer (picking, Shipping, Track Loading, etc.)
- PO Item Receiving
- Production Order Record
- Assembly (Pallet Builder)
- Transfer Order
- Container Inspection
- Inventory Count
- Inventory Inquiry
- Fully Integrate with Dyn365 BC
Data Analysis： 3rd Party Eco-System: BI Tools
Calsoft develops and provides BI reports from the vast amount of business data stored in Dynamics 365 ERP in a format that suits the needs of each responsible department. We provide the most suitable reporting solution for each application.
Example Dashboards:
- Warehouse operations, daily target dashboard
- Manufacturing operations, daily target dashboard
- Manufacturing cost analysis report
- Budget management (cost vs. budget, sales vs. budget)
Production Equipment Maintenance 3rd party eco system（McFrame : Signal Chain Maintenance)
It records basic information on manufacturing equipment and provides maintenance and repair management. It provides a reminder function with a dedicated maintenance schedule calendar, and inspection records can be stored in a variety of formats (input, photo, video, etc.). In addition, the system helps to accumulate maintenance know-how in the future by recording repair requests and their work records together.
To learn more about how Dynamics 365 can assist in maximizing your business within Food and Beverage industry, contact us.
Let’s Start a Project
Imagine your business technology running like a finely tuned machine throughout your entire enterprise. We can help you get to where you want to go with Dynamics 365 for Food and Beverage!