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.
Optimizing Operations with Dynamics 365 for Metal and Steel
A fully integrated system transforms the way distributors operate. ERP software for the metal industry aligns finance, supply chain, and customer management into one streamlined environment.
By combining automation with data visibility, metal ERPs eliminate silos that often slow communication between departments. Teams gain a single version of the truth for sales orders, purchasing, and inventory updates.
The result is greater control. Daily decisions and long-term planning take less time. Manage bulk materials, track complex pricing structures, or coordinate global logistics without delay. Calsoft Systems delivers the tools that make these processes seamless.
With flexible deployment and ongoing support, our experts help businesses modernize without disruption. This unified foundation serves as the bridge between back-office accounting and on-the-ground production, driving efficiency that lasts well beyond implementation.
Calsoft’s CalTrade for Dynamics 365 Trading Pack for Metal and Steel Distributors
Built for complex trading environments, CalTrade simplifies how metal and steel distributors manage global operations. Powered by Dynamics 365 for metal and steel, it unites financial control, contract management, and logistics tracking into a single adaptable platform.
This flexible trading pack delivers more than automation. It provides a structured approach to managing supplier relationships, order changes, and freight expenses. Complex transactions become easier to process, and financial accuracy improves with every cycle.
The system adapts to the needs of both traders and manufacturers, offering complete visibility into margins, shipments, and profitability. For growing enterprises, CalTrade creates a foundation for more intelligent management.
Its seamless integration with Microsoft technologies shortens timelines. Fewer manual tasks lead to quicker implementation. The result is a concise, dependable process. ERP software for the metal industry enables expansion without disrupting daily operations.
Key Capabilities
- Automated contract profitability projections based on sales, purchasing, and shipping expenses.
- Report generation provides 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 procedures for efficiency and accuracy
- Managing the origin and destination
- Handling interest rates and fees for the trading company
- Tracking of the required documents for the International steel trade
- Integration with Microsoft Dynamics 365 and its logistics modules, including Sales and Distribution (SD), Material Management (MM), and Financial Accounting (FA)
- Integrity with steel trading partners and customers through EDI
- Simplify customs workflows by generating pre-shipment and post-shipment documentation, including bills of lading, invoices, and shipping bills.
- Forward Exchange Contracts can be managed in real-time by ERP
Key Benefits
- Achieve highly efficient payment and billing processing
- Automate the 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 a 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
Strengthen Your Steel Operations with Calsoft Systems
Dynamics 365 for Metal and Steel helps distributors and manufacturers. Our team has decades of experience implementing ERP systems to simplify complex workflows.
We are Gold Certified Microsoft Partners. Ultimately, we deliver measurable results that last. Schedule a consultation today for long-term growth!
FAQs
Can Dynamics 365 improve production and sales management?
Absolutely. A single platform provides teams with a central place to track metrics. Production data, sales orders, and customer activity are monitored on the dashboard. Dynamics 365 for metal and steel replaces disconnected systems that slow progress.
Every department works from the same information. That enables faster communication and more accurate decisions. Over time, consistency helps improve forecasting, reduce waste, and create smooth handoffs between production and sales teams.
How does metal ERP software maintain accurate stock levels?
It starts with visibility. Customized platforms monitor incoming and outgoing materials in real time. Managers can monitor current inventory, orders, and outgoing shipments instantly.
When demand changes, the system updates automatically. Accuracy prevents costly overstocking and missed deliveries. These features keep every warehouse aligned and productive.
How can ERP technology make steel and metal operations more efficient?
Advanced technology brings finance, logistics, and production together into a single, connected system. An ERP for the steel industry takes it further by linking pricing, scheduling, and customer data in real time.
As departments share information, bottlenecks fade, and daily processes move faster. In the end, teams save time, leaders gain clarity, and efficiency becomes a lasting advantage.
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.
