Dynamics 365 for Metal and Steel Trading
Scale your operations with precision and confidence.
ERP Software for the Metal Industry
Microsoft Dynamics 365 for metal and steel distributors does more than streamline operations. It connects every moving part of your business. From inventory control to financial management, this intelligent system simplifies processes. Data flows easily between departments, giving teams clarity.
With an ERP for the steel industry, staff can act instead of react. As a result, forecasting becomes sharper and production schedules stay on track. And when markets shift without warning, the platform helps you adapt quickly while keeping customers informed and operations steady.
Challenges Facing Metal & Steel Distributors
Industry entities operate on tight margins and unpredictable market swings. Price fluctuations, changing demand, and material traceability complicate daily operations. Many distributors also juggle multiple warehouses and international suppliers.
Add complex regulatory requirements to the mix, and productivity slows down. When these challenges intersect, small inefficiencies can affect profit and delivery timelines. Calsoft Systems understands these pressures.
We build solutions that bring clarity to every stage. From order entry to finished goods tracking, you can maintain control. Dynamics 365 for metal and steel delivers time savings and waste reduction, helping owners stay competitive in a volatile marketplace.
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
- and more
Target Metal / Steel Trade Businesses
Carbon, Alloy, Tool and Stainless Steel
Microsoft Dynamics 365 with Calsoft’s trading pack for Metal/Steel Distributors offers a world class cloud-enabled financial and supply chain management solution for companies in the metal and steel trading industry.
Aluminum and Light Metals
Fully integrated into your solutions, our trading pack offers you the benefits of a metal and steel trading solution alongside enterprise level financial and supply chain management requirements.
Precious and Rare Metal
Handling sales contracts, international shipments (partial and drop shipment), freight payments, customs documentation, billing, and performing activities pertaining to international steel trading.
Calsoft’s CalTrade for Dynamics 365
Trading Pack for Metal/Steel Distributors
Calsoft’s Dynamics 365 Trading Pack for Metal/Steel Distributors streamlines your accounting and system operational processes for enterprises managing global steel / metal distributors / traders. This pack combines ease of use and rapid deployment capabilities of steel / metal trading management with Dynamics 365 that can be easily extended to meet the requirements of your organization and operations.
It provides the best practices for your financial processing and high visibility of your business across your entire organization.
Key Capabilities
- Automated contract profitability projections based on sales, purchasing and shipping expenses
- Report generation provide analytical insights into steel import/export processes
- Ability to handle steel order amount/quantity changes within released contracts
- Freight expense control by selected Incoterm conditions.
- Automated sales, purchasing status management and approval procedure for efficiency and accuracy
- Managing the origin and destination
- Handling interest rate and fee for trading company
- Tracking of required documents of International steel trade
- Integration with Microsoft Dynamics 365 and its logistics modules, including Sales and Distribution (SD), Material Management (MM) as well as Financial Accounting (FA)
- Integrity with steel trading partners and customers through EDI
- Improves customs processes by generating pre-shipment and post-shipment documents (Bill of Lading, Commercial Invoice / Packing List, Shipping Bill/Bill of Export)
- Forward Exchange Contracts can be managed in real-time by ERP
Key Benefits
- Achieve highly efficient payment and billing processing
- Automate billing process to manage complex business rules
- Accelerate monthly, quarterly and yearly financial closing with seamless data
- Single data point to manage trading operations and accounting
- Access from anywhere through unified cloud solution
- Manage a single source of customer and vendor profiles and payments
- Streamline transportation activities and lead to higher profit margins
- Automate revenue recognition and cost accruals accurately
- Utilize modern integration and best practices for accounting and operations
- Obtain high visibility of multiple business operations
Link Between Contract, SO and PO / Contract Overview with PL Summary Screen
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.
