Metal | Steel

Easily scale and grow your metal / steel business

Dynamics 365 for Metal and Steel Trading

With Microsoft Dynamics 365, you can go beyond improving efficiency, to harnessing the collective power of a collaborative network and data-driven insights. Wherever you’re at today, we can help you get to the next level. 

*More available modules: Manufacturing, Service, Warehouse, HR Management, CRM etc. See the details on Microsoft Dynamics 365 page

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

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