Enhance Your Dynamics 365 Business Central
Enhance Your Dynamics 365 Business Central
CalTrade is an enhanced Microsoft Dynamics 365 Business Central implementation designed by Calsoft Systems, specifically for global commodity trading companies, and companies dealing with global commodity trading as part of their business.
Machine and Parts
Global commodity trading companies face enormous pressures to balance the need for efficiency with the risk of cutting costs in order to stay competitive in a complex, volatile market. Trading firms must make accurate decisions that respond to rapidly changing conditions, while simultaneously planning for an uncertain future. Despite these challenges, the reality is that most trading firms have limited means to do this. Many rely on manual processes to get the information they need, or invest in expensive customized solutions that cut into their already sensitive costs.
Calsoft Systems understands that technology for global commodity trading firms should emphasize the things that matter most: speed, accuracy, visibility, security, scale and flexibility. Software with built-in trade contract management can be game-changing for trading firms, providing new ways to create value and identify risk earlier before it affects the bottom line. Ever-changing global regulations heavily impact operations, which means compliance must be integrated into the technology to provide the most accurate picture for making decisions.
Per user per month (USD)
Subscription License: $30/user/month
Perpetual License: $10,000 per company
*Both license options offer same functionality
*Perpetual License does not include upgrades
*No discounts offered on licenses
*Setup price may vary & does not include BC implementation fee
*BC license fee is seperate. See the sections to follow.
Fit & Gap Analysis
Master data loading (Incoterm, Master Data, Fright code and COA Mapping)
Both license options are offered with either on-premise or cloud Microsoft Dynamics 365 Business Central
CalTrade is a cutting-edge solution designed specifically for global commodity trading firms to optimize their operational efficiency, management visibility, risk assessment and customer service, all while reducing costs. This technology offers a deeper, more nuanced view of the risks and benefits associated with buying, selling and delivering physical commodities.
Our solution automates trading business processes and enables intelligent decision-making to maximize profit through industryspecific analytics, consolidated reporting and simplified data management. CalTrade’s built-in trade contract management will be important in achieving the extra margin needed to survive and grow in a fiercely competitive market.
Our built-in functionality is listed on the user’s home page (called the Role Center). Functional short-cuts are available by clicking on this link.
Users can create a contract from this page. All contract details such as Contract #, Sell-To, Main Vendor, Sales and Purchase Order, Incoterm, BOL, Ship-to, Shipment Instructions, and Post information are entered from this page.
PL Summary by each contract are shown in the real-time results on the right side. Estimate, Actual and Variance are updated automatically.
Multiple Purchase Orders can be created and linked with one Contract. Under Purchase Order screen, “Trading Contract #” will be shown, which helps users to search and review the original Contract detail easily.
Create Sales and Purchase Orders show the original Contract # automatically. The system will automatically link all entries, which allows users to search specific transactions easily as well as provide PL summary on the top Contract layer.
Calsoft applies Microsoft’s standardized implementation methodology called SureStep, which ensure that the project is managed efficiently and reduces cost and risk of project. Our valuable templates are designed specifically for trading business needs and enable a quick, targeted implementation that adds-in important trading-specific capabilities missing from Microsoft Business Central’s robust out-of-the box functionality.
With offices throughout North America and Asia, our mission is to maximize our clients’ business performance by understanding their needs and applying our in-depth expertise in Microsoft Business Software.Contact Us, Now